|
|
| (177 intermediate revisions by the same user not shown) |
| 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.
| |
| − |
| |
| − | ==Overview Flow Chart for OnePager Express Add-in==
| |
| − |
| |
| − | <center>[[File:X70-7_2_1-70-(1)-08062019.png]]</center>
| |
| − | <!--<center>X70-7_2_1-70-(1)-08062019.png</center>-->
| |
| − |
| |
| − | ==Procedures==
| |
| − |
| |
| − | 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.
| |
| − |
| |
| − | <center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
| |
| − | <!--<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.
| |
| − |
| |
| − | <center>[[File:X70-7_2_1-70-(3-1)-09092020.png]]</center>
| |
| − | <!--<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:X70-7_2_1-70-(4)-08062019.png]]</center>
| |
| − | <!--<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'''.
| |
| − |
| |
| − | 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.
| |
| − |
| |
| − | Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next>''' button accesses the form shown below:
| |
| − |
| |
| − | <center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
| |
| − | <!--<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.
| |
| − |
| |
| − | 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'''.
| |
| − |
| |
| − | ==Overview Flow Chart for OnePager Express Standalone==
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(1)-08062019.png]]</center>
| |
| − | <!--<center>X70-7_2_2-70-(1)-08062019.png</center>-->
| |
| − |
| |
| − | ==Procedures==
| |
| − |
| |
| − | 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:
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(2)-08062019.png]]</center>
| |
| − | <!--<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:X70-7_2_2-70-(4)-08062019.png]]</center>
| |
| − | <!--<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'''.
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(5)-08062019.png]]</center>
| |
| − | <!--<center>X70-7_2_2-70-(5)-08062019.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:
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(6)-08062019.png]]</center>
| |
| − | <!--<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.
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(7)-08062019.png]]</center>
| |
| − | <!--<center>X70-7_2_2-70-(7)-08062019.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:
| |
| − |
| |
| − | <center>[[File:X70-7_2_2-70-(8)-08062019.png]]</center>
| |
| − | <!--<center>X70-7_2_2-70-(8)-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 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'''.
| |
| − |
| |
| − | 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.
| |
| − |
| |
| − | Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next>''' button takes you to the form shown below:
| |
| − |
| |
| − | <center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
| |
| − | <!--<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.
| |
| − |
| |
| − | 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'''.
| |
| − |
| |
| − | ==Related Links==
| |
| − |
| |
| − | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
| |
| − |
| |
| − | [[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
| |
| − |
| |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
| |
| − |
| |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70-->
| |
| − |
| |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
| |
| − |
| |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
| |
| − |
| |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
| |
| − |
| |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70-->
| |
| − |
| |
| − | [[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-->
| |
| − |
| |
| − | (7.2.1-70, 7.2.2-70)
| |
| − |
| |
| − | [[Category:Version 7.1]]
| |
| − | [[Category:Add-in]]
| |
| − | [[Category:Standalone]]
| |
| − | [[Category:Basic Workflows]]
| |
| − | [[Category:Chart Properties Form]]
| |
| − | [[Category:OnePager Choices Form]]
| |
| − | [[Category:Snapshots]]
| |
| − | [[Category:Charts]]
| |
| − | [[Category:OnePager Pro]]
| |
| − | [[Category:OnePager Express]]
| |
