Difference between revisions of "TEMPxx"

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==Overview==
 
==Overview==
  
−
1) The overall capability of OnePager Express' '''Conditional Formatting Rules''' feature was explained in detail at this link:  [[Conditional Formatting Overview for OnePager Express for Version 7.0 | Conditional Formatting Overview-OnePager Express]] 11.2.1-70.
+
1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily.
  
−
2) Further, the procedure for '''adding''' rules to the '''Conditional Formatting Rules''' form was covered at this link:  [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] 11.4.1-70.
+
2) The '''Time Axis Re-Ordering''' capability is available in the '''Template Properties''' and '''Chart Properties''' form's '''Time Axis''' tab's '''Top, Middle, and Bottom''' sub-tabs.
  
−
3) The purpose of this article is to focus on '''conditional formatting''' involving Microsoft Excel '''Boolean''' fields (e.g., '''Team  Available and Show It''', etc.) whose field values are confined to  '''Yes''' or '''No''',  '''TRUE''' or '''FALSE''' or alternatively, '''1''' or '''0'''.
+
===Re-Ordering Example===
  
−
==Example==
+
3) Given the chart below where the '''Top''', '''Middle''', and '''Bottom Time Axis Levels '''in Year, Quarter, and Month are ordered from '''top''' to '''bottom''', you can '''exchange '''the '''Middle Level''' with the '''Top Level''' by clicking the '''up arrow '''in the '''Re-Order Levels''' control group in the '''Chart Properties ''' form shown below:
  
−
===Microsoft Excel Source Plan===
+
<center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(1)-11182020.png></center>
  
−
1) As an example, suppose we have the Microsoft Excel '''source plan''' shown below which consists of three '''phases''' and four '''resources''' consisting of '''Team 1, Team 2, Team 3, and Team 4'''.
 
  
−
<center>[[File:X70-11_6_1-70-(1)-10012019.png]]</center>
+
4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
−
<center>X70-11_6_1-70-(1)-10012019.png</center>
+
  
−
2) In the Microsoft Excel '''source plan''' above, the field titled '''Team Available''' is used to indicate the availability of each team with a '''TRUE''' or '''FALSE''' '''Boolean value.
+
<center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(12)-11182020.png></center>
  
−
===Unformatted OnePager Express Chart===
+
5) This is a useful shortcut when you want to make the '''exchange''' quickly without going through the process of manually accessing each '''Time Axis Levels '''involved and manually changing the '''Tic unit '''and '''Label format '''setting in each '''Time Axis Level''' participating in the '''exchange'''.
  
−
3) Creating a simple chart without '''Conditional Formatting''' rules produces this:
+
==Re-Ordering Time Axis Levels ==
  
−
<center>[[File:X70-11_6_1-70-(2)-10012019.png]]</center>
+
===Top and Bottom Time Axis Displays in the Chart===
−
<center>X70-11_6_1-70-(2)-10012019.png</center>
+
  
−
4) Now suppose you want to represent any '''team''' that is '''Available''' (with '''Team Available = TRUE'''), regardless of the '''team name''' with a different task shape.
+
1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart.
  
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===Proposed Conditional Formatting Rule===
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2) This is controlled in the '''Chart Properties '''form at the '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Formatting & Layout '''control group as shown below:
  
−
5) This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Chart Properties''' form at its '''Task Bars''' tab and clicking the '''Manage Rule...''' button at the bottom of the form to access the '''Conditional Formatting Rules''' form filled out as shown below:
+
<center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(3)-11182020.png></center>
  
−
<center>[[File:X70-11_6_1-70-(3)-10012019.png]]</center>
+
3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab.
−
<center>X70-11_6_1-70-(3)-10012019.png</center>
+
  
−
===Chart With Conditional Formatting Rule Applied===
+
4) If the '''Time Axis '''is being '''located''' at both the '''top''' and '''bottom''' of the chart, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays.
  
−
5) When the '''Conditional Formatting Rules''' are in place and the chart is created it looks like this:
+
5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
−
<center>[[File:X70-11_6_1-70-(4)-10012019.png]]</center>
+
<center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center>
−
<center>X70-11_6_1-70-(4)-10012019.png</center>
+
<center><X70-22_3_6-70-(4)-11182020.png></center>
  
−
6) OnePager applies the '''Conditional Formatting Rule''' created through the '''Conditional Formatting Rules''' form, adjusts the '''Legend’s Title''', and provides a '''Legend Item''' to reflect the rule applied. 
+
6) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above look like this''':'''
  
−
7) You can manually change the '''legend title text''' and '''legend item text''' as required.  For more information on '''editing''' the '''Legend Title''' and/or '''Legend Items''', please see the article at: [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70.
+
<center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(5)-11182020.png></center>
  
−
===Updating the Microsoft Excel Source Plan===
+
7) Comparing the two illustrations above it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' are '''exchanged'''.
  
−
8) Should you later go back and change the '''Team Available''' field data in the Microsoft Excel '''source plan''', the next snapshot reflects the '''change''' by continuing to apply the rule.
+
===Floating Time Axis Displays and Re-Ordering===
  
−
:a) Suppose that the situation has changed in terms of '''Team Available''' as shown below: 
+
8) If '''Floating Time Axes '''are '''located''' within the chart and the '''Floating Time Axis Levels''' are consistent with the '''Time Axis Level exchange '''being performed, OnePager Express makes appropriate '''exchanges '''for the '''Floating Time Axes''' as well.
  
−
<center>[[File:X70-11_6_1-70-(5)-10012019.png]]</center>
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9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display.
−
<center>X70-11_6_1-70-(5)-10012019.png</center>
+
  
−
<center>[[File:P70-11_5_1-70-(5)-09252019.png]]</center>
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10) For illustrative purposes the '''Floating Time Axes '''added to the chart are in '''Top Level '''to '''Bottom Level '''order although the '''Floating Time Axis '''order in the chart is immaterial to the example.
−
<center>P70-11_5_1-70-(5)-09252019.png</center>
+
  
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===Second Snapshot Using the Updated Microsoft Project Source Plan===
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11) The sample chart looks like this:
  
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:b) You can now create another snapshot the normal way and the chart now looks like this:
+
<center>[[File:X70-22_3_6-70-(6-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(6-1)-11182020.png></center>
  
−
<center>[[File:X70-11_6_1-70-(6)-10012019.png]]</center>
+
12) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to again '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above with the '''Floating Time Axes '''look like this:
−
<center>X70-11_6_1-70-(6)-10012019.png</center>
+
  
−
<center>[[File:P70-11_5_1-70-(6)-09252019.png]]</center>
+
<center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center>
−
<center>P70-11_5_1-70-(6)-09252019.png</center>
+
<center><X70-22_3_6-70-(7-1)-11182020.png></center>
  
−
:c) '''Note''' that the task shapes with the new shape configurations are all associated with '''Teams''' that are now '''available'''.
+
13) Comparing the pair of illustrations above with the '''Floating Time Axes''', it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' and '''Floating Time Axis Levels '''are '''exchanged'''.
  
−
:d) OnePager retains the '''color''' associated with Teams for the new shape since the '''Color Action''' column in the '''Conditional Formatting''' rule is not involved in rule.
+
14) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
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==Related Links==
+
15) Where the '''Floating Time Axes located''' in the chart do not correspond exactly to those '''Time Axis Levels located '''in the '''Top''' and/or''' Bottom Time Axis locations''', OnePager Express performs the '''Time Axis Level exchange''' if the '''Floating Time Axis '''has at least one of the corresponding '''Time Axis Levels''' as illustrated below.
  
−
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
+
16) Suppose the '''Time Axes '''and '''Floating Time Axes '''are configured and '''located '''as shown below where the '''Floating Time Axes '''consist only of Quarters and Months:
  
−
[[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
+
<center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(8)-11182020.png></center>
  
−
[[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
+
17) Performing the '''Time Axis Level re-ordering''' used in the previous examples (i.e., '''Exchanging '''the '''Top Time Axis Level '''with the '''Middle Time Axis Level'''), produces this result in the chart:
  
−
[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-70
+
<center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(9)-11182020.png></center>
  
−
[[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] 11.1.1-70
+
18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected.
  
−
[[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] 11.4.1-70.
+
19) However, since only the '''Middle '''and '''Bottom Floating Time Axes''' were inserted into the chart, the '''exchange''' only shows the Year replacing the Quarters in the '''Floating Time Axis location'''.
  
−
[[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70
+
20) Since there can be several single or sets of '''Floating Time Axes located''' in the chart, '''exchanges''' of '''Levels''' are consistent depending on the '''Levels''' incorporated into the displayed '''Floating Time Axes'''.
  
−
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
+
21) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
−
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
+
==Other Related Features==
  
−
==Other Resources==
+
===Re-Ordering Time Axis Levels in the Template Form===
  
−
[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
+
1) The '''Re-Order Levels''' control group shown in the '''Chart Properties '''form examples above is also available in the '''Template Properties '''form at the '''Time Axis '''tab’s '''Top''', '''Middle''', and '''Bottom Time Axis Levels''':
  
−
[https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
+
<center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(10)-11182020.png></center>
  
−
[https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
+
2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form.
  
−
(11.6.1-70)
+
3) It is important to remember when making '''edits''' to the '''Template Properties '''form that the form must be '''saved''' before it can be used successfully to create a chart and/or snapshots with the '''Template Properties '''form’s '''edits applied'''.
 +
 
 +
4) For more information on the '''Template Properties '''form, please see the article at:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
 +
 
 +
===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
 +
 
 +
5) Conversely, if any '''Chart Properties '''form with '''exchanged Time Axis Levels '''is made into a '''Template Properties '''form and '''saved''', subsequent use of the '''saved''' '''Template Properties '''form utilizes the '''exchanged Time Axis Levels '''in charts and snapshots produced under the modified '''Template Properties '''form.
 +
 
 +
<center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(11)-11182020.png></center>
 +
 
 +
6) For more information on '''Making a template from a chart''', please see this section in the article at: [[Managing the Current Template for Version 7.0#Making a Template from a Chart | Managing the Current Template - Making a Template from a Chart]]. 24.6.1-70
 +
 
 +
==Related Links==
 +
 
 +
[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] 22.3.10-70
 +
 
 +
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
 +
 
 +
[[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70
 +
 
 +
(22.3.6-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Charts]]
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[[Category:OnePager Express]]
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[[Category:Conditional Formatting]]
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[[Category:Templates]]
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[[Category:Chart Properties Form]]
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Task/Milestone Editing]]
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[[Category:Charts]]
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[[Category:Labels]]
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[[Category:Time Axis]]
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[[Category:Time Axis Tab]]
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[[Category:Floating Time Axis]]
 
[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
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[[Category:Row/Swimlane Borders]]
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[[Category:Snapshots]]
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[[Category:Mavericks]]
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[[Category:Template]]
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[[Category:OnePager Express]]
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[[Category:Chart Properties]]

Latest revision as of 19:39, 19 November 2020

Overview

1) OnePager Express has the capability to manually re-order the Time Axis Levels shown in the chart very easily.

2) The Time Axis Re-Ordering capability is available in the Template Properties and Chart Properties form's Time Axis tab's Top, Middle, and Bottom sub-tabs.

Re-Ordering Example

3) Given the chart below where the Top, Middle, and Bottom Time Axis Levels in Year, Quarter, and Month are ordered from top to bottom, you can exchange the Middle Level with the Top Level by clicking the up arrow in the Re-Order Levels control group in the Chart Properties form shown below:

X70-22 3 6-70-(1)-11182020.png
<X70-22_3_6-70-(1)-11182020.png>


4) When you click the Apply or OK button in the Chart Properties form the Top and Middle Levels are exchanged as shown here:

X70-22 3 6-70-(2)-11182020.png
<X70-22_3_6-70-(12)-11182020.png>

5) This is a useful shortcut when you want to make the exchange quickly without going through the process of manually accessing each Time Axis Levels involved and manually changing the Tic unit and Label format setting in each Time Axis Level participating in the exchange.

Re-Ordering Time Axis Levels

Top and Bottom Time Axis Displays in the Chart

1) The chart can display Time Axis Levels at either the top, bottom, or in both positions in the chart.

2) This is controlled in the Chart Properties form at the Time Axis tab’s Calendar sub-tab in the Formatting & Layout control group as shown below:

X70-22 3 6-70-(3)-11182020.png
<X70-22_3_6-70-(3)-11182020.png>

3) Identical controls for Time Axis Location are provided in the Template Properties form Time Axis tab Calendar sub-tab.

4) If the Time Axis is being located at both the top and bottom of the chart, OnePager Express performs the exchange automatically for both Time Axis displays.

5) The chart below locates the Time Axis at both the Top and Bottom of the chart:

X70-22 3 6-70-(4)-11182020.png
<X70-22_3_6-70-(4)-11182020.png>

6) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above look like this:

X70-22 3 6-70-(5)-11182020.png
<X70-22_3_6-70-(5)-11182020.png>

7) Comparing the two illustrations above it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels are exchanged.

Floating Time Axis Displays and Re-Ordering

8) If Floating Time Axes are located within the chart and the Floating Time Axis Levels are consistent with the Time Axis Level exchange being performed, OnePager Express makes appropriate exchanges for the Floating Time Axes as well.

9) Using the example above, three Floating Time Axes can be easily added to the original chart display.

10) For illustrative purposes the Floating Time Axes added to the chart are in Top Level to Bottom Level order although the Floating Time Axis order in the chart is immaterial to the example.

11) The sample chart looks like this:

X70-22 3 6-70-(6-1)-11182020.png
<X70-22_3_6-70-(6-1)-11182020.png>

12) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to again exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above with the Floating Time Axes look like this:

X70-22 3 6-70-(7-1)-11182020.png
<X70-22_3_6-70-(7-1)-11182020.png>

13) Comparing the pair of illustrations above with the Floating Time Axes, it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels and Floating Time Axis Levels are exchanged.

14) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

15) Where the Floating Time Axes located in the chart do not correspond exactly to those Time Axis Levels located in the Top and/or Bottom Time Axis locations, OnePager Express performs the Time Axis Level exchange if the Floating Time Axis has at least one of the corresponding Time Axis Levels as illustrated below.

16) Suppose the Time Axes and Floating Time Axes are configured and located as shown below where the Floating Time Axes consist only of Quarters and Months:

X70-22 3 6-70-(8)-11182020.png
<X70-22_3_6-70-(8)-11182020.png>

17) Performing the Time Axis Level re-ordering used in the previous examples (i.e., Exchanging the Top Time Axis Level with the Middle Time Axis Level), produces this result in the chart:

X70-22 3 6-70-(9)-11182020.png
<X70-22_3_6-70-(9)-11182020.png>

18) The result above is that the Floating Time Axis Top Level is exchanged with the Floating Time Axis Middle Level as expected.

19) However, since only the Middle and Bottom Floating Time Axes were inserted into the chart, the exchange only shows the Year replacing the Quarters in the Floating Time Axis location.

20) Since there can be several single or sets of Floating Time Axes located in the chart, exchanges of Levels are consistent depending on the Levels incorporated into the displayed Floating Time Axes.

21) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

Other Related Features

Re-Ordering Time Axis Levels in the Template Form

1) The Re-Order Levels control group shown in the Chart Properties form examples above is also available in the Template Properties form at the Time Axis tab’s Top, Middle, and Bottom Time Axis Levels:

X70-22 3 6-70-(10)-11182020.png
<X70-22_3_6-70-(10)-11182020.png>

2) Making exchanges in the Template Properties form applies these exchanges to any Chart Properties and chart created with the modified Template Properties form.

3) It is important to remember when making edits to the Template Properties form that the form must be saved before it can be used successfully to create a chart and/or snapshots with the Template Properties form’s edits applied.

4) For more information on the Template Properties form, please see the article at: Managing Templates (Portal). 24.0.1-70

Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms

5) Conversely, if any Chart Properties form with exchanged Time Axis Levels is made into a Template Properties form and saved, subsequent use of the saved Template Properties form utilizes the exchanged Time Axis Levels in charts and snapshots produced under the modified Template Properties form.

X70-22 3 6-70-(11)-11182020.png
<X70-22_3_6-70-(11)-11182020.png>

6) For more information on Making a template from a chart, please see this section in the article at: Managing the Current Template - Making a Template from a Chart. 24.6.1-70

Related Links

The Floating Time Axis Feature for OnePager Express 22.3.10-70

Managing Templates (Portal) 24.0.1-70

Managing the Current Template 24.6.1-70

(22.3.6-70)

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