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

Latest revision as of 15:47, 26 April 2022

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

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this workflow 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 source plans, 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

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

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 are not 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

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this workflow 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:

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 are not 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

Once charts are created, they can be re-opened from the OnePager Express Start form. The purpose of this workflow 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

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

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 are not 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

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 workflow 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:

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 are not 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 EXISTING charts is the same as opening charts originally created by OnePager Pro Add-in or OnePager Express Add-in. Accordingly, the instructions for Opening EXISTING charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Bundle Standalone

The OnePager Bundle Standalone provides access to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans.

Using OnePager Bundle to Open EXISTING Charts Created from Microsoft Project or Microsoft Excel

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

Using OnePager Bundle to Open EXISITING Charts Created from Oracle Primavera P6

To Open an existing OnePager chart created from an Oracle Primavera P6 source plan, click the OnePager Bundle icon on your desktop which accesses the OnePager Bundle Chart Editor displaying the OnePager Bundle Start form which has the NEW, UPDATE, and OPEN buttons. Clicking the OPEN button access the dropdown list shown in the illustration below:

The OnePager Bundle Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Bundle Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Using OnePager Bundle to Open EXISITING Charts Created from Smartsheet

To Open an existing OnePager chart created from a Smartsheet source plan, click the OnePager Bundle icon on your desktop which accesses the OnePager Bundle Chart Editor displaying the OnePager Bundle Start form which has the NEW, UPDATE, and OPEN buttons. Clicking the OPEN button access the dropdown list shown in the illustration below:

The OnePager Bundle Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager Bundle Standalone to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Related Links

Using Microsoft Project/Excel Source Plans with OnePager Bundle

Using Oracle Primavera P6 Source Plans with OnePager

Using Smartsheet Source Plans with OnePager

Creating a NEW Chart via Pull Operation Feature

REPLACING a Snapshot via Pull Operation

ADDING a Snapshot via Pull Operation

Custom Update (Replacing) of a Snapshot via Pull Operation

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

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