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| − | ==Overview== | + | ==Introduction== |
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| − | '''Text Columns '''are provided in OnePager Pro and Express as a means of presenting important information to stakeholders pertaining to each '''row''' in the chart based upon the '''imported source plan data'''. OnePager Pro and Express version 7.0 support five (5) '''text columns''' that can be '''created''', '''edited''', and '''hidden''' in the chart to suit your needs. '''Text Columns''' can be established before the creation of chart in the '''Template Properties '''form’s distributed with OnePager Pro and Express version 7.0. You are able to '''edit''' these '''text columns''', individual '''text column headings, '''and each '''text column''' '''cells''' globally using the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | Manual controls are also provided so you can use a combination of manual mouse actions, right-click '''context menu '''commands, and features on OnePager’s '''Home '''ribbon tool bar tab to '''edit''' selected '''text column headings''' and '''text column cells'''.
| + | ==About Splitting and Parsing Fields== |
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| − | ===Chart Properties Form’s Rows/Swimlanes Tab’s Text Columns Control Group===
| + | 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 focus of this article is on the '''Text Columns '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as shown below:
| + | ===Split Resource Names Example=== |
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| − | <center>[[File:P70-12_03_1-(1)-06292020.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>P70-12_03_1-(1)-06292020.png</center>-->
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| − | Discussed later in this article is a supporting form, the '''Text-Column Formatting '''form, available for each '''text column'''. This form is provided to specifically support '''global editing''' for '''text column headings''' and '''text column cells''' in terms of '''font properties''', '''width''', '''rotation''', '''alignment''', and '''background colors'''.
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | The '''Text-Column Formatting '''form is accessed by clicking the '''Text Column Formatting… '''button in the '''Text Columns '''control group of the form illustrated above. The '''Text-Column Formatting '''form for the left-most '''text column '''in a chart 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:P70-12_03_1-(1A)-06292020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| − | <!--<center>P70-12_03_1-(1A)-06292020.png</center>-->
| + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | ===Text Column Nomenclature===
| + | 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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| − | In the '''Text Columns '''control group shown in the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab above, there are five (5) sub-tabs marked '''Left#1''', '''Left#2''', '''Left#3''', '''Left#4''', and '''Left#5'''. This nomenclature is used to name the five '''text columns''' available in OnePager Pro and Express version 7.0. Clicking each of the five (5) sub-tabs shown '''Chart Properties '''form’s '''Rows/Swimlanes '''tab accesses an identical set of controls for the selected sub-tab. To illustrate this better, consider the portion of a Microsoft Project '''source plan''' below annotated with how the various '''source plan fields''' are intended for use to make a OnePager Pro chart with two of the five '''text columns''':
| + | ===Enabling Splitting=== |
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| − | <center>[[File:P70-0_4_1-70-(1)-03102020.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>P70-0_4_1-70-(1)-03102020.png</center>-->
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| − | Using the '''source plan '''shown above, we can create a sample OnePager Pro version 7.0 chart with two '''text columns''' is shown in the illustration below:
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | <center>[[File:P70-12_02_1-(2)-06232020.png]]</center>
| + | 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>P70-12_02_1-(2)-06232020.png</center>-->
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| − | The two '''text columns '''are on the left side of the '''graph area''' where:
| + | <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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| − | :* The '''Left#1 text column '''is for task '''Start Dates '''in each '''row''' and
| + | 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 '''Left#2 text column '''is for task '''Finish Dates '''in each row. | + | <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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| − | There are three '''swimlane levels '''to the left of the two '''text columns''' which are '''labeled Phase''' for the '''Left#1 swimlane level'''; '''Sub-Phase''' for the '''Left#2 swimlane level'''’ and '''Resource Names''' for the '''Left#3 swimlane level'''. '''Text column cells''' are shown below their respective '''text column headings''' in the illustration above.
| + | 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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| − | This article and related articles use this nomenclature to identify individual '''text columns''', '''text column headings''', and '''text column cells'''.
| + | ===Split Resources in the Chart=== |
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| − | ==Microsoft Project and Microsoft Excel Source Plans==
| + | 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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| − | The '''Chart Properties '''form’s '''Rows/Swimlanes''' tab are essentially the same for OnePager Pro version 7.0 and OnePager Express version 7.0. The controls described in this article apply to both Microsoft Project and Excel '''source plan data imported '''into OnePager Pro and Express, respectively. Microsoft Project and Excel '''source plan data '''are handled in the same way for '''imported source plan data''' used to populate '''text column cells'''.
| + | <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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| − | ==Text Columns Sub-Tab Controls==
| + | 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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| − | In this and following sub-sections, it is assumed that you are '''using''' a distributed '''Template''' or have '''created '''a '''Template''' form that supports either the Gantt chart or '''Timeline''' layout chart. Accordingly, it is assumed that an appropriate '''Template''' is selected as the starting point. Since the Gantt chart is the most typical chart organization used in general practice, this portion of the article focuses on how the '''text column sub-tab '''controls are used in Gantt Charts. The '''Template Properties''' form’s '''Rows/Swimlanes '''tab is identical to the corresponding tab in the '''Chart Properties '''form. Illustrations in this article use the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab.
| + | 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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| − | For a more in depth discussion on how to use the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab to '''create''' and '''edit Timeline '''layout charts, please see the sub-section at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0#Using Multiple Swimlane Levels with Timeline Layout Charts | Using Multiple Swimlane Levels with Timeline Layout Charts]] <!--12.02.1-70-->
| + | ==Splitting Resources and Task Links== |
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| − | The article providing comprehensive information on the '''Rows '''control group can be found at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
| + | 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. |
| − | | + | |
| − | For a more in depth discussion on how to use the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab to '''create''' and '''edit Swimlane Levels''', please see the article at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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| − | The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab is shown above with the '''Text Columns''' control group highlighted for the discussion that follows:
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| − | <center>[[File:P70-12_03_1-(1)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(1)-06292020.png</center>-->
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| − | Before using the above form, we strongly recommend that careful consideration be given to the number of '''text columns '''required to appear in your chart and the Microsoft Project or Microsoft Excel '''source plan field names''' that you want to associate with each '''text column'''. For the purpose of illustration in this article, the two '''text columns '''are associated with the following Microsoft Project '''source plan field names''':
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| − | :* '''Left#1 '''is associated with the Microsoft Project '''Start field''' and represents the sample task’s '''Start Date'''.
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| − | :* '''Left#2 '''is associated with the Microsoft Project '''Finish field '''and represents the sample task’s '''Finish Date'''.
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| − | ===Display Data From Checkbox===
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| − | The '''Display data from''' checkbox, when checked '''ON''', '''enables''' the controls in the sub-tab and tells OnePager that you want task data associated with the '''field '''displayed in the window to the right of the checkbox. When the '''Display data by''' checkbox is checked''' OFF''', the remaining controls in the sub-tab are '''disabled''' and that sub-tab’s '''text column '''is not '''shown '''in the chart. The dropdown window next to the '''Display data from '''checkbox is a list of '''source plan fields''' available for use in defining a '''text column''' as shown below:
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| − | <center>[[File:P70-12_03_1-(3)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(3)-06292020.png</center>-->
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| − | As an example, if we create a chart with just the '''Left#1 text column '''defined using the '''Start field '''with one '''swimlane level''', the chart looks like this:
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| − | <center>[[File:P70-12_03_1-(4-1)-07012020.png]]</center>
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| − | <!--<center>P70-12_03_1-(4-1)-07012020.png</center>-->
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| − | As a further example, if we retain the above '''Left#1 text column''', and check the '''Display data from''' checkboxes '''ON '''for the '''Left#2''' '''text column '''so that the '''Finish Date''' is displayed, the chart looks like this:
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| − | <center>[[File:P70-12_03_1-(5)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(5)-06292020.png</center>-->
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| − | ===Text Column Text String Font Controls===
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| − | Clicking the '''Font '''dropdown control accesses the standard '''Font properties '''form shown here:
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| − | <center>[[File:P70-12_03_1-(6)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(6)-06292020.png</center>-->
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| − | When the '''Font properties''' form is accessed for a '''text column''', changes made to any '''font property''' in the form is applied to '''text column cells '''as shown below where the '''Font properties '''form is used to change the '''Left#1 text column cell’s '''contents''' '''to the color red:
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| − | <center>[[File:P70-12_03_1-(7)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(7)-06292020.png</center>-->
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| − | The '''Font properties''' form is provided for making global changes to the '''text column cells''' in the associated '''text column'''. The '''text column’s heading''' is not involved as shown above.
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| − | The '''editing '''controls provided in the '''Text Columns '''control group’s sub-tabs are provided for convenience.
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| − | More extensive '''text column heading''' and '''text column cell editing''' capabilities are provided in the '''Text-Column Formatting''' '''– Left#n '''forms discussed in the sub-section at: [[Creating and Formatting Text Columns for Version 7.0#Formatting Text Column Headings and Text Column Cells | Formatting Text Column Headings and Text Column Cells]] <!--12.03.1-70-->
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| − | Manually '''editing''' the content of a '''text column heading''' is discussed below at: [[Creating and Formatting Text Columns for Version 7.0#Manual Editing of Text Column Heading Cells | Manual Editing of Text Column Heading Cells]] <!--12.03.1-70-->
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| − | Using the '''Font properties '''form to change the '''font properties''' of any '''text column’s cells''' applies the change or changes to only the applicable '''text column'''. All other '''text column cells''' are unchanged.
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| − | ===Text Column Width Controls===
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| − | The '''Width dial control''' in the '''text column '''sub-tab provides a means of changing the '''width '''of the '''text column''' in the chart. The '''Width dial control''' displays the current '''text column’s width '''in either '''centimeters''' or '''inches''' depending on the '''Template''' being used. By changing the '''value '''in the '''Width dial control''' you can make the '''width '''of the '''text column '''in the chart '''wider '''or '''narrower''' as shown below where the '''Width dial control’s value '''is significantly increased:
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| − | <center>[[File:P70-12_03_1-(8)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(8)-06292020.png</center>-->
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| − | When the '''Width control '''is used to change the '''width '''of a '''text column''', the '''text column heading’s width''' is appropriately changed as well. As with the '''Font controls''', the '''Width controls''' apply only to the selected '''text column '''and its '''text column width'''. All other '''text column widths''' are not changed.
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| − | ===Format Options for Date and Numeric Text Column Cells===
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| − | The '''Text Columns''' control group has an added sub-control group when the '''Display data from''' dropdown is used to select a''' source plan field''' that is a '''Date '''or '''Numeric type'''.
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| − | ====Date Type Text Column Cell Format Options====
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| − | In the case where the selected '''source plan field '''is a '''Date''', the control group looks like this:
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| − | <center>[[File:P70-12_03_1-(9-1)-07012020.png]]</center>
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| − | <!--<center>P70-12_03_1-(9-1)-07012020.png</center>-->
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| − | Clicking the '''Date Format '''dropdown button accesses the list of available '''date formats''' as shown here:
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| − | <center>[[File:P70-12_03_1-(10)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(10)-06292020.png</center>-->
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| − | When you make a '''Date Format''' selection from the dropdown list shown above, the selected '''text column cells '''display the '''source plan date field data '''using the selected '''date format'''.
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| − | ====Numeric Type Text Column Cell Format Options====
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| − | When the selected '''source plan field''' is a '''Numeric field''', the '''Text Columns '''control group is modified to shown the '''Number Format '''sub-control group that is shown below:
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| − | <center>[[File:P70-12_03_1-(11)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(11)-06292020.png</center>-->
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| − | The '''Number Format''' sub-control group provides additional '''formatting options''' for '''Numeric type data''' for selecting the number of '''Decimal places:''', '''the separator symbol''' between groups of three digits, if any, and '''a symbol option''' selection if the '''Numeric type''' represents a '''common currency''' as illustrated below:
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| − | :1) The '''Decimal places: '''dial window accepts only '''positive integers''' from '''zero (0) '''up to '''three (3) decimal places'''.
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| − | :2) There are three (3) '''1000 separator: '''options as shown below:
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| − | <center>[[File:P70-12_03_1-(12-1)-07012020.png]]</center>
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| − | <!--<center>P70-12_03_1-(12-1)-07012020.png</center>-->
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| − | :2) There are seven (7) '''Symbol: '''options available that include the '''percent sign (%)''', and six (6) '''currency symbols''' as shown here:
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| − | <center>[[File:P70-12_03_1-(13)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(13)-06292020.png</center>-->
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| − | If a '''Boolean source plan field''' or '''text string data field '''is selected from the '''Display data from''' dropdown list, there is no additional sub-control group added to the form.
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| − | ==Formatting Text Column Headings and Text Column Cells==
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| − | ===Text Column Formatting… Sub-Control Group===
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| − | Each '''text column '''tab has a '''Text Column Formatting… '''button that accesses the '''text column '''sub-tab’s '''Text-Column Formatting''' form''' '''as shown below''':'''
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| − | <center>[[File:P70-12_03_1-(15)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(15)-06302020.png</center>-->
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| − | The '''Text Column Formatting…''' button is '''enabled '''when the '''Display data by '''checkbox for the '''text column '''is checked '''ON'''. Each '''Text-Column Formatting '''form has the '''text column number '''as part of the '''title''' of the form as shown above for the '''Left#1 text column'''. The purpose of the five (5) '''Text-Column Formatting '''forms is to provide '''global''' '''formatting''' for all five (5) '''text column headings '''and '''text column cells''' showing in the chart. '''Text column borders '''are not managed in this form. Rather, '''text column '''are considered to be part of '''rows''' in the chart whose '''borders '''are managed in the '''Rows '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab.
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| − | For more information on the '''management of row borders''', please see the '''Rows Border Formatting '''section in the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0#Row Border Formatting | Row Border Formatting]] <!--12.01.1-70-->
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| − | For more information on the '''Management of Row and Swimlane Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
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| − | ====Column Headings Control Group of the Text-Column Formatting Form====
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| − | The '''Column Headings''' control group in the '''Text-Column Formatting – Left#n '''form controls:
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| − | :* The '''text column heading’s '''contents
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| − | :* The '''alignment''' of the '''text column heading’s '''contents in the '''Corner cell '''for the''' text column'''
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| − | :* The '''Font properties''' of the '''text column heading’s''' contents
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| − | :* The '''rotational position '''of the '''text column heading’s '''contents
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| − | :* The '''Background color''' of the '''Corner cell '''for the''' text column heading'''
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| − | =====Using the Make Heading Automatically Checkbox=====
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| − | OnePager Pro and Express assume that you want type in the '''text column heading’s '''content for the specific '''text column heading''' as opposed to using the '''Display data from''' '''source plan field value '''specified in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Text Columns '''control group. Accordingly, the '''Make headings automatically''' checkbox is checked '''OFF''' as the '''default''' and the '''Custom heading''' window found below the checkbox is '''enabled '''so you can fill in the desired '''text string''' you want to appear in the designated '''text column heading position''' as illustrated in the example below:
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| − | <center>[[File:P70-12_03_1-(16)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(16)-06302020.png</center>-->
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| − | By checking the '''Make heading automatically '''checkbox to '''ON''' in the '''Text-Column Formatting '''form,''' '''the '''Custom heading '''window is '''disabled''' and the '''Display data from source plan field value '''shown in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Text Columns '''controls group appears as the '''text column heading '''as shown below:
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| − | <center>[[File:P70-12_03_1-(17)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(17)-06302020.png</center>-->
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| − | =====Text Column Heading Font, Rotation, Alignment, and Background Color Controls=====
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| − | The remaining controls in the '''Column Headings '''control group of the '''Text-Column Formatting''' form control '''global text column heading properties''' as shown in the section of the form below:
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| − | <center>[[File:P70-12_03_1-(18)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(18)-06302020.png</center>-->
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| − | Clicking the '''Font '''dropdown button accesses the OnePager standard '''Font properties '''form shown here:
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| − | <center>[[File: P70-12_03_1-(19)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(19)-06302020.png</center>-->
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| − | In the '''Font properties '''form, clicking the '''Font '''dropdown accesses the list of '''Font styles '''available on your computer. Clicking the '''Color''' dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''color '''of the '''text column heading'''. The '''Size '''dial selector sets the '''point size '''for the '''text column heading'''. The three buttons below the '''Color''' control allow you to change the '''text column heading '''to '''Bold''', ''Italics''''', or [[Underline]].
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| − | The '''Rotation: '''control provides a dropdown with three options for '''rotating '''the '''text column heading''' within its '''cell'''. These options include '''Horizontal''', '''Rotate 90 degrees''', and '''Rotate 270 degrees''' as shown in the dropdown list below:
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| − | <center>[[File: P70-12_03_1-(20)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(20)-06302020.png</center>-->
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| − | There are six (6) '''Alignment '''buttons, three (3) to position the '''text column heading horizontally''' in the '''cell''' and three (3) to position the '''text column heading vertically''' in the cell. The '''Background color:''' control dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''background color''' of the selected '''text column heading cell'''.
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| − | The OnePager standard '''Color Chooser '''form accessed in this manner looks like this:
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| − | <center>[[File: P70-12_03_1-(21)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(21)-06302020.png</center>-->
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| − | | + | |
| − | ====Column Text Control Group of the Text-Column Formatting Form====
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| − | The '''Column Text''' control group in a '''Text-Column Formatting '''form provides '''global formatting '''controls over the content of the selected '''text column cells''' in the selected '''text column'''.
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| − | | + | |
| − | =====Display Data From: Window=====
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| − | The control of displaying or not displaying '''text columns''' is controlled in the '''Text Columns '''control group of the '''Chart Properties '''forms '''Rows/Swimlanes '''tab. The '''Display data from:''' window in the '''Column Text '''control group of the '''Text-Columns Formatting – Left#n''' form provides a quick means to change the '''source plan field name '''used by OnePager to '''import text column data '''from the''' source plan'''. More important, the '''Column Text '''control group provides the '''global''' controls for '''editing''' the '''properties '''of selected '''text column cells.'''
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| − | =====Column Text Font, Width, Rotation, Alignment, and Background Colors Controls=====
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| − | All the '''enabled''' controls in '''Column Text '''control group operate exactly the same as the '''corresponding controls '''found in the form’s '''Column Headings''' control group.
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| − | The exception is that the '''Column Text '''control group has two (2) '''Background color controls '''as shown below as '''Background color 1:''' and '''Background color 2:'''
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| − | <center>[[File: P70-12_03_1-(22)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(22)-06302020.png </center>
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| − | To show the use of the two '''Background color '''controls in the '''Text-Column Formatting '''form, suppose we start with a chart that has '''Zebra Striping''' of '''rows '''as shown below:
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| − | <center>[[File: P70-12_03_1-(23)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(23)-06302020.png </center>
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| − | It may be desirable to extend the '''zebra striping '''out of the '''graph''' to the left and through the two '''text columns '''shown in the chart above. To do this access the '''Text-Column Formatting '''forms for the '''Left#1 '''and '''Left#1''' '''text columns''' and set the two '''Background color '''controls in the '''Column Text '''control group of the form as shown here for the '''Left#2 text column:'''
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| − | <center>[[File: P70-12_03_1-(24)-06302020.png]]</center>
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| − | <!--<center>P70-12_03_1-(24)-06302020.png </center>
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| − | Of course you can set '''text column cells '''to any '''background color '''available in order to highlight a '''text column'''.
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| − | For more detailed information on '''Zebra Striping in the graph''', please see these articles for OnePager Pro and Express, respectively, at:
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| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
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| − | | + | |
| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
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| − | | + | |
| − | ===Manual Editing of Text Column Heading Cells===
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| − | '''Text column headings '''and '''text column heading cells '''take their '''text string contents''' from the '''source plan field '''selected in the '''Display data from '''window in the '''Text Columns '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab'''.'''
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| − | | + | |
| − | If it is necessary to change the '''text string content '''of any '''text column''', the procedure must be done manually by right-clicking on the desired '''text column heading cell''' in the '''Corner '''to access the '''Edit corner properties '''form, and manually changing the contents of the '''Text '''window as shown below:
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| − | | + | |
| − | <center>[[File:P70-12_03_1-(14)-06292020.png]]</center>
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| − | <!--<center>P70-12_03_1-(14)-06292020.png</center>-->
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| − | | + | |
| − | As shown in the illustration above, the '''Edit corner properties''' form contains the '''Font''', '''Alignments''', '''Background color''', and '''Rotation''' controls that are useful for '''editing''' the '''text column heading’s''' content. The controls just mentioned in the '''Edit corner properties''' form operate the same way that corresponding controls operate in each of the '''Text-Column Formatting''' forms discussed previously. Since making any manual '''edit''' to a '''text column heading cell''' causes the '''cell''' to become a '''maverick''', the above form has a '''Use default properties''' checkbox that, when checked '''ON''', restores the '''default format properties '''of the selected '''text column heading’s '''content.
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| − | | + | |
| − | For more information on '''manually editing text column cells''', please see the article at: [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
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| − | | + | |
| − | ==Using Text Columns with Timeline Layout Charts==
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| − | | + | |
| − | The preceding sections and sub-sections of this article used the Gantt Chart layout as examples related to the use of '''text columns''' in OnePager version 7.0. '''Multiple text columns '''can also be applied to the '''Timeline '''layout chart when carefully considered in terms of your goals and objectives for supporting schedule presentations. The key to creating '''Timeline '''layout charts using '''multiple text columns '''is the organization of the tasks in the '''source plan''' and the incorporation of useful '''source plan fields '''with each task.
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| − | | + | |
| − | Before getting started on the discussion of '''text columns''' used in '''Timeline '''layout charts, please see the section on '''creating Timeline '''layout charts which can be found in the article and section at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0#Creating Timeline Layout Charts | Creating Timeline Layout Charts]] <!--12.01.1-70-->
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| − | | + | |
| − | We’ll use the sample Microsoft Project '''source plan '''from the above reference to show how '''text columns '''are used in '''Timeline '''layout charts.
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| − | | + | |
| − | ===Sample Timeline Layout Source Plan===
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| − | As an illustration, we created a hypothetical portfolio of programs with embedded projects and tasks associated with each of these embedded projects. We can construct this hypothetical portfolio by structuring the Microsoft Project '''source plan''' such that we use the '''Work Breakdown Structure''' to create a chart with three (3) '''swimlane levels''' to represent the highest levels of interest in the '''Work Breakdown Structure'''.
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| − | | + | |
| − | Such a Microsoft Project '''source plan '''is shown below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(31)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(31)-06252020.png</center>-->
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| − | | + | |
| − | The '''source plan '''in the above illustration consists of two '''Portfolios '''of two '''Programs '''each (not all of which are shown in the '''source plan '''to conserve vertical space), two '''Phases''' to each '''Program''', and, finally, two or three tasks per '''Phase'''. The '''Flag20 source plan field''' is used to instruct OnePager Pro on which tasks to '''import'''. The '''source plan’s Work Breakdown Structure (WBS) field '''is shown in the right-most column consisting from one to five levels. The Microsoft Project '''timeline '''is shown on the far right of the illustration above with the task bars and summary level task bars above them.
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| − | | + | |
| − | When OnePager Pro version 7.0 is launched and used to create a '''Timeline '''layout chart from the '''source plan '''shown above and with a few '''editing '''steps, we get the '''Timeline '''layout chart shown below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(36)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(36)-06252020.png</center>-->
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| − | | + | |
| − | The Timeline layout chart above has only one '''swimlane level''', no '''text columns''', and the task bars''' '''are '''staggered''' to avoid '''overlapping task bars'''. The following discussion is intended to demonstrate the behavior of '''text columns '''and '''text column cells''' in the '''multiple '''task bars/milestone symbols per '''row Timeline '''layout chart.
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| − | | + | |
| − | ===The Median Rule - OnePager Rule for Setting Values in Timeline Layout Chart Text Column Cells ===
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| − | | + | |
| − | Since '''text column cells''' can only display '''one source plan field value''', when '''multiple''' task bars/milestone symbols occupy a '''row '''in a '''Timeline '''layout chart, there needs to be a '''rule''' governing what value OnePager Pro or Express places into the '''single text column cell '''for the''' row'''. '''The Median Rule: '''When there are multiple task bars/milestone symbols in a '''row''' and a '''text column cell''' is set up to display a '''field value''' possessed by each of the '''multiple''' task bars/milestones in that '''row''', OnePager selects the '''MEDIAN''' value to represent the set of '''field values''' in the '''row'''.
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| − | | + | |
| − | ====Numeric Fields - Example====
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| − | | + | |
| − | As an example using the above chart to which we’ve added three '''swimlane levels''' to show the hierarchy of '''Portfolio''', '''Program''', and '''Project''', we added the '''Left#1 text column '''and set it up to display '''Duration''' from the Microsoft Project '''source plan''' to get the chart shown here:
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| − | | + | |
| − | <center>[[File: P70-12_03_1-(25)-06302020.png]]</center>
| + | |
| − | <!--<center>P70-12_03_1-(25)-06302020.png </center>
| + | |
| − | | + | |
| − | Focusing in on the '''First Portfolio''', '''First Program''', and '''Project B''' in the above chart, we see four task bars in the top '''row '''of '''Project B''' with '''Durations '''of 20, 30, 40, and 30 days. The '''Left#1 text column cell '''corresponding to these four task bars has a value of '''30 days''' which is the '''median '''value for the set of '''durations''' arrayed in ascending order of '''20, 30, 30, and 40 days'''. OnePager Pro and Express version 7.0 attempts to get to the closes '''median value''' for most '''source plan data types '''such as for '''dates''' and '''numeric values'''.
| + | |
| − | | + | |
| − | ====Text String Field - Example====
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| − | | + | |
| − | For '''text strings '''taken from '''source plan field values''', when there are '''multiple '''task bars/milestone symbols in a '''row''', OnePager attempts to use the '''text string '''associated with the '''middle '''task bar/milestone symbol for the set of task bars occupying the '''row '''as shown below:
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| − | | + | |
| − | <center>[[File: P70-12_03_1-(26)-06302020.png]]</center>
| + | |
| − | <!--<center>P70-12_03_1-(26)-06302020.png </center>
| + | |
| − | | + | |
| − | In the illustration above, the '''Task November''' is the '''MEDIAN '''task bar since it occupies the '''middle''' position in the set of seven (7) task bars in the '''row''' for '''Project C''' of the '''Second Program''' in the '''First Portfolio'''. In the '''row''' for '''Project B''' highlighted above, there are four task bars so OnePager does not have a '''middle '''task bar to select for the '''Left#1 text column cell''' for that '''row'''. To account for this situation, OnePager selects the task bar closest to the '''left side''' of the '''graph area '''as the '''MEDIAN value''' for the '''Left#1 text column cell'''.
| + | |
| − | | + | |
| − | ====Using Additional Text Columns in the Timeline Layout Chart - Example====
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| − | | + | |
| − | Additional '''text columns '''can be added to the chart using various '''source plan field values''' for the '''text column cells'''. When you have '''multiple text columns''' in the chart, all '''text columns''' follow the same '''MEDIAN setting selection rule.'''
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| − | | + | |
| − | Adding the '''Left#2 text column '''to the chart such that the '''Left#2 text column '''displays the '''Unique ID''' from the Microsoft Project '''source plan '''for each task bar produces a chart that looks like this:
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| − | | + | |
| − | <center>[[File: P70-12_03_1-(27)-06302020.png]]</center>
| + | |
| − | <!--<center>P70-12_03_1-(27)-06302020.png </center>
| + | |
| − | | + | |
| − | In the illustration above for the top '''row '''in the chart, there are five (5) task bars in the '''row '''with the '''Unique ID field values''' of '''4''',''' 5''',''' 6''',''' and 9'''. Since there is an odd number of task bars in the '''row''', OnePager selects the '''middle '''task bar’s '''value '''of '''6 '''as the '''MEDIAN value '''for the '''Left#2 text column '''for this '''row'''. OnePager, using the '''MEDIAN rule''', may calculate a value for the '''text column cell''' that does not match any task bar '''source plan field value''' in the '''row'''.
| + | |
| − | | + | |
| − | This is illustrated in the '''row '''for top row for '''Project C''' in the '''Third Program''' of the '''Second Portfolio''' where the '''Unique ID '''set for this set of four (4) task bars is '''50''', '''51''', '''53''', and '''54'''. In this case, where there are an even number of task bars in the set, OnePager '''calculates''' the '''MEDIAN value''' of '''52 '''and places that '''value''' in the '''Left#2 text column cell '''for the '''row'''.
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| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70--> | + | {| 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 |
| | + | |} |
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| − | [[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) |
| | | | |
| − | [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70--> | + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70--> | + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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| − | [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70
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| − | | + | |
| − | [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
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| − | | + | |
| − | [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
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| − | | + | |
| − | [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
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| − | | + | |
| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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| − | | + | |
| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70--> | + | |
| − | | + | |
| − | [[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
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| − | | + | |
| − | (12.03.1-70)
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| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Templates]] | + | [[Category:Task Links]] |
| − | [[Category:Chart Properties Form]]
| + | |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| − | [[Category:Editing a Chart]]
| |
| − | [[Category:OnePager - Tool Bar]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Rows and Swimlanes]]
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| − | [[Category:Multiple Swimlane Levels]]
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| − | [[Category:Text Columns]]
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| − | [[Category:Swimlane Labels]]
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| − | [[Category:Row/Swimlane Borders]]
| |
| − | [[Category:Labels]]
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| − | [[Category:Name Label Collision Avoidance]]
| |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Snapshot Dependent/Independent]] | + | [[Category:Template Properties Form]] |
| − | [[Category:Row Stripes]] | + | [[Category:Chart Properties Form]] |
| − | [[Category:Swimlane Stripes]] | + | [[Category:Asana]] |
| − | [[Category:OnePager Pro]] | + | [[Category:OnePager Bundle]] |
| − | [[Category:OnePager Express]]
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