Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎Split Resources in the Chart)
 
(556 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==About Template Properties Form Only Features==
+
==Introduction==
  
−
Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.  
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
−
For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70--> and [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
+
==About Splitting and Parsing Fields==
  
−
You should familiarize yourself with the '''Chart Properties''' form before reading this article.   
+
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.   
  
−
For more information on the '''Chart Properties''' form, please see the article at:  [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
===Split Resource Names Example===
  
−
==A Few Words On Template Properties Forms==
+
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:
  
−
===Permanent Template Properties Forms===
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
−
Chronicle Graphics, Inc. ships OnePager Express ('''OPX''') with one pre-defined '''permanent Template Properties''' form that you cannot accidentally '''delete'''.   
+
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:
  
−
The '''permanent Template Properties''' form has the word '''Permanent''' in its name. The '''permanent Template Properties''' form cannot be modified hence all the control features on each tab are '''disabled'''.
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
−
===Metric Versus Non-Metric===
+
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.
  
−
Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart.  These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.
+
===Enabling Splitting===
  
−
OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
+
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:
  
−
==Template Properties Form's Main Tab==
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
−
The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.  The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
+
When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
  
−
<center>[[File:X70-24_2_1-70-(1)-12012020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
−
<!--<center>X70-24_2_1-70-(1)-12012020.png</center>-->
+
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
−
The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
+
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:X70-24_2_1-70-(2)-12012020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
−
<!--<center>X70-24_2_1-70-(2)-12012020.png</center>-->
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
−
The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
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 '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Excel '''source plan'''.
+
===Split Resources in the Chart===
  
−
==Template Properties Form's Time Axis Tab==
+
Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
  
−
The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and to '''centralize all time axis''' related controls at one '''Template Properties''' form tab.  
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
−
The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Time Axis''' tab for the OnePager Express '''Template Properties''' form is shown below:.
+
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'''.
  
−
<center>[[File:X70-24_2_1-70-(3)-12012020.png]]</center>
+
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'''.
−
<!--<center>X70-24_2_1-70-(3)-12012020.png</center>-->
+
  
−
The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at  [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
+
==Splitting Resources and Task Links==
  
−
==Template Properties Form's Rows/Swimlanes Tab==
+
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.
  
−
The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab.  The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the OnePager Express '''Template Properties''' form is shown below:
+
==Related Links==
  
−
<center>[[File:X70-24_2_1-70-(4)-12012020.png]]</center>
 
−
<!--<center>X70-24_2_1-70-(4)-12012020.png</center>-->
 
−
 
−
For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
 
−
 
−
==Template Properties Form's Task Links Tab==
 
−
 
−
The '''Task Links''' tab is new in OnePager Express provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
 
−
 
−
<center>[[File:X70-24_2_1-70-(4A)-12012020.png]]</center>
 
−
<!--<center>X70-24_2_1-70-(4A)-12012020.png</center>-->
 
−
 
−
Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Express.
 
−
 
−
The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Express distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Microsoft Excel '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
 
−
 
−
For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
 
−
 
−
==Template Properties Form's Advanced Template Tab==
 
−
 
−
The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.
 
−
 
−
<center>[[File:X70-24_2_1-70-(5)-12012020.png]]</center>
 
−
<!--<center>X70-24_2_1-70-(5)-12012020.png</center>-->
 
−
 
−
===Lock Background Checkbox Not Available===
 
−
 
−
In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.
 
−
 
−
===Configuring Multi-Project Imports===
 
−
 
−
One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template''' to configure a '''multi-project''' import. 
 
−
For more information on the '''Merge tasks on snapshot replacement''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Express)#Merge Tasks On Snapshot Replacement | Merge Tasks On Snapshot Replacement]] <!--24.2.1-70-->
 
−
 
−
Additional information is available on creating '''Multi-Project''' charts at: 
 
−
 
−
<center>
 
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
| [[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
 
|-
 
|-
−
| [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
+
| [[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
 
|}
 
|}
−
</center>
 
  
−
===Merge Tasks On Snapshot Replacement===
+
(24.5.9-72)
  
−
Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''.  This mode is specifically designed to support users who want to create '''Multi-Project''' charts from several independent Microsoft Excel '''source plans'''.  It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the '''merge''' reference.  This is an '''advanced feature''' and when used, OnePager needs you to create a '''Task ID''' column with '''uniquely numbered task bars and milestone symbols''' that can be '''imported''' from the various Microsoft Excel '''source plans'''.  This is necessary so that OnePager uniquely recognize each '''row''' in each separate file.
+
[[Category:Version 7.2]]
−
 
+
−
A simple example shows how this checkbox works.  Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F.  After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the chart in '''Replace Snapshot''' mode.  If the checkbox is checked '''ON''', the chart now contains task shapes A, B, C, D, E, and F.  If the checkbox is not checked, or '''OFF''', the chart now contains only task shapes D, E, and F.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.
+
−
 
+
−
==Template Properties Form's Field Mappings Tab==
+
−
 
+
−
The new '''Field Mappings '''tab in the '''Template Properties''' form for OnePager Express looks like this:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(6)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(6)-12012020.png</center>-->
+
−
 
+
−
===Basic and Date Mappings===
+
−
 
+
−
OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.  The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists above are a set of important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestones''' form tab pages. 
+
−
 
+
−
Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages.  This  '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.
+
−
Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.  For example, in the '''Basic Mappings''' group, the '''Task label''' field dropdown contains only text fields from Microsoft Excel.  And the dropdown lists in the '''Date Mappings''' group contain only Microsoft Excel date fields. 
+
−
 
+
−
These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(7)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(7)-12012020.png</center>-->
+
−
 
+
−
For more detailed information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Express for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Express - Basic Mappings]] <!--21.16.1-70-->
+
−
 
+
−
===Task Bar/Milestone Symbol Identity Mapping===
+
−
 
+
−
The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Excel field that can be used to '''uniquely identify''' each task shape.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the default mapping works just fine.  OnePager uses the '''Unique Id''' field to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
+
−
 
+
−
For '''source plans''' that are Microsoft Excel files, the default mapping is to the Microsoft Excel '''Task ID''' field.  If you opt to change the '''Task ID''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value''' for each task shape or milestone shape.  Keep in mind that once you '''create''' a chart with a '''Task ID''' mapping, it is '''nearly impossible to change''' your mind about how task bars are to be identified.  Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains no '''duplicate values'''.  To map an alternate '''Task ID''' field, use the dropdown menu shown in the illustration below:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(8)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(8)-12012020.png</center>-->
+
−
 
+
−
When  changing to an alternate '''Task ID''' field, OnePager Express displays a warning message as follows:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(9)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(9)-12012020.png</center>-->
+
−
 
+
−
For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Express for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Express - Task/Milestone Identity Mapping]] <!--21.16.1-70-->
+
−
 
+
−
===Field Splitting Feature===
+
−
 
+
−
The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source''' field.  For example, you could '''split a task''' that had three '''Resources''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource'''.  Once you '''create''' a chart with '''field splitting''' turned '''On''', it is '''impossible to change''' your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.
+
−
 
+
−
For more information on '''Field Splitting and Parsing Columns''', pleas see the article at:  [[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Columns-OnePager Express]] <!--24.5.1-70-->
+
−
 
+
−
==Related Links==
+
−
 
+
−
[[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70-->
+
−
 
+
−
[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
+
−
 
+
−
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
−
 
+
−
[[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
+
−
 
+
−
[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
−
 
+
−
[[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
+
−
 
+
−
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
−
 
+
−
[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
+
−
 
+
−
[[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
+
−
 
+
−
[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
+
−
 
+
−
[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
+
−
 
+
−
[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->
+
−
 
+
−
(24.2.1-70)
+
−
 
+
−
[[Category:Version 7.0]]
+
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
−
[[Category:OnePager Choices Form]]
 
−
[[Category:Conditional Formatting]]
 
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
−
[[Category:Task Links]]
+
[[Category:Column Splitting]]
−
[[Category:Time Axis]]
+
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
−
[[Category:Templates]]
+
[[Category:Template Properties Form]]
−
[[Category:Unique ID]]
+
−
[[Category:Templates Versus Charts]]
+
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
−
[[Category:OnePager Express]]
+
[[Category:Asana]]
 +
[[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)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=55377"