|
|
| (560 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | ==About Legend Editing== | + | ==Introduction== |
| | | | |
| − | The '''Legend''' can be '''shown''' or '''hidden''' in the chart as described in this article: [[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] <!--15.1.1-70-->
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
| | | | |
| − | Additionally, the above article reference describes on how to '''move and resize''' the '''Legend''' in the chart.
| + | ==About Splitting and Parsing Fields== |
| | | | |
| − | Further, '''Legend positioning options''' are discussed in the article at: [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
| + | 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. |
| | | | |
| − | The purpose of this article is to describe:
| + | ===Split Resource Names Example=== |
| | | | |
| − | :1) The '''controls''' available for '''editing''' the '''Legend''' '''globally''' before a chart is created
| + | 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: |
| | | | |
| − | :2) '''Editing '''operations using the '''Chart Properties''' form | + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
| | | | |
| − | :3) '''Editing the Legend''' in the chart with the '''Legend’s context menu'''
| + | 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: |
| | | | |
| − | :4) '''Editing''' individual '''Legend items''' with their '''context menu'''. | + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
| | | | |
| − | ==Legend Global Editing==
| + | 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. |
| | | | |
| − | '''Global''' settings for the '''Legend''' are found in the '''Template Properties''' form’s '''Legend''' tab as shown below:
| + | ===Enabling Splitting=== |
| | | | |
| − | <center>[[File:X70-15_3_2-70-(1-1)-09162020.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>X70-15_3_2-70-(1-1)-09162020.png</center>-->
| + | |
| | | | |
| − | As shown above, the controls in the '''Legend '''tab are '''enabled''' when the '''Show legend''' checkbox is checked '''ON'''. Otherwise, all the controls in the '''Legend '''tab are '''disabled'''.
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
| | | | |
| − | Above are the '''default''' setting for the '''Legend''' provided with all distributed '''Templates Properties''' for OnePager Express. Making '''edits''' to these settings impacts the '''Legend’s properties''' for all charts created with the '''edited Template Properties''' form. These '''Legend '''settings are carried forward to the '''Chart Properties''' form for all charts created with the associated '''Template Properties '''form and its settings in the '''Legend '''tab. Since the controls shown above for the '''Template Properties''' form’s '''Legend '''tab are identical to the controls for the '''Legend '''tab in the '''Chart Properties''' form, discussion of each control is focused on the '''Chart Properties '''form’s '''Legend '''tab in the section that follows.
| + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
| | | | |
| − | ==Using the Chart Properties Form’s Legend Tab==
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
| | | | |
| − | The '''Legend '''tab for the '''Chart Properties''' form looks like this:
| + | Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form. Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here: |
| | | | |
| − | <center>[[File:X70-15_3_2-70-(2-1)-09162020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| − | <!--<center>X70-15_3_2-70-(2-1)-09162020.png</center>-->
| + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
| | | | |
| − | As with the '''Template Properties''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''ON'''. In the sub-sections that follow, each of the control groups and controls are discussed in detail.
| + | 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. |
| | | | |
| − | ===Layout Control Group=== | + | ===Split Resources in the Chart=== |
| | | | |
| − | The '''Layout''' control group consists of two (2) radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart. The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''. The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
| + | 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>[[File:X70-15_3_2-70-(3)-10142019.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| − | <!--<center>X70-15_3_2-70-(3)-10142019.png</center>-->
| + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
| | | | |
| − | OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''. You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''. Additionally, the '''Horizontal Legend’s context menu''' can be accesses as well as each individual '''Legend Item’s context menu''' and all allowable '''edits''' can be made. The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
| + | 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'''. |
| | | | |
| − | ===Legend-Item and Legend-Title Font Editing Controls===
| + | 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'''. |
| | | | |
| − | There are two sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''. For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard '''Font properties''' form as shown below:
| + | ==Splitting Resources and Task Links== |
| | | | |
| − | <center>[[File:X70-15_3_2-70-(4-1)-09162020.png]]</center>
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
| − | <!--<center>X70-15_3_2-70-(4-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
| + | |
| − | | + | |
| − | These controls include:
| + | |
| − | | + | |
| − | :1) the '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
| + | |
| − | | + | |
| − | :2) The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
| + | |
| − | | + | |
| − | :3) Clicking the '''Color''' dropdown accesses the standard '''Color Chooser''' form.
| + | |
| − | | + | |
| − | :4) The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
| + | |
| − | | + | |
| − | :5) The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
| + | |
| − | | + | |
| − | :6) The '''Underline''' button operates as a toggle that sets the selected '''text strings''' [[Underline]].
| + | |
| − | | + | |
| − | ===Legend Position Controls===
| + | |
| − | | + | |
| − | The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons. The four (4) selection options for the dropdown list as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(5-2)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(5-2)-09162020.png</center>-->
| + | |
| − | | + | |
| − | The detailed discussion and proper use of these controls can be found in the article at: [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
| + | |
| − | | + | |
| − | ===Legend Width and Height Resizing Controls===
| + | |
| − | | + | |
| − | There two (2) controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(5A-2)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(5A-2)-09162020.png</center>-->
| + | |
| − | | + | |
| − | '''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
| + | |
| − | | + | |
| − | Given the similarity, detailed instructions for using the '''resizing '''controls shown for the '''Comment box''' can be found in this section in the article at: [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]] <!--13.0.1-70-->
| + | |
| − | | + | |
| − | ===Background Color Controls===
| + | |
| − | | + | |
| − | The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above. Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form. You can use the standard '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''. As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''.
| + | |
| − | | + | |
| − | Detailed instructions for using the '''No fill '''controls shown for the '''Comment box''' can be found in this section in the article at: [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]] <!--13.0.1-70-->
| + | |
| − | | + | |
| − | ===Controlling Duplication of Legend Items===
| + | |
| − | | + | |
| − | The OnePager '''Legend''' can '''show''' all task bars and milestone symbols even if several of them have the same '''Color''' and '''Shape'''. This often resulted in unnecessarily busy-looking '''Legends'''. There is a control in the '''Template Properties''' and '''Chart Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''. This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(6-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(6-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | As an example, the '''Legend''' below shows both a green milestone symbol item and red task bar with the '''Do not duplicate tasks/milestones''' checkbox checked '''OFF''':
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(7)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(7)-10142019.png</center>-->
| + | |
| − | | + | |
| − | When the checkbox is checked '''ON''', only the task bar for each '''color''' appears in the '''Legend'''. '''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''ON''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(8)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(8)-10142019.png</center>-->
| + | |
| − | | + | |
| − | On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''On and Off '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''context menu '''as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
| + | |
| − | <center>P70-15_3_1-70-(9)-10102019.png</center>-->
| + | |
| − | | + | |
| − | Performing this action tells OnePager to re-scan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
| + | |
| − | | + | |
| − | ===Make Title Automatically and Legend Title===
| + | |
| − | | + | |
| − | The '''Make title automatically''' checkbox, when checked '''ON''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Excel '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(10-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(10-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | When the checkbox is checked '''OFF''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(11-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(11-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(12)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(12)-10142019.png</center>-->
| + | |
| − | | + | |
| − | If the '''Make title automatically '''checkbox is subsequently rechecked '''ON''', the '''Legend title''' window is '''disabled'''. Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(13-2)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(13-2)-09162020.png</center>-->
| + | |
| − | | + | |
| − | The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template''' form’s '''Legend '''tab.
| + | |
| − | | + | |
| − | ===Show Legend On: Control Group===
| + | |
| − | | + | |
| − | The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''. The '''default '''setting in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''. You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
| + | |
| − | | + | |
| − | The '''entry window '''accepts:
| + | |
| − | | + | |
| − | :1) Single integer digit values separated by a comma.
| + | |
| − | | + | |
| − | :2) A starting page number followed by a dash and an ending page number.
| + | |
| − | | + | |
| − | :3) Combinations of these are acceptable if separated by a comma as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(14-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(14-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | ===Show or Hide Legend Elements Control Group===
| + | |
| − | | + | |
| − | The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart. The '''Show or hide legend elements '''control group is shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(15-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(15-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | The '''default '''settings in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''ON'''. When the '''Gantt-bar diagram '''checkbox is checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''' as well, the '''Legend''' looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(16-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(16-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''', the '''Legend''' looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(17-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(17-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | ===Freeze Legend When Updating===
| + | |
| − | | + | |
| − | The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''OFF''', prevents the '''Legend''' from being '''updated''' if new tasks or milestone items are found by OnePager when you '''add or replace a snapshot'''. To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''ON '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(18-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(18-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | ==Editing the Legend with the Legend Context Menu==
| + | |
| − | | + | |
| − | ===Legend Context Menu===
| + | |
| − | | + | |
| − | Once the '''Legend''' is displayed in the chart, a right click in a white space area accesses the '''Legend context menu''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(19-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(19-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | ===Legend Context Menu Commands===
| + | |
| − | | + | |
| − | The '''Legend context menu''' allows you to make adjustments to the overall format of the '''Legend''' itself with the following controls:
| + | |
| − | | + | |
| − | ====Hide Legend====
| + | |
| − | | + | |
| − | Clicking the '''Hide legend''' command causes the '''Legend''' to disappear from the chart no matter where the '''Legend''' happens to be positioned. To retrieve the '''Legend''', go to the OnePager '''View''' ribbon tool bar tab and check the '''Legend''' checkbox in the '''Graphic Elements''' group '''ON'''. You can also go to the '''Chart Properties''' form’s '''Legend''' tab and check the '''Show legend''' checkbox '''ON'''.
| + | |
| − | | + | |
| − | ====Unhide All Items====
| + | |
| − | | + | |
| − | The '''Unhide all items''' command is '''disabled''' unless one or more '''Legend '''items in the displayed '''Legend '''are '''hidden'''. When the '''Unhide all items '''command is '''enabled''', clicking the command makes all previously '''hidden Legend items''' visible again.
| + | |
| − | | + | |
| − | ====Rebuild Legend====
| + | |
| − | | + | |
| − | The '''Rebuild Legend''' command tells OnePager to scan the chart and '''rebuild''' the '''Legend''' from scratch, incorporating any changes that were made to specific task bars/milestone symbol's properties. This is normally not necessary, but can be used if you think that the '''Legend''' has gotten out of sync with what is currently in the chart.
| + | |
| − | | + | |
| − | ====Edit Legend Title …====
| + | |
| − | | + | |
| − | This command accesses '''Enter text '''form that lets you '''edit''' the '''Legend’s title''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(20)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(20)-10142019.png</center>-->
| + | |
| − | | + | |
| − | ====Title Font…====
| + | |
| − | | + | |
| − | '''Title font…''' This command access the OnePager standard '''Font properties '''form shown below that lets you '''edit''' the six (6) '''font properties''' of the '''Legend title''':
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(21)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(21)-10142019.png</center>-->
| + | |
| − | | + | |
| − | ====Item Font…====
| + | |
| − | | + | |
| − | This command also accesses the OnePager standard '''Font properties''' form shown above that lets you '''edit''' the six (6) '''font properties''' of all '''Legend item text '''appearing in the '''Legend''' (as opposed to the '''Legend’s title'''). When '''edits''' are made using the OnePager standard '''Font properties''' form, all displayed '''text Legend items''' are '''edited. '''
| + | |
| − | | + | |
| − | ====Background Color…====
| + | |
| − | | + | |
| − | This commands accesses the OnePager standard '''Color Chooser '''form that lets you select the '''background color''' for the '''Legend'''. In addition to being able to use any '''color palette '''or '''color''', you have the option to use the '''No fill '''feature for the '''Legend’s background'''.
| + | |
| − | | + | |
| − | ====Order====
| + | |
| − | | + | |
| − | Clicking the '''Order '''command displays an additional '''sub-context menu''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(22)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(22)-10142019.png</center>-->
| + | |
| − | | + | |
| − | The '''sub-context menu''' for the '''Order''' command allows you to select any of the four (4) '''sub-commands''' that create the following results:
| + | |
| − | | + | |
| − | :1) '''Bring to front'''. This '''sub-command '''puts the '''Legend''' in front of all other shapes in the chart.
| + | |
| − | | + | |
| − | :2) '''Send to back'''. This '''sub-command '''puts the '''Legend''' behind all other foreground shapes in the chart (but not behind background shapes).
| + | |
| − | | + | |
| − | :3) '''Bring forward'''. Selecting the '''Bring forward sub-command '''option steps the '''Legend’s Z-Axis''' position forward by one increment of '''Z-level'''. This is not very useful.
| + | |
| − | | + | |
| − | :4) '''Send backward'''. This '''sub-command '''steps the '''Legend''' backward by one '''Z-level'''. This also is not very useful.
| + | |
| − | | + | |
| − | ==Editing Legend Items with the Legend Item Context Menu==
| + | |
| − | | + | |
| − | ===Editing All Task Bars/Milestone Symbols in the Chart from the Legend===
| + | |
| − | | + | |
| − | When the '''Legend''' and '''Legend items '''are displayed in the chart, a right click on a specific '''Legend item’s text''' or '''color bar''' accesses the '''legend''' right-click '''context menu''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(23-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(23-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | You can also access the '''Edit Legend Item '''form by double-left clicking the '''color bar'''.
| + | |
| − | | + | |
| − | ===Edit Legend Item Form===
| + | |
| − | | + | |
| − | The '''Edit Legend Item '''form has seven (7) specific controls for '''editing''' the '''Legend item’s text''', the task bars/milestone symbol’s '''color''', '''shape''', and the position of the '''Legend item '''in the list of '''Legend items '''in the '''Legend''' as shown in more close up below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24)-10142019.png</center>-->
| + | |
| − | | + | |
| − | ====Show Legend Item Checkbox====
| + | |
| − | | + | |
| − | This checkbox is checked '''ON''' as the '''Legend item '''is '''shown''' and can thereby access the '''Edit Legend item''' form. Checking the checkbox '''OFF hides''' the '''selected Legend item''' after the '''OK '''button at the bottom of the form is clicked. To restore the '''hidden Legend item''' to visibility, you must access the '''Legend’s context menu''' as described in the previous section and click the '''Unhide all items '''command which is '''enabled '''in this circumstance.
| + | |
| − | | + | |
| − | ====Legend Text Window====
| + | |
| − | | + | |
| − | When the form is accessed, the '''Legend text window '''contains the '''Legend text '''associated with the '''selected Legend item'''. To change the '''text content''', type in the new '''Legend item text '''and either continue to '''edit '''or click '''OK '''to apply the change to the '''selected Legend item.'''
| + | |
| − | | + | |
| − | ====Color====
| + | |
| − | | + | |
| − | Clicking the dropdown button on the '''Color''' control accesses the standard '''Color Chooser''' form which is used to change the '''color of all task bars/milestone symbols''' in the chart associated with the '''selected Legend item'''. Making an '''edit''' of the '''color''' in this way '''updates''' the '''color '''of '''all''' task bar/milestone symbols associated with the '''selected Legend item''' in the current snapshot, historical snapshots, and all future snapshots where the associated task bar/milestone symbol appears. Some care needs to be exercised when using the '''No fill''' checkbox on the standard OnePager '''Color Chooser '''as checking the '''No fill '''checkbox '''ON''' makes the task bar/milestone symbol essentially '''transparent'''.
| + | |
| − | | + | |
| − | To illustrate this, suppose that the '''Prime''' '''Legend item’s color bar ''' is double-left clicked to access the '''Edit Legend Item''' form and the '''Color '''dropdown button is clicked to access the '''Color Chooser''' form where the '''No fill''' checkbox is checked as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24A-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24A-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | After you check the '''No fill''' checkbox '''ON''' the '''Color Chooser '''form disappears. With the action taken in the '''Color Chooser '''form, click the '''OK '''button on the '''Edit Legend Item '''form and the '''Prime '''task bars in the chart look like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24B-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24B-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | As a note, unchecking the '''No fill''' checkbox to '''OFF''' is a three step process described in this section in the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors | Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors]] <!--9.2.1-70-->
| + | |
| − | | + | |
| − | ====Marker Symbols for Task Bars====
| + | |
| − | | + | |
| − | If you select a task bar’s '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those shapes associated with task bars as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24)-10142019.png</center>-->
| + | |
| − | | + | |
| − | ====Marker Symbols for Milestones====
| + | |
| − | | + | |
| − | If you select a milestone symbol '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those symbols associated with milestones as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(25)-10142019.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(25)-10142019.png</center>-->
| + | |
| − | | + | |
| − | ====Sequence====
| + | |
| − | | + | |
| − | The '''Sequence '''set of controls consist of an '''up arrow '''button, a '''down arrow '''button, and a window for the integer number position of the '''selected Legend item''' in the list. If the '''selected Legend item''' is the top most '''Legend item '''in the list, the '''up arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''up '''in the list. If the '''selected Legend item '''is the bottom most '''Legend item''' in the list, the '''down arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''down '''in the list. For any '''selected Legend item''' not occupying either a top or bottom position in the list, both '''up''' and '''down arrow '''buttons are '''enabled'''.
| + | |
| − | | + | |
| − | Clicking the '''up arrow '''button once moves the '''selected Legend item up''' one position in the list and '''decrements''' the value in the integer number window by one. The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form.
| + | |
| − | | + | |
| − | In a similar fashion, clicking the '''down arrow '''button once moves the '''selected Legend item down''' one position in the list and '''increments''' the value in the integer number window by one. The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form. You can observe the position of any '''selected Legend item''' in the list by '''consulting''' the integer number in the window between the '''up '''and '''down arrow '''buttons. Whenever the position of a '''selected Legend item changes''' in the list, the value of the integer number in the window is updated.
| + | |
| − | | + | |
| − | ===Editing a Single Task Bar/Milestone Symbol in the Chart and the Legend===
| + | |
| − | | + | |
| − | ====Manually Editing A Single Task Bar====
| + | |
| − | | + | |
| − | You can '''edit''' a single task bar/milestone symbol in the chart using the '''Change Task/Milestone Properties''' form as described in the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
| + | |
| − | | + | |
| − | Some '''edits''' to individual task bar/milestone symbol '''properties''' can '''add''' entries to the '''Legend''' if the '''edit''' involves a change in '''color''' or '''shape'''.
| + | |
| − | | + | |
| − | ====Example====
| + | |
| − | | + | |
| − | For example, suppose we select a single task bar in the chart with a left click and then click the '''Format… '''button on the OnePager '''Home''' ribbon tool bar tab to access the '''Change Task/Milestone Properties '''form as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24C-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24C-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | ====Legend Updated====
| + | |
| − | | + | |
| − | After making the desired task bar '''edit''', click the '''OK '''button on the '''Change Task/Milestone Properties '''form and the chart and the '''Legend '''looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-15_3_2-70-(24D-1)-09162020.png]]</center>
| + | |
| − | <!--<center>X70-15_3_2-70-(24D-1)-09162020.png</center>-->
| + | |
| − | | + | |
| − | The single '''selected '''task bar exhibits its new '''shape''' and an entry for that '''shape''' is '''added''' to the '''Legend''' as a new '''Legend item'''.
| + | |
| − | | + | |
| − | For a more detailed description of other options, please see the section in the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Individual Task/Milestone Shapes | Changing Individual Task/Milestone Shapes]] <!--9.2.1-70-->
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70--> | + | {| class="wikitable" |
| | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
| | + | |- |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| | + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
| + | (24.5.9-72) |
| | | | |
| − | [[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-->
| + | [[Category:Version 7.2]] |
| − | | + | |
| − | [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-70
| + | |
| − | | + | |
| − | [[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] <!--14.0.1-70-->
| + | |
| − | | + | |
| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
| + | |
| − | | + | |
| − | [[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
| + | |
| − | | + | |
| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
| + | |
| − | | + | |
| − | (15.3.2-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| | [[Category:Editing the Chart]] | | [[Category:Editing the Chart]] |
| − | [[Category:Legend]] | + | [[Category:Task/Milestone Editing]] |
| | + | [[Category:Column Splitting]] |
| | + | [[Category:Charts]] |
| | + | [[Category:Task Links]] |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Charts]] | + | [[Category:Template Properties Form]] |
| − | [[Category:OnePager - Tool Bar]]
| + | |
| − | [[Category:Charts]]
| + | |
| − | [[Category:Editing the Chart]]
| + | |
| − | [[Category:Task/Milestone Editing]]
| + | |
| − | [[Category:Multi-Page Output]]
| + | |
| − | [[Category:Templates]]
| + | |
| | [[Category:Chart Properties Form]] | | [[Category:Chart Properties Form]] |
| − | [[Category:OnePager Express]] | + | [[Category:Asana]] |
| | + | [[Category:OnePager Bundle]] |
-11022023.png)
-11272023.png)
-11022023.png)
-11022023.png)
-11022023.png)
-11022023.png)
