Difference between revisions of "TEMPxx"

From OnePager Documentation
Jump to: navigation, search
(Blanked the page)
Line 1: Line 1:
 +
==About Legend Editing==
  
 +
1) The '''Legend''' can be '''shown''' or '''hidden''' in the chart as described in this article: [[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] 15.1.1-70
 +
 +
2) Additionally, the above article reference describes on how to '''move and resize''' the '''Legend''' in the chart.
 +
 +
3) Further, '''Legend positioning options''' are discussed in the article at: [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
 +
 +
4) The purpose of this article is to describe:
 +
 +
:a) The '''controls''' available for '''editing''' the '''Legend''' '''globally''' before a chart is created
 +
 +
:b) '''Editing '''operations using the '''Chart Properties''' form
 +
 +
:c) '''Editing the Legend''' in the chart with the '''Legend’s context menu'''
 +
 +
:d) '''Editing''' individual '''Legend items''' with their '''context menu'''.
 +
 +
==Legend Global Editing==
 +
 +
1) '''Global''' settings for the '''Legend''' are found in the '''Template''' form’s '''Legend''' tab as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(1)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(1)-10102019.png</center>
 +
 +
2) As shown above, the controls in the '''Legend '''tab are '''enabled''' when the '''Show legend''' checkbox is checked '''On'''. Otherwise, all the controls in the '''Legend '''tab are '''disabled'''.
 +
 +
3) Above are the '''default''' setting for the '''Legend''' provided with all distributed '''Templates''' for OnePager Pro.
 +
 +
4) Making '''edits''' to these settings impacts the '''Legend’s properties''' for all charts created with the '''edited Template''' form.
 +
 +
5) These '''Legend '''settings are carried forward to the '''Chart Properties''' form for all charts created with the associated '''Template '''form and its settings in the '''Legend '''tab.
 +
 +
6) Since the controls shown above for the '''Template''' form’s '''Legend '''tab are identical to the controls for the '''Legend '''tab in the '''Chart Properties''' form, discussion of each control is focused on the '''Chart Properties '''form’s '''Legend '''tab in the section that follows.
 +
 +
==Using the Chart Properties Form’s Legend Tab==
 +
 +
1) The '''Legend '''tab for the '''Chart Properties''' form looks like this:
 +
 +
<center>[[File:P70-15_3_1-70-(2)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(2)-10102019.png</center>
 +
 +
2) As with the '''Template''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''On'''.
 +
 +
3) In the sub-sections that follow, each of the control groups and controls are discussed in detail.
 +
 +
===Layout Control Group===
 +
 +
4) The '''Layout''' control group consists of two radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.
 +
 +
5) The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.
 +
 +
6) The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
 +
 +
<center>[[File:P70-15_3_1-70-(3)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(3)-10102019.png</center>
 +
 +
7) OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''.
 +
 +
8) You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.
 +
 +
9) Additionally, the '''Horizontal Legend’s context menu''' can be accesses as well as each individual '''Legend Item’s context menu''' and all allowable '''edits''' can be made.
 +
 +
10) The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
 +
 +
===Legend-Item and Legend-Title Font Editing Controls===
 +
 +
11) There are two sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.
 +
 +
12) For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard '''Font properties''' form as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(4)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(4)-10102019.png</center>
 +
 +
13) There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
 +
 +
14) These controls include:
 +
 +
:a) '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
 +
 +
:b)  The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
 +
 +
:c)  Clicking the '''Color''' dropdown accesses the standard '''Color Chooser''' form.
 +
 +
:d)  The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
 +
 +
:e)  The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
 +
 +
:f)  The '''Underline''' button operates as a toggle that sets the selected '''text string'''s Underline.
 +
 +
===Legend Position Controls===
 +
 +
15) The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons.  The four (4) selection options for the dropdown list as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(5)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(5)-10102019.png</center>
 +
 +
16) The detailed discussion and proper use of these controls can be found at this article:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
 +
 +
===Legend Width and Height Resizing Controls===
 +
 +
17) There two controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below
 +
 +
<center>[[File:P70-15_1_1-70-(10)-10092019.png]]</center>
 +
<center>P70-15_1_1-70-(10)-10092019.png</center>
 +
 +
18) '''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
 +
 +
19)  Given the similarity, detailed instructions for using the '''resizing '''controls shown for the '''Comment box''' can be found at this link:  [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]]. 13.0.1-70
 +
 +
===Background Color Controls===
 +
 +
20) The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.
 +
 +
21) Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form.
 +
 +
22) You can use the standard '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''.
 +
 +
23) As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''. 
 +
 +
24) Detailed instructions for using the '''No fill '''controls shown for the '''Comment box''' can be found at this link:  [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]]. 13.0.1-70
 +
 +
===Controlling Duplication of Legend Items===
 +
 +
25) The OnePager '''Legend''' can '''show''' all task shapes and milestone symbols even if several of them have the same '''Color''' and '''Shape'''. 
 +
 +
:a)  This often resulted in unnecessarily busy-looking '''Legends'''. 
 +
 +
:b) There is a control in the '''Template''' and '''Chare Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''. 
 +
 +
26) This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
 +
 +
<center>[[File:P70-15_3_1-70-(6)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(6)-10102019.png</center>
 +
 +
27)  As an example, the '''Legend''' below shows both a blue milestone symbol item and blue task shape with the '''Do not duplicate tasks/milestones''' checkbox checked '''Off''':
 +
 +
<center>[[File:P70-15_3_1-70-(7)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(7)-10102019.png</center>
 +
 +
28)  When the checkbox is checked '''On''', only the task shape for each '''color''' appears in the '''Legend'''. 
 +
 +
29) '''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''On''' as shown below: 
 +
 +
<center>[[File:P70-15_3_1-70-(8)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(8)-10102019.png</center>
 +
 +
30)  On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''On and Off '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''context menu '''as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(9)-10102019.png</center>
 +
 +
31) Performing this action tells OnePager to rescan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
 +
 +
===Make Title Automatically and Legend Title===
 +
 +
32) The '''Make title automatically''' checkbox, when checked '''On''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Project '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
 +
 +
<center>[[File:P70-15_3_1-70-(10)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(10)-10102019.png</center>
 +
 +
33)  When the checkbox is checked '''Off''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
 +
 +
<center>[[File:P70-15_3_1-70-(11)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(11)-10102019.png</center>
 +
 +
34) If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
 +
 +
<center>[[File:P70-15_3_1-70-(12)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(12)-10102019.png</center>
 +
 +
35) If the '''Make title automatically '''checkbox is subsequently rechecked '''On''', the '''Legend title''' window is '''disabled'''.
 +
 +
36) Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
 +
 +
<center>[[File:P70-15_3_1-70-(13)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(13)-10102019.png</center>
 +
 +
37) The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template''' form’s '''Legend '''tab.
 +
 +
===Show Legend On: Control Group===
 +
 +
38) The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''.
 +
 +
39) The '''default '''setting in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''.
 +
 +
40) You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
 +
 +
41) The '''entry window '''accepts:
 +
 +
:a) Single integer digit values separated by a comma.
 +
 +
:b) A starting page number followed by a dash and an ending page number.
 +
 +
:c) Combinations of these are acceptable if separated by a comma as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(14)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(14)-10102019.png</center>
 +
 +
===Show or Hide Legend Elements Control Group===
 +
 +
42) The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart. 
 +
 +
43) The '''Show or hide legend elements '''control group is shown here:
 +
 +
<center>[[File:P70-15_3_1-70-(15)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(15)-10102019.png</center>
 +
 +
44) The '''default '''settings in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''On'''.
 +
 +
45) When the '''Gantt-bar diagram '''checkbox is checked '''On''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''On''' as well, the '''Legend''' looks like this:
 +
 +
<center>[[File:P70-15_3_1-70-(16)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(16)-10102019.png</center>
 +
 +
46) When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''On''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''On''', the '''Legend''' looks like this:
 +
 +
<center>[[File:P70-15_3_1-70-(17)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(17)-10102019.png</center>
 +
 +
===Freeze Legend When Updating===
 +
 +
47) The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''Off''', prevents the '''Legend''' from being '''updated''' if new tasks or milestone items are found by OnePager when you '''add or replace a snapshot'''. 
 +
 +
48) To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''On '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(18)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(18)-10102019.png</center
 +
 +
==Editing the Legend with the Legend Context Menu==
 +
 +
===Legend Context Menu===
 +
 +
1) Once the '''Legend''' is displayed in the chart, a right click in a white space area accesses the '''Legend context menu''' as shown here:
 +
 +
<center>[[File:P70-15_3_1-70-(19)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(19)-10102019.png</center>
 +
 +
===Legend Context Menu Commands===
 +
 +
2) The '''Legend context menu''' allows you to make adjustments to the overall format of the '''Legend''' itself with the following controls:
 +
 +
====Hide Legend====
 +
 +
3) Clicking the '''Hide legend''' command causes the '''Legend''' to disappear from the chart no matter where the '''Legend''' happens to be positioned.   
 +
 +
4) To retrieve the '''Legend''', go to the OnePager ribbon’s '''View''' tab and check the '''Legend''' checkbox in the '''Graphic Elements''' group '''On'''.
 +
 +
5) You can also go to the '''Chart Properties''' form’s '''Legend''' tab and check the '''Show legend''' checkbox '''On'''.
 +
 +
====Unhide All Items====
 +
 +
6) The '''Unhide all items''' command is '''disabled''' unless one or more '''Legend '''items in the displayed '''Legend '''are '''hidden'''. 
 +
 +
7) When the '''Unhide all items '''command is '''enabled''', clicking the command makes all previously '''hidden Legend items''' visible again.
 +
 +
====Rebuild Legend====
 +
 +
8) The '''Rebuild Legend''' command tells OnePager to scan the chart and '''rebuild''' the '''Legend''' from scratch, incorporating any changes that were made to specific tasks/milestones properties. 
 +
 +
9) This is normally not necessary, but can be used if you think that the '''Legend''' has gotten out of sync with what is currently in the chart.
 +
 +
====Edit Legend Title …====
 +
 +
10) This command accesses '''Enter text '''form that  lets you '''edit''' the '''Legend’s title''' as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(20)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(20)-10102019.png</center>
 +
 +
====Title Font…====
 +
 +
11) '''Title font…'''  This command access the OnePager standard '''Font properties '''form shown below that lets you '''edit''' the six (6) '''font properties''' of the '''Legend title''':
 +
 +
<center>[[File:P70-15_3_1-70-(21)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(21)-10102019.png</center>
 +
 +
====Item Font…====
 +
 +
12)  This command also accesses the OnePager standard '''Font properties''' form shown above that lets you '''edit''' the six (6) '''font properties''' of all '''Legend item text '''appearing in the '''Legend''' (as opposed to the '''Legend’s title'''). 
 +
 +
13) When '''edits''' are made using the OnePager standard '''Font properties''' form, all displayed '''text Legend items''' are '''edited. '''
 +
 +
====Background Color…====
 +
 +
14) This commands accesses the OnePager standard '''Color Chooser '''form that lets you select the '''background color''' for the '''Legend'''.
 +
 +
15) In addition to being able to use any '''color palette '''or '''color''', you have the option to use the '''No fill '''feature for the '''Legend’s background'''.
 +
 +
====Order====
 +
 +
16) Clicking the '''Order '''command displays an additional '''sub-context menu''' as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(22)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(22)-10102019.png</center>
 +
 +
 +
17) The '''sub-context menu''' for the '''Order''' command allows you to select any of the four '''sub-commands''' that create the following results:
 +
 +
:a) '''Bring to front'''.  This '''sub-command '''puts the '''Legend''' in front of all other shapes in the chart.
 +
 +
:b) '''Send to back'''.  This '''sub-command '''puts the '''Legend''' behind all other foreground shapes in the chart (but not behind background shapes).
 +
 +
:c) '''Bring forward'''.  Selecting the '''Bring forward sub-command '''option steps the '''Legend’s Z-Axis''' position forward by one increment of '''Z-level'''.  This is not very useful.
 +
 +
:d) '''Send backward'''.  This '''sub-command '''steps the '''Legend''' backward by one '''Z-level'''.  This also is not very useful.
 +
 +
==Editing Legend Items with the Legend Item Context Menu==
 +
 +
===Editing All Task/Milestone Shape in the Chart from the Legend===
 +
 +
1) When the '''Legend''' and '''Legend items '''are displayed in the chart, a right click on a specific '''Legend item’s text''' or '''color bar''' accesses the '''Legend context menu''' as shown here:
 +
 +
<center>[[File:P70-15_3_1-70-(23)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(23)-10102019.png</center>
 +
 +
2) You can also access the '''Edit Legend Item '''form by double-left clicking the '''color bar'''.
 +
 +
===Edit Legend Item Form===
 +
 +
3) The '''Edit Legend Item '''form has seven (7) specific controls for '''editing''' the '''Legend item’s text''', the task/milestone’s '''color''', '''shape''', and the positon of the '''Legend item '''in the list of '''Legend items '''in the '''Legend''' as shown in more close up below:
 +
 +
<center>[[File:P70-15_3_1-70-(24)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(24)-10102019.png</center>
 +
 +
====Show Legend Item Checkbox====
 +
 +
4) This checkbox is checked '''On''' as the '''Legend item '''is '''shown''' and can thereby access the '''Edit Legend item''' form. 
 +
 +
:a) Checking the checkbox '''Off hides''' the '''selected Legend item''' after the '''OK '''button at the bottom of the form is clicked. 
 +
 +
:b) To restore the '''hidden Legend item''' to visibility, you must access the '''Legend’s context menu''' as described in the previous section and click the '''Unhide all items '''command which is '''enabled '''in this circumstance.
 +
 +
====Legend Text Window====
 +
 +
5) When the form is accessed, the '''Legend text window '''contains the '''Legend text '''associated with the '''selected Legend item'''. 
 +
 +
:a) To change the '''text content''', type in the new '''Legend item text '''and either continue to '''edit '''or
 +
 +
:b)  Click '''OK '''to apply the change to the '''selected Legend item.'''
 +
 +
====Color====
 +
 +
6) Clicking the dropdown button on the '''Color''' control accesses the standard OnePager '''Color Chooser''' form which is used to change the '''Color of all Task/Milestone shapes''' in the chart associated with the '''selected Legend item'''. 
 +
 +
:a) Making an '''edit''' of the '''color''' in this way '''updates''' the '''color '''of '''all''' task/milestone shapes associated with the '''selected Legend item''' in the current snapshot, historical snapshots, and all future snapshots where the associated task/milestone shape appears.
 +
 +
:b) Some care needs to be exercised when using the '''No fill''' checkbox on the standard OnePager '''Color Chooser '''as checking the '''No fill '''checkbox '''On''' makes the task/milestone shape essentially '''transparent'''.
 +
 +
:c) To illustrate this, suppose that the '''Prime''' '''Legend item’s color bar ''' is double-left clicked to access the '''Edit Legend Item''' form and the '''Color '''dropdown button is clicked to access the '''Color Chooser''' form where the '''No fill''' checkbox is checked as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(24A)-10132019.png]]</center>
 +
<center>P70-15_3_1-70-(24A)-10132019.png</center>
 +
 +
:d) After you check the '''No fill''' checkbox '''On''' the '''Color Chooser '''form disappears.  With the action taken in the '''Color Chooser '''form, click the '''OK '''button on the '''Edit Legend Item '''form and the '''Prime '''task bars in the chart look like this:
 +
 +
<center>[[File:P70-15_3_1-70-(24B)-10132019.png]]</center>
 +
<center>P70-15_3_1-70-(24B)-10132019.png</center>
 +
 +
:e) As a note,  unchecking the '''No fill''' checkbox to '''Off''' is a three step process described at this link:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors | Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors]]. 9.2.1-70
 +
 +
====Marker Symbols for Task Bars====
 +
 +
7) If you select a task bar’s '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those shapes associated with task bars as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(24)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(24)-10102019.png</center>
 +
 +
====Marker Symbols for Milestones====
 +
 +
8) If you select a milestone shape '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those shapes associated with milestones as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(25)-10102019.png]]</center>
 +
<center>P70-15_3_1-70-(25)-10102019.png</center>
 +
 +
====Sequence====
 +
 +
9) The '''Sequence '''set of controls consist of an '''up arrow '''button, a '''down arrow '''button, and a window for the integer number position of the '''selected Legend item''' in the list.
 +
 +
:a) If the '''selected Legend item''' is the top most '''Legend item '''in the list, the '''up arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''up '''in the list.
 +
 +
:b) If the '''selected Legend item '''is the bottom most '''Legend item''' in the list, the '''down arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''down '''in the list.
 +
 +
:c) For any '''selected Legend item''' not occupying either a top or bottom position in the list, both '''up''' and '''down arrow '''buttons are '''enabled'''.
 +
 +
:d) Clicking the '''up arrow '''button once moves the '''selected Legend item up''' one position in the list and '''decrements''' the value in the integer number window by one.  The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form.
 +
 +
:e) In a similar fashion, clicking the '''down arrow '''button once moves the '''selected Legend item down''' one position in the list and '''increments''' the value in the integer number window by one.  The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form.
 +
 +
:f) You can observe the position of any '''selected Legend item''' in the list by '''consulting''' the integer number in the window between the '''up '''and '''down arrow '''buttons. 
 +
 +
:g) Whenever the position of a '''selected Legend item changes''' in the list, the value of the integer number in the window is updated.
 +
 +
===Editing a Single Task/Milestone Shape in the Chart and the Legend===
 +
 +
====Manually Editing A Single Task Shape====
 +
 +
10) You can '''edit''' a single task/milestone shape in the chart using the '''Change Task/Milestone Properties''' form as described in this link: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70.
 +
 +
11) Some '''edits''' to individual task/milestone '''properties''' can '''add''' entries to the '''Legend''' if the '''edit''' involves a change in '''color''' or '''shape'''.
 +
 +
====Example====
 +
 +
12) For example, suppose we select a single task shape in the chart with a left click and then click the '''Format… '''button on the OnePager ribbon’s '''Home '''tab to access the '''Change Task/Milestone Properties '''form as shown below:
 +
 +
<center>[[File:P70-15_3_1-70-(24C)-10132019.png]]</center>
 +
<center>P70-15_3_1-70-(24C)-10132019.png</center>
 +
 +
====Legend Updated====
 +
 +
13) After making the desired task shape '''edit''', click the '''OK '''button on the '''Change Task/Milestone Properties '''form and the chart and the '''Legend '''looks like this:
 +
 +
<center>[[File:P70-15_3_1-70-(24D)-10132019.png]]</center>
 +
<center>P70-15_3_1-70-(24D)-10132019.png</center>
 +
 +
14) The single '''selected '''task bar exhibits its new '''shape''' and an entry for that '''shape''' is '''added''' to the '''Legend''' as a new '''Legend item'''.
 +
 +
15) For a more detailed description of other options, please see the section '''starting at''' this link: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Individual Task/Milestone Shapes | Changing Individual Task/Milestone Shapes]] 9.2.1-70
 +
 +
==Related Links==
 +
 +
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
 +
 +
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] 8.6.1-70
 +
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
 +
 +
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-70
 +
 +
[[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] 14.0.1-70
 +
 +
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
 +
 +
[[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] 21.7.1-70
 +
 +
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]24.0.1-70
 +
 +
(15.3.1-70)
 +
 +
[[Category:Version 7.0]]
 +
[[Category:Editing the Chart]]
 +
[[Category:Legend]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Charts]]
 +
[[Category:OnePager - Tool Bar]]
 +
[[Category:Charts]]
 +
[[Category:Editing the Chart]]
 +
[[Category:Task/Milestone Editing]]
 +
[[Category:Multi-Page Output]]
 +
[[Category:Templates]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:OnePager Pro]]

Revision as of 15:59, 14 October 2019

About Legend Editing

1) The Legend can be shown or hidden in the chart as described in this article: Managing the Legend in the Chart 15.1.1-70

2) Additionally, the above article reference describes on how to move and resize the Legend in the chart.

3) Further, Legend positioning options are discussed in the article at: Legend Position Options for Multi-Page Outputs 15.2.1-70

4) The purpose of this article is to describe:

a) The controls available for editing the Legend globally before a chart is created
b) Editing operations using the Chart Properties form
c) Editing the Legend in the chart with the Legend’s context menu
d) Editing individual Legend items with their context menu.

Legend Global Editing

1) Global settings for the Legend are found in the Template form’s Legend tab as shown below:

File:P70-15 3 1-70-(1)-10102019.png
P70-15_3_1-70-(1)-10102019.png

2) As shown above, the controls in the Legend tab are enabled when the Show legend checkbox is checked On. Otherwise, all the controls in the Legend tab are disabled.

3) Above are the default setting for the Legend provided with all distributed Templates for OnePager Pro.

4) Making edits to these settings impacts the Legend’s properties for all charts created with the edited Template form.

5) These Legend settings are carried forward to the Chart Properties form for all charts created with the associated Template form and its settings in the Legend tab.

6) Since the controls shown above for the Template form’s Legend tab are identical to the controls for the Legend tab in the Chart Properties form, discussion of each control is focused on the Chart Properties form’s Legend tab in the section that follows.

Using the Chart Properties Form’s Legend Tab

1) The Legend tab for the Chart Properties form looks like this:

File:P70-15 3 1-70-(2)-10102019.png
P70-15_3_1-70-(2)-10102019.png

2) As with the Template form’s Legend tab, the controls in the Chart Properties form’s Legend tab are not enabled and cannot be edited until the Show legend checkbox is checked On.

3) In the sub-sections that follow, each of the control groups and controls are discussed in detail.

Layout Control Group

4) The Layout control group consists of two radio buttons that position the Legend either vertically in the chart or horizontally in the chart.

5) The default setting is Vertical and OnePager positions the Legend, when shown, in the upper right corner of the graph.

6) The illustration below shows the Legend with the Horizontal radio button selected.

P70-15 3 1-70-(3)-10102019.png
P70-15_3_1-70-(3)-10102019.png

7) OnePager initially positions the Horizontal Legend at the bottom of the graph.

8) You can perform all the re-positioning, resizing, and editing operations on the Horizontal Legend as are available for the Vertical Legend.

9) Additionally, the Horizontal Legend’s context menu can be accesses as well as each individual Legend Item’s context menu and all allowable edits can be made.

10) The Horizontal Legend can be reconfigured to the Vertical Legend at any time and any edits made to the Horizontal Legend are retained in the Vertical Legend.

Legend-Item and Legend-Title Font Editing Controls

11) There are two sets of controls for editing font properties of the Legend-items and Legend-title.

12) For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard Font properties form as shown below:

File:P70-15 3 1-70-(4)-10102019.png
P70-15_3_1-70-(4)-10102019.png

13) There are six (6) controls in the Font properties form shown above which are standard in most applications involving text editing.

14) These controls include:

a) Font Style, implemented as a dropdown list, includes the font styles installed on your computer.
b) The Size control is a dial window where you can either click up or down or type in a desired font size integer value.
c) Clicking the Color dropdown accesses the standard Color Chooser form.
d) The Bold button is a toggle that sets the selected text string as Bold text.
e) The Italics button, also a toggle, sets the selected text string as Italic text.
f) The Underline button operates as a toggle that sets the selected text strings Underline.

Legend Position Controls

15) The Legend position control group consists of a dropdown selection list and eight (8) radio buttons. The four (4) selection options for the dropdown list as shown below:

File:P70-15 3 1-70-(5)-10102019.png
P70-15_3_1-70-(5)-10102019.png

16) The detailed discussion and proper use of these controls can be found at this article: Legend Position Options for Multi-Page Outputs 15.2.1-70

Legend Width and Height Resizing Controls

17) There two controls are for editing the width and length of the Legend box in the chart as shown below

File:P70-15 1 1-70-(10)-10092019.png
P70-15_1_1-70-(10)-10092019.png

18) Legend resizing using the controls in the Legend tab of the Chart Properties form is done exactly like using the corresponding controls for the Comment box at the Chart Properties form's Comment Boxes tab.

19) Given the similarity, detailed instructions for using the resizing controls shown for the Comment box can be found at this link: Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes. 13.0.1-70

Background Color Controls

20) The Background color controls for the Legend are positioned below the Width and Height controls shown in the illustration above.

21) Clicking the window’s dropdown button accesses the standard Color Chooser form.

22) You can use the standard Color Chooser form to select a background color for the Legend as well as use employ the No fill feature to give the Legend an appearance of transparency.

23) As with resizing the Legend, the controls and approach for using the No fill feature is the same as the approach for Comment boxes.

24) Detailed instructions for using the No fill controls shown for the Comment box can be found at this link: Creating and Managing Comment Boxes-Using the No fill Feature. 13.0.1-70

Controlling Duplication of Legend Items

25) The OnePager Legend can show all task shapes and milestone symbols even if several of them have the same Color and Shape.

a) This often resulted in unnecessarily busy-looking Legends.
b) There is a control in the Template and Chare Properties forms at the Legend tab giving you a checkbox to specifically tell OnePager Do not duplicate task/milestones items in the Legend regardless of their differences in color and/or shape.

26) This is shown in the Chart Properties form’s Legend tab below:

File:P70-15 3 1-70-(6)-10102019.png
P70-15_3_1-70-(6)-10102019.png

27) As an example, the Legend below shows both a blue milestone symbol item and blue task shape with the Do not duplicate tasks/milestones checkbox checked Off:

P70-15 3 1-70-(7)-10102019.png
P70-15_3_1-70-(7)-10102019.png

28) When the checkbox is checked On, only the task shape for each color appears in the Legend.

29) Legend items for milestone symbols can be suppressed by checking the Do not duplicate tasks/milestones checkbox is checked On as shown below:

P70-15 3 1-70-(8)-10102019.png
P70-15_3_1-70-(8)-10102019.png

30) On occasion, it can become necessary when checking the Do not duplicate tasks/milestones checkbox On and Off to right-click on the Legend and then click the Rebuild Legend command in the context menu as shown below:

P70-15 3 1-70-(9)-10102019.png
P70-15_3_1-70-(9)-10102019.png

31) Performing this action tells OnePager to rescan the graph and rebuild the Legend to assure that the appearance of the Legend corresponds to the information displayed in the Chart Editor.

Make Title Automatically and Legend Title

32) The Make title automatically checkbox, when checked On (the default setting), tells OnePager to automatically generate the Legend title based on the Microsoft Project source plan field name selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form shown here:

File:P70-15 3 1-70-(10)-10102019.png
P70-15_3_1-70-(10)-10102019.png

33) When the checkbox is checked Off, as shown below, the Legend title window under the Make title automatically checkbox is enabled and you can enter any desired Legend title for the Legend box displayed in the chart.

File:P70-15 3 1-70-(11)-10102019.png
P70-15_3_1-70-(11)-10102019.png

34) If the above illustrated edits are applied, the Legend looks like this:

P70-15 3 1-70-(12)-10102019.png
P70-15_3_1-70-(12)-10102019.png

35) If the Make title automatically checkbox is subsequently rechecked On, the Legend title window is disabled.

36) Its edited contents may remain in the window and the title of the Legend in the chart reverts to the Legend title selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form as shown here:

File:P70-15 3 1-70-(13)-10102019.png
P70-15_3_1-70-(13)-10102019.png

37) The Make title automatically checkbox and the Legend title window are disabled on the Template form’s Legend tab.

Show Legend On: Control Group

38) The Show legend on: control group is provided to give you specific control over where the Legend is to appear on multi-page outputs.

39) The default setting in the Template and Chart Properties form’s Legend tab is All pages.

40) You can click the Pages radio button in the control group to enable the entry of specific output page numbers or series of page numbers in the window to the immediate right of the radio button.

41) The entry window accepts:

a) Single integer digit values separated by a comma.
b) A starting page number followed by a dash and an ending page number.
c) Combinations of these are acceptable if separated by a comma as shown below:
File:P70-15 3 1-70-(14)-10102019.png
P70-15_3_1-70-(14)-10102019.png

Show or Hide Legend Elements Control Group

42) The Show or hide legend elements control group provides options for how the Legend can be configured in the chart.

43) The Show or hide legend elements control group is shown here:

File:P70-15 3 1-70-(15)-10102019.png
P70-15_3_1-70-(15)-10102019.png

44) The default settings in the Template and Chart Properties form’s Legend tab is to have the Title and Color/symbol items checkboxes checked On.

45) When the Gantt-bar diagram checkbox is checked On, with the Title and Color/symbol items checkboxes checked On as well, the Legend looks like this:

P70-15 3 1-70-(16)-10102019.png
P70-15_3_1-70-(16)-10102019.png

46) When the Gantt-bar diagram and Milestone diagram checkboxes are checked On, with the Title and Color/symbol items checkboxes checked On, the Legend looks like this:

P70-15 3 1-70-(17)-10102019.png
P70-15_3_1-70-(17)-10102019.png

Freeze Legend When Updating

47) The Freeze legend when updating checkbox, where the default setting is Off, prevents the Legend from being updated if new tasks or milestone items are found by OnePager when you add or replace a snapshot.

48) To prevent or freeze legend updates, check the Freeze legend when updating checkbox to On in the Chart Properties form’s Legend tab as shown below:

File:P70-15 3 1-70-(18)-10102019.png
P70-15_3_1-70-(18)-10102019.png</center

Editing the Legend with the Legend Context Menu

Legend Context Menu

1) Once the Legend is displayed in the chart, a right click in a white space area accesses the Legend context menu as shown here:

<center>P70-15 3 1-70-(19)-10102019.png
P70-15_3_1-70-(19)-10102019.png

Legend Context Menu Commands

2) The Legend context menu allows you to make adjustments to the overall format of the Legend itself with the following controls:

Hide Legend

3) Clicking the Hide legend command causes the Legend to disappear from the chart no matter where the Legend happens to be positioned.

4) To retrieve the Legend, go to the OnePager ribbon’s View tab and check the Legend checkbox in the Graphic Elements group On.

5) You can also go to the Chart Properties form’s Legend tab and check the Show legend checkbox On.

Unhide All Items

6) The Unhide all items command is disabled unless one or more Legend items in the displayed Legend are hidden.

7) When the Unhide all items command is enabled, clicking the command makes all previously hidden Legend items visible again.

Rebuild Legend

8) The Rebuild Legend command tells OnePager to scan the chart and rebuild the Legend from scratch, incorporating any changes that were made to specific tasks/milestones properties.

9) This is normally not necessary, but can be used if you think that the Legend has gotten out of sync with what is currently in the chart.

Edit Legend Title …

10) This command accesses Enter text form that lets you edit the Legend’s title as shown below:

P70-15 3 1-70-(20)-10102019.png
P70-15_3_1-70-(20)-10102019.png

Title Font…

11) Title font… This command access the OnePager standard Font properties form shown below that lets you edit the six (6) font properties of the Legend title:

P70-15 3 1-70-(21)-10102019.png
P70-15_3_1-70-(21)-10102019.png

Item Font…

12) This command also accesses the OnePager standard Font properties form shown above that lets you edit the six (6) font properties of all Legend item text appearing in the Legend (as opposed to the Legend’s title).

13) When edits are made using the OnePager standard Font properties form, all displayed text Legend items are edited.

Background Color…

14) This commands accesses the OnePager standard Color Chooser form that lets you select the background color for the Legend.

15) In addition to being able to use any color palette or color, you have the option to use the No fill feature for the Legend’s background.

Order

16) Clicking the Order command displays an additional sub-context menu as shown below:

P70-15 3 1-70-(22)-10102019.png
P70-15_3_1-70-(22)-10102019.png


17) The sub-context menu for the Order command allows you to select any of the four sub-commands that create the following results:

a) Bring to front. This sub-command puts the Legend in front of all other shapes in the chart.
b) Send to back. This sub-command puts the Legend behind all other foreground shapes in the chart (but not behind background shapes).
c) Bring forward. Selecting the Bring forward sub-command option steps the Legend’s Z-Axis position forward by one increment of Z-level. This is not very useful.
d) Send backward. This sub-command steps the Legend backward by one Z-level. This also is not very useful.

Editing Legend Items with the Legend Item Context Menu

Editing All Task/Milestone Shape in the Chart from the Legend

1) When the Legend and Legend items are displayed in the chart, a right click on a specific Legend item’s text or color bar accesses the Legend context menu as shown here:

P70-15 3 1-70-(23)-10102019.png
P70-15_3_1-70-(23)-10102019.png

2) You can also access the Edit Legend Item form by double-left clicking the color bar.

Edit Legend Item Form

3) The Edit Legend Item form has seven (7) specific controls for editing the Legend item’s text, the task/milestone’s color, shape, and the positon of the Legend item in the list of Legend items in the Legend as shown in more close up below:

P70-15 3 1-70-(24)-10102019.png
P70-15_3_1-70-(24)-10102019.png

Show Legend Item Checkbox

4) This checkbox is checked On as the Legend item is shown and can thereby access the Edit Legend item form.

a) Checking the checkbox Off hides the selected Legend item after the OK button at the bottom of the form is clicked.
b) To restore the hidden Legend item to visibility, you must access the Legend’s context menu as described in the previous section and click the Unhide all items command which is enabled in this circumstance.

Legend Text Window

5) When the form is accessed, the Legend text window contains the Legend text associated with the selected Legend item.

a) To change the text content, type in the new Legend item text and either continue to edit or
b) Click OK to apply the change to the selected Legend item.

Color

6) Clicking the dropdown button on the Color control accesses the standard OnePager Color Chooser form which is used to change the Color of all Task/Milestone shapes in the chart associated with the selected Legend item.

a) Making an edit of the color in this way updates the color of all task/milestone shapes associated with the selected Legend item in the current snapshot, historical snapshots, and all future snapshots where the associated task/milestone shape appears.
b) Some care needs to be exercised when using the No fill checkbox on the standard OnePager Color Chooser as checking the No fill checkbox On makes the task/milestone shape essentially transparent.
c) To illustrate this, suppose that the Prime Legend item’s color bar is double-left clicked to access the Edit Legend Item form and the Color dropdown button is clicked to access the Color Chooser form where the No fill checkbox is checked as shown below:
P70-15 3 1-70-(24A)-10132019.png
P70-15_3_1-70-(24A)-10132019.png
d) After you check the No fill checkbox On the Color Chooser form disappears. With the action taken in the Color Chooser form, click the OK button on the Edit Legend Item form and the Prime task bars in the chart look like this:
P70-15 3 1-70-(24B)-10132019.png
P70-15_3_1-70-(24B)-10132019.png
e) As a note, unchecking the No fill checkbox to Off is a three step process described at this link: Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors. 9.2.1-70

Marker Symbols for Task Bars

7) If you select a task bar’s Legend item, the list of available shapes in the Marker Symbol window scroll list consists of those shapes associated with task bars as shown below:

P70-15 3 1-70-(24)-10102019.png
P70-15_3_1-70-(24)-10102019.png

Marker Symbols for Milestones

8) If you select a milestone shape Legend item, the list of available shapes in the Marker Symbol window scroll list consists of those shapes associated with milestones as shown below:

P70-15 3 1-70-(25)-10102019.png
P70-15_3_1-70-(25)-10102019.png

Sequence

9) The Sequence set of controls consist of an up arrow button, a down arrow button, and a window for the integer number position of the selected Legend item in the list.

a) If the selected Legend item is the top most Legend item in the list, the up arrow button is disabled because the selected Legend item cannot be moved further up in the list.
b) If the selected Legend item is the bottom most Legend item in the list, the down arrow button is disabled because the selected Legend item cannot be moved further down in the list.
c) For any selected Legend item not occupying either a top or bottom position in the list, both up and down arrow buttons are enabled.
d) Clicking the up arrow button once moves the selected Legend item up one position in the list and decrements the value in the integer number window by one. The action is applied to the Legend when you click the OK button at the bottom of the Edit Legend Item form.
e) In a similar fashion, clicking the down arrow button once moves the selected Legend item down one position in the list and increments the value in the integer number window by one. The action is applied to the Legend when you click the OK button at the bottom of the Edit Legend Item form.
f) You can observe the position of any selected Legend item in the list by consulting the integer number in the window between the up and down arrow buttons.
g) Whenever the position of a selected Legend item changes in the list, the value of the integer number in the window is updated.

Editing a Single Task/Milestone Shape in the Chart and the Legend

Manually Editing A Single Task Shape

10) You can edit a single task/milestone shape in the chart using the Change Task/Milestone Properties form as described in this link: Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.) 9.2.1-70.

11) Some edits to individual task/milestone properties can add entries to the Legend if the edit involves a change in color or shape.

Example

12) For example, suppose we select a single task shape in the chart with a left click and then click the Format… button on the OnePager ribbon’s Home tab to access the Change Task/Milestone Properties form as shown below:

File:P70-15 3 1-70-(24C)-10132019.png
P70-15_3_1-70-(24C)-10132019.png

Legend Updated

13) After making the desired task shape edit, click the OK button on the Change Task/Milestone Properties form and the chart and the Legend looks like this:

P70-15 3 1-70-(24D)-10132019.png
P70-15_3_1-70-(24D)-10132019.png

14) The single selected task bar exhibits its new shape and an entry for that shape is added to the Legend as a new Legend item.

15) For a more detailed description of other options, please see the section starting at this link: Changing Individual Task/Milestone Shapes 9.2.1-70

Related Links

Conditional Import Filters (Portal) 7.18.1-70

Creating Multi-Page Charts (Portal) 8.6.1-70

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Creating and Managing Comment Boxes. 13.0.1-70

Creating and Managing Free Boxes-Resizing a Free Box 14.0.1-70

Editing with the Chart Properties form (Portal) 21.0.1-70

Legend Tab for OnePager Pro 21.7.1-70

Managing Templates (Portal)24.0.1-70

(15.3.1-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=TEMPxx&oldid=22032"