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| − | ==Overview== | + | ==Introduction== |
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| − | As with previous version of OnePager Express, version 7.0 of '''OPX''' can be launched from a '''Desktop icon''' as well as from within Microsoft Excel ('''Add-in'''). Please note that after selecting the '''Desktop icon''' launch option that you are not able to launch the OnePager '''Add-in''' application. Only one of these applications ('''Add-in''' or '''Desktop''') can be active at a time. If you attempt to launch both, a warning message appears as shown below.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | <center>[[File:X70-3_0_2_2-70-(1)-07162019.png]]</center>
| + | ==About Splitting and Parsing Fields== |
| − | <!--<center>X70-3_0_2_2-70-(1)-07162019.png</center>-->
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| − | Further note that as mentioned in [[What's New with OnePager Release 7.0?]] <!--0.4-70 -->, this new version has enhanced features such as the '''User Interface Upgrade''' and '''Smart Task/Milestone Text Label Collision Avoidance Feature''' to name a few. This article provides the basic information needed to '''Getting Started''' and use OnePager Express ('''OPX''') after you launch '''OPX''' from Excel.
| + | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. |
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| − | The article providing '''Getting Started''' guidance when launching '''OPX''' from Microsoft Excel is at [[Getting Started with OnePager Express Version 7.0 Add-in | Getting Started with OnePager Express Add-in]] <!--3.0.2.1-70 -->
| + | ===Split Resource Names Example=== |
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| − | ==Launching OnePager Express for the First Time==
| + | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below: |
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| − | '''OPX''' version 7.0 can be installed so that it can be launched either from Microsoft Excel’s '''Add-in''' tab on its tool bar or from a '''Desktop''' icon or both. Additionally, you can also locate and double-click a '''.TAM''' to bring up the '''Desktop OPX'''. The '''Desktop icon''' for launching '''OPX''' version 7.0 looks like this:
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | <center>[[File:X70-3_0_2_2-70-(1A)-07162019.png]]</center>
| + | Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this: |
| − | <!--<center>X70-3_0_2_2-70-(1A)-07162019.png</center>-->
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| − | Before you launch '''OPX''', however, you must have certain scheduling fields in your Microsoft Excel '''source plan'''. There is a lot of flexibility in how these fields can be named. A typical example is shown below. The only '''mandatory fields''' are field representing '''Start''', '''Finish''', and '''Name'''. In this example, however, we are also including three optional fields:
| + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | :* A category field ('''Category''') used to assign '''colors''' to tasks.
| + | OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''. This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values. |
| − | :* A selection field ('''Show It''') used to choose which tasks to '''graph'''.
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| − | :* A '''Task ID''' field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel '''source plan''' is change through additions or deletions over the course of the project.
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| − | <center>[[File:X70-3_0_2_1-70-(2A-1)-07102019.png]]</center>
| + | ===Enabling Splitting=== |
| − | <!--<center>X70-3_0_2_1-70-(2A-1)-07102019.png</center>-->
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| − | To control which tasks get '''graphed''', you must specify a '''Flag''' field (e.g. '''Show It''') that you wish to use. '''Numeric''' fields can also be used the same as the text fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''. See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPX''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Excel '''source plan''' used in the tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that '''OPX''' uses and shows variations on the heading titles that OnePager recognizes. It is not mandatory that you used these field names, since '''OPX''' gives you a chance to choose the actual Microsoft Excel '''source plan''' fields that it employs. However, using these names speeds things up because it helps '''OPX''' make reasonable guesses on which fields to use as its default selections. Note that it shows that three of the field heading types must always be present: '''Name''', '''Start''', and '''Finish'''. We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom. This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated. | + | To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart. The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here: |
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| − | <center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| − | <!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->
| + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | To launch OnePager Express '''Desktop''' click the '''OnePager Express''' button on the '''Desktop'''. OnePager Express first displays a splash page and then takes you to the '''Chart Editor'''.
| + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
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| − | <center>[[File:X70-3_0_2_2-70-(2A)-07162019.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| − | <!--<center>X70-3_0_2_2-70-(2A)-07162019.png</center>-->
| + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | <center>[[File:X70-3_0_2_2-70-(3)-07162019.png]]</center>
| + | Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form. Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here: |
| − | <!--<center>X70-3_0_2_2-70-(3)-07162019.png</center>-->
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| − | The '''OnePager Express Start''' form provides you with three options:
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | :1) '''NEW''' Clicking the '''NEW''' button accesses the '''OnePager Express choices''' ('''OPC''') form.
| + | Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above. |
| − | :2) '''UPDATE''' Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file.
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| − | :3) '''OPEN''' Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file. Once selected and opened, the chart is available for '''editing'''.
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| − | ==Creating a New Chart== | + | ===Split Resources in the Chart=== |
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| − | Clicking the '''NEW''' button brings up the OnePager choices ('''OPC''') form as shown below: | + | Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use. The chart with '''splitting''' looks like this: |
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| − | <center>[[File:X70-3_0_2_2-70-(4)-07162019.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| − | <!--<center>X70-3_0_2_2-70-(4)-07162019.png</center>-->
| + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | ===Options on the New OnePager Choices form===
| + | In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before. The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''. Each of the '''resources''' has a unique '''color''' assigned. Each of the '''resources''' appears by itself in the '''Legend'''. The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''. |
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| − | The '''OPC''' form to give you more options for selecting '''source plans'''. The illustration above shows that '''OPX''' was initiated from Microsoft Excel with the '''source plan''' shown in the '''Selected File(s)''' group shown above. he '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, to '''remove''' files. Clicking the '''Select''' button displays a dropdown menu with a '''BROWSE FILES...''' option as well as a list of recently accessed Microsoft Project '''source plans''' as shown here:
| + | With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''. |
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| − | <center>[[File:X70-3_0_2_2-70-(5)-07162019.png]]</center>
| + | ==Splitting Resources and Task Links== |
| − | <!--<center>X70-3_0_2_2-70-(5)-07162019.png</center>-->
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| − | If you select the '''BROWSE FILES...''' option, a Windows '''Open''' form appears from which you can select the desired Microsoft Excel '''source plan''':
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
| − | | + | |
| − | <center>[[File:X70-3_0_2_2-70-(6)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(6)-07162019.png</center>-->
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| − | When you select the Microsoft Excel '''source plan''' and click the '''Open''' button on the Windows '''Open''' form, '''OPX''' loads the Microsoft Excel '''source plan''' and expands the '''OPC''' form as shown below: | + | |
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| − | <center>[[File:X70-3_0_2_2-70-(6A)-07162019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_2-70-(6A)-07162019.png</center>-->
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| − | At this point you have additional options with respect to the expanded of the '''OPC''' form. The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file, to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
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| − | <center>[[File:X70-3_0_2_2-70-(6B)-07162019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_2-70-(6B)-07162019.png</center>-->
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| − | The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Excel when you clicked the '''OnePager Express...''' button on the '''desktop''' and selected the first '''source plan''' as described above. This form lets you '''Add''' more source Microsoft Excel '''source plan''' to create a multi-project chart or '''Remove''' a '''source plans''' from a multi-file '''source packet'''. These options are detailed below.
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| − | ===Adding a New Source Plan===
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| − | When you click the '''Add''' button, '''OPX''' gives you the option to access a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
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| − | | + | |
| − | <center>[[File:X70-3_0_2_2-70-(7)-07162019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_2-70-(7)-07162019.png</center>-->
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| − | Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' from which you can select a Microsoft Excel '''source plan''' to add to the '''source packet'''. A sample '''Open''' form is shown below:
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| − | | + | |
| − | <center>[[File:X70-3_0_2_2-70-(8)-07162019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_2-70-(8)-07162019.png</center>-->
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| − | When you select a desired Microsoft Excel '''source plan''' and click the '''Open''' button as shown above, '''OPX''' adds the file to the '''source packet''' and display it in the '''Data source selection''' window as shown below:
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| − | | + | |
| − | <center>[[File:X70-3_0_2_2-70-(9)-07162019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_2-70-(9)-07162019.png</center>-->
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| − | The selected file is added to the '''source packet''' as shown above. '''OPX''' shows the '''path name''' of the '''source plans''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used file from the dropdown menu displayed with the '''Add''' button is clicked in the '''Data source selection''' form, '''OPX''' adds that '''source plan''' to the '''source packet'''.
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| − | | + | |
| − | ===Removing a Source Plan===
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| − | The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet.''' if that '''source plan''' is not needed to create the new chart. To remove a '''source plan''', first select the '''source plan''' in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
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| − | <center>[[File:X70-3_0_2_2-70-(10)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(10)-07162019.png</center>-->
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| − | <center>[[File:X70-3_0_2_2-70-(11)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(11)-07162019.png</center>-->
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| − | ===Other Choices to Make===
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| − | Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart. '''OPX''' makes good guesses for each of these choices, but you can change any of them:
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| − | <center>[[File:X70-3_0_2_2-70-(15)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(15)-07162019.png</center>-->
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| − | ====Starting Template====
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| − | The current '''Template Properties''' form determines which fields get imported from Microsoft Excel and how the initial chart looks. '''OPX''' ships with many sample '''Template Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form as shown here:
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| − | <center>[[File:X70-3_0_2_2-70-(15A)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(15A)-07162019.png</center>-->
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| − | For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.
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| − | ====Title of the New Chart====
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| − | This is the title of the graph and also the suggested '''source plan''' name in which it is saved. You can change the '''source plan''' name when you save it. We recommend that you enter a title that helps you identify the view later on.
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| − | <center>[[File:X70-3_0_2_2-70-(15B)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(15B)-07162019.png</center>-->
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| − | For each chart that you create, OnePager remembers '''colors, titles, legends, font sizes''', and all other graph '''properties'''' so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. '''OPX''' also '''saves''' the '''path name''' associated with the '''.TAM'''. '''Path names''' are not available in '''.TAM''' produced with previous version of '''OPX'''.
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| − | ====Task Selection====
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| − | This is how you tell '''OPX''' which tasks from your Microsoft Excel '''source plan''' to include.
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| − | <center>[[File:X70-3_0_2_2-70-(15C)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(15C)-07162019.png</center>-->
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| − | Either click the '''Select all tasks''' radio button to graph everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Excel '''source plan''', each using a different '''Flag''' or '''Number''' field. In '''OPX''' if no '''Flags''' are set to '''Yes''', '''OPX''' provides the user with a warning message shown below:
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| − | <center>[[File:X70-3_0_2_1-70-(15D)-07112019.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(15D)-07112019.png</center>-->
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| − | Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button. Clicking the '''Edit filters...''' button accesses a form that controls the new '''Conditional Import Filters''' feature shown here:
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| − | <center>[[File:X70-3_0_2_1-70-(15E)-07112019.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(15E)-07112019.png</center>-->
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| − | For more information, please see the article: [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70 -->
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| − | ====Snapshot Date====
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| − | This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default as the current date taken from your computer. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
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| − | <center>[[File:X70-3_0_2_1-70-(15F)-07112019.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(15F)-07112019.png</center>-->
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| − | Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager Express helps you track the progress of your project.
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| − | For more information, please see the articles at: [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70 -->
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| − | ====Show Field Mappings====
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| − | The '''Show field mappings''' checkbox is near the bottom of the form. When this box is checked you have a chance to review and change the Microsoft Excel '''field mappings''' to '''OPX''' before you make your first chart. To do this, click the '''Next>''' button. You see the following screen:
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| − | <center>[[File:X70-3_0_2_2-70-(15AA)-07162019.png]]</center>
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| − | <!--<center>X70-3_0_2_2-70-(15AA)-07162019.png</center>-->
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| − | Notice in the graphic above that '''OPX''' has relied on the current '''Template Properties''' form to make some guesses on what Microsoft Excel fields should be used in making the graph. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, we show below how to change the '''Color''':
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| − | <center>[[File:X70-3_0_2_1-70-(15H)-07112019.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(15H)-07112019.png</center>-->
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| − | ===Making the Chart===
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| − | Once you are satisfied with the '''field mappings''', click on '''Create new chart''' button to import your selected data and create a chart. After a very few moments you see a screen that looks like this:
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| − | <center>[[File:X61-3_0_2_1-61-(17-1)-5022018.png]]</center>
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| − | <!--<center>X61-3_0_2_1-61-(17-1)-5022018.png</center>-->
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| − | Note that each task or milestone was '''color''' coded based on the value in the '''Category''' field. The '''Legend''' contains an optional diagram near the bottom, explaining that the bars inside the Gantt bars represent '''percent complete''' extracted from Microsoft Excel. '''Percent complete''' comes from a Microsoft Excel field that you specified in the '''field mappings''' form. Note that the current '''Template Properties''' form, when you press the '''Create new chart''' button, is the '''Template''' for how things look in the new chart. The '''Template Properties''' form’s '''Task Bars''' tab showing where the '''color''' control is located is shown below:
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| − | <center>[[File:X70-3_0_2_1-70-(18-1)-09212020.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(18-1)-09212020.png</center>-->
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| − | ===Copying the Chart to PowerPoint===
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| − | Finally, copy the current snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon as shown below:
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| − | <center>[[File:X70-3_0_2_1-70-(32A)-07112019.png]]</center>
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| − | <!--<center>X70-3_0_2_1-70-(32A)-07112019.png</center>-->
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| − | Then launch Microsoft PowerPoint and paste the clipboard copy of the graph into a PowerPoint slide, as shown below:
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| − | <center>[[File:X61-3_0_2_1-61-(32)-5032018.png]]</center>
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| − | <!--<center>X61-3_0_2_1-61-(32)-5032018.png</center>-->
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| − | That’s it! You have now created a professional 1-page schedule summary from a complex Microsoft Excel schedule and have copied it into a PowerPoint presentation. You can also print the graph by selecting the '''Print''' button on the '''File''' tab. OnePager has other features that let you move tasks vertically to different '''rows and swimlanes''', change the number of swimlanes, add swimlane titles, show dependencies among tasks, change task colors, hide tasks, add floating comment boxes, and standardize on graph styles across organizations.
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| − | To learn more about these features, read about the specific workflows in this Wiki at [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70 --> and [[Manual Editing for Version 7.0 (Portal) | Manual versus Data-Driven Editing (Portal)]] <!--9.0.1-70 -->
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| − | ==Opening a Chart==
| + | |
| − | | + | |
| − | The right-most button on the '''OPC''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which happens to be the same for the '''NEW''' and '''UPDATE''' buttons. The options in the dropdown are discussed below:
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| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(18A)-07112019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(18A)-07112019.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open. Selecting the desired '''.TAM''' causes '''OPX''' to display the selected chart in the '''Chart Editor'''. From this position, you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT chart ''' items the dropdown menu above causes '''OPX''' to load the associated '''.TAM''' into the '''Chart Editor''' where you can edit the chart, save it, or share it with others.
| + | |
| − | | + | |
| − | ==Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Excel Source Plan's Data==
| + | |
| − | | + | |
| − | Suppose after examining the chart you created and '''saved''', you realize that it might be best to show more task bars. This, you think, would greatly improve the schedule presentation. Updating the chart at this point is a simple matter. Recall that '''OPX''' is active and the '''Chart Editor''' is displaying the current chart you want to update. Additionally, the Microsoft Excel '''source plan''' and the application are active. The original chart looked like this:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18B)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18B)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Since Microsoft Excel is still an active program and the Microsoft Excel '''source plan''' you are using is still being displayed, go back to the Microsoft Excel application and change the '''Show It''' field setting for the rows you want to now display from '''No''' to '''Yes''' for the rows you want to now display. As section of the Microsoft Excel '''source plan''' where this is done is shown below:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18C)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18C)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Once you’ve made the '''Show It''' field changes lines 7 through 15 in the Microsoft Excel the '''source plan''' looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18D)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18D)-5022018.png</center>-->
| + | |
| − | | + | |
| − | With the Microsoft Excel '''source plan''' updated, go back to '''OPX''' and navigate to the '''Data''' tab on the ribbon where there are several buttons. To update your chart to now show the additional rows from your Microsoft Excel '''source plan''' click the '''Replace Snapshot''' button as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(17C)-07112019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(17C)-07112019.png</center>-->
| + | |
| − | | + | |
| − | When you click the '''Replace Snapshot''' button, '''OPX''' goes back to the associated Microsoft Excel '''source plan''' that you just changed, imports all the rows that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18E)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18E)-5022018.png</center>-->
| + | |
| − | | + | |
| − | The example above is just one of many uses of the '''Data''' tab’s '''Replace Snapshot''' button when you need to update a chart. And, you can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing rows by changing the '''Show It''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Resource Names'''' and display these data changes in the chart. Using the procedure above you can do this very efficiently. You can now '''save''' the chart by giving it a '''save''' name. When you '''save''' the chart in '''OPX''', OnePager saves the '''.TAM''' and saves the Microsoft Excel '''source plan name''' and '''path''' information. This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below it is assumes that the chart is saved as '''BlueGrass Project Report - Express'''.
| + | |
| − | | + | |
| − | ==Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Excel Source Plan's Data==
| + | |
| − | | + | |
| − | The power of '''OPX''' is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original. Assuming that the Microsoft Excel '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OPX''' can easily generate a new snapshot. Suppose we have the following chart created on 11/1/2018 and we want to create another graph from the updated Microsoft Project '''source plan''' on 12/1/2018.
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18F)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18F)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Before creating a new snapshot for 12/1/2018 as planned, we need to update the Microsoft Excel '''source plan''' say by updating the '''Percent Complete''' for the following tasks to the percentage indicated:
| + | |
| − | | + | |
| − | :* Eng. Team 1 Dev. - 100%
| + | |
| − | :* Internal Perf. Test - 10%
| + | |
| − | :* Create MERLIN System - 100%
| + | |
| − | :* Create ADONIS System - 25%
| + | |
| − | | + | |
| − | When the '''source plan''' is updated with this revised information we can proceed. Launch '''OPX''' either from Microsoft Excel or from the '''Desktop icon''' and click the '''UPDATE''' button on the '''OnePager Express Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18G)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18G)-5022018.png</center>-->
| + | |
| − | | + | |
| − | In the '''OPC''' form above we selected the '''NEW snapshot at date:''' as shown. You can want to select a current date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot-date:''' window to see a list of the existing dates.
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18H)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18H)-5022018.png</center>-->
| + | |
| − | | + | |
| − | You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(18I)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(18I)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P60-3_0_1-60-(26)-01252017.png]]</center>
| + | |
| − | <!--<center>P60-3_0_1-60-(26)-01252017.png</center>-->
| + | |
| − | | + | |
| − | Pressing the large '''New''' button creates a new snapshot for the chart. The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(22)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(22)-5022018.png</center>-->
| + | |
| − | | + | |
| − | You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' tab as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(23)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(23)-07122019.png</center>-->
| + | |
| − | | + | |
| − | ==Editing the Chart==
| + | |
| − | | + | |
| − | ===Editing Text Label Font Sizes===
| + | |
| − | | + | |
| − | You can '''edit''' the '''font sizes''' and '''text positions''' to optimize readability. To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many tasks/milestones at once:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(24)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(24)-5022018.png</center>-->
| + | |
| − | | + | |
| − | When you release the mouse, the enclosed tasks/milestones are all be selected:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(25)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(25)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Click on the '''Increase Font Size''' button on the tool bar shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(26)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(26)-07122019.png</center>-->
| + | |
| − | | + | |
| − | The chart now looks something like this:
| + | |
| − | | + | |
| − | <center>[[File:X61-3_0_2_1-61-(27)-5022018.png]]</center>
| + | |
| − | <!--<center>X61-3_0_2_1-61-(27)-5022018.png</center>-->
| + | |
| − | | + | |
| − | Repeating this operation for the remaining tasks/milestones (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger fonts on all the tasks/milestones:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(28)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(28)-07122019.png</center>-->
| + | |
| − | | + | |
| − | ===Editing Text Label Positions===
| + | |
| − | | + | |
| − | Another common '''editing''' action is to move the task bar '''text label''' from their current positions to positions elsewhere around or on the task bar. To do this, click the '''text label''' to select it and then click the '''Label Position''' button on the tool bar. This action accesses the '''Label Position''' dropdown list where you can select one of the '''text-positioning''' buttons as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(29-1)-09082020.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(29-1)-09082020.png</center>-->
| + | |
| − | | + | |
| − | At this point, as an example, click the '''Left''' option in the dropdown and the selected '''text label''' is moved to the left side of the task bar as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(29A)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(29A)-07122019.png</center>-->
| + | |
| − | | + | |
| − | In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the OnePager tool bar. Successive clicking the '''UNDO''' button undoes editing actions in the reverse order that they were applied.
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(31)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(31)-07122019.png</center>-->
| + | |
| − | | + | |
| − | Save the '''edited''' chart by pressing the '''Save''' button above the tool bar next to the '''UNDO''' button. All of the '''font size''' changes, '''text-position edits''', and the new '''Legend''' position are now '''saved''' in case you need to update this chart with new data at a later time.
| + | |
| − | | + | |
| − | ===Editing Other Chart Contents===
| + | |
| − | | + | |
| − | The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart. Making other '''edits''' to task bars/milestone symbols and '''text labels''' are covered in more detail in this article: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70 -->
| + | |
| − | | + | |
| − | Additionally, you can add task bar/milestone symbol information related to each task bar such as '''baseline data''', '''percent complete''' information, and '''critical path information'''. You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', and '''background images'''. And you can change the chart's '''Start/End Dates''', add or hide the '''Legend''', and add '''time axes''' at the top, bottom, and within the '''graph'''. Further, you are able to '''edit''' task bar/milestone symbol '''shapes''', you have at your disposal controls for '''editing''' '''rows/swimlanes''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.
| + | |
| − | | + | |
| − | These capabilities and the articles that provide the detailed information on how to use them can be found in the set of article links at: [[OnePager Version 7.0#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] <!--0.04-70 -->
| + | |
| − | | + | |
| − | ==Enhanced Editing Capabilities Provided in OnePager Express Version 7.0==
| + | |
| − | | + | |
| − | ===Displaying Data-Driven Task Links===
| + | |
| − | | + | |
| − | OnePager Express 7.0 is enhanced to assist you with displaying '''Task Link''' '''dependencies''' from Microsoft Excel '''source plan''' data you provide. Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager. However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(38-2)-09252020.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(38-2)-09252020.png</center>-->
| + | |
| − | | + | |
| − | In the '''Template Task Link''' tab above there are two additional controls that need to be set to tell OnePager Express which data field you are using to express task '''dependencies''' in the form of '''predecessors''' and which '''dependency format''' you are using either (1) Microsoft Project or (2) Oracle Primavera. These controls are in the form of dropdown menus as shown for the '''dependency format''' selector below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(38A-1)-09252020.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(38A-1)-09252020.png</center>-->
| + | |
| − | | + | |
| − | With the '''Import predecessors''' checkbox checked '''ON''' and the '''dependency''' data field and '''dependency format''' selections made in the '''Template Properties''' form, the chart first created looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(39)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(39)-07122019.png</center>-->
| + | |
| − | | + | |
| − | To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(40-2)-09252020.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(40-2)-09252020.png</center>-->
| + | |
| − | | + | |
| − | Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be edited globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. OnePager Express 7.0 continues to support manual '''Task Links''' which in previous OnePager Express versions were called '''Event Links'''.
| + | |
| − | | + | |
| − | The OnePager version 7.0 '''Data-Driven Task Links''' feature is flexible and powerful. More details are provided in the series of articles at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70 -->
| + | |
| − | | + | |
| − | ===Editing the Time Axis===
| + | |
| − | | + | |
| − | OnePager Express is also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period. An example of a stretched '''lower level time axis cell''' is shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-3_0_2_1-70-(41)-07122019.png]]</center>
| + | |
| − | <!--<center>X70-3_0_2_1-70-(41)-07122019.png</center>-->
| + | |
| − | | + | |
| − | For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article: [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70 -->
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[What's New with OnePager Release 7.0?]] <!--0.4-70 --> | + | {| class="wikitable" |
| | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
| | + | |- |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| | + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | [[Getting Started with OnePager Express Version 7.0 Add-in | Getting Started with OnePager Express Add-in]] <!--3.0.2.1-70 -->
| + | (24.5.9-72) |
| | | | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70 -->
| + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70 -->
| + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70 -->
| + | |
| − | | + | |
| − | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70 -->
| + | |
| − | | + | |
| − | [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70 -->
| + | |
| − | | + | |
| − | [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70 -->
| + | |
| − | | + | |
| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70 -->
| + | |
| − | | + | |
| − | (3.0.2.2-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| − | [[Category:Getting Started with Version 7.0]] | + | |
| − | [[Category:Add-in]] | + | |
| − | [[Category:Launching From Microsoft Project]]
| + | |
| − | [[Category:OnePager Choices Form]]
| + | |
| − | [[Category:Snapshots]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Templates]]
| |
| − | [[Category:Editing the Chart]]
| |
| − | [[Category:Sharing Output]]
| |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| − | [[Category:Time Axis]] | + | [[Category:Ribbon]] |
| − | [[Category:Multiple Swimlane Levels]] | + | [[Category:Snapshots]] |
| − | [[Category:OnePager - Tool Bar]] | + | [[Category:Template Properties Form]] |
| − | [[Category:Help]] | + | [[Category:Chart Properties Form]] |
| − | [[Category:OnePager Express]] | + | [[Category:Asana]] |
| | + | [[Category:OnePager Bundle]] |
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