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| − | ==About the Conditional Formatting Rules Form== | + | ==Introduction== |
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| − | The next sub-section provides an overview of '''Conditional Formatting''' and what can be done when '''Conditional Formatting Rules''' are '''added''' to the form. However, first let's go over the '''Conditional Formatting Rules''' form itself. The '''Conditional Formatting Rules''' form has columns with '''headings''' that can accommodate '''source plan''' field names and various values of differing lengths. The form can be enlarged or shrunk as with most Windows forms by using your mouse to grab a corner of the form and expanding/shrinking the form with the left click as shown here:
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
| | | | |
| − | <center>[[File:X70-11_4_1-(1A)-12102020.png]]</center>
| + | ==About Splitting and Parsing Fields== |
| − | <!--<center>X70-11_4_1-(1A)-12102020.png</center>-->
| + | |
| | | | |
| − | A '''horizontal scroll bar''' is provided in the form so you can '''scroll right or left''' in order to place any of the form's '''column headings''' and '''columns into clear view as shown below with the '''horizontal scroll bar''' moved to the far right:
| + | 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>[[File:X70-11_4_1-(1B)-12102020.png]]</center>
| + | ===Split Resource Names Example=== |
| − | <!--<center>X70-11_4_1-(1B)-12102020.png</center>-->
| + | |
| | | | |
| − | As mentioned above, the '''Conditional Formatting Rules''' form can accommodate '''source plan''' field names and '''grid values''' of differing sizes. If you need to '''widen a columns''' in the form, this can be done with your mouse by going to the desired '''column heading''', moving the mouse over the '''column heading's vertical boundary edge''' until the mouse cursor becomes a '''double-arrow''', and then left-clicking the mouse and '''dragging the mouse''' left or right to change the '''width of the selected '''column heading''' as shown below:
| + | 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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| − | <center>[[File:X70-11_4_1-(1C)-12102020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| − | <!--<center>X70-11_4_1-(1C)-12102020.png</center>-->
| + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
| | | | |
| − | After the '''double-arrow''' mouse cursor is moved to the right to widen the '''column heading's width''', the form looks like this:
| + | 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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| − | <center>[[File:X70-11_4_1-(1D)-12102020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| − | <!--<center>X70-11_4_1-(1D)-12102020.png</center>-->
| + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | When a '''Conditional Formatting Rule grid row''' is '''added''' in the form, the '''grid row''' and the '''widened column''' looks like this:
| + | 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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| − | <center>[[File:X70-11_4_1-(1E)-12102020.png]]</center>
| + | ===Enabling Splitting=== |
| − | <!--<center>X70-11_4_1-(1E)-12102020.png</center>-->
| + | |
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| − | After data are entered into '''Conditional Formatting Rule grid row cells''' OnePager adjusts the '''width''' of the '''column heading''' and '''row grid cells''' to the '''width''' of the largest value to assure that as many '''row grid cells''' and their '''column headings''' can be visible in the form. Changing the '''width''' of a '''column heading''' and their corresponding '''grid row cells''' can be done at any time when '''Conditional Formatting Rules''' are being '''added''' or '''edited'''.
| + | 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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| − | ==About Adding Conditional Formatting Rules==
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
| | | | |
| − | '''Conditional Formatting''' is a capability in OnePager Express that you can use to '''tailor''' various '''attributes''' of task bars/milestone symbols in the chart depending on the data '''imported''' from your Microsoft Excel '''source plan'''. You can define one or more '''conditional formatting rules''' that apply your specified '''actions''' to appropriate task bars/milestone symbols when the specified '''conditions''' in your defined '''rules''' are '''true'''. For example, you can define a '''rule''' that changes the '''color''' of a task bar depending on the value contained the '''Category''' field (used to report risk in the example below) '''imported''' from your Microsoft Excel '''source plan'''. In this example, suppose the '''Category''' field is used to '''import Risk information''' in the form of '''High''', '''Medium''', and '''Low'''. You can '''add rules''' that tell OnePager Express, for instance, to set the '''color''' Red for task bars associated with a '''Category''' value of '''High''', set the '''color''' yellow for task bars associated with a '''Category''' value of '''Medium''', and set the '''color''' green''' for task bars associated with a '''Category''' value of '''Low'''.
| + | 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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| − | A video illustrating this example is available at: [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video].
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | There are nine (9) sets of task bar/milestone symbol '''attributes''' that can be altered to respond to '''condition statement''' established in your '''conditional formatting rule''' sets. This article provides the basic instructions to for '''adding conditional formatting rules''' to OnePager which can be done at the '''Template Properties''' or '''Chart Properties''' forms level. These '''conditional formatting rules''' can be '''edited''' at any time in terms of the contents of '''condition columns''' and '''action columns''' found in the '''Conditional Formatting Rules''' form discussed below. Use the following steps to '''add''' a '''conditional formatting rule''' or rules to the '''Conditional Formatting Rules''' form's '''grid''':
| + | 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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| − | From either the '''Task Bars''' or '''Milestones''' tab of the '''Chart Properties''' or '''Template Properties''' forms, click the '''Manage Rules...''' button:
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | <center>[[File:X70-11_4_1-70-(1-1)-09222020.png]]</center>
| + | 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>X70-11_4_1-70-(1-1)-09222020.png</center>-->
| + | |
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| − | You are now ready to '''add''' rules. Click the '''Add Rule''' button and OnePager then creates a blank line in the window shown above so you can enter the first rule. The line consists of three (3) major components:
| + | ===Split Resources in the Chart=== |
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| − | :* The rule '''select''' and '''enable/disable''' checkboxes.
| + | 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: |
| − | :* The rule '''condition''' columns.
| + | |
| − | :* The rule '''action''' columns. | + | |
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| − | '''Adding''', '''editing''', '''copying''', and '''deleting''' '''conditional formatting rules''' is very similar to the process for doing the same with respect to '''Conditional Import Filter Rules''' which are described in the article at: [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
| + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | The sections that follow cover each of the major components of a '''conditional formatting rule'''. | + | 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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| − | ==Rule Selection and Enable/Disable Checkboxes==
| + | 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'''. |
| | | | |
| − | ===Rule Selection Columns=== | + | ==Splitting Resources and Task Links== |
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| − | The left most column in the '''grid''', shown below, has the following function:
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(2A)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(2A)-09272019.png</center>-->
| + | |
| − | | + | |
| − | The '''Rule Select''' checkbox is provided so you can select the rule for '''editing''', '''copying''', or '''deletion'''.
| + | |
| − | | + | |
| − | ===Enable/Disable or On Column===
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| − | | + | |
| − | The checkbox to the right of the '''Rule Select''' cell with the column heading of '''ON''' provides control over turning the rule '''ON''' and '''OFF'''. When the '''ON''' checkbox in the column above is checked, the columns that include the rule '''conditions''' and '''actions''' are '''enabled'''. It may become useful to have sets of rules in the '''Conditional Formatting Rules''' form and by turning them '''ON''' or '''OFF''' as required you can achieve a variety of results.
| + | |
| − | | + | |
| − | ==Rule Condition Columns==
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| − | | + | |
| − | There are three '''rule condition''' columns as shown below:
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| − | <center>[[File:X70-11_4_1-70-(2)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(2)-09272019.png</center>-->
| + | |
| − | | + | |
| − | ===Field Column===
| + | |
| − | | + | |
| − | In the '''Field''' column shown below is a dropdown that allows you to select the field from your Microsoft Excel '''source plan'''.
| + | |
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| − | <center>[[File:X70-11_4_1-70-(3)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(3)-09272019.png</center>-->
| + | |
| − | | + | |
| − | OnePager Express '''imports''' all the fields from your Microsoft Excel '''source plan''' so they are all available for use as a '''Field''' in a '''conditional formatting rule'''.
| + | |
| − | | + | |
| − | ===Operator Column===
| + | |
| − | | + | |
| − | The '''Operator''' column shown below is a dropdown that allows you to pick from a list of operators depending on the '''data type''' of the '''Field''' selected as discussed above:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(4)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(4)-09272019.png</center>-->
| + | |
| − | | + | |
| − | Since OnePager Express knows the field '''type imported''' from your Microsoft Excel '''source plan''', the '''Operator''' column shows the appropriate operator selections when the dropdown menu above is accessed.
| + | |
| − | | + | |
| − | ====Text String Field Types====
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| − | | + | |
| − | For '''Text String''' field '''types''' there are four operators:
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| − | | + | |
| − | :* '''equal'''
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| − | :* '''not equal'''
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| − | :* '''Contains'''
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| − | :* '''Does not contain'''
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| − | | + | |
| − | ====Numeric and Data Field Types====
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| − | For '''Numeric and Date''' field '''types''', the operators are shown here:
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| − | <center>[[File:X70-11_4_1-70-(5)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(5)-09272019.png</center>-->
| + | |
| − | | + | |
| − | For '''Numeric and Date''' field '''types''' there are six operators:
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| − | | + | |
| − | :* '''equal'''
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| − | :* '''not equal'''
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| − | :* '''less than'''
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| − | :* '''less than or equal'''
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| − | :* '''greater than'''
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| − | :* '''greater than or equal'''
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| − | | + | |
| − | ====Boolean Field Types====
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| − | For '''Boolean''' fields '''types''' (i.e., '''Yes/No''', '''True/False''') the operators are shown below.
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(6)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(6)-09272019.png</center>-->
| + | |
| − | | + | |
| − | For '''Boolean''' field '''types''' there are two operators that can be expressed in two (2) different ways as shown below:
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| − | | + | |
| − | :* '''Yes''' or '''1'''
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| − | :* '''No''' or '''0'''
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| − | | + | |
| − | The '''Value''' column is ghosted since selecting the '''Operator''' satisfies the need for a value.
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| − | | + | |
| − | ===Value Column===
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| − | | + | |
| − | The '''Value''' column is the '''grid cell''' that you fill in that is the '''match''' desired against the '''Field Column''' given the contents of the '''Operator Column'''.
| + | |
| − | | + | |
| − | ====Boolean Field Types====
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| − | | + | |
| − | The '''Value''' column is not used when the '''Field''' column is a Microsoft Project '''Boolean type'''.
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| − | | + | |
| − | ====Text String Field Types====
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| − | | + | |
| − | For '''Text String type''' fields, any text that might appear in a Microsoft Excel '''text string field''' can be typed in to the '''Value''' column's '''grid cell''' for a rule. '''Note''' that for string '''matches''', it is permissible to have the '''Value''' column be a set of strings separated by commas. In this situation, the rule is '''matched''' when the column '''value is equal''' to '''any''' of the comma separated values. To make the comparison between '''text''' data specified in the '''Field''' column of the '''Conditional Formatting Rules''' form, OnePager trims leading and trailing '''white''' space such as blanks or control characters. However, OnePager does not trim '''excess white space''' within a valid character string.
| + | |
| − | | + | |
| − | ====Numeric Field Types====
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| − | For '''Numeric type''' '''matches''' any integer or integer with a decimal fraction is permissible.
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| − | | + | |
| − | ====Date Field Types====
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| − | | + | |
| − | For '''Date type matches''' the '''Value Column''' provides the standard OnePager '''calendar''' when you click in the '''Value Column''' and the '''Field Column''' is a '''date type field''' as shown below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(6B)-09272019.png]]</center>
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| − | <!--<center>X70-11_4_1-70-(6B)-09272019.png</center>-->
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| − | | + | |
| − | The '''Value''' column can be used to compare against '''today’s date''' by clicking the '''Today: ...''' checkbox in the '''Pick a date Calendar''' form shown above. This is useful for establishing a rule where it is important to '''color''' or otherwise highlight a task whose '''Finish date''' is less than or equal to '''today’s date''', for example.
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| − | | + | |
| − | ===Applies to Column===
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| − | OnePager Express performs the evaluation and then '''applies''' the formats specified in the rule to the task bars, milestone symbols, or both as determined by the '''Applies to''' column as shown here:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(6A)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(6A)-09272019.png</center>-->
| + | |
| − | | + | |
| − | To tell OnePager whether to apply a rule to task bars, to milestone symbols, or to both, there are three options for the '''Applies to''' column as shown below:
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| − | | + | |
| − | :* '''Both'''
| + | |
| − | :* '''Tasks'''
| + | |
| − | :* '''Milestones'''
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| − | | + | |
| − | ==Rule Action Columns==
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| − | | + | |
| − | To the right of the columns in the '''Conditional Formatting Rules''' form's '''grid''' '''Condition''' columns are nine (9) '''Action''' columns. When a '''condition''' in the rule '''matches or is true''' all valid '''actions''' specified in the '''Action''' columns are applied to the task bars/milestone symbols in the chart. If the rule's '''condition''' does '''not match or is false''', none of the '''actions''' specified in the '''Action''' columns are taken or applied to the task bars/milestone symbols in the chart. The '''Conditional Formatting Rules''' form's '''grid''' has a '''horizontal scroll bar''' allowing you to scroll to the left or right to being all of the nine '''Action''' columns into view within the '''grid''' as shown in the illustrations below:
| + | |
| − | | + | |
| − | <center>'''Horizontal Scroll Bar to the Far Left'''</center>
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| − | <center>[[File:X70-11_4_1-70-(7)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(7)-09272019.png</center>-->
| + | |
| − | | + | |
| − | <center>'''Horizontal Scroll Bar in the Middle'''</center>
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| − | <center>[[File:X70-11_4_1-70-(8)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(8)-09272019.png</center>-->
| + | |
| − | | + | |
| − | <center>'''Horizontal Scroll Bar to the Far Right'''</center>
| + | |
| − | <center>[[File:X70-11_4_1-70-(9)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(9)-09272019.png</center>-->
| + | |
| − | | + | |
| − | In the three illustrations above the thee '''Conditions''' columns of '''Field, Operator, and Value''' remain fixed in the '''grid''' and do not scroll left or right. It is important to note that whenever a rule's '''conditions''' result in a '''match or true''' result, '''all''' of the '''Action''' columns that are not blank are applied to the appropriate task bars/milestone symbols in the chart. Accordingly, while you may have more than one '''Action''' column associated with a specific '''condition''', we recommend that minimizing the number of '''Action''' columns you intend to apply in one rule. As you have have capability to turn rules '''ON''' and '''OFF''', you can define many rules in the '''grid''' and turn the desired rules '''ON''' when they meet your schedule conversation needs with the chart. In the following sub-sections are discussions of the attributes of each of the nine '''Action''' columns available.
| + | |
| − | | + | |
| − | ===Color Action Column===
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| − | | + | |
| − | To add a '''color''' to the '''Color Action''' column, click on the cell for the specific rule to access the standard '''Color Chooser''' as shown below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(10)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(10)-09272019.png</center>-->
| + | |
| − | | + | |
| − | For more information on using the standard '''Color Chooser''' form, please see the section in the articles at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Individual Task/Milestone Shape Colors | Changing Individual Task/Milestone Shape Colors]] <!--9.2.1-70-->
| + | |
| − | | + | |
| − | ===Taskbar and Milestone Shape Action Columns===
| + | |
| − | | + | |
| − | Clicking the '''Taskbar Shape Action''' column cell accesses the standard '''Task Shape''' dropdown list as shown below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(11)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(11)-09272019.png</center>-->
| + | |
| − | | + | |
| − | In a similar way, clicking the '''Milestone Shape Action''' column cell accesses the standard '''Milestone Shape''' dropdown list as shown here:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(12)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(12)-09272019.png</center>-->
| + | |
| − | | + | |
| − | ===Height % Action Column===
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| − | | + | |
| − | You can manage the '''height''' of a task bar or milestone symbol as a percentage of the '''height of the row''' occupied by the task bar/milestone symbol. The default '''Height %''' for task bars/milestone symbols is 91% of the '''height of the row'''. As shown below, the '''Height %''' for the rule shown is set to 50% by typing in the number 50 as the value:
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| − | <center>[[File:X70-11_4_1-70-(13)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(13)-09272019.png</center>-->
| + | |
| − | | + | |
| − | ===Border Action Column===
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| − | | + | |
| − | Using the '''Border Action''' column, you can automatically change the look of the task bar or milestone symbol's '''border''' if the rule results in a '''match or true'''. To do this, clicking on the '''Border Action''' column's '''grid cell''' accesses the '''Border Style Rules''' form where the '''Use default''' checkbox is checked '''ON''' as shown below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(14)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(14)-09272019.png</center>-->
| + | |
| − | | + | |
| − | To '''edit''' any of the parameters of the task bars/milestone symbol's '''border''' uncheck the '''Use default''' checkbox and use the '''Border Color''', '''Border Width''', and '''Border Style''' controls as appropriate.
| + | |
| − | | + | |
| − | For more information on task/milestone '''border management''', please see the section in the articles at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Task/milestone Shape Borders | Changing Task/milestone Shape Borders]] <!--9.2.1-70-->
| + | |
| − | | + | |
| − | ===Label Font Action Column===
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| − | | + | |
| − | Using the '''Label Font Action''' column, you can change the look of the task bars/milestone symbol's '''label text''' if the rue results in a '''match or true''' result. Clicking the '''Label font Action''' column's '''grid cell''' accesses the standard '''Font properties''' form as shown here:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(15)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(15)-09272019.png</center>-->
| + | |
| − | | + | |
| − | Using the standard '''Font properties''' form has the controls for '''editing''' the important characteristics of the '''label text'''.
| + | |
| − | | + | |
| − | For more information on task bar/milestone symbol '''label text management''', please see the section in the articles at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Use the Context Menus | Use the Context Menus]] <!--9.2.1-70-->
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| − | | + | |
| − | ===Priority Action Column===
| + | |
| − | | + | |
| − | The '''Priority Action''' column is set and mostly managed by OnePager Express. That is, each time you '''add''' a new rule to the '''grid''', OnePager increments the value in the '''Priority Action''' column's '''grid cell''' by one starting at zero (0) for the first rule in the '''grid'''. If several rules are in competition to set a particular '''formatting property''' (i.e., '''color''', '''border''', etc.) , the rule with the lowest '''Priority number''' has '''priority''' over all the others. You can change the values in the '''Priority column''' at any time after the rule is completely defined, and any numeric value is acceptable. In this way you can define several identical '''condition''' columns and use a single '''Action''' column with different values and control their '''priority''' manually to achieve a desired result as shown in the example below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(16)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(16)-09272019.png</center>-->
| + | |
| − | | + | |
| − | ===Legend Text Action Column===
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| − | | + | |
| − | Using the '''Legend Text Action''' column, you can change the '''text appearing in the Legend''' of the task bar/milestone symbol to any desired '''text string''' if the rule results in a '''match or true'''. Clicking the '''Legend Text Action''' column's '''grid cell''' allows you to enter the desired '''text string''' as shown here:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(17)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(17)-09272019.png</center>-->
| + | |
| − | | + | |
| − | It is recommended that the '''Color Action''' column also be set to a unique '''color''' when the '''Legend Text Action''' column '''grid cell''' is selected so that a '''color''' is shown in the chart for the task bars/milestone symbols involved as well as in the '''Legend item''' added. When a '''match or true''' condition is found for the rule, the '''Legend''' in the chart is '''updated''' to reflect the '''text string''' entered in the '''Legend text''' '''grid cell''' as shown here:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(18)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(18)-09272019.png</center>-->
| + | |
| − | | + | |
| − | For more information on '''Legend management''', please see the articles in the series at: [[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
| + | |
| − | | + | |
| − | ===Text Location Action Column===
| + | |
| − | | + | |
| − | You can change the position of the '''label text''' for a task bar/milestone symbol to any one of eleven (11) standard positions the rule results in a '''match or true'''. Clicking the '''Text Location Action''' column's '''grid cells''' accesses the '''label text position''' dropdown as shown below:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(19-1)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(19-1)-09272019.png</center>-->
| + | |
| − | | + | |
| − | It is recommended that the '''Color Action''' column also be set to a unique '''color''' when the '''Text Location Action''' column '''grid cell''' is selected so that a '''color''' is shown in the chart for the task bar/milestone symbols involved as well as in the '''Legend item''' added. When a '''match or true''' condition is found for the rule, OnePager '''re-positions''' the associated task bars/milestone symbol's '''label text''' to the position selected in the rule as shown here where the '''In comment box''' option is selected for Team 1 in this example:
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| − | | + | |
| − | <center>[[File:X70-11_4_1-70-(20)-09272019.png]]</center>
| + | |
| − | <!--<center>X70-11_4_1-70-(20)-09272019.png</center>-->
| + | |
| − | | + | |
| − | For more information on '''Label Text Management''', please see the articles in the series at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70--> | + | {| class="wikitable" |
| | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
| | + | |- |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| | + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
| + | (24.5.9-72) |
| | | | |
| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70--> | + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
| + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70--> | + | |
| − | | + | |
| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
| + | |
| − | | + | |
| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70--> | + | |
| − | | + | |
| − | [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
| + | |
| − | | + | |
| − | [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
| + | |
| − | | + | |
| − | [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
| + | |
| − | | + | |
| − | (11.4.1-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Conditional Formatting]] | + | [[Category:Task Links]] |
| − | [[Category:Templates]] | + | [[Category:Ribbon]] |
| | + | [[Category:Snapshots]] |
| | + | [[Category:Template Properties Form]] |
| | [[Category:Chart Properties Form]] | | [[Category:Chart Properties Form]] |
| − | [[Category:Editing the Chart]] | + | [[Category:Asana]] |
| − | [[Category:Task/Milestone Editing]]
| + | [[Category:OnePager Bundle]] |
| − | [[Category:Labels]]
| + | |
| − | [[Category:Color Palettes]]
| + | |
| − | [[Category:Row/Swimlane Borders]]
| + | |
| − | [[Category:Mavericks]]
| + | |
| − | [[Category:OnePager Express]] | + | |
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