REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3
Contents
REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 (X53-7_14_2-12212015)
The purpose of these articles is to acquaint you with the new pull features of OnePager Pro and Express. There are eight (8) articles in this series, four (4) providing examples of the pull feature for OnePager Pro and four (4) for OnePager Express. Please see the links at the end of this article to access other articles in the series.
What is a Pull Operation?
A pull operation starts in the Project View Editor. That is, you already have OnePager running and decide to UPDATE the open project view or (rarely) create a NEW project view. In contrast, a push operation begins in the “OnePager Pro Start” from which you make a NEW project view or UPDATE an existing project view.
We added the pull operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view.
The pull UPDATE lets you open a project view and update it repeatedly as you edit its source file(s). After each set of changes to the source file(s), you can quickly see the effect on the screen by using OnePager’s new “Data” tab to pull the source file changes into the project view.
The example below will illustrate a pull operation when replacing a snapshot.
Example
1) Let’s suppose you have a Microsoft Excel plan for which you have already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive updated information that updates your Microsoft Excel plan accordingly. You now want to update the project view’s snapshot for 12/1/2015 to reflect the new information.
2) Further, let’s suppose that there are two different project views created form this one Microsoft Excel plan: (a) One for the PMO audience created with the “Show It1” column and (b) The second created for the Customer audience created with the “Show It2” column. In this example, we’ll do a replacement for the PMO audience first and then do the same replacement for the Customer audience.
3) Since the Microsoft Excel plan was updated and now reflects the latest information for 12/3/2015 we just need to use the pull operation to bring in the updated Microsoft Excel plan data and replace the snapshot.
Launching OnePager Express from the Desktop Icon
4) First, update the Microsoft Excel source file with the updated data you want to replace in the snapshot.
5) Launch OnePager Express from the desktop and when the “OnePager Express Start” form appears click the “OPEN” button which, in our example, will provide a drop down menu with the name of the project view you wish to update by replacement. In this case it’s “BlueGrass 2J-303-PMO” as shown below:
-12062015.png)
6) The OnePager Express desktop application will bring the selected project view up in the Project View Editor window. This is the project view and snapshot we want to replace. To proceed with the replacement click the “Data” tab on the OnePager Express ribbon. The Project View Editor will look like this:
-12062015.png)
Use the Microsoft Excel Source File to Replace a Snapshot
7) To perform the replacement of the snapshot showing in the Project View Editor window simply click the “Replace Snapshot” button on the “Data” tab of the ribbon as shown below:
-12062015.png)
8) OnePager Express performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel plan source file and taking the results to update the snapshot as shown above.
9) For project view with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the Project View Editor window before clicking the “Replace Snapshot” button. OnePager knows which snapshot is being displayed and will replace the visible snapshot with data from the parent Microsoft Excel plan source file. Navigating between snapshots in a multiple snapshot project view can be done prior to the above action by using the “View” tab on the OnePager Express ribbon as shown here:
-12062015.png)
10) The replaced snapshot for project view “BlueGrass 2J-303-PMO-X” is shown below:
-12062015.png)
11) Since we are using the desktop application of OnePager for this example it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel plan source file just launching OnePager Express from the desktop icon is basically all that is necessary to utilize the new pull operation.
12) At this point it is recommended that you save this the project view for access later.
Preparing a Second Project View for Snapshot Replacement
13) There are two ways of updating the second project view from the same Microsoft Excel source file:
- a) After saving the first project view, close the OnePager Express desktop application and repeat the above process but using “Show It2” to select the tasks.
- b) Remain in the current OnePager Express desktop application window and update the second project view from there.
14) Here we will demonstrate the second method as it is more efficient.
15) With the above project view visible in the Project View Editor window, click on the “File” tab on the OnePager ribbon and then click the “Open…” tab on the page that appears. Then click the project view for the Customer audience as shown below:
-12062015.png)
16) When you click the desired project view name as shown above, OnePager will display that project view in a separate Project View Editor window as shown here:
-12062015.png)
17) You may want to expand this Project View Editor window. Now, navigate to the “Data” tab on the OnePager Express ribbon as shown below:
-12062015.png)
18) Clicking the “Replace Snapshot” button on the OnePager “Data” tab tells OnePager Express to go to the parent Microsoft Excel plan source file for this project view, perform the snapshot replacement under the control of the “Show It2” column of the plan, and display the results in the current Project View Editor window.
19) The replaced snapshot is shown below:
-12062015.png)
20) In this example we used the pull operation twice to update two project views from the same Microsoft Excel source file but using different “flag” columns. Now that the second project view is created, we recommend that it too be saved for future access.
Compare Results, Edit, Copy to PowerPoint
21) Once you are satisfied with your project view you may save them, copy them into PowerPoint presentations, or share time in other ways.
22) The pull operation is an easy, fast, and convenient way to create multiple project views which will make you more efficient.
Related Links
Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 7.13.1-53
Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3 7.13.2-53
REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.14.1-53
ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.15.1-53
ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.15.2-53
Custom REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.16.1-53
Custom REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.16.2-53
(7.14.2-53)
