Difference between revisions of "Testing Article1"

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==Overview==
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==Introduction==
  
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Illustrations used in this article are from a Asana '''source plan''' where the original project scheduling data were uploaded to Asana from a Microsoft Excel '''source plan''' using the OnePager Bundle '''Standalone''' edition.
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
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==What Is Unlimited Field Mapping?==
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==About Splitting and Parsing Fields==
  
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The '''Unlimited Field Mapping''' feature lets you use a '''source plan column''' that is not already available to you in the '''Chart Editor'''.  The feature allows you to avoid going back to the '''Template Properties''' form to map additional columns for the specific '''purposes''' you need without having to recreate a new chart.  Having to recreate a new chart is cumbersome and inefficient, especially if you already invested time '''editing''' the original chart before you realized that you needed another '''source plan''' column.
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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.
  
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The '''Unlimited Field Mapping''' ('''UFM''') feature is a vastly more efficient way to bring additional '''source plan''' columns into the '''Chart Editor''' after you've created and '''edited''' your chart.  With '''UFM''', the '''Chart Editor''' can access all '''source plan columns'''.
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===Split Resource Names Example===
  
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'''Field Mapping''' is defined as the '''use''' of a '''source plan''' column for a particular OnePager '''purpose'''.  There are more than twenty-five (25) OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task bar/milestone symbol identifier'''.  You can easily refer back to your '''source plan''' and access changed '''columns''' from the '''Chart Editor'''. 
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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:
  
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For example, you can populate a '''Text column''' in your Asana '''source plan''' and then use that '''column''' to present data in a '''Text Column''' after the chart is first created. Further, OnePager gives you a more efficient way to change the '''field mapping''' for eight (8) of the most frequently used OnePager '''presentation purposes'''.  
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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>
  
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For more information on '''Field Mapping''', please see the '''Frequently Asked Questions topics''' at: [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
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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:
  
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==The Field Mapping Tab==
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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>
  
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Since the '''Unlimited Field Mapping''' feature allows you to access '''all columns''' from Asana '''source plans''' at any time in the life cycle of a chart, the '''Field Mappings '''tab no longer needs to map columns to '''extra purposes''' that are just carried along in case you need them.  
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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.
  
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The '''Field Mapping''' tab focuses on common OnePager '''purposes''' that users can map to Asana columns after a chart is created.  Note, however, that other important OnePager '''purposes''' are on  '''Rows/Swimlanes''', '''Task Bars, and Milestones''' tabs.  Some purposes such as '''Task Name, Percent-Complete, and Critical Path '''appear both on the '''Field Mapping''' tab and on the '''Task Bars''' and '''Milestones''' tabs.  For Asana '''source plans''' there are eight (8) '''purposes''' named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Critical-path segments''', (3) '''Task label''', (4) '''Start date''', (5) '''Finish date''', (6) '''Baseline start date''', (7) '''Baseline finish date''', (8) '''Deadline date'''.
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===Enabling Splitting===
  
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The '''Field Mappings''' tab for the '''Chart Properties''' form is shown below:
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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:
  
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<center>[[File:P72-21_20_5-72-(1)-09192023.png]]</center>
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-21_20_5-72-(1)-09192023.png</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
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For more information on the '''Unlimited Column Mapping''' feature, please see the article at:  
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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:
  
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<center>
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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{| class="wikitable"
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
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| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Field Mapping]] 7.19.1-72
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|}
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</center>
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===Special Considerations for the Task/Milestone Identity Mapping Feature===
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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:
  
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The '''Field Mappings''' tab shows the Asana '''column''' currently being used for the '''Task/Milestone Identity Mapping''' feature. In the '''Chart Properties''' form, the '''Task/Milestone Identity Mapping''' is '''disabled''' but tells you which Asana '''column''' is being used. The '''Task/Milestone Identity Mapping''' column being used is specified in the '''Template Properties''' form to act as an alternate '''Unique ID''' column for OnePager '''UPDATE''' operations.    You can change it to whatever column you want, but it is your responsibility to make sure that the chosen column has a '''unique value''' for each task you plan to '''import''' and display in OnePager.    Having duplicate values in the '''Unique ID''' field causes task bars to be '''omitted''' and/or '''misidentified''' later on when you are doing '''updates''' of the chart.
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
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For Asana '''source plans''' the convention is to use the '''ID''' column for this purpose.  The '''ID''' column is a '''virtual''' column generated by OnePager when the Asana '''source plan''' is '''imported'''.  OnePager assures that each Asana row entry has a unique value for '''ID.  For this reason '''Template Properties''' forms distributed with OnePager for Asana have the '''Unique Id''' control preset to '''ID'''.
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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.
  
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===Special Considerations for the Field Splitting Feature===
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===Split Resources in the Chart===
  
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OnePager continues to support '''Field Splitting''' with the control on the '''Field Mappings''' tab in the '''Template Properties''' form and '''Chart Properties''' forms.  '''Field Splitting''' can be performed on any '''source plan string type''' field with '''comma-separated''' components imported before the chart is created.   It cannot be changed once a chart is '''created''', though its value is shown in the '''Chart Properties''' form to remind you of the '''splitting''' that is active in the chart.
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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:
  
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==Field Mappings==
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2)-11022023.png</center>
  
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There are four (4) controls groups found on the '''Field Mappings''' tab.
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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'''.
  
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===Basic Mappings===
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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'''.
  
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Within the  '''Basic Mappings''' control group there are three (3) '''basic columns''' already established that can be remapped.  You can use any Asana column of the '''appropriate type''' corresponding to the '''Basic Mapping''' column named for the dropdown. 
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==Splitting Resources and Task Links==
  
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The dropdown list for the '''Task label''' column is shown in the example below:
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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.
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<center>[[File:P72-21_20_5-72-(2)-09192023.png]]</center>
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<center>P72-21_20_5-72-(2)-09192023.png</center>
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Selecting a different Asana column from the dropdown list tells OnePager to go back to the Asana '''source plan''', retrieve the data for that column, and use that data for the purpose of the chart.  This re-acquisition of Asana '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.  The process for the other '''Basic Mapping''' columns for '''Critical-path segments''' and '''Task labels''' is the same as shown above for '''Percent complete'''.
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===Date Mappings===
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There are five (5) '''Date Mappings''' purposes in this control group that are available to be remapped.  You can use any Microsoft Excel '''date''' field that can be accessed in the individual dropdown lists as shown in the example below:
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<center>[[File:P72-21_20_5-72-(3)-09192023.png]]</center>
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<center>P72-21_20_5-72-(3)-09192023.png</center>
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As with the selections in the '''Basic Mappings''' control group, selecting a different Asana columns from the dropdown list tells OnePager to go back to the Asana '''source plan''', retrieve the data for that column, and use that data for the designated the OnePager '''purpose''' in the chart.   This re-acquisition of Asana '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.
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==Task/Milestone Identity Mapping==
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===Task/Milestone Identity Mapping for Asana===
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In the '''Chart Properties''' form, this control group is informational.  The control group is '''disabled''' in the '''Chart Properties''' form but the '''Unique Id''' window shows the setting previously or currently set in the '''Template Properties''' form’s '''Field Mappings''' tab. As such, the window is for information purposes only and cannot be changed. 
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The '''Task/Milestone Identity Mapping''' control group is shown below:
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<center>[[File:P72-21_20_5-72-(4)-09192023.png]]</center>
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<center>P72-21_20_5-72-(4)-09192023.png</center>
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The '''ID''' column shows the Asana column that OnePager used when it first '''created''' the chart.  This feature is provided to assist '''advanced''' OnePager users '''update''' charts that were '''created''' from '''source plans''' where portions of one Asana '''source plan''' were copied into another.    When OnePager '''updates''' a chart, it needs to identify each task and milestone that is being '''imported''' and find out if it already exists in chart.  This is how OnePager preserves the formatting of the task bars/milestone symbols and places them in the same row/swimlane where they resided before the '''update'''. 
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You can control what values of '''ID''' appear in your Asana '''source plan''' when you copy data into that '''source plan'''.  As a result, Asana '''source plans''' that had data copied into them can have problems preserving OnePager's formatting and row/swimlane positioning.  To solve this problem, OnePager lets you define and use a substitute Asana '''source plan column''' as an alternative '''Unique Id''' for uniquely identifying tasks.  You are then responsible for guaranteeing that these column values are preserved when data is copied from one Asana '''source plan''' to another.  You are also responsible for making sure that there are '''no duplicate values''' in the field designated for this alternative '''Unique Id''' column usage.
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The alternate '''ID''' can be set in one of two places:
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:1) In the '''Template Properties''' form's '''Field Mappings''' tab and
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:2) In the '''OnePager Choices''' form's second page by clicking the '''Edit current template...''' button.
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We strongly recommend that you set the alternate '''ID''' in the '''Template Properties''' form rather than with the '''OnePager Choices''' form because this ensures that all charts use a consistent alternative '''ID''' column.
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===Reset Unique Ids On Update===
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The '''Reset unique ids on update''' checkbox is '''disabled''' in the '''Advanced''' tab of the '''Chart Properties''' form and cannot be '''enabled'''.  The '''disabled''' checkbox is provided in the form for consistency so that you see that it is there.  This feature can be '''enabled''' as a last resort under the situation where you are attempting to '''merge''' Asana '''source plans''' from different physical files into a single '''source plan''' where the Asana '''ID's''' do not match. 
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Contact OnePager '''Support''' for information on how to use this rarely-used feature by referring to the article at:
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<center>
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{| class="wikitable"
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| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] 30.0.1-72
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−
|}
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</center>
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For additional help, please go to the following link to the OnePager '''Frequently Asked Questions''' page: [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
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If you encounter difficulties, contact our '''Support Team''' at [https://www.onepager.com/support/ticket.php support ticket], by [mailto:support@onepager.com e-mailing us], or by calling '''+1.303.779.0344'''.
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==Field Splitting==
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As with the control group discussed previously, the '''Field Splitting''' control group is '''disabled''' but shows the Asana column currently set in the '''Template Properties''' form as the field participating in '''field splitting'''.   As such, the window is for information purposes only and cannot be changed.  For most OnePager distributed '''Template Properties''' forms for Asana, this window is blank.
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The '''Field Splitting '''control group is shown below:
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<center>[[File:P72-21_20_5-72-(5)-09192023.png]]</center>
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<center>P72-21_20_5-72-(5)-09192023.png</center>
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For more information on '''Splitting and parsing columns''', please see the articles at:
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<center>
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{| class="wikitable"
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| [[Splitting and Parsing Columns for Asana Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Asana Source Plans in OnePager]] 24.5.3-72
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|}
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</center>
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==Related Links==
 
==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID]
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| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
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| [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
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| [[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
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|}
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{| class="wikitable"
+
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| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Column Mapping]] 7.19.1-72
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| [[Advanced Tab for OnePager for Version 7.2#Reset Unique Ids On Update | Advanced Tab for OnePager -Reset Unique Ids On Update]] 21.13.1-72  
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|-
 
|-
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| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] 23.4.3-72
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
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| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields-OnePager Pro]] 24.4.1-72
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| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 
|-
 
|-
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| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields-OnePager Express]] 24.5.1-72
+
| [[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 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 Asana Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Asana Source Plans in OnePager]] 24.5.3-72
+
| [[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
−
| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] 30.0.1-72
+
| [[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
 
|}
 
|}
  
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(21.20.5-72)
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(24.5.9-72)
  
 
[[Category:Version 7.2]]
 
[[Category:Version 7.2]]
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[[Category:Unlimited Field Mapping]]
 
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Field Splitting]]
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[[Category:Column Splitting]]
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[[Category:Unique ID]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Task Links]]
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[[Category:Ribbon]]
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[[Category:Snapshots]]
 
[[Category:Template Properties Form]]
 
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Asana]]
 
[[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)

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