Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎Split Resources in the Chart)
 
(381 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
==Introduction==
 
==Introduction==
  
−
This article addresses the '''creation of new charts''' from Smartsheet '''source plans'''.  Smartsheet '''source plans '''are processed by the OnePager Bundle '''Standalone '''edition only.  Smartsheet '''source plans '''are available online and OnePager Bundle requires that you '''connect '''to an authorized '''Smartsheet online account'''.  The '''workflow''' presented in this article is based upon OnePager Bundle '''Standalone''' and assumes that you have an authorized '''Smartsheet online account''' and that OnePager Bundle is already '''connected '''to that account.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
−
==Overview Flow Chart for OnePager Bundle Standalone & Smartsheet==
+
==About Splitting and Parsing Fields==
  
−
<center>[[File:P71-7_2_5-71-(1)-11162021.png]]</center>
+
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.
−
<center>P71-7_2_5-71-(1)-11162021.png</center>
+
  
−
===Preparing the Smartsheet Source Plan===
+
===Split Resource Names Example===
  
−
Connect to your '''Smartsheet online account''' and access the required '''source plan'''. Set the '''Flags/Numbers''' field into the Smartsheet '''source plan'''.  This is the '''flag '''that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes '''for these while leaving the remainder of the task's and milestone's '''Flag '''field set to '''No''', '''0''', or '''blank'''. At this point the Smartsheet '''source plan''' can be '''saved''' and '''closed'''.  The OnePager Bundle '''Standalone '''edition of OnePager Bundle does not require that the Smartsheet '''source plan''' be launched first. 
+
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:
  
−
===Launching OnePager Bundle Standalone===
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
−
Launch OnePager Bundle '''Standalone''' from the '''Desktop Icon'''.  The OnePager '''splash page '''appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Bundle Start''' form as shown below:
+
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>[[File:P71-7_2_3-71-(2)-11152021.png]]</center>
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
−
<center>P71-7_2_3-71-(2)-11152021.png</center>
+
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
−
When you click the '''NEW '''button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
+
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.
  
−
<center>[[File:P71-7_2_5-71-(3)-11162021.png]]</center>
+
===Enabling Splitting===
−
<center>P71-7_2_5-71-(3)-11162021.png</center>
+
  
−
When you click the '''Select '''button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE Smartsheet …''', or click the '''RECENT '''option to access recently created Smartsheet '''source plan files''' as shown above.  Click''' the BROWSE Smartsheet … '''option as shown above access the OnePager Bundle '''Choose what to import '''form where you can select an Smartsheet '''source plan '''from the list of your Smartsheet files to load as shown here:
+
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:
  
−
<center>[[File:P71-7_2_5-71-(4)-11162021.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
−
<center>P71-7_2_5-71-(4)-11162021.png</center>
+
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
−
When you click on the desired Smartsheet file to select it and then click the '''OK '''button on the '''Choose what to import''' form above, OnePager loads the selected Smartsheet '''source plan''' and provides you with the expanded '''OPC '''form so that you can confirm or '''edit '''the settings before OnePager creates the new chart.
+
When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
  
−
<center>[[File:P71-7_2_5-71-(5)-11162021.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
−
<center>P71-7_2_5-71-(5)-11162021.png</center>
+
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
−
As shown above, OnePager displays the loaded Smartsheet '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Smartsheet '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
+
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>[[File:P71-7_2_5-71-(6)-11162021.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
−
<center>P71-7_2_5-71-(6)-11162021.png</center>
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
−
Since the OnePager Bundle can process various '''source plans''' from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet, it is necessary to assure that the '''Starting Template''' matches the '''source plan type'''.  OnePager Bundle can normally do this for you but as a reminder please check the '''Starting Template’s '''name before proceeding with filling out the rest of the '''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.
  
−
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Show It'''. We’ve added '''Show It''' as a '''User Defined Field''' ('''UDF''') in Smartsheet as a '''text field''' for convenience.    Most users select '''UDF text field''' to tell OnePager which tasks and milestones to '''import''' but any '''text field''' or any '''number field''' can be used.  It is important that the '''Flag field '''represented in this window correspond to the '''Flag field''' containing the '''Yes''' and '''No '''data placed in the Smartsheet '''source plan'''.
+
===Split Resources in the Chart===
  
−
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart 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 '''source plan '''changes later on, you can create additional snapshots to show changes consistently.
+
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:
  
−
Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
−
<center>[[File:P71-7_2_5-71-(7)-11162021.png]]</center>
+
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'''.
−
<center>P71-7_2_5-71-(7)-11162021.png</center>
+
  
−
This form allows you to '''edit''' which Smartsheet '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
+
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'''.
  
−
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row '''in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab. Then '''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'''.
+
==Splitting Resources and Task Links==
 +
 
 +
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.
  
 
==Related Links==
 
==Related Links==
  
−
[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
+
{| 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
 +
|}
  
−
[[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
+
(24.5.9-72)
  
−
[[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
+
[[Category:Version 7.2]]
−
 
+
[[Category:Editing the Chart]]
−
[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.1 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
+
[[Category:Task/Milestone Editing]]
−
 
+
[[Category:Column Splitting]]
−
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
+
[[Category:Charts]]
−
 
+
[[Category:Task Links]]
−
(7.2.5-71)
+
[[Category:Ribbon]]
−
 
+
[[Category:Snapshots]]
−
[[Category:Version 7.1]]
+
−
[[Category:Standalone]]
+
−
[[Category:Basic Workflows]]
+
 
[[Category:Template Properties Form]]
 
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
−
[[Category:Charts]]
+
[[Category:Asana]]
−
[[Category:OnePager Choices Form]]
+
−
[[Category:Snapshots]]
+
−
[[Category:Smartsheet]]
+
 
[[Category:OnePager Bundle]]
 
[[Category:OnePager Bundle]]

Latest revision as of 20:52, 27 November 2023

Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Asana source plans.

About Splitting and Parsing Fields

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.

Split Resource Names Example

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:

P72-24 5 3-72-(1)-11022023.png
P72-24_5_3-72-(1)-11022023.png

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:

P72-24 5 3-72-(5)-11272023.png
P72-24_5_3-72-(5)-11272023.png

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.

Enabling Splitting

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:

P72-24 5 3-72-(2A)-11022023.png
P72-24_5_3-72-(2A)-11022023.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P72-24 5 3-72-(2AA)-11022023.png
P72-24_5_3-72-(2AA)-11022023.png

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:

P72-24 5 3-72-(2AAA)-11022023.png
P72-24_5_3-72-(2AAA)-11022023.png

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.

Split Resources in the Chart

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:

P72-24 5 3-72-(2)-11022023.png
P72-24_5_3-72-(2)-11022023.png

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.

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.

Splitting Resources and Task Links

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.

Related Links

Templates versus Charts 4.0.1.3-72 Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72
Editing with the Chart Properties form (Portal) 21.0.1-72 Template Only Features for OnePager Pro 24.1.1-72
Template Only Features for OnePager Express 24.2.1-72 Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72
Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72 Splitting and Parsing Fields for OnePager Pro 24.4.1-72
Splitting and Parsing Fields for OnePager Express 24.5.1-72 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 24.5.3-72 Splitting and Parsing Columns for Project for the Web Source Plans 24.5.5-72
Splitting and Parsing Columns for Planisware Enterprise Source Plans 24.5.7-72 Splitting and Parsing Columns for Wrike in OnePager 24.5.11-72

(24.5.9-72)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=55377"