Difference between revisions of "Opening an EXISTING Project View - OnePager Express Add-in for Version 6.1"
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==Overview== | ==Overview== | ||
| − | Once project views are created, they can be re-opened from the '''OnePager Express Start''' form. The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further edit the project view. | + | 1) Once project views are created, they can be re-opened from the '''OnePager Express Start''' form. The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further edit the project view. |
| − | Using this methodology may or may 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. | + | 2) Using this methodology may or may 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. |
| − | With OnePager Express ('''OPX)''' you have the option to install both the '''Add-in''' and '''desktop''' applications. As an alternative you | + | 3) With OnePager Express ('''OPX)''' you have the option to install both the '''Add-in''' and '''desktop''' applications. As an alternative you can double-click on the desired project view’s '''.TAM''' file to open an existing project view as described in the article at [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Express Desktop]]. <!--7.6.2-61.--> |
| − | The steps to open an EXISTING project view from within Microsoft Excel are shown in the steps below: | + | 4) The steps to open an EXISTING project view from within Microsoft Excel are shown in the steps below: |
<center>[[File:X60-7_6_1-53-(1)-09162016.png]]</center> | <center>[[File:X60-7_6_1-53-(1)-09162016.png]]</center> | ||
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1) Launch Microsoft Excel. | 1) Launch Microsoft Excel. | ||
| − | 2) With Microsoft Excel running, launch OnePager and click the '''OPEN'' button on the '''OnePager Excel Start''' form. OnePager | + | 2) With Microsoft Excel running, launch OnePager and click the '''OPEN'' button on the '''OnePager Excel Start''' form. OnePager displays a list of recently-used project views and a '''BROWSE FILES…''' option. If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a project view to open. |
<center>[[File:X60-7_6_1-53-(2)-09162016.png]]</center> | <center>[[File:X60-7_6_1-53-(2)-09162016.png]]</center> | ||
| − | 3) Selecting a project view to open | + | 3) Selecting a project view to open tells OnePager to retrieve and display it. '''Source plan''' data may or may not be imported from the selected Microsoft Excel '''source plan'''. |
| − | 4) Once the project view is displayed and available, you | + | 4) Once the project view is displayed and available, you can '''edit''', save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously. |
| − | 5) Once a project view with multiple snapshots is opened, you | + | 5) Once a project view with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this. |
:a) The first is to use the '''forward/back''' arrows on the '''View''' tab to move between snapshot dates. | :a) The first is to use the '''forward/back''' arrows on the '''View''' tab to move between snapshot dates. | ||
| − | :b) The second method is to click the '''List All''' button '''View''' tab which | + | :b) The second method is to click the '''List All''' button '''View''' tab which displays a list of all available snapshot dates for the project view as shown below: |
<center>[[File:X60-7_6_1-60-(3)-01302017.png]]</center> | <center>[[File:X60-7_6_1-60-(3)-01302017.png]]</center> | ||
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==Related Links== | ==Related Links== | ||
| − | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61--> |
| − | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61 | + | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61 |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2- | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61--> |
| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-61 | + | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61--> |
(7.6.1-61) | (7.6.1-61) | ||
Latest revision as of 21:53, 4 January 2019
Overview
1) Once project views are created, they can be re-opened from the OnePager Express Start form. The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further edit the project view.
2) Using this methodology may or may 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.
3) With OnePager Express (OPX) you have the option to install both the Add-in and desktop applications. As an alternative you can double-click on the desired project view’s .TAM file to open an existing project view as described in the article at Opening an EXISTING Project View - OnePager Express Desktop.
4) The steps to open an EXISTING project view from within Microsoft Excel are shown in the steps below:
-09162016.png)
Procedures
1) Launch Microsoft Excel.
2) With Microsoft Excel running, launch OnePager and click the OPEN button on the OnePager Excel Start' form. OnePager displays a list of recently-used project views and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a project view to open.
-09162016.png)
3) Selecting a project view to open tells OnePager to retrieve and display it. Source plan data may or may not be imported from the selected Microsoft Excel source plan.
4) Once the project view is displayed and available, you can edit, save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously.
5) Once a project view with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
- a) The first is to use the forward/back arrows on the View tab to move between snapshot dates.
- b) The second method is to click the List All button View tab which displays a list of all available snapshot dates for the project view as shown below:
-01302017.png)
6) In addition to editing the opened project view and switching between snapshots you can also use the Data tab on the ribbon to replace snapshots, add snapshots, and perform custom updates. The Data tab on the ribbon appears as shown below:
-11272015.png)
Related Links
Creating a NEW Project View via Pull Operation - OnePager Pro
Creating a NEW Project View via Pull Operation - OnePager Express
REPLACING a Snapshot via Pull Operation - OnePager Pro
REPLACING a Snapshot via Pull Operation - OnePager Express
ADDING a Snapshot via Pull Operation - OnePager Pro
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express
Using the OnePager "Data" Tab's "Selected file(s)" Button
(7.6.1-61)
