Difference between revisions of "TEMPzz3"

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==About View Modes On the One Pager Page Layout Tab==
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==About Manual Editing of Multi-Page Outputs==
  
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The OnePager '''Chart Editor''' operates in three user-controlled '''view modes'''. '''View mode''' selection is done from the OnePager '''Page Layout''' ribbon tool bar tab's '''View Modes''' control group as shown here:
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You have several '''page break''' manipulation controls in the '''Page Break''' view mode.   '''Automatic page breaks''', recommended for OnePager, can be selected and can be dragged to new locations.  Below shows a '''page breaks''' inserted by OnePager:
  
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<center>[[File:P70-8_6_1-70-(1)-08252019.png]]</center>
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<center>[[File:P70-8_6_2-70-(1-1)-09102020.png]]</center>
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<!--<center>P70-8_6_1-70-(1)-08252019.png</center>-->
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<!--<center>P70-8_6_2-70-(1-1)-09102020.png</center>-->
  
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The three (3) '''view modes''' are:
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===Select Position of Manual Horizontal Page Break===
  
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===Normal=== 
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You can select, drag, and drop an '''automatic vertical or horizontal page break'''. By right clicking in open space where you desire to place a '''page break''', OnePager displays the context menu below to let you '''insert''' a '''horizontal or vertical manual page break''':
  
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The '''Normal View mode''' is the default '''view mode''' in the '''Chart Editor''' window when OnePager is launched. As such, the '''Normal View''' displayed in the '''Page Layout''' ribbon tool bar tab is no different from the display in the '''Chart Editor''' under any other OnePager ribbon tool bar tab.
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<center>[[File:P70-8_6_2-70-(2)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(2)-09102020.png</center>-->
  
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===Page Break===
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When you click the '''Horizontal''' sub-command as shown above, OnePager creates a new '''page break''' at the position of your original right click as shown below: 
  
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The '''Page Break View mode''' displays in the '''Chart Editor''' window of the '''Page Layout''' ribbon tool bar tab and shows the entire chart '''sectioned''' into '''pages''' with the '''page numbers''' displayed as '''watermarks''' in each section.
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<center>[[File:P70-8_6_2-70-(3)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(3)-09102020.png</center>-->
  
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===Print Preview===
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Both '''automatically''' generated and '''manually inserted page breaks''' are now shown if you are in the '''M x N''' mode.  If you are in '''automatic x automatic''' mode, the '''manually inserted page break''' can replace an '''automatic page break''' if it is possible to do so.
  
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The '''Print Preview mode''' displays in the '''Page Layout''' ribbon tool bar tab's '''Chart Editor''' window but shows each page of the '''multi-page''' set of '''pages''' with all '''titles, headers, footers, the time axis, the legend, swimlane labels, text columns, and all decorations''' created for the chart.
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===Selecting a Manual Horizontal Pager Break===
  
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==Entering the Multi-Page Mode==
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You can now select the '''page break''' with a left or right click.  Also, a left click displays a '''border''' around the '''page break''' as shown below:
  
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OnePager automatically enters the '''Multi-Page Mode''' whenever a change is made on the '''Page Layout''' ribbon tool bar tab or on the '''Chart Properties''' form's '''Page Layout''' tab that causes OnePager to build more than '''one page''' for the chart.  For example, changing the '''Height''' value in the '''Document Fitting''' group of the '''Page Layout''' tab shown above from 1 to '''Automatic'''.  As another example, inserting a '''manual page break''' is another way to enter the '''Multi-Page Mode'''. In a similar fashion, OnePager '''leaves''' the '''Multi-Page Mode''' if you revert to '''Document Fitting''' group settings that calls for the '''width''' and '''height''' to be '''1 x 1''' or you '''remove''' all inserted '''manual page breaks''' accomplishing the same '''1 x 1''' view.
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<center>[[File:P70-8_6_2-70-(4)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(4)-09102020.png</center>-->
  
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==Normal View Mode==
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===Dragging and Dropping a Manual Horizontal Page Break===
  
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The default setting in OnePager with respect to '''view mode''' is '''Normal'''.  In this '''view mode''', you can see the entire chart, even if the chart ultimately spans '''multiple pages'''.  When in '''Normal view mode''', the selection button on the '''Page Layout''' ribbon tool bar tab is highlighted as shown below:
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After selecting the '''horizontal page break''', dragging the cursor to the left or right changes the location of the '''page break'''.  Since '''horizontal page breaks''' are placed between the lowest level '''time axis''' tic marks, you should drag the '''page break''' as close as you can to the appropriate '''time axis''' tic boundary.  Releasing the left mouse button completes the action as shown below:
  
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<center>[[File:P70-8_6_1_1-70-(1)-08252019.png]]</center>
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<center>[[File:P70-8_6_2-70-(5)-09102020.png]]</center>
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<!--<center>P70-8_6_1_1-70-(1)-08252019.png</center>-->
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<!--<center>P70-8_6_2-70-(5)-09102020.png</center>-->
  
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In addition, the '''Page Break''' button is '''enabled''' in '''Normal view mode'''. In the '''Normal view mode''', you can '''edit''' the chart.  Please note that '''page breaks''', if any, are not actually visible in the '''Normal view mode'''.  If you want to enter '''manual page breaks''' by clicking the '''Page Break''' button on the '''Page Layout''' ribbon tool bar tab, OnePager automatically switches the '''view mode''' from '''Normal view mode''' to '''Page Break view mode'''.
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'''Inserting a page break manually''' overrides any previous settings of the '''Height''' or '''Width''' settings section as shown below:
  
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==Page Break View Mode==
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<center>[[File:P70-8_6_2-70-(6)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(6)-09102020.png</center>-->
  
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The '''Page Break view mode''' is similar to the '''Normal view mode''', except that it superimposes '''page break lines''' and '''page numbers''' as '''watermarks''' on top of the '''graph''' in the '''Chart Editor'''. The illustration below shows a chart with '''page breaks and page numbers''' a part of the '''Page Break view''':
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===Deleting a Manual Horizontal Page Break===
  
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<center>[[File:P70-8_6_1_1-70-(2)-08252019.png]]</center>
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Right clicking a '''manual page break''' lets you '''delete''' it.  The right click brings up a small context menu with a '''delete''' command as shown below:
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<!--<center>P70-8_6_1_1-70-(2)-08252019.png</center>-->
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The granularity of '''page breaks''' is determined '''vertically''' at the '''row''' level and '''horizontally''' at the smallest '''time axis''' division.  '''Manual Page breaks''' snap to the nearest allowed location ('''horizontally''' or '''vertically''') as you drags them with the mouse. '''Pages''' are numbered from left to right and then from top to bottom. Just like the '''Normal view mode''', all '''editing''' controls and capabilities are available in the '''Page Break view mode''' in the '''Chart Editor'''.
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<center>[[File:P70-8_6_2-70-(7)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(7)-09102020.png</center>-->
  
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==Print Preview Mode==
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===Deleting Page Breaks===
  
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The '''Print Preview view mode''' shows each '''page''' as it appears in the '''clipboard''', on a '''printer page''', or on some other '''output media'''.  This '''Print Preview view mode''' allows you to see exactly how your chart appears on each '''page''', including viewing '''repeated elements''' (e.g. swimlanes, rows, the legend, and time axes, etc.).  An example of a '''Print Preview''' is shown below for the four page example above:
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'''Note''' that you cannot '''delete''' an '''automatic page break''' in this way.  Rather, you can remove all the '''page breaks''' by using the '''Page Breaks''' button.
  
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<center>[[File:P70-8_6_1_1-70-(3)-08252019.png]]</center>
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<center>[[File:P70-8_6_2-70-(8)-09102020.png]]</center>
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<!--<center>P70-8_6_1_1-70-(3)-08252019.png</center>-->
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<!--<center>P70-8_6_2-70-(8)-09102020.png</center>-->
  
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The document is shown in a '''read-only''' page-by-page rendering where you have the capability to scroll from one page to the next.  You cannot '''move shapes''' up or down in '''Print Preview view mode''' nor can the '''Legend''' be moved. Depending on the options selected, various '''adornments elements''' of the chart can be '''repeated''' across some or all of the '''pages'''.  
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Further, if you are in the '''3 X 2''' mode, say, and you '''delete''' a '''manual page break''', OnePager '''inserts''' an '''automatic page break''' to maintain the '''3 X 2''' mode condition.  If you want to go back to the '''2 X 2''' mode, you need to change the contents of the '''Width''' window on the '''Page Layout''' tab. After completing the '''delete''' of the '''page break''', the chart looks like this in the Page Break view:  
  
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===Repeating Page Adornment Elements===
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<center>[[File:P70-8_6_2-70-(9)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(9)-09102020.png</center>-->
  
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The following common '''page adornment elements''' can be '''repeated'''.
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==Using the Page Layout Tab’s Document Fitting Settings to Manually Change Page Breaks==
  
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====Swimlane Level Labels and Text Columns====
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The '''Height''' and '''Width''' controls on the '''Page Layout''' tab in the '''Document Fitting''' group lets you '''manually''' set the number of output '''pages vertically and horizontally'''.  The default setting for both of these is one (1). The two controls are synchronized with the '''Page Layout''' tab of the '''Chart Properties''' form.
  
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'''Swimlane Level Labels and Text Columns''' can be '''repeated''' as requested for additional horizontal pages.  If a '''vertical page break''' splits a swimlane, then the swimlane '''label''' is '''repeated''' for the partial swimlane on the next '''page''' below it. '''Multiple swimlane levels''' are supported.
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==Global Editing of Page Layout with the Chart Properties Form==
  
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====Time Axes====
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Global controls over '''multiple pages''' are in the '''Page Layout''' tab in both the '''Chart Properties''' form and the '''Template Properties''' forms. 
  
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'''Time axes''' can be '''repeated''' as requested for additional '''vertical pages'''.  If a '''horizontal page break''' splits a larger '''time axis''' division (e.g., splitting Q1 between Feb and Mar), then the '''time axis label''' is '''repeated''' on the next page to the right, provided space exists.  '''Time Axis level cell stretching''' is taken into consideration.
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===Chart Properties Form's Page Layout Tab===
  
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====Page Header and Page Footer====
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The '''Page Layout''' tab, is shown below:
  
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The '''Page Header''' can be '''repeated''' as requested on each '''page'''. The '''Page Footer''' can also be '''repeated''' as requested on each '''page'''.
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<center>[[File:P70-8_6_2-70-(10)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(10)-09102020.png</center>-->
  
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====Title====
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Above is the '''Chart Properties''' form but the format and controls are exactly the same for the '''Page Layout''' tab in the '''Template Properties''' form.  This tab provides central control for the multi-page feature. 
  
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The chart '''Title''' can be '''repeated''' as requested on each '''page'''.
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===Repeating Adornment Element Controls on Other Chart Properties Form's Tabs===
  
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====Legend====
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There are some duplicate controls related to '''repeating adornment elements''' that are on their associated tabs. 
  
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The chart's '''Legend''' can be '''repeated''' as requested on each '''page'''.  The control for turning the '''Legend''' '''ON''' and '''OFF''' is found on the OnePager '''View''' ribbon tool bar tab. 
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The details for the controls in the above are explained in the article at: [[Page Setup, Document Fitting, and Repeating Elements for Version 7.0 (Portal) |Page Setup, Document Fitting, and Repeating Elements (Portal)]] <!--8.6.1.2-70-->
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An example of the repeat controls being duplicated on other tabs is shown below for row/swimlane '''labels''':
  
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For more direct control of the visibility of the '''Legend''' on '''multiple pages''' and the placement of the '''Legend''' within the chart or the document, please see the article at: [[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
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<center>[[File:P70-8_6_2-70-(11)-09102020.png]]</center>
 +
<!--<center>P70-8_6_2-70-(11)-09102020.png</center>-->
  
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===Repeating Adornment Elements Control===
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==Multi-Page Controls on the Print Tab of the OnePager File Ribbon Tool Bar Tab==
  
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It is at your option to determine what '''adornment elements''' are '''repeated''' and which are not by using the controls in the '''Template Properties''' or the '''Chart Properties''' forms. You can navigate to other OnePager ribbon tool bar tabs while remaining in the '''Print Preview view mode''' screen.  If any changes are made through the application of controls in other '''Chart Editor''' tabs that impact the chart’s size, the '''Print Preview view mode''' is '''updated''' accordingly. OnePager attempts to make the '''best fit''' possible over '''multiple pages''' for '''adornment elements''' such as swimlane '''labels''',  '''text columns''', and '''task names'''.  Additionally, OnePager attempts to split chart '''decorations''' based upon the placement of '''page breaks'''.  As an example, consider the following chart where a '''comment box''' is added at the junction of the '''four pages''' as shown below:
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===Print Tab===
  
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<center>[[File:P70-8_6_1_1-70-(4)-08252019.png]]</center>
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Multi-page controls are also accessible from the '''Print''' tab under the OnePager '''File''' ribbon tool bar tab:
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<!--<center>P70-8_6_1_1-70-(4)-08252019.png</center>-->
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==Freeze Panes Feature==
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<center>[[File:P70-8_6_2-70-(12)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(12)-09102020.png</center>-->
  
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===Page Layout Tab Controls and Options===
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===Print Button===
  
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The chart is often '''bordered''' by a combination of the top '''time axis''', the left '''swimlane level cells''' and '''text columns''', and the bottom '''time axis'''.  When the chart is '''zoomed in''', scrolling can cause these useful '''reference elements''' to scroll off your screen.  The '''freeze panes''' feature allows you to retain one or more of these '''visual reference elements''' while performing '''vertical''' or '''horizontal''' scrolling in the chart.  The '''freeze panes''' feature is only operative in the '''Normal view mode''' and '''Page Break view mode'''.  The controls for the '''freeze panes''' feature are contained on the '''Page Layout''' ribbon tool bar tab as shown below:
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Clicking the '''Print''' button on the OnePager '''File''' ribbon tool bar tab above accesses the Windows '''Print''' form as shown below:
  
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<center>[[File:P70-8_6_1_1-70-(5)-08252019.png]]</center>
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<center>[[File:P70-8_6_2-70-(13)-09102020.png]]</center>
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<!--<center>P70-8_6_1_1-70-(5)-08252019.png</center>-->
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<!--<center>P70-8_6_2-70-(13)-09102020.png</center>-->
  
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There are four (4) '''basic options''' as presented above:
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===Settings Button===
  
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:1) '''Freeze all'''  
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Clicking the '''Settings''' button accesses the '''Page Layout''' tab of the '''Chart Properties''' form as shown below:
  
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:2) '''Freeze top time axis'''
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<center>[[File:P70-8_6_2-70-(14)-09102020.png]]</center>
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<!--<center>P70-8_6_2-70-(14)-09102020.png</center>-->
  
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:3) '''Freeze rows and swimlane labels'''
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==Global Editing of Page Layout with the Templates Properties Form==
  
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:4) '''Freeze bottom time axis'''
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Global '''editing''' of multi-page features is provided in OnePager's '''Templates Properties''' form which can be accessed from the Microsoft Project or Microsoft Excel tool bar.  The controls provided on the '''Page Layout''' tab of the '''Template Properties''' form are identical to the controls on the '''Page Layout''' tab of the '''Chart Properties''' form. Changes made to the OnePager '''Template''' with are automatically applied to any chart subsequently created with that '''Template'''.  Changing a '''Template''' does not affect a chart that was created with the '''Template''' before the '''Template''' was changed.
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There is an '''additional option''' for turning all of the options '''OFF''' with a single command:  '''Freeze none'''.
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===Example===
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Given that '''rows and swimlane labels''' and both top and bottom '''time axes''' are displayed in a sample chart, that the chart is zoomed in, and further scrolled down and to the right. We can illustrate these '''Freeze all''' capability in the illustration below:
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<center>[[File:P70-8_6_1_1-70-(6)-08252019.png]]</center>
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<!--<center>P70-8_6_1_1-70-(6)-08252019.png</center>-->
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'''Freeze Top Time Axis:'''  When the top '''time axis''' is '''frozen''', any vertical scrolling keeps the top '''time axis''' visible as shown above. '''Freeze Text Columns and Swimlane Labels:'''  In a similar fashion, if the '''freeze''' '''text columns''' and swimlane '''labels''' command is selected and the chart is scrolled to the right, the '''text columns''' and swimlane '''labels''' in the chart remain visible as shown above. '''Freeze Bottom Time Axis:''' Selecting the '''Freeze Bottom time axis''' command makes the bottom '''time axis''' visible. '''Freeze All:''' The '''Freeze All''' command turns '''all freeze pane options''' '''ON'''.
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In the chart above, both the top and bottom '''time axes''' are turned '''ON''' and visible.  Only the top '''time axis''' is subject to the '''freeze frame option''' if only the top '''time axis''' is displayed. In the above chart, the top and bottom '''time axes''' remain visible along with the swimlane '''labels''' regardless of how the chart is scrolled up/down or left/right. The '''Freeze None''' option turns '''OFF''' all options related to the '''freeze pane''' feature.
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===Using the Page Break View Modes with the Freeze Pane Feature===
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You can navigate to other '''View modes''' after configuring the '''freeze pane''' options.  For example, going from the '''Freeze Pane''' button to the '''Page Break''' button reveals the following:
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<center>[[File:P70-8_6_1_1-70-(7)-08252019.png]]</center>
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<!--<center>P70-8_6_1_1-70-(7)-08252019.png</center>-->
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The chart is fully '''editable''' in the '''Page Break view mode''' and all scrolling conforms to whatever '''freeze pane''' options are turned '''ON'''. When you click in a '''frozen''' '''text column''' or swimlane '''label''', nothing happens. 
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If you slow left-click in a '''frozen''' '''text column''' or swimlane '''label''', OnePager scrolls to a scroll position where the '''label''' is no longer '''frozen''' so that you can now select the '''text column''' or swimlane '''label''', '''edit''' it, '''hide''' the '''text column or swimlane''', or '''add''' an '''text column or swimlane'''. If you select the '''Print Preview view mode''' with the '''freeze pane''' options used above, you see the output as it looks regardless of '''freezing''', '''zoom factor''', or chart scrolling.
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Some controls on the '''Page Layout''' ribbon tool bar tab are '''disabled''' in the '''Print Preview view mode'''.  For example, the '''Page Break''' button on the tab is '''disabled''' because you cannot '''add''' a '''manual page break''' in the '''Print Preview view mode'''.  Likewise, the '''Freeze Panes''' button is '''disabled'''.  The '''Print preview''' for a four (4) page example is shown below:
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<center>[[File:P70-8_6_1_1-70-(8)-08252019.png]]</center>
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<!--<center>P70-8_6_1_1-70-(8)-08252019.png</center>-->
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==Related Link==
 
==Related Link==
Line 142: Line 123:
 
[[Repeating Elements for Version 7.0 | Repeating Elements]] 8.6.1.2.3-70
 
[[Repeating Elements for Version 7.0 | Repeating Elements]] 8.6.1.2.3-70
  
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(8.6.1.1-71)
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(8.6.2-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
 
[[Category:Getting Started with Version 7.1]]
 
[[Category:Getting Started with Version 7.1]]
 
[[Category:Core Concepts]]
 
[[Category:Core Concepts]]
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[[Category:Chart Properties Form]]
 
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Chart Properties Form]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Row and Swimlane]]
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[[Category:Rows and Swimlanes]]
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[[Category:Text Columns]]
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[[Category:OnePager - Tool Bar]]
 
[[Category:OnePager - Tool Bar]]
 
[[Category:Page Layout]]
 
[[Category:Page Layout]]

Revision as of 17:06, 1 March 2021

About Manual Editing of Multi-Page Outputs

You have several page break manipulation controls in the Page Break view mode. Automatic page breaks, recommended for OnePager, can be selected and can be dragged to new locations. Below shows a page breaks inserted by OnePager:

P70-8 6 2-70-(1-1)-09102020.png

Select Position of Manual Horizontal Page Break

You can select, drag, and drop an automatic vertical or horizontal page break. By right clicking in open space where you desire to place a page break, OnePager displays the context menu below to let you insert a horizontal or vertical manual page break:

P70-8 6 2-70-(2)-09102020.png

When you click the Horizontal sub-command as shown above, OnePager creates a new page break at the position of your original right click as shown below:

P70-8 6 2-70-(3)-09102020.png

Both automatically generated and manually inserted page breaks are now shown if you are in the M x N mode. If you are in automatic x automatic mode, the manually inserted page break can replace an automatic page break if it is possible to do so.

Selecting a Manual Horizontal Pager Break

You can now select the page break with a left or right click. Also, a left click displays a border around the page break as shown below:

P70-8 6 2-70-(4)-09102020.png

Dragging and Dropping a Manual Horizontal Page Break

After selecting the horizontal page break, dragging the cursor to the left or right changes the location of the page break. Since horizontal page breaks are placed between the lowest level time axis tic marks, you should drag the page break as close as you can to the appropriate time axis tic boundary. Releasing the left mouse button completes the action as shown below:

P70-8 6 2-70-(5)-09102020.png

Inserting a page break manually overrides any previous settings of the Height or Width settings section as shown below:

P70-8 6 2-70-(6)-09102020.png

Deleting a Manual Horizontal Page Break

Right clicking a manual page break lets you delete it. The right click brings up a small context menu with a delete command as shown below:

P70-8 6 2-70-(7)-09102020.png

Deleting Page Breaks

Note that you cannot delete an automatic page break in this way. Rather, you can remove all the page breaks by using the Page Breaks button.

P70-8 6 2-70-(8)-09102020.png

Further, if you are in the 3 X 2 mode, say, and you delete a manual page break, OnePager inserts an automatic page break to maintain the 3 X 2 mode condition. If you want to go back to the 2 X 2 mode, you need to change the contents of the Width window on the Page Layout tab. After completing the delete of the page break, the chart looks like this in the Page Break view:

P70-8 6 2-70-(9)-09102020.png

Using the Page Layout Tab’s Document Fitting Settings to Manually Change Page Breaks

The Height and Width controls on the Page Layout tab in the Document Fitting group lets you manually set the number of output pages vertically and horizontally. The default setting for both of these is one (1). The two controls are synchronized with the Page Layout tab of the Chart Properties form.

Global Editing of Page Layout with the Chart Properties Form

Global controls over multiple pages are in the Page Layout tab in both the Chart Properties form and the Template Properties forms.

Chart Properties Form's Page Layout Tab

The Page Layout tab, is shown below:

P70-8 6 2-70-(10)-09102020.png

Above is the Chart Properties form but the format and controls are exactly the same for the Page Layout tab in the Template Properties form. This tab provides central control for the multi-page feature.

Repeating Adornment Element Controls on Other Chart Properties Form's Tabs

There are some duplicate controls related to repeating adornment elements that are on their associated tabs.

The details for the controls in the above are explained in the article at: Page Setup, Document Fitting, and Repeating Elements (Portal)

An example of the repeat controls being duplicated on other tabs is shown below for row/swimlane labels:

P70-8 6 2-70-(11)-09102020.png

Multi-Page Controls on the Print Tab of the OnePager File Ribbon Tool Bar Tab

Print Tab

Multi-page controls are also accessible from the Print tab under the OnePager File ribbon tool bar tab:

P70-8 6 2-70-(12)-09102020.png

Print Button

Clicking the Print button on the OnePager File ribbon tool bar tab above accesses the Windows Print form as shown below:

P70-8 6 2-70-(13)-09102020.png

Settings Button

Clicking the Settings button accesses the Page Layout tab of the Chart Properties form as shown below:

P70-8 6 2-70-(14)-09102020.png

Global Editing of Page Layout with the Templates Properties Form

Global editing of multi-page features is provided in OnePager's Templates Properties form which can be accessed from the Microsoft Project or Microsoft Excel tool bar. The controls provided on the Page Layout tab of the Template Properties form are identical to the controls on the Page Layout tab of the Chart Properties form. Changes made to the OnePager Template with are automatically applied to any chart subsequently created with that Template. Changing a Template does not affect a chart that was created with the Template before the Template was changed.

Related Link

The Chart Legend (Portal) 15.0.1-71

Page Setup 8.6.1.2.1-70

Document Fitting 8.6.1.2.2-70

Repeating Elements 8.6.1.2.3-70

(8.6.2-71)

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