Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(Split Resources in the Chart)
 
(622 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==About Manual Editing of Multi-Page Outputs==
+
==Introduction==
  
You have several '''page break''' manipulation controls in the '''Page Break''' view mode.    '''Automatic page breaks''', recommended for OnePager, can be selected and can be dragged to new locations.  Below shows a '''page breaks''' inserted by OnePager:
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
<center>[[File:P70-8_6_2-70-(1-1)-09102020.png]]</center>
+
==About Splitting and Parsing Fields==
<!--<center>P70-8_6_2-70-(1-1)-09102020.png</center>-->
+
  
===Select Position of Manual Horizontal Page Break===
+
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. 
  
You can select, drag, and drop an '''automatic vertical or horizontal page break'''. By right clicking in open space where you desire to place a '''page break''', OnePager displays the context menu below to let you '''insert''' a '''horizontal or vertical manual page break''':
+
===Split Resource Names Example===
  
<center>[[File:P70-8_6_2-70-(2)-09102020.png]]</center>
+
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:
<!--<center>P70-8_6_2-70-(2)-09102020.png</center>-->
+
  
When you click the '''Horizontal''' sub-command as shown above, OnePager creates a new '''page break''' at the position of your original right click as shown below:
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
<center>[[File:P70-8_6_2-70-(3)-09102020.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>P70-8_6_2-70-(3)-09102020.png</center>-->
+
  
Both '''automatically''' generated and '''manually inserted page breaks''' are now shown if you are in the '''M x N''' mode.   If you are in '''automatic x automatic''' mode, the '''manually inserted page break''' can replace an '''automatic page break''' if it is possible to do so.
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
===Selecting a Manual Horizontal Pager Break===
+
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.
  
You can now select the '''page break''' with a left or right click.  Also, a left click displays a '''border''' around the '''page break''' as shown below:
+
===Enabling Splitting===
  
<center>[[File:P70-8_6_2-70-(4)-09102020.png]]</center>
+
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>P70-8_6_2-70-(4)-09102020.png</center>-->
+
  
===Dragging and Dropping a Manual Horizontal Page Break===
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
After selecting the '''horizontal page break''', dragging the cursor to the left or right changes the location of the '''page break'''.  Since '''horizontal page breaks''' are placed between the lowest level '''time axis''' tic marks, you should drag the '''page break''' as close as you can to the appropriate '''time axis''' tic boundary.  Releasing the left mouse button completes the action as shown below:
+
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:P70-8_6_2-70-(5)-09102020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
<!--<center>P70-8_6_2-70-(5)-09102020.png</center>-->
+
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
'''Inserting a page break manually''' overrides any previous settings of the '''Height''' or '''Width''' settings section 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:P70-8_6_2-70-(6)-09102020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<!--<center>P70-8_6_2-70-(6)-09102020.png</center>-->
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
===Deleting a Manual Horizontal Page Break===
+
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.
  
Right clicking a '''manual page break''' lets you '''delete''' it.  The right click brings up a small context menu with a '''delete''' command as shown below:
+
===Split Resources in the Chart===
  
<center>[[File:P70-8_6_2-70-(7)-09102020.png]]</center>
+
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:
<!--<center>P70-8_6_2-70-(7)-09102020.png</center>-->
+
  
===Deleting Page Breaks===
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
'''Note''' that you cannot '''delete''' an '''automatic page break''' in this wayRather, you can remove all the '''page breaks''' by using the '''Page Breaks''' button.
+
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>[[File:P70-8_6_2-70-(8)-09102020.png]]</center>
+
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'''.
<!--<center>P70-8_6_2-70-(8)-09102020.png</center>-->
+
  
Further, if you are in the '''3 X 2''' mode, say, and you '''delete''' a '''manual page break''', OnePager '''inserts''' an '''automatic page break''' to maintain the '''3 X 2''' mode condition.  If you want to go back to the '''2 X 2''' mode, you need to change the contents of the '''Width''' window on the '''Page Layout''' tab. After completing the '''delete''' of the '''page break''', the chart looks like this in the Page Break view: 
+
==Splitting Resources and Task Links==
  
<center>[[File:P70-8_6_2-70-(9)-09102020.png]]</center>
+
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>P70-8_6_2-70-(9)-09102020.png</center>-->
+
  
==Using the Page Layout Tab’s Document Fitting Settings to Manually Change Page Breaks==
+
==Related Links==
  
The '''Height''' and '''Width''' controls on the '''Page Layout''' tab in the '''Document Fitting''' group lets you '''manually''' set the number of output '''pages vertically and horizontally'''.  The default setting for both of these is one (1). The two controls are synchronized with the '''Page Layout''' tab of the '''Chart Properties''' form.
+
{| 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
 +
|}
  
==Global Editing of Page Layout with the Chart Properties Form==
+
(24.5.9-72)
  
Global controls over '''multiple pages''' are in the '''Page Layout''' tab in both the '''Chart Properties''' form and the '''Template Properties''' forms. 
+
[[Category:Version 7.2]]
 
+
===Chart Properties Form's Page Layout Tab===
+
 
+
The '''Page Layout''' tab, is shown below:
+
 
+
<center>[[File:P70-8_6_2-70-(10)-09102020.png]]</center>
+
<!--<center>P70-8_6_2-70-(10)-09102020.png</center>-->
+
 
+
Above is the '''Chart Properties''' form but the format and controls are exactly the same for the '''Page Layout''' tab in the '''Template Properties''' form.  This tab provides central control for the multi-page feature. 
+
 
+
===Repeating Adornment Element Controls on Other Chart Properties Form's Tabs===
+
 
+
There are some duplicate controls related to '''repeating adornment elements''' that are on their associated tabs. 
+
 
+
The details for the controls in the above are explained in the article at: [[Page Setup, Document Fitting, and Repeating Elements for Version 7.0 (Portal) |Page Setup, Document Fitting, and Repeating Elements (Portal)]] <!--8.6.1.2-70-->
+
+
An example of the repeat controls being duplicated on other tabs is shown below for row/swimlane '''labels''':
+
 
+
<center>[[File:P70-8_6_2-70-(11)-09102020.png]]</center>
+
<!--<center>P70-8_6_2-70-(11)-09102020.png</center>-->
+
 
+
==Multi-Page Controls on the Print Tab of the OnePager File Ribbon Tool Bar Tab==
+
 
+
===Print Tab===
+
 
+
Multi-page controls are also accessible from the '''Print''' tab under the OnePager '''File''' ribbon tool bar tab:
+
 
+
<center>[[File:P70-8_6_2-70-(12)-09102020.png]]</center>
+
<!--<center>P70-8_6_2-70-(12)-09102020.png</center>-->
+
 
+
===Print Button===
+
 
+
Clicking the '''Print''' button on the OnePager '''File''' ribbon tool bar tab above accesses the Windows '''Print''' form as shown below:
+
 
+
<center>[[File:P70-8_6_2-70-(13)-09102020.png]]</center>
+
<!--<center>P70-8_6_2-70-(13)-09102020.png</center>-->
+
 
+
===Settings Button===
+
 
+
Clicking the '''Settings''' button accesses the '''Page Layout''' tab of the '''Chart Properties''' form as shown below:
+
 
+
<center>[[File:P70-8_6_2-70-(14)-09102020.png]]</center>
+
<!--<center>P70-8_6_2-70-(14)-09102020.png</center>-->
+
 
+
==Global Editing of Page Layout with the Templates Properties Form==
+
 
+
Global '''editing''' of multi-page features is provided in OnePager's '''Templates Properties''' form which can be accessed from the Microsoft Project or Microsoft Excel tool bar.  The controls provided on the '''Page Layout''' tab of the '''Template Properties''' form are identical to the controls on the '''Page Layout''' tab of the '''Chart Properties''' form.  Changes made to the OnePager '''Template''' with are automatically applied to any chart subsequently created with that '''Template'''.  Changing a '''Template''' does not affect a chart that was created with the '''Template''' before the '''Template''' was changed.
+
 
+
==Related Link==
+
 
+
[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
+
 
+
[[Page Setup for Version 7.0 | Page Setup]] <!--8.6.1.2.1-70-->
+
 
+
[[Document Fitting for Version 7.0 | Document Fitting]] <!--8.6.1.2.2-70-->
+
 
+
[[Repeating Elements for Version 7.0 | Repeating Elements]] <!--8.6.1.2.3-70-->
+
 
+
(8.6.2-70)
+
 
+
[[Category:Version 7.0]]
+
[[Category:Getting Started with Version 7.0]]
+
[[Category:Core Concepts]]
+
[[Category:Templates]]
+
[[Category:Chart Properties Form]]
+
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:Task/Milestone Editing]]
 +
[[Category:Column Splitting]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Rows and Swimlanes]]
+
[[Category:Task Links]]
[[Category:OnePager - Tool Bar]]
+
[[Category:Ribbon]]
[[Category:Page Layout]]
+
[[Category:Snapshots]]
[[Category:Print]]
+
[[Category:Template Properties Form]]
[[Category:Multi-Page Output]]
+
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
+
[[Category:Asana]]
[[Category:OnePager Express]]
+
[[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)