Difference between revisions of "TEMPzz3"

Revision as of 17:31, 9 February 2021

Introduction

This article has four major sections below. The first two major sections are associated with OnePager Pro Add-in and Standalone respectively and the second two major sections are are associated with OnePager Express Add-in and Standalone. Please use the table below to accesses the desired sub-section:

OnePager Pro Add-in Flow Chart	OnePager Pro Standalone Flow Chart	OnePager Express Add-in Flow Chart	OnePager Express Standalone Flow Chart	OnePager 360 Flow Chart

OnePager Pro Add-in Flow Chart

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart.

This methodology does not import new or old data from Microsoft Project, however, Microsoft Project needs to be launched so that you can access the OnePager Pro button on the Microsoft Project ADD-INS ribbon tool bar tab.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at Opening an EXISTING Chart - OnePager Pro Desktop. 7.5.2-70

The steps to open an EXISTING chart from within Microsoft Project are shown below:

Procedures

Launch Microsoft Project. With Microsoft Project running, launch OnePager and click the OPEN button on the OnePager Pro Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data will not be imported from the selected Microsoft Project source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots, you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The OnePager Data ribbon tool bar tab appears as shown below:

OnePager Pro Standalone Flow Chart

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. This methodology does not import new or old data from Microsoft Project.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart. The steps to open and EXISTING chart from the desktop are shown below:

Procedure

Launch OnePager from the Desktop Icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data will not be imported from the selected Microsoft Project source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager Express Add-in Flow Chart=

Once charts are created, they can be re-opened from the OnePager Express Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the OnePager Express button.

As an alternative you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at Opening an EXISTING Chart - OnePager Express Desktop

The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:

Procedures

Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the OPEN button on the OnePager Excel Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data will not be imported from the selected Microsoft Excel source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager Express Standalone Flow Chart

Once the charts are created, they can be re-opened from the OnePager Express Start form either by launching OnePager from the desktop icon and opening the desired chart or by double-clicking on a .TAM. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:

Procedures

Launch OnePager Express from the desktop icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Express Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data will not be imported from the selected Microsoft Excel source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.

2) The second method is to click the List All button on the OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:

In addition to editing the opened chart and switching between snapshots you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The Data ribbon tool bar tab appears as shown below:

OnePager 360 Flow Chart

TBD

@@ Line 1: / Line 1: @@
 ==Introduction==
-This article has two major sections below.  The first major section is for [[Creating a NEW Chart using Microsoft Excel Data for Version 7.1#Overview Flow Chart for OnePager Express Add-in | OnePager Express Add-In]] and the second major section is for [[Creating a NEW Chart using Microsoft Excel Data for Version 7.1#Overview Flow Chart for OnePager Express Standalone | OnePager Express Standalone]].  Please use these links to navigate to the appropriate section based on how you are using OnePager.
+This article has four major sections below.  The first two major sections are associated with OnePager Pro Add-in and Standalone respectively and the second two major sections are are associated with OnePager Express Add-in and Standalone.  Please use the table below to accesses the desired sub-section:
-==Overview Flow Chart for OnePager Express Add-in==
+<center>
+{| class="wikitable"
+| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Add-in Flow Chart | OnePager Pro Add-in Flow Chart]] <!--7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71-->
+| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Standalone Flow Chart | OnePager Pro Standalone Flow Chart]] <!--7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71-->
+| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Add-in Flow Chart | OnePager Express Add-in Flow Chart]] <!--7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71-->
+| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Standalone Flow Chart | OnePager Express Standalone Flow Chart]] <!--7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71-->
+| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager 360 Flow Chart | OnePager 360 Flow Chart]] <!--7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71-->
+|}
-<center>[[File:X70-7_2_1-70-(1)-08062019.png]]</center>
-<!--<center>X70-7_2_1-70-(1)-08062019.png</center>-->
-==Procedures==
+===OnePager Pro Add-in Flow Chart===
-Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''. Set a '''Flag''' field into the Microsoft Excel '''source plan'''.  This is the '''Flag''' that OnePager uses to determine which rows to import.  Determine which of the task/milestone rows in the plan are to be included and set the '''Flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''Flag''' field set to '''No''', '''0''', or blank. Click the '''OnePager''' button to launch OnePager to bring up the '''OnePager Express Start''' form.
+Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form.  The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.
-<center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
+This methodology does not '''import''' new or old data from Microsoft Project, however, Microsoft Project needs to be launched so that you can access the '''OnePager Pro''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab.
-<!--<center>X70-7_2_1-70-(2)-08062019.png</center>-->
-Alternatively, clicking the '''Template...''' button accesses a window with the '''Template''' which can be changed and saved.
+As an alternative, you can double-click on the desired chart’s '''.TAM''' file to '''open''' an existing chart as described in the article at [[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]]. 7.5.2-70
-<center>[[File:X70-7_2_1-70-(3-1)-09092020.png]]</center>
+The steps to '''open''' an EXISTING chart from within Microsoft Project are shown below:
-<!--<center>X70-7_2_1-70-(3-1)-09092020.png</center>-->
-The '''Template's''' format is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  It is, in fact, the source of what appears in the '''Chart Properties''' form. Once the desired changes to the current '''Template''' are made, save the '''Template''' and return to step 3) above. At the completion of step 5) click the '''NEW''' button and OnePager displays a OnePager choices ('''OPC''') form as shown below:
+<center>[[File:P70-7_5_1-70-(1)-08082019.png]]</center>
+<!--<center>P70-7_5_1-70-(1)-08082019.png</center>-->
-<center>[[File:X70-7_2_1-70-(4)-08062019.png]]</center>
+===Procedures===
-<!--<center>X70-7_2_1-70-(4)-08062019.png</center>-->
-It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart. Notice that the '''Select Tasks with "YES" in field:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''.
+Launch Microsoft Project. With Microsoft Project running, launch OnePager and click the '''OPEN''' button on the '''OnePager Pro Start''' form.  OnePager displays a list of recently-used charts and a '''BROWSE FILES…''' option.  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to '''open'''.
-The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' in the dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
+<center>[[File:P70-7_5_1-70-(2)-08082019.png]]</center>
+<!--<center>P70-7_5_1-70-(2)-08082019.png</center>-->
-Finally, note that the '''Show field mappings''' checkbox is checked as shown above.  Checking this checkbox and pressing the '''Next&gt;''' button accesses the form shown below:
+Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''. '''Source plan''' data will not be '''imported''' from the selected Microsoft Project '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  When a chart with multiple snapshots is '''opened''', you can switch between snapshots. There are two methods to do this.
-<center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
+:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.
-<!--<center>X70-7_2_1-70-(5)-08062019.png</center>-->
-This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the chart.   Once these choices are confirmed or changed, click the '''Create new chart''' button and OnePager imports the flagged data and make the chart.
+:2) The second method is to click the '''List All''' button  on the '''View''' ribbon tool bar tab which displays a list of all available snapshot '''dates''' for the chart as shown below:
-Once the chart is created, you can '''edit''' the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.   If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
+<center>[[File:P70-7_5_1-70-(3)-08082019.png]]</center>
+<!--<center>P70-7_5_1-70-(3)-08082019.png</center>-->
-==Overview Flow Chart for OnePager Express Standalone==
+In addition to '''editing''' the '''opened''' chart and switching between snapshots, you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''.  The OnePager '''Data''' ribbon tool bar tab appears as shown below:
-<center>[[File:X70-7_2_2-70-(1)-08062019.png]]</center>
+<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>
-<!--<center>X70-7_2_2-70-(1)-08062019.png</center>-->
+<!--<center>P70-7_5_1-(4)-05052020.png</center>-->
-==Procedures==
+===OnePager Pro Standalone Flow Chart===
-Set a '''Flag''' field into the Microsoft Excel '''source plan'''. This is the '''Flag''' that OnePager uses to determine which rows to import.  Determine which of the task/milestone rows in the plan are to be included and set the '''Flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''Flag''' field set to '''No''', '''0''', or blank. Launch OnePager from the '''Standalone icon'''. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Express Start''' form as shown below:
+Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. This methodology does not '''import''' new or old data from Microsoft Project.
-<center>[[File:X70-7_2_2-70-(2)-08062019.png]]</center>
+As an alternative, you can double-click on the desired chart’s '''.TAM''' file to open an existing chart. The steps to '''open''' and EXISTING chart from the '''desktop''' are shown below:
-<!--<center>X70-7_2_2-70-(2)-08062019.png</center>-->
-At the completion of step 3) click the '''NEW''' button and OnePager displays an abbreviated OnePager choices ('''OPC)''' form as shown below:
+<center>[[File:P70-7_5_2-70-(1)-08082019.png]]</center>
+<!--<center>P70-7_5_2-70-(1)-08082019.png</center>-->
-<center>[[File:X70-7_2_2-70-(4)-08062019.png]]</center>
+===Procedure===
-<!--<center>X70-7_2_2-70-(4)-08062019.png</center>-->
-Click the '''Select''' button.  OnePager then provides a dropdown menu for you to either select a recently used Microsoft Excel '''source plan''' or you can chose the '''BROWSE FILES…''' option as shown below to select a desired Microsoft Excel '''source plan'''.
+Launch OnePager from the '''Desktop Icon''' or by double-clicking the desired '''.TAM''' file. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.  Click the '''OPEN''' button on the '''OnePager choices''' ('''OPC''') form. OnePager displays a list of recently-used charts and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
-<center>[[File:X70-7_2_2-70-(5)-08062019.png]]</center>
+<center>[[File:P70-7_5_2-70-(2)-08082019.png]]</center>
-<!--<center>X70-7_2_2-70-(5)-08062019.png</center>-->
+<!--<center>P70-7_5_2-70-(2)-08082019.png</center>-->
-Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
+Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''. '''Source plan''' data will not be '''imported''' from the selected Microsoft Project '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  Once a chart with multiple snapshots is '''opened''', you can switch between snapshots. There are two methods to do this.
-<center>[[File:X70-7_2_2-70-(6)-08062019.png]]</center>
+:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.
-<!--<center>X70-7_2_2-70-(6)-08062019.png</center>-->
-When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Excel '''source plan''' and provide you with the OnePager choices ('''OPC''') form so that you can confirm or change the settings before OnePager creates the new chart.
+:2) The second method is to click the '''List All''' button  on the '''View''' ribbon tool bar tab which displays a list of all available snapshot '''dates''' for the chart as shown below:
-<center>[[File:X70-7_2_2-70-(7)-08062019.png]]</center>
+<center>[[File:P70-7_5_1-70-(3)-08082019.png]]</center>
-<!--<center>X70-7_2_2-70-(7)-08062019.png</center>-->
+<!--<center>P70-7_5_1-70-(3)-08082019.png</center>-->
-As shown above, OnePager displays the loaded Microsoft Excel '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.   You can use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Excel '''source plan''', add additional files to the package, and remove files from the package.   Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
+In addition to '''editing''' the '''opened''' chart and switching between snapshots you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''. The '''Data''' ribbon tool bar tab appears as shown below:
-<center>[[File:X70-7_2_2-70-(8)-08062019.png]]</center>
+<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>
-<!--<center>X70-7_2_2-70-(8)-08062019.png</center>-->
+<!--<center>P70-7_5_1-(4)-05052020.png</center>-->
-It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart.  Notice that the '''Select Tasks with "YES" in file:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''.
+==OnePager Express Add-in Flow Chart===
-The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window.  As the plan changes later on, you can create additional snapshots to show changes consistently.
+Once charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the '''OnePager Express''' button.
-Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button takes you to the form shown below:
+As an alternative you can double-click on the desired chart’s '''.TAM''' file to open an existing chart as described in the article at [[Opening an EXISTING Chart - OnePager Express Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Express Desktop]] <!--7.6.2-70-->
-<center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
+The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:
-<!--<center>X70-7_2_1-70-(5)-08062019.png</center>-->
-This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the chart.  Once these choices are confirmed or changed, click the '''Create new chart''' button and OnePager imports the flagged data and make the chart.
+<center>[[File:X70-7_6_1-70-(1)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(1)-08082019.png</center>-->
-Once the chart is created, you can '''edit''' the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
+===Procedures===
+Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the '''OPEN''' button on the '''OnePager Excel Start''' form.  OnePager displays a list of recently-used charts and a '''BROWSE FILES…''' option.  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
+<center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(2)-08082019.png</center>-->
+Selecting a chart to '''open''' tells OnePager to retrieve and display it. '''Source plan''' data will not be imported from the selected Microsoft Excel '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
+:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot dates.
+:2) The second method is to click the '''List All''' button on the OnePager '''View''' ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
+<center>[[File:X70-7_6_1-70-(3)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(3)-08082019.png</center>-->
+In addition to '''editing''' the opened chart and switching between snapshots you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''',''' add snapshots''', and '''perform custom updates'''. The '''Data''' ribbon tool bar tab appears as shown below:
+<center>[[File:X70-7_6_1-70-(4)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(4)-08082019.png</center>-->
+===OnePager Express Standalone Flow Chart===
+Once the charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop icon''' and '''opening''' the desired chart or by double-clicking on a '''.TAM'''.  The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:
+<center>[[File:X70-7_6_2-70-(1)-08082019.png]]</center>
+<!--<center>X70-7_6_2-70-(1)-08082019.png</center>-->
+===Procedures===
+Launch OnePager Express from the '''desktop icon''' or by double-clicking the desired '''.TAM''' file. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Express Start''' form.  Click the '''OPEN''' button on the OnePager choices ('''OPC''') form. OnePager displays a list of recently-used charts and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
+<center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(2)-08082019.png</center>-->
+Selecting a chart to '''open''' tells OnePager to retrieve and display it.  '''Source plan''' data will not be imported from the selected Microsoft Excel '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
+:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot dates.
+:2) The second method is to click the '''List All''' button on the OnePager '''View''' ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
+<center>[[File:X70-7_6_1-70-(3)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(3)-08082019.png</center>-->
+In addition to '''editing''' the opened chart and switching between snapshots you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''. The '''Data''' ribbon tool bar tab appears as shown below:
+<center>[[File:X70-7_6_1-70-(4)-08082019.png]]</center>
+<!--<center>X70-7_6_1-70-(4)-08082019.png</center>-->
+===OnePager 360 Flow Chart===
+TBD
 ==Related Links==
@@ Line 108: / Line 161: @@
 [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
-(7.2.1-71, 7.2.2-71)
+(7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71)
 [[Category:Version 7.1]]
-[[Category:Add-in]]
+[[Category:Desktop]]
 [[Category:Standalone]]
 [[Category:Basic Workflows]]

Difference between revisions of "TEMPzz3"

Revision as of 17:31, 9 February 2021

Contents

Introduction

OnePager Pro Add-in Flow Chart

Procedures

OnePager Pro Standalone Flow Chart

Procedure

OnePager Express Add-in Flow Chart=

Procedures

OnePager Express Standalone Flow Chart

Procedures

OnePager 360 Flow Chart

Related Links

Navigation menu

Personal tools

Namespaces

Variants

Views

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Search

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