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==About Legend Positioning==
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==Introduction==
  
In addition to '''showing''' and '''hiding''' the '''Legend''' on all pages or some pages, OnePager provides the controls in the '''Chart Properties''' form and the '''Template Properties''' form to make '''Legend''' position decisions for the entire document and chart.  These controls allow you to position the '''Legend''' either '''inside the graph area''' or '''on the document area''' at various points.  
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
The '''graph area''' is the rectangle that contains all the task bars and milestone symbols, excluding '''text columns and swimlane labels''', '''time axis''' annotations, '''margins''', '''headers''', '''footers''', and the chart '''title'''.
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==About Splitting and Parsing Fields==
  
The '''document area''' is the entirety of the OnePager '''document''' with a specified page '''width''' and '''height''' and '''contains''' the '''graph area'''.
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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.
  
To better explain the '''Legend positioning options''', the  illustration below shows how subdivisions of a '''page''' in a OnePager chart is defined:
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===Split Resource Names Example===
  
<center>[[File:P70-28_0_1-70-(1)-12032020.png]]</center>
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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:
<!--<center>P70-28_0_1-70-(1)-12032020.png</center>-->
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The concepts for '''Legend docking''' applies to '''both single and multi-page''' charts.   The concepts for '''Legend anchoring''' applies '''only to multi-page''' charts.
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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>
  
For more information on '''multi-page''' output, please see the article at: [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
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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:
  
This article explains these two '''concepts''' and the controls for using them to place the '''Legend''' where desired.
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
==Additional Legend Positioning Considerations==
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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.
  
When creating '''multi-page''' charts, some additional thought must be given to '''Legend positioning'''. 
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===Enabling Splitting===
  
There are four (4) options available in OnePager for setting the '''initial''' position of the '''Legend for single and multi-page''' charts:
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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:
  
:1) '''Docked to page''' – Place the '''Legend''' at one of eight (8) predetermined positions along the '''edges of the page'''.
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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>
  
:2) '''Docked to graph''' – Place the '''Legend''' at one of (8) predetermined positions along the '''edges of the graph area'''.
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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:
  
:3) '''Free Floating''' – Without using any of the predetermined positions, this option places the '''Legend''' at an '''arbitrary''' location outside the '''graph area'''.
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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>
  
:4) '''Anchored to page''' - Place the '''Legend''' at a fixed distance reference point from one of the eight (8) predetermined positions and maintains this distance on '''all pages''' where the '''Legend''' is displayed.
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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:
  
==Visualizing Docking and Anchoring==
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
To assist you with visualizing the definitions of '''docking''' and '''anchoring''' in this context, here is an analogy supported by an illustration.  Suppose that we think of the sixteen (16) predetermined positions as berths in a harbor with two piers for berthing boats, one on the perimeter of the harbor and one pier on an island.
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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.
  
The eight berths along the shore (i.e., perimeter of the harbor) correspond to the predetermined positions associated with the '''document area''' and the eight (8) berths around the island correspond to the predetermined positions associated with the '''graph area'''.  The diagram below is a picture of the harbor with the island with their available berths:
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===Split Resources in the Chart===
  
<center>[[File:P70-15_2_1-70-(1)-12112020.png]]</center>
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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:
<!--<center>P70-15_2_1-70-(1)-12112020.png</center>-->
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Now, thinking of the '''Legend''' as the boat and each of the four (4) '''berthing''' options as the OnePager '''Legend positioning options''', we can carry the analogy a bit further:
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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>
  
:1) '''Docked to page''' – Think of this as the boat in a harbor and assigned to one of eight (8) berths along the '''harbor’s perimeter''' where the boat is fixed tightly to the berth.
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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'''.
  
:2) '''Docked to graph''' – In a similar way, think of this as the boat assigned to one of eight (8) berths '''around the island''' and fixed to the berth without any slack in the tie up lines.
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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'''.
  
:3) '''Free floating''' – For this case, think of the boat in the harbor but not secured tightly to any of the sixteen available berthing positions.  This might be similar to a boat tied up to a buoy in the harbor. 
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==Splitting Resources and Task Links==
  
:4) '''Anchored to page''' – Here, think of our boat in the harbor but not tied up tightly to any one of the eight (8) '''harbor perimeter''' berths.  Rather, the boat is secured to the berth by a rope that keeps it a fixed distance from a berth itself along the '''harbor’s perimeter'''.
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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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Using this analogy, what does the OnePager chart look like as a '''single page document''' and as a '''multi-page document''' using the four (4) options described above? 
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:1) To make it clear, we use a sample chart where we’ve created the '''document''' with large margins to help illustrate the concept. 
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:2) The '''graph area''' is the OnePager chart component that contains all the tasks and milestones. 
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:3) The '''document area''' is the '''graph area PLUS text columns''', '''swimlane labels''', '''time axis, title, headers, footers, and margins'''.
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===Dock to Page===
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The example '''Print Preview''' below places the '''Legend''' in the upper right corner of the '''document area''' in the '''single page''' chart where the right margin is larger for illustrative purposes:
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<center>[[File:P70-15_2_1-70-(2-1)-12112020.png]]</center>
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<!--<center>P70-15_2_1-70-(2-1)-12112020.png</center>-->
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In the above illustration, the '''Legend''' is '''docked''' to the upper right corner of the '''page''' meaning it is outside the '''graph area''' but contained within the '''document area'''.  If we change this chart to a '''2 by 2 document of four pages''' with the same margin settings, the '''Print Preview''' looks like this:
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<center>[[File:P70-15_2_1-70-(3)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(3)-10102019.png</center>-->
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In the '''Print Preview''' above of the four page document with the '''Docked to page''' option, the '''Legend remains in the upper right corner of the '''page''' on all four pages.  The legend itself does not change dimensions.
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===Dock to Graph===
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The example for '''Docked to graph''' shown in the '''Print Preview''' below places the''' Legend''' in the upper right corner of the '''graph area''' in the single page chart:
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<center>[[File:P70-15_2_1-70-(4)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(4)-10102019.png</center>-->
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As shown above, the '''Legend''' is clearly '''docked''' in the upper right hand corner in the '''graph area'''.  For the '''multi-page Print Preview''' we changes the chart from a 1 by 1 to a 2 by 2 configuration and leave the '''Legend''' controls unchanged.  When we do this the '''Docked to graph''' presents a set of pages that looks as follows:
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<center>[[File:P70-15_2_1-70-(5)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(5)-10102019.png</center>-->
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The '''Legend''' is clearly placed inside the '''graph area''' on all pages.  Also, since this example is for illustrative purposes, the '''Legend''' is oversize but nevertheless the same size as the '''Legend''' in the single page example previously.
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===Free-Floating===
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The '''Free-floating''' option provide ultimate flexibility but can cause inconsistent results with '''multi-page''' outputs.  As mentioned above, this option is '''without any docking or anchoring''' at all and depends on where you place the '''Legend''' manually. 
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As an example in a single page document, suppose we are using the '''Free-floating''' option and place the '''Legend''' away from '''all docking''' points on the first page as shown below:
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<center>[[File:P70-15_2_1-70-(6)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(6)-10102019.png</center>-->
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In the chart above, we’ve manually placed the '''Legend''' where you see it - not totally outside the '''graph area''' and not totally inside the '''graph area'''.  When we change the pagination from 1 by 1 to 2 by 2 we get the following result:
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<center>[[File:P70-15_2_1-70-(7)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(7)-10102019.png</center>-->
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'''Notice''' how the '''Legend''' moves around from page to page.  It doesn’t remain where we intended except on page 2 above.  This is because OnePager is trying to keep the '''Legend''' in a position relative to the two page breaks that define each page, while also keeping the '''Legend''' on the pageConsidering page 1 above, the '''Legend’s''' center is on the page break that defines the right edge of page 1. 
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But OnePager doesn’t want to put the '''Legend''' off of page 1, so it puts the '''Legend''' as shown in page 1 above.
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Page 4 shows a similar hugging of the top '''graph area''' boundary and page 3 shows hugging the top of the '''graph area''' and right edges of the page.  Since, in this example, we wanted to place the '''Legend''' in a location centered between the right edge of the chart and the right edge of the '''document area''', but the output with the '''Free-floating''' option does not preserve this intent.  To accomplish this we need to turn on the '''Anchored to page''' option presented next.
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===Anchor to Page===
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The '''Anchored to page''' option, when compared to the '''Free-floating''' option discussed above, provides better results in the '''multi-page''' presentations because the '''anchoring''' forces the '''Legend's''' center to maintain the '''same displacement''' from a reference location on '''every page.'''  Using the information from the eight (8) compass points, allows OnePager to replace the '''Legend's right edge hugging''' by a more sensible spacing from each page’s edges.
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We can also achieve consistent positioning by using the '''Docked to page''' option.  But if you want to move the '''Legend''' slightly away from these eight (8) predefined positions and still maintain page-to-page consistency, using the '''Anchored to page''' option is the solution.  '''Anchoring''' is a much more flexible way to '''position''' the '''Legend''' at a consistent location on the page.
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===Example===
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To show an example, let’s create a single page chart with the margins expanded and the '''Legend''' positioning option set to the '''Anchored to page''' option.  The resulting chart look like this:
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<center>[[File:P70-15_2_1-70-(8)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(8)-10102019.png</center>-->
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If we now create a 2 by 2 document while using this '''Legend''' position and positioning option, we get the result shown below where the '''Legend''' is '''anchored''' to the upper-right corner of the page:
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<center>[[File:P70-15_2_1-70-(9)-10102019.png]]</center>
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<!--<center>P70-15_2_1-70-(9)-10102019.png</center>-->
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Above we see that all four pages of the document have the '''Legend''' positioned consistently in the same relative position.  Subsequent '''re-positioning''' of the '''Legend''' in the '''Normal''' or '''Page Break''' view modes correspondingly '''re-positions''' the '''Legend''' on each of the '''multiple pages'''.  Finally, it is important to '''note''' that '''anchoring''' achieves page-to-page consistency for '''non-in-the-margin''' locations too. 
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However, being in a page consistent location on each page is no guarantee that the '''Legend''' does not obscure some task shapes and milestone shapes or '''text labels''' on some of the pages.  In practical terms, '''in-the-margin''' locations for the '''Legend''' are the safe bet for consistent '''Legend''' positioning in '''multi-page''' outputs.
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==Related Links==
 
==Related Links==
  
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
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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
 +
|}
  
[[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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(24.5.9-72)
  
[[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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[[Category:Version 7.2]]
 
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[[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] <!--21.7.1-70-->
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[[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]24.0.1-70
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[[Glossary of Terms for Version 7.0 | Glossary of Terms]] <!--28.0.1-70-->
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(15.2.1-70)
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[[Category:Version 7.0]]
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Multi-Page Output]]
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[[Category:Task/Milestone Editing]]
[[Category:Sharing Output]]
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[[Category:Column Splitting]]
[[Category:Legend]]
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[[Category:Charts]]
 +
[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Charts]]
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[[Category:Template Properties Form]]
[[Category:Templates]]
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[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
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[[Category:Asana]]
[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Latest revision as of 20:52, 27 November 2023

Introduction

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

About Splitting and Parsing Fields

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

Split Resource Names Example

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

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

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

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

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

Enabling Splitting

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

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

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

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

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

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

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

Split Resources in the Chart

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

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

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

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

Splitting Resources and Task Links

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

Related Links

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

(24.5.9-72)