Difference between revisions of "TEMPxx"

From OnePager Documentation
Jump to: navigation, search
(→‎Related Links)
(→‎Floating Time Axis Displays and Re-Ordering)
 
(97 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
==About the Task Bars Tab for OnePager Express==
+
==Overview==
  
−
1) This tab page, shown below, lets you control the '''style and decoration''' of task bars.  
+
1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily.
  
−
2) Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
+
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.
  
−
<center>[[File:P70-21_3_1-70-(1)-10292019.png]]</center>
+
===Re-Ordering Example===
−
<center>P70-21_3_1-70-(1)-10292019.png - Replace with Express Screenshot</center>
+
  
−
===Default Task Bar Styles===
+
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:
  
−
====Default Task Bar Styles====
+
<center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(1)-11182020.png></center>
  
−
3) Collected in this sub-control group are all the controls associated with defining or changing the properties of '''task bars properties'''.
 
  
−
4) These controls include:
+
4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
  
−
=====Shape=====
+
<center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(12)-11182020.png></center>
  
−
5) The dropdown menu shows a lengthy variety of '''task bar shapes''' available for use as shown here:
+
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'''.
  
−
<center>[[File:P70-21_3_1-70-(2)-10292019.png]]</center>
+
==Re-Ordering Time Axis Levels ==
−
<center>P70-21_3_1-70-(2)-10292019.png - Replace with Express Screenshot</center>
+
  
−
=====Fill=====
+
===Top and Bottom Time Axis Displays in the Chart===
  
−
6) This dropdown menu shows the five (5) available '''task bar fill patterns''' or '''texture''' options as shown below:
+
1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart. 
  
−
<center>[[File:P70-21_3_1-70-(3)-10292019.png]]</center>
+
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:
−
<center>P70-21_3_1-70-(3)-10292019.png - Replace with Express Screenshot</center>
+
  
−
=====Task Bar Height=====
+
<center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(3)-11182020.png></center>
  
−
7) These two radio buttons and their associated value windows allow you to set the '''task bar height''' as an absolute quantity ('''inches or centimeters''') or as a '''percentage of the row height''', which is shown in parentheses for reference as shown here:
+
3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab.
  
−
<center>[[File:P70-21_3_1-70-(4)-10292019.png]]</center>
+
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.
−
<center>P70-21_3_1-70-(4)-10292019.png - Replace with Express Screenshot</center>
+
  
−
8) The values shown in the illustration above are the '''default settings''' established in most OnePager distributed '''Template''' forms.
+
5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
−
=====Border Controls=====
+
<center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(4)-11182020.png></center>
  
−
9) In the upper right corner of the form, there are three controls that allow you change (1) the '''color''' of '''task bar border''', (2) the '''width of the border''' and (3) the '''border’s style''' as shown below with the '''Border Color''' dropdown clicked to access the standard '''Color Chooser''' form:
+
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''':'''
  
−
<center>[[File:P70-21_3_1-70-(5)-10292019.png]]</center>
+
<center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center>
−
<center>P70-21_3_1-70-(5)-10292019.png - Replace with Express Screenshot</center>  
+
<center><X70-22_3_6-70-(5)-11182020.png></center>
  
−
10) Further, you have the capability to establish the '''border color''' to be the same as the '''task bar fill color''' which effectively makes the '''task bar border''' disappear.
+
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'''.
  
−
11) Clicking the dropdown button on the '''Border Color''' control accesses the standard '''Color Chooser''' form as shown in the above illustration.
+
===Floating Time Axis Displays and Re-Ordering===
  
−
12) The '''Border Width''' control allows you to set the value window for the '''width''' of the '''task bar's border''' in inches or centimeters depending on the '''Template''' form being used.
+
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.
  
−
13) There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
+
9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display. 
  
−
<center>[[File:P70-21_3_1-70-(6)-10292019.png]]</center>
+
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>P70-21_3_1-70-(6)-10292019.png - Replace with Express Screenshot</center>
+
  
−
=====Task Bar/Milestone Fill Color=====
+
11) The sample chart looks like this:
  
−
14) The '''Task Bar/Milestone Fill Color''' sub-control group provides two options for assigning initial '''colors''' to task bars and is shown below:
+
<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:P70-21_3_1-70-(7)-10292019.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>P70-21_3_1-70-(7)-10292019.png - Replace with Express Screenshot</center> 
+
  
−
15) You can specify a '''single color''' for '''all task bars''' via the standard '''Color Chooser''' form when the '''Use on color:''' radio button is is checked '''On'''.  
+
<center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(7-1)-11182020.png></center>
  
−
16) More commonly, clicking the '''Color-code based on''' radio button allows you to select a field from your Microsoft Project '''source plan''' to assign a data driven '''color''' to each task.  
+
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'''.
  
−
17) The '''data driven color''' assignment is sometimes referred to as '''round-robin color'''. 
+
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
  
−
:a) OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.
+
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.
  
−
:b) If it finds more distinct values than there are colors in the palette, it starts over at the beginning of the palette and uses each '''color''' for a second data value, and so on.
+
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:
  
−
18) Also note that the '''Color-code based on''' selects a single data field that applies to both task bars and milestones as shown here:
+
<center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(8)-11182020.png></center>
  
−
<center>[[File:P70-21_3_1-70-(8)-10292019.png]]</center>
+
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:
−
<center>P70-21_3_1-70-(8)-10292019.png - Replace with Express Screenshot</center> 
+
  
−
19) This is one of the few places where task bars and milestone symbols are constrained to have the '''same default behavior'''.  
+
<center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(9)-11182020.png></center>
  
−
====Mirror format settings between task bars and milestones====
+
18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected. 
  
−
20) This single checkbox sub-control is used so that you have the option to simply apply any '''property edits''' you make to task bars to milestone symbols without having to go to the '''Milestones''' tab of the '''Chart Properties''' form.
+
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'''.
  
−
21) When this checkbox is checked '''On''', OnePager automatically makes any changes to '''Milestones properties''' that are made to '''Task Bar properties''' for all settings where a '''blue dot''' appears to the right of the setting as in the illustration below where the checkbox is checked '''On''':
+
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'''.
  
−
<center>[[File:P70-21_3_1-70-(9)-10292019.png]]</center>
+
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
−
<center>P70-21_3_1-70-(9)-10292019.png - Replace with Express Screenshot</center>
+
  
−
===Task Bar Decorations Control Group===
+
==Other Related Features==
  
−
22) There are '''six (6) decorations''' for Task bars. 
+
===Re-Ordering Time Axis Levels in the Template Form===
  
−
23) Each can be turned '''On''' by checking the associated checkbox to the left of the control's label as shown here:
+
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''':
  
−
<center>[[File:P70-21_3_1-70-(10)-10292019.png]]</center>
+
<center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center>
−
<center>P70-21_3_1-70-(10)-10292019.png - Replace with Express Screenshot</center>.
+
<center><X70-22_3_6-70-(10)-11182020.png></center>
  
−
24) Each of these '''decoration’s''' controls can be accessed by clicking the adjacent button as shown in the illustration above.  
+
2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form.
  
−
25) When any of the '''six (6) decoration''' buttons are clicked, OnePager accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''.
+
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'''.
  
−
26) What follows is a description of each of the '''specific control forms''' associated with each of the '''six (6) decoration types''':
+
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
  
−
====Task Bar Label Properties...====
+
===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
  
−
27) Clicking this button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the task bar''', '''task bar label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
+
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:P70-21_3_1-70-(11)-10292019.png]]</center>
+
<center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center>
−
<center>P70-21_3_1-70-(11)-10292019.png - Replace with Express Screenshot</center>
+
<center><X70-22_3_6-70-(11)-11182020.png></center>
  
−
=====Task Bar Name Field Selection=====
+
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
−
 
+
−
28) The '''Set Label Properties''' form's '''Label field''' dropdown as shown below allows you to access the full list of '''source plan''' field names '''imported''' by OnePager and '''select''' from the dropdown the field name OnePager uses to provide a visible '''task label''' into the chart for each visible task/milestone shape:
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(12)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(12)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
=====Task Bar Label Font Properties=====
+
−
 
+
−
29) Clicking the '''Label font''' dropdown button accesses the standard '''Font properties''' form as shown below:
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(13)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(13)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
30) The standard '''Font properties''' form allows you to set the '''Label text's''' '''font type''', '''color''' using the standard '''Color Chooser''' form, the '''font size''' in pixels, and the '''Bold -''' ''Italics'' '''- [[Underline]]''' settings.
+
−
 
+
−
=====Task Bar Label Position=====
+
−
 
+
−
31) The '''default task bar label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(14)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(14)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
32) The '''default''' setting of '''Best fit all directions''' gives OnePager the flexibility to establish '''Task/Milestone shape label positions''' that do not '''collide''' with other graphics in the chart.
+
−
 
+
−
33) One Pager's '''Text Label Collision Avoidance feature''', discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position '''task/milestone text labels''' in the chart.
+
−
 
+
−
=====Smart Labeling Settings=====
+
−
 
+
−
34) As mentioned, OnePager has a '''Smart Labeling''' or '''Text Label Collision Avoidance feature''' that attempts to avoid '''cluttered text labels''' appearing in the '''graph''' or at least to minimize the occurrences.
+
−
 
+
−
35) The controls available to you are shown below:
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(15)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(15)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
36) The '''Enable smart labeling for task/milestone labeling''' checkbox '''enables''' the '''Smart Labeling''' controls when the checkbox is checked '''On''' and '''disables''' the controls when the checkbox is checked '''Off'''.
+
−
 
+
−
37) There are four (4) algorithm types available for you to '''enable/disable''', set a specific parameter, and establish an '''algorithm priority''' among the set of four as described below:
+
−
 
+
−
:a) The '''Wrap text up to (value) lines algorithm''' tells OnePager, depending on the '''priority''' established, to take the '''text label string''' and wrap it into a maximum of lines up to the value set in the parameter.
+
−
 
+
−
:b) The '''Stair steps up to (value) levels algorithm''' tells OnePager, again depending on the '''priority''' establishes, to create a '''Comment box''' like structure that connects to the task/milestone shape that holds the '''text label string'''.
+
−
 
+
−
:c) The '''Truncate text to (value) characters algorithm''' tells OnePager to chop off an excessively long '''text label string''' up to and including the '''value number of characters''' and replace the '''truncated text label charters''' with the '''...''' character so the modified '''text label string''' fits in the selected position.
+
−
 
+
−
:d) The '''Shrink font by up to (value) percent algorithm''' tell OnePager to reduce the '''text label string's''' '''font size''' up to the '''percentage''' specified in the value window until the reduced '''font size text label string''' fits in the selected position.
+
−
 
+
−
37) For more information on the '''Smart Labeling/Text Label Collision Avoidance''' feature, please see the article at:  [[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70  NEW TBD
+
−
 
+
−
38) For general information on '''text labeling''', please see the article at: [[Labeling Task/Milestone Shapes for OnePager Express for Version 7.0 | Labeling Task/Milestone Shapes for OnePager Express]] 10.16.1.-70
+
−
 
+
−
====%Complete Properties====
+
−
 
+
−
39) Clicking this button displays the '''Set percent-complete properties''' form shown below which controls the display characteristics of the '''%Complete''' representation.
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(16)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(16)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
40) The '''Set percent-complete properties''' form allows you to set the source of the '''percent complete field''' from the  '''source plan''', the '''color''' of the '''percent complete bar''' in the task bar shape, and several other '''properties'''.
+
−
 
+
−
41) For more information on the settings in the '''Set percent-complete properties''' form, please see the article at: [[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] 10.4.1-70
+
−
 
+
−
42) And for specific information on the use of the '''Honor non-working times''' checkbox, please see the section in this article:  [[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0#The Honor Non-Working Time Feature | Managing Working Hours and Non-Working Hours for OnePager Express-The Honor Non-Working Time Feature]] 22.5.4-70
+
−
 
+
−
====Critical Path Properties====
+
−
 
+
−
43) Only OnePager Express '''does not''' support the representation of '''critical path''' in the chart; OnePager Pro does.
+
−
 
+
−
====Baseline Properties====
+
−
 
+
−
44) Clicking the '''Baseline Properties''' button displays the '''Set baseline properties''' form shown below which controls the '''shape, fill, and color''' of baseline bars, '''the connecting line''' properties, and how the '''baseline dates''' are displayed.
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(18)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(18)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
45) Complete information on the function and use of the controls in the '''Set baseline properties''' form can be found at this article link:  [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] 10.6.1-70
+
−
 
+
−
====Date Label Properties...====
+
−
 
+
−
46) Clicking the '''Date Label Properties...''' button displays the '''Set date label properties''' form shown below which allows you to control the '''properties of the date label'''. 
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(19)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(19)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
47) You can control the '''date label’s font properties''', the '''position''' and display of the '''start and finish date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''task bar’s label text'''.
+
−
 
+
−
48) For more detailed information on the use of the controls in the '''Set date label properties''' form, please see the article at:  [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] 10.2.1-70
+
−
 
+
−
====Deadline Properties...====
+
−
 
+
−
49) Clicking '''Deadline Properties''' button displays the '''Set deadline properties''' form shown below which controls for the '''shape, fill, and position''' of the '''deadline''' controls.
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(20)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(20)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
50) It also lets you set a special '''color''' to denote '''deadlines''' that have '''not''' been met.
+
−
 
+
−
51) Additionally, as with the '''Baseline Properties''' form described above, the  '''Set deadline properties''' form controls '''connecting lines''' for '''deadlines''' and the '''properties of deadline date display'''.
+
−
 
+
−
52) For more detailed information on the use of the controls in the '''Set deadline properties''' form, please see the article at:  [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] 10.10.1-70
+
−
 
+
−
====Endpoint Properties...====
+
−
 
+
−
53) Clicking '''Endpoint Properties''' button displays the '''Set endpoint properties''' form shown below which controls all properties for '''up to four (4) endpoints'''.
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(21)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(21)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
54) Each '''endpoint''' can display the '''date imported from any field''' you designate for this purpose from Microsoft Excel. 
+
−
 
+
−
55) These '''properties''' are controlled essentially the same way as described above for '''Deadline Properties''' form, above.
+
−
 
+
−
56) For more detailed information on the use of the controls in the '''Set endpoint properties''' form, please see the article at:  [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] 10.12.1-70
+
−
 
+
−
===Conditional Formatting===
+
−
 
+
−
59) The '''Conditional Formatting''' control group on the '''Task Bar''' tab has one button, the '''Manage Rules…''' button as shown below:
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(22)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(22)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
60) Clicking this button displays the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, delete, and copy''' rules governing the display of task bars based on data imported from your Microsoft Project '''source plan'''. 
+
−
 
+
−
<center>[[File:P70-21_3_1-70-(23)-10292019.png]]</center>
+
−
<center>P70-21_3_1-70-(23)-10292019.png - Replace with Express Screenshot</center>
+
−
 
+
−
61) There are two ways to get to the same '''Conditional Formatting Rules''' form:
+
−
 
+
−
:a) Using the '''Chart Properties''' form's '''Task Bar''' tab as shown above.
+
−
 
+
−
:b) Using the '''Chart Properties''' form's '''Milestones''' tab where the '''Manage Rules... button is at the bottom of the form. 
+
−
 
+
−
62) Complete details on how to use '''Conditional Formatting''' feature and the '''Conditional Formatting Rules''' form can be found at [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70 NEW TBD
+
[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] 22.3.10-70
  
−
[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates  for OnePager Express]] 10.2.1-70
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
  
−
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager v]] 10.4.1-70
+
[[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70
  
−
[[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] 10.65.1-70
+
(22.3.6-70)
−
 
+
−
[[Critical path for Version 7.0 (OnePager Express) | Critical path for OnePager Express]] 10.8.1-70
+
−
 
+
−
[[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] 10.10.1-70
+
−
 
+
−
[[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] 10.12.1-70
+
−
 
+
−
[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] 10.13.1-70
+
−
 
+
−
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
+
−
 
+
−
[[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0 | Managing Working Hours and Non-Working Hours for OnePager v-The Honor Non]] 22.5.4-70
+
−
 
+
−
(21.4.1-70)
+
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 +
[[Category:OnePager Express]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
−
[[Category:Task/Milestone Editing]]
+
[[Category:Charts]]
−
[[Category:Task/Milestone Decorations]]
+
[[Category:Time Axis]]
−
[[Category:Percent Complete]]
+
[[Category:Time Axis Tab]]
−
[[Category:Critical Path]]
+
[[Category:Floating Time Axis]]
−
[[Category:Baselines]]
+
−
[[Category:Labels]]
+
−
[[Category:Deadlines]]
+
−
[[Category:Endpoints]]
+
−
[[Category:Conditional Formatting]]
+
 
[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
−
[[Category:Ribbon]]
 
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
−
[[Category:Charts]]
+
[[Category:Template]]
−
[[Category:Templates]]
+
[[Category:Chart Properties]]
−
[[Category:Chart Properties Form]]
+
−
[[Category:OnePager Express]]
+

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)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=TEMPxx&oldid=32130"