Difference between revisions of "REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0"
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==What is a Pull Operation?== | ==What is a Pull Operation?== | ||
| − | 1) A '''pull''' operation starts in the | + | 1) A '''pull''' operation starts in the '''Chart Editor'''. That is, you already have OnePager running and decide to update the open chart or (rarely) create a new chart. In contrast, a '''push''' operation begins in the '''OnePager Express Start''' from which you make a new chart or update an existing chart. |
| − | 2) We added the '''pull''' operation because we found that our users were often creating a | + | 2) We added the '''pull''' operation because we found that our users were often creating a chart, finding something in the '''source plan''' that they needed to change, going back to the '''source plan''', making the change, and then re-launching OnePager to update the chart. |
| − | 3) The '''pull update''' lets you open a | + | 3) The '''pull update''' lets you open a chart and update it repeatedly as you '''edit''' its '''source plan'''. After each set of changes to the '''source plan''', you can quickly see the effect on the screen by using OnePager’s new '''Data''' tab to '''pull''' the '''source plan''' changes into the chart. |
4) The example below illustrates a pull operation when replacing a snapshot. | 4) The example below illustrates a pull operation when replacing a snapshot. | ||
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==Example== | ==Example== | ||
| − | 1) Let’s suppose you have a Microsoft Excel '''source plan''' with an already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive new information that updates your Microsoft Excel '''source plan'''. You now want to update the | + | 1) Let’s suppose you have a Microsoft Excel '''source plan''' with an already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive new information that updates your Microsoft Excel '''source plan'''. You now want to update the chart’s snapshot for 12/1/2015 to reflect the new information. |
| − | 2) Further, let’s suppose that there are two different | + | 2) Further, let’s suppose that there are two different charts created form this one Microsoft Excel '''source plan''': |
:(1) One for the PMO audience created with the '''Show It1''' column and | :(1) One for the PMO audience created with the '''Show It1''' column and | ||
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4) First, update the Microsoft Excel '''source plan''' with the updated data you want to replace in the snapshot. | 4) First, update the Microsoft Excel '''source plan''' with the updated data you want to replace in the snapshot. | ||
| − | 5) Launch '''OPX''' from the desktop and when the '''OnePager Express Start''' form appears click the '''OPEN''' button which, in our example, provides a dropdown menu with the name of the | + | 5) Launch '''OPX''' from the desktop and when the '''OnePager Express Start''' form appears click the '''OPEN''' button which, in our example, provides a dropdown menu with the name of the chart you wish to update by replacement. In this case it’s '''BlueGrass 2J-303-PMO-X''' as shown below: |
<center>[[File:X60-7_14_2-50-(1)-02022017.png]]</center> | <center>[[File:X60-7_14_2-50-(1)-02022017.png]]</center> | ||
<center>X60-7_14_2-50-(1)-02022017.png</center> | <center>X60-7_14_2-50-(1)-02022017.png</center> | ||
| − | 6) The '''OPX desktop''' application accesses the selected | + | 6) The '''OPX desktop''' application accesses the selected chart up in the '''Chart Editor''' window. This is the chart and snapshot we want to replace. To proceed with the replacement click the '''Data''' tab on the ribbon. The '''Chart Editor''' looks like this: |
<center>[[File:X60-7_14_2-60-(1A)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(1A)-02022017.png]]</center> | ||
| Line 47: | Line 47: | ||
===Use the Microsoft Excel Source Plan to Replace a Snapshot=== | ===Use the Microsoft Excel Source Plan to Replace a Snapshot=== | ||
| − | 7) To perform the replacement of the snapshot showing in the ''' | + | 7) To perform the replacement of the snapshot showing in the '''Chart Editor''' window, click the '''Replace Snapshot''' button on the '''Data''' tab as shown below: |
<center>[[File:X60-7_14_2-60-(1B)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(1B)-02022017.png]]</center> | ||
| Line 54: | Line 54: | ||
8) '''OPX''' performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel '''source plan''' and taking the results to update the snapshot as shown above. | 8) '''OPX''' performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel '''source plan''' and taking the results to update the snapshot as shown above. | ||
| − | 9) For a | + | 9) For a chart with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the '''Chart Editor''' window before clicking the '''Replace Snapshot''' button. OnePager knows which snapshot is being displayed and replaces the visible snapshot with data from the parent Microsoft Excel '''source plan'''. Navigating between snapshots in a multiple snapshot chart can be done prior to the above action by using the '''View''' tab on the ribbon as shown here: |
<center>[[File:X60-7_14_2-60-(1C)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(1C)-02022017.png]]</center> | ||
<center>X60-7_14_2-60-(1C)-02022017.png</center> | <center>X60-7_14_2-60-(1C)-02022017.png</center> | ||
| − | 10) The replaced snapshot for | + | 10) The replaced snapshot for chart '''BlueGrass 2J-303-PMO-X''' is shown below: |
<center>[[File:X53-7_14_2-53-(5)-12062015.png]]</center> | <center>[[File:X53-7_14_2-53-(5)-12062015.png]]</center> | ||
| Line 65: | Line 65: | ||
11) Since we are using the '''OPX desktop''' application for this example, it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel '''source plan''' just launching '''OPX''' from the '''desktop''' icon is basically all that is necessary to utilize the new '''pull''' operation. | 11) Since we are using the '''OPX desktop''' application for this example, it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel '''source plan''' just launching '''OPX''' 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 | + | 12) At this point it is recommended that you save this the chart for access later. |
| − | ===Preparing a Second | + | ===Preparing a Second Chart for Snapshot Replacement=== |
| − | 13) There are two ways of updating the second | + | 13) There are two ways of updating the second chart from the same Microsoft Excel '''source plan''': |
| − | :(1) After saving the first | + | :(1) After saving the first chart, close the '''OPX desktop''' application and repeat the above process but using '''Show It2''' to select the tasks. |
| − | :(2) Remain in the current '''OPX desktop''' application window and update the second | + | :(2) Remain in the current '''OPX desktop''' application window and update the second chart from there. |
14) Here we demonstrates the second method as it is more efficient. | 14) Here we demonstrates the second method as it is more efficient. | ||
| − | 15) With the first | + | 15) With the first chart visible in the '''Chart Editor''' window, click on the '''File''' tab on the ribbon and then click the '''Open…''' tab on the page that appears. Then, click the chart for the customer audience as shown below: |
<center>[[File:X60-7_14_2-60-(3A)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(3A)-02022017.png]]</center> | ||
<center>X60-7_14_2-60-(3A)-02022017.png</center> | <center>X60-7_14_2-60-(3A)-02022017.png</center> | ||
| − | 16) When you click the desired | + | 16) When you click the desired chart name as shown above, OnePager displays that chart in a separate '''Chart Editor''' window as shown here: |
<center>[[File:X60-7_14_2-60-(3A1)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(3A1)-02022017.png]]</center> | ||
<center>X60-7_14_2-60-(3A1)-02022017.png</center> | <center>X60-7_14_2-60-(3A1)-02022017.png</center> | ||
| − | 17) You can expand this ''' | + | 17) You can expand this '''Chart Editor''' window. Now, navigate to the “Data” tab on the ribbon as shown below: |
<center>[[File:X60-7_14_2-60-(3B1)-02022017.png]]</center> | <center>[[File:X60-7_14_2-60-(3B1)-02022017.png]]</center> | ||
<center>X60-7_14_2-60-(3B1)-02022017.png</center> | <center>X60-7_14_2-60-(3B1)-02022017.png</center> | ||
| − | 18) Clicking the '''Replace Snapshot''' button on the '''Data''' tab tells '''OPX''' to go to the parent Microsoft Excel '''source plan''' for this | + | 18) Clicking the '''Replace Snapshot''' button on the '''Data''' tab tells '''OPX''' to go to the parent Microsoft Excel '''source plan''' for this chart, perform the snapshot replacement under the control of the '''Show It2''' field of the plan, and display the results in the current '''Chart Editor''' window. |
19) The replaced snapshot is shown below: | 19) The replaced snapshot is shown below: | ||
| Line 98: | Line 98: | ||
<center>[[File:X53-7_14_2-53-(9)-12062015.png]]</center> | <center>[[File:X53-7_14_2-53-(9)-12062015.png]]</center> | ||
| − | 20) In this example we used the '''pull''' operation twice to update two | + | 20) In this example we used the '''pull''' operation twice to update two charts from the same Microsoft Project '''source plan''' but using different '''flag''' fields. Now that the second chart is created, we recommend that it too be saved for future access. |
===Compare Results, Edit, Copy to PowerPoint=== | ===Compare Results, Edit, Copy to PowerPoint=== | ||
| − | 21) Once you are satisfied with your | + | 21) Once you are satisfied with your charts you can save them, copy them into Microsoft PowerPoint presentations, or share time in other ways. |
| − | 22) The pull operation is an easy, fast, and convenient way to create multiple | + | 22) The pull operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient. |
==Related Links== | ==Related Links== | ||
| − | [[Creating a NEW | + | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] 7.13.1-70 |
| − | [[Creating a NEW | + | [[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] 7.13.2-70 |
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70 | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70 | ||
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[[Category:Desktop]] | [[Category:Desktop]] | ||
[[Category:Basic Workflows]] | [[Category:Basic Workflows]] | ||
| − | [[Category: | + | [[Category:Chart Properties Form]] |
[[Category:OnePager Choices Form]] | [[Category:OnePager Choices Form]] | ||
[[Category:Snapshots]] | [[Category:Snapshots]] | ||
| − | [[Category: | + | [[Category:Charts]] |
[[Category:OnePager Express]] | [[Category:OnePager Express]] | ||
Revision as of 21:24, 22 February 2019
Contents
Overview
1) The purpose of these articles is to acquaint you with the new pull features of OnePager Pro (OPP) and Express (OPX).
2) There are eight (8) articles in this series, four (4) providing examples of the pull feature for OPP and four (4) for OPX
3) Please see the links at the end of this article to access the rest of the series.
What is a Pull Operation?
1) A pull operation starts in the Chart Editor. That is, you already have OnePager running and decide to update the open chart or (rarely) create a new chart. In contrast, a push operation begins in the OnePager Express Start from which you make a new chart or update an existing chart.
2) We added the pull operation because we found that our users were often creating a chart, finding something in the source plan that they needed to change, going back to the source plan, making the change, and then re-launching OnePager to update the chart.
3) The pull update lets you open a chart and update it repeatedly as you edit its source plan. After each set of changes to the source plan, you can quickly see the effect on the screen by using OnePager’s new Data tab to pull the source plan changes into the chart.
4) The example below illustrates a pull operation when replacing a snapshot.
Example
1) Let’s suppose you have a Microsoft Excel source plan with an already created a snapshot for a particular date, say, 12/1/2015. However, on 12/3/2015 you receive new information that updates your Microsoft Excel source plan. You now want to update the chart’s snapshot for 12/1/2015 to reflect the new information.
2) Further, let’s suppose that there are two different charts created form this one Microsoft Excel source plan:
- (1) One for the PMO audience created with the Show It1 column and
- (2) The second created for the customer audience created with the Show It2 field. 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 source 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 source plan data and replace the snapshot.
Launching OnePager Express from the Desktop Icon
4) First, update the Microsoft Excel source plan with the updated data you want to replace in the snapshot.
5) Launch OPX from the desktop and when the OnePager Express Start form appears click the OPEN button which, in our example, provides a dropdown menu with the name of the chart you wish to update by replacement. In this case it’s BlueGrass 2J-303-PMO-X as shown below:
-02022017.png)
6) The OPX desktop application accesses the selected chart up in the Chart Editor window. This is the chart and snapshot we want to replace. To proceed with the replacement click the Data tab on the ribbon. The Chart Editor looks like this:
-02022017.png)
Use the Microsoft Excel Source Plan to Replace a Snapshot
7) To perform the replacement of the snapshot showing in the Chart Editor window, click the Replace Snapshot button on the Data tab as shown below:
-02022017.png)
8) OPX performs this action by invoking Microsoft Excel and loading the parent Microsoft Excel source plan and taking the results to update the snapshot as shown above.
9) For a chart with multiple snapshots it is important to make sure that you have selected the correct snapshot to display in the Chart Editor window before clicking the Replace Snapshot button. OnePager knows which snapshot is being displayed and replaces the visible snapshot with data from the parent Microsoft Excel source plan. Navigating between snapshots in a multiple snapshot chart can be done prior to the above action by using the View tab on the ribbon as shown here:
-02022017.png)
10) The replaced snapshot for chart BlueGrass 2J-303-PMO-X is shown below:
-12062015.png)
11) Since we are using the OPX desktop application for this example, it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel source plan just launching OPX 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 chart for access later.
Preparing a Second Chart for Snapshot Replacement
13) There are two ways of updating the second chart from the same Microsoft Excel source plan:
- (1) After saving the first chart, close the OPX desktop application and repeat the above process but using Show It2 to select the tasks.
- (2) Remain in the current OPX desktop application window and update the second chart from there.
14) Here we demonstrates the second method as it is more efficient.
15) With the first chart visible in the Chart Editor window, click on the File tab on the ribbon and then click the Open… tab on the page that appears. Then, click the chart for the customer audience as shown below:
-02022017.png)
16) When you click the desired chart name as shown above, OnePager displays that chart in a separate Chart Editor window as shown here:
-02022017.png)
17) You can expand this Chart Editor window. Now, navigate to the “Data” tab on the ribbon as shown below:
-02022017.png)
18) Clicking the Replace Snapshot button on the Data tab tells OPX to go to the parent Microsoft Excel source plan for this chart, perform the snapshot replacement under the control of the Show It2 field of the plan, and display the results in the current Chart Editor window.
19) The replaced snapshot is shown below:
-12062015.png)
20) In this example we used the pull operation twice to update two charts from the same Microsoft Project source plan but using different flag fields. Now that the second chart 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 charts you can save them, copy them into Microsoft PowerPoint presentations, or share time in other ways.
22) The pull operation is an easy, fast, and convenient way to create multiple charts which makes you more efficient.
Related Links
Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70
(7.14.2-70)
