Difference between revisions of "Opening an EXISTING OnePager Chart for Version 7.1"

Revision as of 20:20, 8 November 2021

Introduction

This article has six (6) major sections below. The first and second major sections are associated with OnePager Pro Add-in and Standalone, respectively. The third and fourth major sections are are associated with OnePager Express Add-in and Standalone, respectively. The last two major sections are for OnePager Bundle users. These last two section direct you to the appropriate portions of this article where you can find the instructions for Opening an EXISTING OnePager chart previously created from any one of the source plans supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).

Please use the table below to accesses the desired sub-section:

OnePager Pro Add-in

Flow Chart

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart.

This methodology does not import new or old data from Microsoft Project, however, Microsoft Project needs to be launched so that you can access the OnePager Pro button on the Microsoft Project ADD-INS ribbon tool bar tab.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at OnePager Pro Standalone 7.5.2-71

The steps to open an EXISTING chart from within Microsoft Project are shown below:

Procedures

Launch Microsoft Project. With Microsoft Project running, launch OnePager and click the OPEN button on the OnePager Pro Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data will not be imported from the selected Microsoft Project source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots, you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The OnePager Data ribbon tool bar tab appears as shown below:

OnePager Pro Standalone

Flow Chart

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. This methodology does not import new or old data from Microsoft Project.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart. The steps to open and EXISTING chart from the desktop are shown below:

Procedure

Launch OnePager from the Standalone Icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data will not be imported from the selected Microsoft Project source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager Express Add-in

Flow Chart

Once charts are created, they can be re-opened from the OnePager Express Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the OnePager Express button.

As an alternative you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at OnePager Express Standalone 7.5.1-71

The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:

Procedures

Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the OPEN button on the OnePager Excel Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data will not be imported from the selected Microsoft Excel source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager Express Standalone

Flow Chart

Once the charts are created, they can be re-opened from the OnePager Express Start form either by launching OnePager from the desktop icon and opening the desired chart or by double-clicking on a .TAM. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:

Procedures

Launch OnePager Express from the Standalone icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Express Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data will not be imported from the selected Microsoft Excel source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager Bundle Add-in

The OnePager Bundle Add-in provides access to charts created originally from Microsoft Project or Microsoft Excel source plans. The procedures and workflow for opening these charts is the same as opening charts originally created by OnePager Pro Add-in or OnePager Express Add-in. Accordingly, the instructions for Opening charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Bundle Standalone

OnePager Bundle Standalone Flow Chart

TBD-Can be any chart created from any source plan

Created by MS Project

TBD-Link to OnePager Pro Standalone Flowchart above

Created by MS Excel

TBD-Link to OnePager Express Standalone Flowchart above

Created by Oracle Primavera P6

TBD-Description of OnePager Bundle Procedure for Oracle Primavera P6

Created by Smartsheet

TBD-Description of OnePager Bundle Flowchart for Smartsheet

OnePager Bundle Standalone Procedure

TBD-Can be any chart created from any source plan

Created by MS Project

TBD-Link to OnePager Pro Standalone Procedure above

Created by MS Excel

TBD-Link to OnePager Express Standalone Procedure above

Created by Oracle Primavera P6

TBD-Description of OnePager Bundle Procedure for Oracle Primavera P6

Created by Smartsheet

TBD-Description of OnePager Bundle Procedure for Smartsheet

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-71

REPLACING a Snapshot via Pull Operation 7.14.1-71

ADDING a Snapshot via Pull Operation 7.15.1-71

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-71

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-71

(7.5.1-71)