Difference between revisions of "TEMPxx"

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(→‎Floating Time Axis Displays and Re-Ordering)
 
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==About the Milestones Tab for OnePager Express==
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==Overview==
  
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1) This tab page, shown below, lets you control the '''style and decoration''' of milestone symbols.  
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1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily.
  
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2) Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
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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.
  
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<center>[[File:X70-21_6_1-70-(1)-10162020.png]]</center>
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===Re-Ordering Example===
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<center><X70-21_6_1-70-(1)-10162020.png></center>
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3) The '''Milestones''' tab in the '''Chart Properties''' form is the same as the '''Milestones''' tab in the '''Template Properties''' form.
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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:
  
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4) Additionally, it is possible to make '''edits''' in the '''Milestones''' tab and have these '''edits mirrored''' in the '''Task Bars''' tab of the '''Chart Properties''' form and vice versa.
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<center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(1)-11182020.png></center>
  
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5) Please check the links for more information on sub-forms accessible from the '''Milestones''' tab.
 
  
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==Default Milestone Symbol Styles Control Group==
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4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
  
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1) Collected in this sub-control group are all the controls associated with defining or changing the properties of '''milestone properties'''.  
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<center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center>
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<center><X70-22_3_6-70-(12)-11182020.png></center>
  
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2) These controls include:
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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'''.
  
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===Shape===
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==Re-Ordering Time Axis Levels ==
  
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3) The dropdown menu shows many '''milestone symbols''' available for use as shown here:
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===Top and Bottom Time Axis Displays in the Chart===
  
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<center>[[File:X70-21_6_1-70-(2)-10162020.png]]</center>
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1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart.
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<center><X70-21_6_1-70-(2)-10162020.png></center>
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===Fill===
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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:
  
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4) This dropdown menu shows the five (5) available '''milestone symbol fill patterns''' or '''texture''' options as shown below:
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<center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center>
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<center><X70-22_3_6-70-(3)-11182020.png></center>
  
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<center>[[File:X70-21_6_1-70-(3)-10162020.png]]</center>
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3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab.
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<center><X70-21_6_1-70-(3)-10162020.png></center>
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===Milestone Height===
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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.
  
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5) These two (2) radio buttons and their associated value windows allow you to set the '''milestone 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:
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5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
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<center>[[File:X70-21_6_1-70-(4)-10162020.png]]</center>
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<center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center>
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<center><X70-21_6_1-70-(4)-10162020.png></center>
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<center><X70-22_3_6-70-(4)-11182020.png></center>
  
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6) The values shown in the illustration above are the '''default settings''' established in most OnePager distributed '''Template Properties''' forms.
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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''':'''
  
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===Border Controls===
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<center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center>
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<center><X70-22_3_6-70-(5)-11182020.png></center>
  
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7) In the upper right corner of the form, there are three (3) controls that allow you change (1) the '''color''' of '''milestone symbol 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 OnePager '''Color Chooser''' form:
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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'''.
  
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<center>[[File:X70-21_6_1-70-(5)-10162020.png]]</center>
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===Floating Time Axis Displays and Re-Ordering===
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<center><X70-21_6_1-70-(5)-10162020.png></center>
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8) Further, you have the capability to establish the '''border color''' to be the same as the '''milestone symbol fill color''' which effectively makes the '''milestone symbol border''' disappear.
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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.
  
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8) Clicking the dropdown button on the '''Border Color''' control accesses the standard '''Color Chooser''' form as shown in the above illustration.
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9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display.
  
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10) The '''Border Width''' control allows you to set the value window for the '''width''' of the '''milestone symbol's border''' in inches or centimeters depending on the '''Template Properties''' form being used.
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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.
  
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11) There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
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11) The sample chart looks like this:
  
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<center>[[File:X70-21_6_1-70-(6)-10162020.png]]</center>
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<center>[[File:X70-22_3_6-70-(6-1)-11182020.png]]</center>
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<center><X70-21_6_1-70-(6)-10162020.png></center>
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<center><X70-22_3_6-70-(6-1)-11182020.png></center>
  
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===Task Bar/Milestone Symbol Fill Color===
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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:
  
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12) The '''Task Bar/Milestone Fill Color''' sub-control group provides two options for assigning initial '''colors''' to milestone symbols and is shown below:
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<center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center>
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<center><X70-22_3_6-70-(7-1)-11182020.png></center>
  
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<center>[[File:X70-21_6_1-70-(7)-10162020.png]]</center>
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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'''.
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<center><X70-21_6_1-70-(7)-10162020.png></center>
+
  
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13) You can specify a '''single color''' for '''all milestone symbols''' via the standard '''Color Chooser''' form when the '''Use on color:''' radio button is is checked '''ON'''.  
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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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14) 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 milestone symbol.  
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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.
  
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15) The '''data driven color''' assignment is sometimes referred to as '''round-robin color'''. 
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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:
  
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16) OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.
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<center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(8)-11182020.png></center>
  
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17) 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.
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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:
  
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18) Also note that the '''Color-code based on''' selects a single data field that applies to both task bars and milestone symbols as shown here:
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<center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(9)-11182020.png></center>
  
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<center>[[File:X70-21_6_1-70-(8)-10162020.png]]</center>
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18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected.
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<center><X70-21_6_1-70-(8)-10162020.png></center>
+
  
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19) This is one of the few places where task bars and milestone symbols are constrained to have the '''same default behavior'''.
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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'''.
  
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===Mirror format settings between milestones and task bars===
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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'''.
  
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20) This single checkbox sub-control is used so that you have the option to simply apply any '''property edits''' you make to milestone symbols to task bars without having to go to the '''Task Bars''' tab of the '''Chart Properties''' form.
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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
  
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:a) It is recommended that you check the '''Mirror format settings between task bars and milestones''' checkbox '''ON''' before making any '''edits''' in the tab. 
+
==Other Related Features==
  
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:b) That way, OnePager applies the '''edits''' to both task bars and milestones symbols from the start. 
+
===Re-Ordering Time Axis Levels in the Template Form===
  
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:c)'''Task Bar''' and '''Milestone''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.
+
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''': 
  
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21) When this checkbox is checked '''ON''', OnePager automatically makes any changes to '''Task Bar properties''' that are made to '''Milestone 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''':
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<center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(10)-11182020.png></center>
  
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<center>[[File:X70-21_6_1-70-(9)-10162020.png]]</center>
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2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form.
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<center><X70-21_6_1-70-(9)-10162020.png></center>
+
  
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==Milestone Symbol Decorations Control Group==
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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'''.
  
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1) There are '''five (5) decorations''' for Milestone symbols.
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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
  
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2) Each can be turned '''ON''' by checking the associated checkbox to the left of the control's label as shown here:
+
===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
  
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<center>[[File:X70-21_6_1-70-(10)-10162020.png]]</center>
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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.
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<center><X70-21_6_1-70-(10)-10162020.png></center>
+
  
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3) Each of these '''decoration’s''' controls can be accessed by clicking the adjacent button as shown in the illustration above.  
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<center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(11)-11182020.png></center>
  
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4) When any of the '''five (5) decoration''' buttons are clicked, OnePager accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''.
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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
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5) What follows is a description of each of the '''specific control forms''' associated with each of the '''five (5) decoration types''':
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===Milestone Label Properties... Button and The Set Label Properties Form=== 
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6) Clicking this button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the milestone symbol''', '''milestone symbol label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
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<center>[[File:X70-21_6_1-70-(11)-10162020.png]]</center>
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<center><X70-21_6_1-70-(11)-10162020.png></center>
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====Milestone Symbol Name Field Selection====
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7) 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 '''milestone symbol label''' into the chart for each visible task bar/milestone symbol:
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<center>[[File:X70-21_4_1-70-(12)-10162020.png]]</center>
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<center><X70-21_4_1-70-(12)-10162020.png></center>
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====Milestone Symbol Label Font Properties====
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8) Clicking the '''Label font''' dropdown button accesses the standard '''Font properties''' form as shown below:
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<center>[[File:P70-21_3_1-70-(13)-10292019.png]]</center>
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<center>P70-21_3_1-70-(13)-10292019.png</center>
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<center>[[File:X70-21_6_1-70-(13)-10162020.png]]</center>
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<center><X70-21_6_1-70-(13)-10162020.png></center>
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9) 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.
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====Milestone Symbol Label Position====
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10) The '''default milestone symbol label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
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<center>[[File:P70-21_3_1-70-(14)-10292019.png]]</center>
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<center>P70-21_3_1-70-(14)-10292019.png</center>
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<center>[[File:X70-21_6_1-70-(14)-10162020.png]]</center>
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<center><X70-21_6_1-70-(14)-10162020.png></center>
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11) The '''default''' setting of '''Best fit all directions''' gives OnePager the flexibility to establish '''task bar/milestone symbol label positions''' that do not '''collide''' with other graphics in the chart.
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12) 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.
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===Smart Labeling Settings===
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13) 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.
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14) The controls available to you are shown below:
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+
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<center>[[File:P70-21_3_1-70-(15)-10292019.png]]</center>
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<center>P70-21_3_1-70-(15)-10292019.png</center>
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<center>[[File:X70-21_6_1-70-(15)-10162020.png]]</center>
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<center><X70-21_6_1-70-(15)-10162020.png></center>
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+
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15) 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'''.
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+
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16) 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.
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+
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=====Wrap text up to=====
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17) 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.
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+
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18) The '''Wrap text up to (value) lines''' is the '''default''' setting established in distributed OnePager '''Template Properties''' forms.
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+
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19) The '''value window''' is set to '''2 lines''' as the '''default''' value.
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+
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=====Stair step up to=====
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20) 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 bar/milestone symbol that holds the '''text label string'''.
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−
 
+
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21) The '''number of levels value''' is typically set to '''1''' meaning that the '''Stair step''' is positionhed in the '''row''' immediately above the '''row''' containing the subject task bar/milestone symbol.
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−
 
+
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22) Higher '''number of level values''' increases the number of '''rows''' skipped in positioning the '''Stair step'''.
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+
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=====Truncate text to=====
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−
 
+
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23) 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.
+
−
 
+
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24) The '''value number of characters''' setting is set to '''20''' characters including the '''...''' character.
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−
 
+
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=====Shrink font by up to=====
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25) 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.
+
−
 
+
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=====Additional Information Links=====
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26) For more information on the '''Smart Labeling/Text Label Collision Avoidance''' feature, please see the article at: [[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-70.
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−
 
+
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27) For more information on '''text labeling''', please see the article at: [[Task Bar Name Text for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] 10.16.1-70.
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+
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===%Complete Properties===
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+
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28) Clicking this button accesses the '''Set percent-complete properties''' form shown below which controls the display characteristics of the '''%Complete''' representation.
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+
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<center>[[File:P70-21_5_1-70-(16)-10162020.png]]</center>
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<center><P70-21_5_1-70-(16)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(16)-10162020.png]]</center>
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<center><X70-21_6_1-70-(16)-10162020.png></center>
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29) The '''Set percent-complete properties''' form allows you to set the source of the '''percent complete field''' from the  '''source plan''', the option to show the '''Milestone symbol''' filled if the '''%Complete''' value is 100%, and several other '''properties'''.
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+
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30) Unlike '''task bars''', '''milestone symbols''', by convention, are either '''incomplete''' or '''totally complete''' so OnePager provides the option to show the '''Milestone symbol''' without '''color''' if it is '''incomplete''' and fully filled in with '''color''' if the '''Milestone symbol''' is 100% '''complete''' per the '''imported''' data from your '''source plan'''.
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31) 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
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+
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===Critical Path Properties===
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+
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32) OnePager Express does not support displaying '''critical path properties''' for '''Milestone symbols'''.
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33) Only OnePager Express supports the representation of '''critical path''' in the chart for '''task bars''' only; OnePager Express does not.
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34) For more information on the use of the '''Set critical-path properties''' form, please see the article at: [[Critical path for OnePager for Version 7.0 (OnePager Express) | Critical path for OnePager Express]] 10.8.1-70.
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+
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===Baseline Properties===
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35) Clicking the '''Baseline Properties''' button accesses 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.
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<center>[[File:P70-21_5_1-70-(18)-10162020.png]]</center>
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<center><P70-21_5_1-70-(18)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(18)-10162020.png]]</center>
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<center><X70-21_6_1-70-(18)-10162020.png></center>
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36) For more information on the function and use of the controls in the '''Set baseline properties''' form, please see the article at: [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] 10.6.1-70
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===Date Label Properties...===
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37) Clicking the '''Date Label Properties...''' button accesses the '''Set date label properties''' form shown below which allows you to control the '''properties of the date label'''. 
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<center>[[File:P70-21_5_1-70-(19)-10162020.png]]</center>
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<center><P70-21_5_1-70-(19)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(19)-10162020.png]]</center>
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<center><X70-21_6_1-70-(19)-10162020.png></center>
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38) You can control the '''date label’s font properties''', the '''position''' and display of the '''milestone symbol date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''milestone symbol's label text'''.
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39) For more 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.
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===Deadline Properties...===
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40) Clicking '''Deadline Properties''' button accesses the '''Set deadline properties''' form shown below which controls for the '''shape, fill, and position''' of the '''deadline''' controls.
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<center>[[File:P70-21_5_1-70-(20)-10162020.png]]</center>
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<center><P70-21_5_1-70-(20)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(20)-10162020.png]]</center>
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<center><X70-21_6_1-70-(20)-10162020.png></center>
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41) It also lets you set a special '''color''' to denote '''deadlines''' that have '''not''' been met.
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42) 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'''.
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43) For more 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.
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===Endpoint Properties...===
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44) '''Endpoints''' are not supported for OnePager '''Milestone symbols''' since '''milestones''' are a form of '''endpoint''' in themselves.
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45) For information on the use of '''endpoints''' in OnePager Express for '''Task Bar Shapes''', please see the article at:  [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] 10.12.1-70.
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==Conditional Formatting Control Group==
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1) The '''Conditional Formatting''' control group on the '''Milestones''' tab has one button, the '''Manage Rules…''' button as shown below:
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<center>[[File:P70-21_5_1-70-(22)-10162020.png]]</center>
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<center><P70-21_5_1-70-(22)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(22)-10162020.png]]</center>
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<center><X70-21_6_1-70-(22)-10162020.png></center>
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2) Clicking this button accesses the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, delete, and copy''' rules governing the display of milestone symbols based on data imported from your Microsoft Project '''source plan'''. 
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<center>[[File:P70-21_5_1-70-(23)-10162020.png]]</center>
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<center><P70-21_5_1-70-(23)-10162020.png></center>
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<center>[[File:X70-21_6_1-70-(23)-10162020.png]]</center>
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<center><X70-21_6_1-70-(23)-10162020.png></center>
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3) There are two ways to get to the same '''Conditional Formatting Rules''' form:
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:a) Using the '''Chart Properties''' form's '''Task Bar''' tab as shown above.
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:b) Using the '''Chart Properties''' form's '''Milestones''' tab where the '''Manage Rules... button is at the bottom of the form. 
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4) For more information on how to use '''Conditional Formatting''' feature and the '''Conditional Formatting Rules''' form, please see the article at: [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
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==Related Links==
 
==Related Links==
  
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[[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-70
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[[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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[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates  for OnePager Express]] 10.2.1-70
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
  
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[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] 10.4.1-70
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[[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70
  
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[[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] 10.6.1-70
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(22.3.6-70)
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[[Critical path for OnePager for Version 7.0 (OnePager Express) | Critical path for OnePager Express]] 10.8.1-70
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[[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] 10.10.1-70
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[[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] 10.12.1-70
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[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] 10.13.1-70
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[[Task Bar Name Text for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] 10.16.1-70
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[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
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(21.6.1-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:OnePager Express]]
 
[[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:Task/Milestone Decorations]]
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[[Category:Time Axis]]
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[[Category:Percent Complete]]
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[[Category:Time Axis Tab]]
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[[Category:Critical Path]]
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[[Category:Floating Time Axis]]
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[[Category:Baselines]]
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[[Category:Labels]]
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[[Category:Deadlines]]
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[[Category:Endpoints]]
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[[Category:Conditional Formatting]]
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[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
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[[Category:Ribbon]]
 
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Charts]]
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[[Category:Template]]
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[[Category:Templates]]
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[[Category:Chart Properties]]
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[[Category:Chart Properties Form]]
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[[Category:OnePager Express]]
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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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