Difference between revisions of "Testing Article1"

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==Overview==
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==Introduction==
  
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There may be some occasions where a chart has too much detail and, for a particular schedule discussion and presentation, it is necessary to '''hide''' one or more '''swimlane levels '''yet retain the '''swimlane''' in the chart.  '''Hiding '''and '''unhiding swimlane levels '''is done using the controls in the '''Template Properties '''and '''Chart Properties '''form’s '''Rows/Swimlanes''' tab as discussed in this article.  When '''swimlane levels''' are '''hidden''', their '''parent swimlane levels''', if any, are unchanged; their '''lower swimlane level cells '''are unchanged; and their '''rows''' remain '''unhidden'''.  '''Hiding''' '''swimlane levels''' may have an impact on the '''width dimensions''' of the chart.
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
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This article discusses the methods for '''hiding''' and '''unhiding''' '''swimlane levels '''and their '''swimlane level cell labels''' in the chart.
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==About Splitting and Parsing Fields==
  
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==Hiding and Unhiding Swimlane Levels Using the Chart Properties Form’s Rows/Swimlanes Tab’s Controls==
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The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else).  Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. 
  
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The '''Template Properties''' and the '''Chart Properties''' forms are used to '''hide '''and '''unhide swimlane levels''' without changing the '''swimlane sorting''' in the chart.  It may be advantageous to initially create a chart '''Template''' that defines all three possible '''swimlane levels''' and later, using the controls in the '''Chart Properties '''form, as discussed in this article, '''hide '''one or more '''swimlane levels''' to improve the presentation attributes of your chart.  In most cases '''swimlane level visibility''', '''row grouping''', and '''swimlane sort settings''' are first established in the '''Template Properties '''form’s '''Rows/Swimlanes '''tab.  These setting are used by OnePager to create the initial chart and establish the settings in the chart’s '''Chart Properties''' form.
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===Split Resource Names Example===
  
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'''Hiding '''and '''unhiding swimlane levels '''can be done by changing the setting of one checkbox for the '''swimlane level''' you desire to '''hide''' or '''unhide''' as described in the procedures and examples provided below.
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below:
  
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===Hiding Swimlane Levels - Examples===
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
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<center>P72-24_5_3-72-(1)-11022023.png</center>
  
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To show how '''hiding''' an entire '''swimlane level''' changes the configuration of a chart, let’s start with a three '''swimlane level''' chart with two '''text columns''' for each''' row''' as shown here:
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Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''.  Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this:
  
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<center>[[File:P70-12_11_1-(2)-07102020.png]]</center>
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<!--<center>P70-12_11_1-(2)-07102020.png</center>-->
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
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Next, let’s show how to '''hide''' a '''swimlane level''' using the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab’s controls as follows.
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OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value.  To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
  
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To '''hide''' the '''Left#1 swimlane level '''in the above chart, access the '''Chart Properties''' form at the '''Rows/Swimlanes''' tab, navigate to the '''Swimlanes''' control group, click on the '''Left#1 '''tab, and then click the '''Swimlane Formatting… '''button to access the '''Swimlane Formatting – Left #1 '''form as shown below:
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===Enabling Splitting===
  
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<center>[[File:P70-12_5_1-(1)-07232020.png]]</center>
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To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart.  The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here:
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<!--<center>P70-12_5_1-(1)-07232020.png</center>-->
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To '''hide''' the '''Left#1 swimlane level''', go to the '''Swimlane Text '''control group in the '''Swimlane Formatting – Left #1 '''form, and uncheck the '''Label by''' checkbox to '''OFF''' as shown below:
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
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<center>[[File: P70-12_5_1-(2)-07232020.png]]</center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
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<!--<center>P70-12_5_1-(2)-07232020.png</center>-->
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After unchecking the '''Label by''' checkbox to '''OFF''', click the '''OK '''button on the above form and the '''OK '''button on the '''Chart Properties '''form.  The chart now looks like this:
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
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<center>[[File: P70-12_5_1-(3)-07232020.png]]</center>
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Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here:
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<!--<center>P70-12_5_1-(3)-07232020.png</center>-->
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Using this same method, we can additionally '''hide''' the '''Left#3 swimlane level''' by navigating through the '''Chart Properties '''form to the '''Swimlane Formatting – Left #3 '''form’s '''Swimlane Text '''control group and unchecking its '''Label by''' checkbox to '''OFF '''to get the result below:
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
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<center>[[File:P70-12_5_1-(4)-07232020.png]]</center>
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Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
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<!--<center>P70-12_5_1-(4)-07232020.png</center>-->
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The chart configuration above shows only the '''Left#2 swimlane level'''.
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===Split Resources in the Chart===
  
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===Unhiding Swimlane Levels===
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Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
  
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When '''swimlane levels '''are '''hidden''' using the procedure discussed above, the procedure for '''unhiding '''these '''hidden swimlane levels''' requires rechecking their associated '''Label by''' checkbox back to '''ON '''in their respective '''Swimlane Formatting – Left #n '''form.   When '''swimlane levels''' are '''unhidden''' using this procedure, they are placed in the chart in their original position and the '''grouping''' and '''sorting''' of '''rows''' in the '''graph area '''remains unchanged unless '''rows''' and/or '''swimlanes '''were manually '''dragged and dropped''' into different positions in the '''graph'''.
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
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==Related Links==
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In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''.  The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
  
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[[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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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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[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
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==Splitting Resources and Task Links==
  
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[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
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When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form.
  
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[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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==Related Links==
  
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[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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{| class="wikitable"
 +
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
 +
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
|-
 +
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
 +
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 +
|-
 +
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
 +
| [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
 +
|-
 +
| [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 +
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 +
|-
 +
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
 +
| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
 +
|-
 +
| [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
 +
| [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72
 +
|-
 +
| [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72
 +
| [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72
 +
|}
  
−
[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
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(24.5.9-72)
  
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[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
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[[Category:Version 7.2]]
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[[Category:Editing the Chart]]
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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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[[Category:Task/Milestone Editing]]
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[[Category:Column Splitting]]
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[[Hiding and Unhiding Rows and Swimlanes for Version 7.0 | Hiding and Unhiding Rows and Swimlanes]] <!--12.13.1-70-->
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−
 
+
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[[Resizing the Height of Rows for Version 7.0 | Resizing the Height of Rows]] <!--12.11.1-70-->
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−
 
+
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[[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70-->
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+
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[[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] <!--12.23.1-70-->
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+
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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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+
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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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−
 
+
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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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−
 
+
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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−
 
+
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(12.5.1-70)
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−
 
+
−
[[Category:Version 7.0]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Templates]]
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[[Category:Task Links]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
−
[[Category:Editing the Chart]]
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[[Category:Asana]]
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[[Category:Rows and Swimlanes]]
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[[Category:OnePager Bundle]]
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[[Category:Multiple Swimlane Levels]]
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−
[[Category:Task/Milestone Editing]]
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[[Category:Labels]]
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[[Category:Text Columns]]
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−
[[Category:Mavericks]]
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[[Category:Row Stripes]]
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[[Category:Swimlane Stripes]]
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[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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Latest revision as of 20:52, 27 November 2023

Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Asana source plans.

About Splitting and Parsing Fields

The OnePager column splitting feature allows you to duplicate task bars when a task in your Asana source plan is assigned to multiple resources (or anything else). Because assignments from Asana often are comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task bar for each instance in the comma-separated list.

Split Resource Names Example

Say you want to use color-codes on task bars/milestone symbols based upon your Asana source plan’s Assigned to column as shown below:

P72-24 5 3-72-(1)-11022023.png
P72-24_5_3-72-(1)-11022023.png

Some of the entries in the Assigned to column consist of multiple, comma-separated items and some tasks only used one resource. Without the column splitting feature, a chart created from these data and assigned task bar/milestone symbol colors based upon the Assigned to column looks like this:

P72-24 5 3-72-(5)-11272023.png
P72-24_5_3-72-(5)-11272023.png

OnePager, in this case, treats the entire string as an individual Assigned to value. To provide more flexibility in displaying task bars that have multiple resources assigned, OnePager supports the concept of a column splitting. This feature recognizes comma-separated values in a designated column and creates a separate task bar for each of the comma-separated values.

Enabling Splitting

To use this feature requires turning ON the feature in the Asana Template Properties form you intend to use to make the chart. The setting must be turned ON before the chart is created so launch OnePager Bundle from the desktop icon, click the NEW button on the OnePager Bundle Start form to access the OnePager choices form, select your Asana source plan, and type in the chart's title as shown here:

P72-24 5 3-72-(2A)-11022023.png
P72-24_5_3-72-(2A)-11022023.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P72-24 5 3-72-(2AA)-11022023.png
P72-24_5_3-72-(2AA)-11022023.png

Clicking the Edit current template button accesses the current Template Properties form. Navigate to the Field Mappings tab on the form, check the Enable splitting on: checkbox to ON and (in this example) select the Assigned To column from the dropdown list provided. The results are shown here:

P72-24 5 3-72-(2AAA)-11022023.png
P72-24_5_3-72-(2AAA)-11022023.png

Click the Save and use button to complete the process and close the current Template Properties form returning you to the second page of the OnePager choices form show above.

Split Resources in the Chart

Clicking the Create new chart button completes the process and creates the chart with the column splitting feature in use. The chart with splitting looks like this:

P72-24 5 3-72-(2)-11022023.png
P72-24_5_3-72-(2)-11022023.png

In the chart with column splitting shown above, there are now several more task bars in the Chart Editor than there were before. The task bar for Plate Movement is now split into two (2) separate task bars, one for each of the two resources assigned. The task bar for Centrifugal Barrier is now split into three (3) separate task bars, one for each of the three resources that were assigned to this task in the Asana source plan. Each of the resources has a unique color assigned. Each of the resources appears by itself in the Legend. The Legend title shows the column name that is used for splitting the columns.

With this feature, you can use column splitting just like any other column by using the dropdowns in the Template Properties form or Chart Properties form to assign colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes.

Splitting Resources and Task Links

When task bars with Data-Driven or manual Task Links are split, the Task Links (Data-Driven and manual) are not shown. Further, the Task Links that are now hidden and do not have entries in the Where are My Links? form.

Related Links

Templates versus Charts 4.0.1.3-72 Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72
Editing with the Chart Properties form (Portal) 21.0.1-72 Template Only Features for OnePager Pro 24.1.1-72
Template Only Features for OnePager Express 24.2.1-72 Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72
Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72 Splitting and Parsing Fields for OnePager Pro 24.4.1-72
Splitting and Parsing Fields for OnePager Express 24.5.1-72 Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72
Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72 Splitting and Parsing Columns for Project for the Web Source Plans 24.5.5-72
Splitting and Parsing Columns for Planisware Enterprise Source Plans 24.5.7-72 Splitting and Parsing Columns for Wrike in OnePager 24.5.11-72

(24.5.9-72)

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