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| − | ==Introduction==
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| − | The purpose of this article is to put in one place as much information as possible for Smartsheet users about how OnePager 360 '''Standalone''' is used to create OnePager charts and how OnePager 360 '''Standalone''' handles data '''imported '''from Smartsheet.
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| − | In most cases OnePager 360 '''Standalone''' handles data fields from Smartsheet very much like data coming from Microsoft Excel. However, Smartsheet is unique in some ways so this concept cannot be applied across the board to guaranty expected results for Smartsheet users. This article focuses on two major topics:
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| − | :1) Importing Smartsheet data into OnePager 360 '''Standalone'''.
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| − | :2) OnePager 360 '''Standalone’s''' handling of specific Smartsheet '''Field''' data once those data are imported.
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| − | ==About Importing Smartsheet Data to OnePager 360 Standalone==
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| − | OnePager 360 '''Standalone''' '''imports '''data from Smartsheet by first making the connection from OnePager 360 '''Standalone''' to your Smartsheet account. Therefore, you must first have a Smartsheet account and the log in credentials so OnePager 360 '''Standalone '''can access your account, your Smartsheet files, and be able to download the selected file or files to your computer.
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| − | Detailed information on setting up you Smartsheet data for import to OnePager 360 '''Standalone''' and other topics related to '''getting started using '''OnePager 360 '''Standalone''' can be found at this article:
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| − | [[Using Smartsheet Source Plans with OnePager 360 Version 7.1 | Using Smartsheet Source Plans with OnePager 360]] 3.0.3.3-71.
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| − | ==Data Imports to OnePager 360 Standalone==
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| − | What follows is a discussion of how OnePager 360 '''Standalone''' applies it’s built in intelligence functions for you. The goal here is to provide sufficient understanding of the process so you know what to expect from OnePager 360 '''Standalone''' when various '''field heading''' names and '''data types''' are encountered by OnePager 360 '''Standalone''' in your Smartsheet '''source plan'''. There are four '''data types''' that OnePager 360 '''Standalone''' looks for when '''importing''' data from Smartsheet:
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| − | :* Dates
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| − | :* Numbers
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| − | :* Boolean (TRUE or FALSE)
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| − | :* Strings (A through Z, 0-9, special characters)
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| − | All data, regardless of '''data type''', are '''imported''' from Smartsheet. OnePager 360 '''Standalone''' begins this analysis from top-left to bottom-right. OnePager 360 '''Standalone''' ignores merged cells in fields and merged cells in rows. Once the '''field headers '''are located and the '''data types''' are analyzed, OnePager 360 '''Standalone''' associates these '''fields''' with specific usages in the '''OnePager choices '''('''OPC''') form as illustrated below. Using the second page of the '''OPC''' form shown below, you can change the '''field''' usage by selecting another '''field''' to serve the function from the dropdown list provided. The dropdown list is built from all the '''field headers''' that OnePager 360 '''Standalone''' found during its analysis pass. An example of a dropdown list of '''field header''' names taken from a Smartsheet '''source plan''' is shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(2)-08252021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(2)-08252021.png</center>
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| − | When the '''Create new Chart''' button is clicked, OnePager 360 '''Standalone '''uses your '''field''' assignments to create the chart.
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| − | ==Intelligent Changes Made to OnePager 360 Current Template Properties Forms==
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| − | OnePager 360 '''Standalone''' is shipped to you with a predefined set of '''Template Properties''' forms that are based upon the '''BlueGrass Project Plan Report '''used in this Wiki for example purposes and available to you from the OnePager 360 '''Standalone tutorial'''. This means that all '''field '''usage settings within these shipped '''Template Properties''' forms are based upon this Smartsheet '''source plan'''. Since the flexibility of Smartsheet is considered in the design of OnePager 360 '''Standalone''', it is necessary to '''update''' the current '''Template Properties''' form based upon '''your''' Smartsheet '''source plan'''. Accordingly, OnePager 360 '''Standalone''' uses the analysis techniques discussed above to modify the '''current Template Properties''' form. This is necessary because, unlike Microsoft Project, where the '''fields''' have predefined meanings, the Smartsheet '''source plan field''' assignments and meaning are totally determined by you. OnePager 360 '''Standalone''', therefore, makes intelligent recommendations on Smartsheet '''source plan field''' usage based on the findings of the intelligent engine.
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| − | You can change or override these findings as follows:
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| − | :1) You can click the '''Edit current Template…''' button also on the second page of the '''OnePager choices''' ('''OPC''') form shown above.
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| − | :2) Clicking this button accesses the '''Template Properties''' form so you can navigate to the '''Rows and Swimlanes''' tab.
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| − | :3) The settings found in the '''Row & Swimlanes''' tab are determined by the '''current Template Properties''' form and by the intelligent analysis described above.
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| − | :4) If your Smartsheet '''source plan''' contains a '''field heading''' that exists in the '''Template Properties''' form, OnePager 360 '''Standalone '''uses that '''fields'''.
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| − | :5) Otherwise, it makes an intelligent recommendation from the '''field headings''' it discovers.
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| − | The figure below shows that several of the settings in the '''Template Properties''' form’s '''Rows & Swimlanes''' tab reflect the decisions that OnePager 360 '''Standalone '''made concerning '''field''' usage. These settings are consistent with the selections displayed in the '''OPC''' form.
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| − | <center>[[File:P71-4_0_1_7-71-(3-1)-08272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(3-1)-08272021.png</center>
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| − | The illustration above shows that the '''Lempth field''' from the Smartsheet '''source plan''' is selected as the '''text column''' to appear in the chart. The '''Lempth field''' is indicated in the '''Template Properties''' form's '''Rows/Swimlanes''' tab for '''text column Left#1'''. We purposely misspelled '''Length''' to illustrate that OnePager 360 '''Standalone''' has the intelligence to pick '''fields''' even though their headings are somewhat misspelled. You can change the rows and swimlane settings as well as settings in any of the other tabs. When you are ready, click '''Save and use''' button to make these changes part of the '''current Template Properties''' form.
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| − | In other tabs of the '''Template Properties''' form, OnePager 360 '''Standalone''' has adjusted settings in a similar way to be consistent with its intelligent engine’s analysis of the Smartsheet '''source plan field headers''' and data types. If OnePager 360 '''Standalone''' cannot find a '''field header''' name in the Smartsheet '''source plan''' that can be correlated with a specific OnePager 360 '''Standalone''' purpose, it makes as intelligent a guess as possible and you are then able to make any change necessary. You are '''cautioned''' that all '''current Template Properties''' forms are altered when used in this way. We recommend that unique '''Template Properties''' form names be subsequently given to such modified '''Template Properties''' form for future reference and for sharing these modified '''Template Properties''' form with others.
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| − | ==Missing Fields, Field Headers, or Misspelled Field Headings==
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| − | OnePager 360 '''Standalone''' also checks '''field headings''' when '''importing''' data in '''UPDATE''' mode. If the '''field''' was used in previous '''snapshots''' for any purpose, OnePager 360 '''Standalone''' checks to assure that the new '''import''' for the '''snapshot''' has those same '''fields'''. When OnePager 360 '''Standalone''' cannot find the expected '''fields''', one or more '''field heading''' names are missing or blank, the '''field heading''' is recognizably misspelled, or the '''data type''' is different from the previous snapshot, OnePager 360 provides a '''warning message''' as shown in the example below:
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| − | <center>[[File:P71-4_0_1_7-71-(4)-08302021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4)-08302021.png</center>
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| − | This can occur when you inadvertently attempt to '''update''' a chart from the incorrect Smartsheet '''source plan''' or the desired Smartsheet '''source plan''' was altered to the extent that OnePager 360 '''Standalone''' cannot find the '''fields''' needed to accomplish the '''UPDATE''' functions. You are given two choices when the message above is displayed:
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| − | ===Continue with missing field(s)===
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| − | By selecting the '''Continue…''' button, the '''import''' proceeds. OnePager 360 '''Standalone''' blanks some values that it cannot find. '''Note:''' The results can be unexpected.
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| − | ===Go back and fix field(s)===
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| − | Selecting the '''Go back…''' button tells OnePager 360 '''Standalone''' to '''stop''' the '''import''' process and return control to Smartsheet. You can now correct the Smartsheet '''source plan''' or select another one and start the '''UPDATE''' process again.
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| − | ==Related Link==
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| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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| − | [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager 360 Standalone - Smartsheet | Merging the Wrong Tasks into a Chart - OnePager 360 Standalone - Smartsheet]] 7.21.1-71
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| − | [[Data-Driven Task Links for Smartsheet for Version 7.1 | Data-Driven Task Links for Smartsheet]] 19.1.1.4-71
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| − | (4.0.1.7-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Getting Started with Version 7.1]]
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| − | [[Category:Smartsheet]]
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| − | [[Category:Core Concepts]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Templates]]
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| − | [[Category:Task Links]]
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| − | [[Category:Text Columns]]
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| − | [[Category:Rows and Swimlanes]]
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| − | [[Category:Multiple Swimlane Levels]]
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| − | [[Category:Importing]]
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| − | [[Category:Charts]]
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| − | [[Category:Templates Versus Charts]]
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| − | [[Category:Importing]]
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| − | [[Category:OnePager 360]]
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