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| − | =Visualizing Changes between Snapshots for Version 7.2 (P72-11_3_5-72-07192023.docx)=
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| − | ==Introduction==
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| − | Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Asana, and Wrike.
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| − | The feature helps you '''visualize changes''' in '''Start Dates '''and '''Finish Dates''' for task bars/milestone symbols between snapshots and to highlight them in the chart providing focus on '''changing conditions''' within a project during '''schedule conversations'''. Using this feature you have a variety of ways in OnePager to show where '''changes''' have occurred in your project through the use of '''color''', '''shape''', '''fill patterns''', '''Emojis''', and '''text additions'''. These options for portraying '''changing Start/Finish Dates''' between snapshots are made in the chart '''automatically''' when the '''Visualizing Changes between Snapshots Feature''' is employed.
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| − | The purpose of this article is to introduce the '''Visualizing Changes between Snapshots Feature''' and provide some examples of how it can be used to highlight '''changes''' taking place over time in your project.
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| − | ==Visualizing Changes between Snapshot Controls==
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| − | ===Overview===
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| − | This feature is automatically '''turned ON''' and becomes '''enabled''' whenever there are two or more snapshots associated with a OnePager Chart. Reverting back to a one snapshot chart '''turns the feature OFF'''.
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| − | The feature focuses on showing changes occurring for '''Start Dates''' and '''Finish Dates '''between adjacent snapshots or '''Start Dates''' and '''Finish Dates''' between the current snapshot and the '''first '''snapshot in the chart. Supporting this feature are two sets of '''virtual field''', computed by OnePager''', '''that become available for use whenever the feature is '''enabled'''. These two set of '''virtual fields''' are:
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| − | :* '''Previous Snapshot Start''' and '''Previous Snapshot Finish'''
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| − | :* '''First Snapshot Start '''and '''First Snapshot Finish'''
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| − | These two sets of '''virtual fields, '''totally four '''virtual fields''' are discussed a bit later.
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| − | To implement this feature, OnePager repurposes the '''Baseline bar''' in the OnePager chart which is typically used to display '''Baseline Start Dates''' and '''Baseline Finish Dates'''. Because the '''Baseline bar''' is positioned directly under its associated task bar/milestone symbol, it is use when you want to compare '''start/finish dates''' between task bar/milestone symbols and '''imported baseline start/finish dates'''. When you use the '''virtual fields''' listed above, the '''Baseline Bar''' displays the '''virtual field values''' and thus displays '''the Start/Finish Dates''' for the '''previous snapshot''' in the chart or the '''Start/Finish Dates''' of the '''first snapshot '''in the chart.
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| − | The controls for employing the '''Visualize Changes between Snapshots feature''' are provided in the '''Set baseline properties''' form accessed from either the '''Task Bars''' or '''Milestones''' tabs of the '''Chart Properties''' or '''Template Properties''' form. Please note that the two '''virtual field sets''' described above are only '''enabled''' when there are '''two or more snapshots''' associated with a OnePager chart.
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| − | ===Set Baseline Properties Form – Chart Properties Form===
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| − | When there are two or more snapshots are contained in the chart, the feature is '''enabled''' and the form shown below has the '''Start date field''' and the '''Finish date field''' dropdown list contents updated to contain the two sets of '''virtual fields''' discussed above. The '''Chart Properties''' forms with the '''Start date field''' and '''Finish date field''' dropdown lists are shown in the two illustrations shown below:
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| − | <center>'''Chart Properties Form’s Set Baseline Properties Form – Start Date Field Dropdown List'''</center>
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| − | <center>[[File:P72-11_3_5-72-(1)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(1)-07142023.png</center>
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| − | <center>'''Chart Properties Form’s Set Baseline Properties Form – Finish Date Field Dropdown List'''</center>
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| − | <center>[[File:P72-11_3_5-72-(2)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(2)-07142023.png</center>
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| − | In each of the illustrations above, the '''enabled virtual fields''' are highlighted and can be selected to '''visually show''' differences in '''start/finish dates''' between two adjacent snapshots or the '''start/finish dates''' between the '''first''' snapshot and the '''current''' snapshot in the chart.
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| − | ===Set Baseline Properties Form – Template Properties Form===
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| − | '''Template Properties '''forms distributed with OnePager have the two sets of virtual fields already listed in the '''Start date field''' and '''Finish date field '''dropdowns of the Set baseline properties form accessed from all distributed Template Properties forms as shown below:
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| − | <center>'''Template Properties Form’s Set Baseline Properties Form – Start Date Field Dropdown List'''</center>
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| − | <center>[[File:P72-11_3_5-72-(2A)-07172023.png]]</center>
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| − | <center>P72-11_3_5-72-(2A)-07172023.png</center>
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| − | <center>'''Template Properties Form’s Set Baseline Properties Form – Finish Date Field Dropdown List'''</center>
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| − | <center>[[File:P72-11_3_5-72-(2B)-07172023.png]]</center>
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| − | <center>P72-11_3_5-72-(2B)-07172023.png</center>
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| − | In the two illustrations above showing a distributed '''Template Properties''' form and the '''Set baseline properties''' form the two sets of '''virtual fields''' supporting the '''Visualizing Changes between Snapshots feature''' are present at the top of the list.
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| − | ==Visualizing Changes between Snapshot - Examples==
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| − | ===Using the Previous Snapshot Start/Finish Date Virtual Fields===
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| − | To illustrate examples of this feature, suppose we have a '''BlueGrass Project Plan''' that we are updating '''start dates''' as the project proceeds. Suppose, further, that there are going to be three snapshots where, for purpose of illustrating the feature, we are going to '''update''' the '''start dates''' of four task bars and use the '''Previous Snapshot Start virtual field''' to show were the '''start date''' was in the '''previous snapshot'''. The first snapshot looks like this:
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| − | <center>[[File:P72-11_3_5-72-(3-1)-07192023.png]]</center>
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| − | <center>P72-11_3_5-72-(3-1)-07192023.png</center>
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| − | In the first snapshot shown above, the '''original start/finish dates''' are shown with the '''task bar label names'''. The '''baseline bar''' is highlighted with a '''hexagonal shape''' and a '''checkerboard fill pattern'''. In this first snapshot, the '''baseline start/finish dates''' are not shown but it is clear that they are identical to the '''task bars’ start/finish dates'''.
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| − | If we create a new snapshot where we '''update''' the '''source plan''' to reflect only changes in '''start dates''', which '''enables '''the '''Visualize Changes between Snapshots feature''', we can set the '''Baseline’s Start date field''' in the '''Set baseline properties''' form to '''Previous Snapshot Start''' and the '''Baseline’s Finish date field''' in the '''Set baseline properties''' form to '''Previous Snapshot Finish''' as shown below:
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| − | <center>[[File:P72-11_3_5-72-(3A)-07192023.png]]</center>
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| − | <center>P72-11_3_5-72-(3A)-07192023.png</center>
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| − | After reconfiguring the '''Set baseline properties''' form as shown above, the chart looks like this for the second snapshot:
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| − | <center>[[File:P72-11_3_5-72-(4)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(4)-07142023.png</center>
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| − | In the second snapshot shown above, the '''previous snapshot’s start/finish dates''' are shown with the '''Baseline shape''' for each task bar. The '''task bar’s text label names''' are augmented with the '''current snapshot’s start/finish dates''' that have changed from the first snapshot in the series. In this way, the '''Baseline bar''' is repurposed to '''visualize the changes in start/finish dates''' between the '''previous snapshot''' and the '''current snapshot'''.
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| − | ===Using the First Snapshot Start/Finish Date Virtual Fields===
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| − | If we add a third snapshot to the chart, we can illustrate the use of the '''First Snapshot Start/Finish date virtual fields'''. To do this, '''update''' the '''source plan''' with the '''new start/finish dates '''for the third snapshot. Before creating the third snapshot, change the '''virtual fields''' in the '''Set baseline properties''' form to reflect the use of the '''First Snapshot Start/Finish dates''' as shown below:
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| − | <center>[[File:P72-11_3_5-72-(5)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(5)-07142023.png</center>
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| − | When the third snapshot in the series is created using the '''First Snapshot Start/Finish dates''' as shown above, the chart looks like this:
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| − | <center>[[File:P72-11_3_5-72-(6)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(6)-07142023.png</center>
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| − | To complete the example, you can change the settings in the '''Set baseline properties''' form for the '''Start/Finish date fields''' back to '''Previous Snapshot Start/Finish dates''' as shown below to illustrate the change in the chart for the Snapshot 3:
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| − | <center>[[File:P72-11_3_5-72-(7)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(7)-07142023.png</center>
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| − | When the chart showing Snapshot 3 is updated by OnePager, the chart (Snapshot 3) looks like this:
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| − | <center>[[File:P72-11_3_5-72-(8)-07142023.png]]</center>
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| − | <center>P72-11_3_5-72-(8)-07142023.png</center>
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| − | The '''Set baseline properties''' form is set up so that you have the option of using the '''First Snapshot Start date''' in the '''Start date field''' and the '''Previous Snapshot Finish date''' in the '''Finish date field''' and vice versa. The interpretation, however, might be difficult depending on the actual dates involved and use of these configurations is '''not recommended'''.
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| − | ==Related Links==
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| − | {| class="wikitable"
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| − | | [[Using Gradients and Hash Fill Patterns for OnePager Version 7.1 | Using Gradients and Hash Fill Patterns]] 0.4.3-71
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| − | | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
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| − | |-
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| − | | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
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| − | | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.2 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-72
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| − | |-
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| − | | [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-72
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| − | | [[Using Conditional Formatting Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Tracking Changes Between Snapshots]] 11.3.3-72
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| − | |-
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| − | | [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] 15.0.1-72
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| − | | [[Change Tracking and the OnePager Legend for Version 7.2 | Change Tracking and the OnePager Legend]] 15.3.3-72
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| − | |-
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| − | | [[Using Task Link Filtering Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Task Link Filtering Rules for Tracking Changes Between Snapshots]] 19.2.2-72
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| − | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
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| − | |-
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| − | | [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
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| − | | [[Gallery of Gradient and Hash Fill Patterns for Version 7.2 | Gallery of Gradient and Hash Fill Patterns]] 29.2.1-72
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| − | |-
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| − | | [[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.2 | Gallery of Dynamic Shapes and Emoji Symbols]] 29.3.1-72
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| − | |}
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| − | (11.3.5-72)
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| − | [[Category:Version 7.2]]
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| − | [[Category:Charts]]
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| − | [[Category:Conditional Formatting]]
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| − | [[Category:Template Properties Form]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Labels]]
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| − | [[Category:Baselines]]
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| − | [[Category:Mavericks]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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| − | [[Category:OnePager Bundle]]
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