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=Merging the Wrong Tasks into a Chart for Version 7.1 - Smartsheet=
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==Introduction==
  
==About Merging the Wrong Tasks into a Chart==
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
OnePager Bundle ('''OPB''') '''Standalone''' can consistently create snapshots from period to period with '''updated''' information from an Smartsheet '''source plan'''.  The tasks and milestones that are '''imported''' to OnePager in '''UPDATE''' mode should be the same set of tasks and milestones with, perhaps, some '''added or removed''' as the project moves forward.
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==About Splitting and Parsing Fields==
  
===Smartsheet ObjectID Field===
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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. 
  
OnePager Bundle '''Standalone''' tracks tasks and milestones from snapshot to snapshot though the '''SmartsheetTaskID''' field created from  '''source plan''' data.  The '''SmartsheetTaskID''' is created by OnePager Bundle from the Smartsheet '''source plan''' data that are part of each '''exported file'''.  The '''SmartsheetTaskID''' field and its associated values are:
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===Split Resource Names Example===
  
:* Not displayable by Smartsheet,
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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:
:* Automatically '''imported''' by OnePager Bundle '''Standalone''' with other task and milestone related data.
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:* Used by OnePager Bundle '''Standalone''' to '''match''' tasks and milestones  from one snapshot with '''updated source plan''' data '''imported''' to either '''replace''' the snapshot or to '''add''' a snapshot consistent with previous snapshots.
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'''SmartsheetTaskID''' is not a field that is '''visible''' from Smartsheet but is useable by OnePager Bundle '''Standalone''' as described above.  The concept used in OnePager Bundle '''Standalone''' for Smartsheet is parallel to the concept use in OnePager Pro for Microsoft Project/Project Server and Microsoft Excel where the field '''UniqueID''' is used.  The '''OnePager.com Blog Posts''' for Microsoft Project and Microsoft Excel provide additional information and can be found at the links show at the end of this article:  [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet#OnePager  Blog Posts | OnePager  Blog Posts]] 7.11.1-71
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
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<center>P72-24_5_3-72-(1)-11022023.png</center>
  
===Setting Your Warning Thresholds===
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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:
  
Sometimes you can make the mistake of accidentally '''updating''' a chart with tasks and milestones from the '''wrong''' Smartsheet '''source plan'''.   Or with the '''wrong''' set of tasks and milestones from the right Smartsheet '''source plan''' if you are making several charts from the same Smartsheet '''source plan''' using several different '''flag''' fields. When these situations arise, OnePager detects them by using the '''SmartsheetTaskID''' field from  '''source plan''' data to determine if '''additional''' tasks and milestones are being '''imported''' or if tasks and milestones are '''missing''' from the '''imported source plan''' supporting the '''update'''. '''Additional or missing''' tasks and milestones can cause the chart to suddenly appear '''messed up''' because it now displays many '''added new''' tasks and milestones that reside in many new '''rows and swimlanes'''.  Even the earlier snapshots are affected by these new '''rows and swimlanes'''. 
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
A similar '''messed up''' chart can result from '''missing''' tasks and milestones as well. When this happens, the best idea is to immediately press the '''Undo''' button above the OnePager Bundle '''Standalone''' ribbonThis action immediately '''restores''' the chart to how it was before all the unfamiliar tasks and milestones were '''merged'''.   Or you can simply '''close''' the '''messed up''' chart without '''saving''' it.  When you '''reopen''' the chart, the erroneous '''update''' is gone.
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OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' valueTo 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.
  
To avoid this problem in the first place, OnePager Bundle '''Standalone''' can '''warn''' you before the '''wrong''' tasks and milestones are '''incorporated''' into the chart.  To receive this '''warning''', there is a checkbox in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tab that when checked '''ON''' assures that the '''Warning''' message shown below is displayed.  The '''Chart Properties''' form's '''Advanced''' tab with the '''Set warning thresholds''' form is shown here:
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===Enabling Splitting===
  
<center>[[File:P71-7_20_1-71-(1)-11162021.png]]</center>
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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>P71-7_20_1-(1)-71-11162021.png</center>
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<center>[[File:P71-7_21_1-71-(1)-11182021.png]]</center>
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<center>P71-7_21_1-(1)-71-11182021.png</center>
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The settings in the '''Set warning thresholds''' form are expressed in terms of percentage of '''extra tasks and milestones added''' and '''tasks and milestones that are missing'''. If, during a '''merge''' operation these thresholds are exceeded, the '''warning message''' is displayed. You also have the option to set the '''warning thresholds''' in the '''Template Properties''' form's '''Advanced''' tab. The article links below provide more information on these topics:
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
{| class="wikitable"
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| [[Template Only Features for OnePager Pro for Version 7.1#Template Properties Form's Advanced Tab | Template Properties Form's Advanced Tab]] 24.1.1-71
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|-
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| [[Advanced Tab for OnePager for Version 7.1#Warn Of Merging Tasks | Advanced Tab for OnePager Pro - Warn Of Merging Tasks]] 21.13.1-71
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|}
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</center>
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==Warn of merging tasks==
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
===About Merging Tasks===
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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:
  
====Setting Warning Thresholds====
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
The '''Advanced''' tab of the '''Template Properties''' or '''Chart Properties''' forms has a checkbox titled '''Warn of merging tasks''' as shown in the previous section.  This checkbox is accompanied by the '''Warning options''' button to the right. When this checkbox is checked '''ON''', the button is active and when the '''Warning options''' button is clicked it accesses the '''Set warning thresholds''' form where you can set the '''percentage of extra and missing tasks''' necessary to provide you with the '''warning message''' discussed below.  
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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.
  
<center>[[File:P71-7_20_1-71-(2)-11162021.png]]</center>
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===Split Resources in the Chart===
<center>P71-7_20_1-(2)-71-11162021.png</center>
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'''Extra tasks''' are tasks that are present in the '''imported''' '''source plan''' but are not present in the '''current chart'''.  '''Missing tasks''' are tasks that are present in the '''current chart''' but are not present in the '''imported''' '''source plan'''. Setting these percentages to 100% has the impact of turning the '''fixes and warnings off'''. Setting the percentages to 0% provides an assurance that '''any extra or missing tasks''' triggers the '''fixes and warnings''' feature.
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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:
  
====When Merging Tasks Exceed the Thresholds====
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
When the '''Warn on merging tasks''' checkbox is checked '''ON''' and your workflow involves '''merging''' tasks, OnePager looks to see if '''extra tasks''' are being '''imported''' or if '''missing tasks''' are '''not being imported''' when '''updating''' a snapshot. After making the calculation, OnePager Bundle '''Standalone''' shows a '''Warning''' form asking if you want to proceed with the '''update''', '''cancel the update''', or '''try to fix''' tasks that have been misidentified.
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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'''.
  
===Warning Message Form===
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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'''.
  
The '''Warning''' message also gives you access to the '''See Extra and Missing Tasks''' form, shown below, so you can actually see the '''extra''' and '''missing''' tasks and milestones and make a fix, if possible.  OnePager Bundle '''Standalone''' is configured to issue the '''warning''' shown below if either of the thresholds in the '''Set warning thresholds''' form are exceeded.  In this example, the threshold is exceeded because either 100% of the '''imported''' tasks and milestones are '''extra''' or 100% of the existing tasks and milestones are '''missing''':
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==Splitting Resources and Task Links==
  
<center>[[File:P71-7_20_1-71-(3)-11162021.png]]</center>
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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>P71-7_20_1-(3)-71-11162021.png</center>
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+
At this point you have three (3) options:
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+
====Continue Import====
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Click the '''Continue import''' button to proceed with the '''import'''.  By doing so you are accepting the differences between the '''current chart''' and the '''imported''' data that are about to '''update''' the chart.  This can lead to both new '''rows''' with new tasks and milestones and '''empty rows''' in the snapshot.
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+
====See and Fix It====
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Click the '''See and fix it''' button to take a look at the specific '''extra and missing''' tasks and milestones before deciding to whether to continue or not.  You can sometimes also fix the issue if you notice that an '''extra''' task is actually a '''missing''' task in disguise.  In that case, you can tell OnePager Bundle '''Standalone''' to map a '''missing''' task to the '''extra''' task.  These actions are explained in the '''See Extra and Missing Tasks''' form discussed below.
+
 
+
====Cancel Import====
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As the final option, you can click the '''Cancel import''' button to '''close''' the '''OnePager message''' form above and stop the '''import''' process.
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+
===Continuing to Import Regardless of Extra or Missing Tasks===
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Clicking the '''Continue import''' button tells OnePager Bundle '''Standalone''' to proceed with the '''import''' and disregard any differences between the set of '''current''' tasks in the chart and the '''set of selected''' tasks in the '''source plan''' being '''imported'''.  At the end of the '''import''' operation, you have an '''updated''' snapshot that was either '''added''' to the snapshot list or '''replaced'''.  You can expect to see some '''new rows''' containing the '''extra''' tasks or milestones and some '''empty rows''' corresponding to the '''missing''' tasks or milestones.  The latter can be automatically '''hidden''' if you have chosen the option '''Hide newly-empty rows on import''' on the '''Advanced''' tab page of the '''Chart Properties''' form. 
+
 
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For more information on '''hiding empty rows''', please see section in  the article at: [[Advanced Tab for OnePager for Version 7.1#Hide Newly-Empty Rows On Import Checkbox | Hide Newly-Empty Rows On Import Checkbox]] 21.13.1-71
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+
===Using the See Extra and Missing Tasks Form===
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Clicking the '''See and fix it''' button in the '''message form''' accesses the '''See Extra and Missing Tasks''' form that lists the '''extra''' and '''missing''' tasks in two grids as shown below.  Usually a '''missing''' task is just an existing task in the chart that is not in the '''current import set''' because you decided you did not want to '''flag''' it for '''import'''.  Likewise, an '''extra''' task is usually just a task in the '''import set''' that you did not '''flag''' previously but now want to include in the '''updated''' chart.  In these cases, there’s nothing to worry about, and you can safely ignore the rest of the discussion below. 
+
 
+
====Wrong Source Plan or Wrong Flag Field====
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+
There’s also the case in which you have accidentally started an '''update''' using the wrong '''source plan''' or the wrong '''flag''' field.  To continue can give you a '''big, unpleasant surprise!''' There can be lots of tasks that lost all of their '''formatting'''.  If the '''See Extra and Missing Task''' form shows lots of '''extra''' and '''missing''' tasks that don’t seem to belong together in the same chart, you probably need to '''cancel''' the '''update''' so that you can go back and choose the correct tasks to perform the '''update''' correctly.
+
 
+
====Mapping Extra Tasks to Missing Tasks====
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However, there are cases in which an '''extra''' task is actually a '''missing''' task that is misidentified because its '''ID''' has changed in the '''source plan''' between when the chart was '''first''' created and the '''current moment''' when '''source plan''' data are being used to make the '''update'''. When this happens, you are able to recognize the '''missing''' task that is really just the '''extra''' task with a different '''ID'''. In this situation, you almost always want the '''extra''' task to inherit all the properties of the '''missing''' task so that it retains the right formatting (i.e., '''color, shape, row assignment, and so on'''). You can do this by '''mapping''' these two tasks to each other.  If you see an '''extra''' task and then find a '''missing''' task that you recognize to be the same task but with a different '''ID''', use the '''Map''' button in the form below to '''map''' the '''extra''' task to its corresponding '''missing''' task.
+
 
+
<center>[[File:P71-7_20_1-71-(4-1)-11162021.png]]</center>
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<center>P71-7_20_1-71-(4-1)-11162021.png</center>
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<center>[[File:P71-7_21_1-71-(4-1)-11182021.png]]</center>
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<center>P71-7_21_1-(4-1)-71-11182021.png</center>
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+
The form above has two grids ('''Extra Tasks''' and '''Missing Tasks'''), each of which has four columns.  The left-most column contains the '''row cells''' for '''selecting a grid row'''.  The '''ID''' column contains the '''SmartsheetTaskID''' for the '''extra''' or '''missing''' tasks.  The '''Task name''' column contains the task's '''name label'''.  The right-most column displays check marks for both members of a '''mapped pair'''.  When the '''vertical scroll bar''' is present in the form it means there are more entries in the grid than displayed in the form's '''Extra''' or '''Missing Tasks''' window. For convenience, clicking the '''column headers''' for the '''ID''' and '''Task name''' columns '''reverses''' the '''sort sequence''' for the column and it's associated grid rows. To '''map an extra''' task to the '''missing''' task that goes with it, follow these steps:
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:1) Use your mouse to select one task from the''' Extra Tasks''' grid row by clicking the '''extra task’s''' selection cell.
+
 
+
:2) Then go to the '''Missing Tasks''' grid row and click the selection cell of the '''missing''' task that goes with '''extra''' task.
+
 
+
:3) Once two rows are selected, the '''Map''' button is '''enabled'''.  Click the '''Map''' button to '''map''' the two tasks to each other. 
+
 
+
Notice that check marks now appear in the '''Mapped''' column for both grid rows. Also notice that the name of the button changes from '''Map''' to '''Unmap''', indicating that you can change your mind and '''remove the mapping''' you just created. You can repeat the procedure above as many times as needed provided there are pairs of tasks available in the '''Extra Tasks''' grid rows and '''Missing Tasks''' grid rows.  After matching a pair and clicking the '''Map''' button, when you select the second task in the next pair notice that the button labeled '''Unmap''' is relabeled to '''Map''' thus '''enabling''' the '''mapping''' function once more. To review all your '''mappings''', select any '''mapped''' task in either grid.  Notice that it's '''paired task''' in the other grid is automatically selected and that the '''Unmap''' button is now '''enabled'''.  This lets you see what is '''mapped''' to what and to '''remove mappings''' that should not be there.
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When you are satisfied with all the '''mappings''' between '''extra''' and '''missing''' tasks, associated '''missing''' tasks, click the '''Done''' button to confirm and go back to the '''Warning message''' form where the process started. When you finished this '''matching process''' and returned to the '''Warning message''' form, click one of the three buttons as described below:
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:* Clicking the '''Continue import''' button tells OnePager Bundle '''Standalone''' to proceed with the remaining '''import''' process and use any '''matched missing and extra''' tasks or milestones to preserve formatting.
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:* Clicking the '''Cancel import''' button stops the '''import''' process and returns you to where you started the '''update''' process (i.e. chart or '''Start form''').
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:* Clicking the '''See and Fix It''' button takes you back to the '''See Extra and Missing Tasks''' form so that you can '''review, add, or remove mappings'''.
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===Notes===
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During any '''import and update''' operation, OnePager Bundle '''Standalone''' can find '''extra''' tasks and '''no missing''' tasks.  Or it can find '''missing''' tasks and '''no extra''' tasks.  In these situations, the '''Warning message''' is still displayed and the option to click the '''See and fix it''' button is still available.  However, there is no way to '''fix''' anything because one of the grids in the '''See Extra and Missing Tasks''' form is empty.  When you view the '''See Extra and Missing Tasks''' form in such situations, it shows you the '''extra or missing''' tasks, but it does not instruct you to '''map''' anything.  In this case, the form is for informational purposes only.
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+
<center>[[File:P71-7_20_1-71-(5-1)-11162021.png]]</center>
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<center>P71-7_20_1-71-(5-1)-11162021.png</center>
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<center>[[File:P71-7_21_1-71-(5-1)-11182021.png]]</center>
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<center>P71-7_21_1-(5-1)-71-11182021.png</center>
+
  
 
==Related Links==
 
==Related Links==
  
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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{| 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
 +
|}
  
[[Advanced Tab for OnePager for Version 7.1 | Advanced Tab]] 21.13.1-71
+
(24.5.9-72)
  
[[Template Only Features for OnePager Pro for Version 7.1 | Template Only Features for OnePager Pro]] 24.1.1-71
+
[[Category:Version 7.2]]
 
+
==OnePager  Blog Posts==
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These links to the '''OnePager.com Blog''' are articles pertaining to Microsoft Project/Project Server and Microsoft Excel with regard to their used of '''Unique ID''' for the purpose of managing the '''merge''' process.  These '''Blog''' articles may be useful to you with respect to managing the '''merging''' of tasks and milestones in charts created from Smartsheet '''source plans'''.
+
 
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[https://www.onepager.com/community/blog/whats-a-unique-id-and-why-should-i-care/ What’s a Unique ID and Why Should I Care?]
+
 
+
[https://www.onepager.com/community/blog/unique-ids-in-microsoft-project/ Unique IDs in Microsoft Project]
+
 
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[https://www.onepager.com/community/blog/unique-ids-in-project-online-and-project-server/ Unique IDs in Project Online and Project Server]
+
 
+
[https://www.onepager.com/community/blog/unique-ids-in-excel/ Unique IDs in Excel]
+
 
+
(7.21.1-71)
+
 
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[[Category:Version 7.1]]
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[[Category:Basic Workflows]]
+
[[Category:Templates]]
+
[[Category:Chart Properties Form]]
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[[Category:Charts]]
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Smartsheet]]
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[[Category:Column Splitting]]
 +
[[Category:Charts]]
 +
[[Category:Task Links]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:Asana]]
 
[[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)