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==About Sharing via Other Applications (e.g. PowerPoint)==
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==Introduction==
  
Sometimes you want to share OnePager outputs by using PowerPoint slides, Word documents, messages, or on internal websites.  When you are ready to distribute your OnePager visuals, you have several options.
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
==Copy & Paste==
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==About Splitting and Parsing Fields==
  
'''Copy/paste''' '''snapshots''' from a chart into other Microsoft Windows applications via the '''Windows clipboard'''.  This is one way to share via other Microsoft Office applications because it creates outputs that can be scaled in those other applications.  '''Copy/paste''' can be more appropriate than '''sharing''' as a '''graphics image format''' such as '''.PNG''' because it transfers the chart in a '''scaleable vector format''' called Microsoft Windows Enhanced Metafile ('''EMF''').
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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.
  
Click the '''Copy''' button as shown here:
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===Split Resource Names Example===
  
<center>[[File:P70-23_2_2_1-70-(1)-11272020.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>P70-23_2_2_1-70-(1)-11272020.png</center>-->
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When the OnePager '''document''' does not have '''multiple pages''', clicking the '''Copy''' button itself (not the dropdown menu portion) places the entire chart '''document''' into the Microsoft Windows '''clipboard'''. If the OnePager '''document''' has '''multiple pages''', you have three (3) options for placing OnePager output into the Microsoft Windows '''clipboard''' accessible by clicking the dropdown menu portion of the '''Copy''' button as shown below:
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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>
  
<center>[[File:P70-23_2_2_1-70-(2)-11272020.png]]</center>
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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:
<!--<center>P70-23_2_2_1-70-(2)-11272020.png</center>-->
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===Entire Document===
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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>
  
'''Selecting''' this copy option places the entire chart '''document''', as displayed in the '''normal view''' mode, into the Microsoft Windows '''clipboard'''.
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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.
  
===Current Page===
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===Enabling Splitting===
  
The '''current page''', in the context of a '''multiple page''' OnePager '''document''', is the '''last page''' that you performed an operation on such as clicking on a task/milestone.  You can make such page selections either in the '''normal view''' or the '''page break view''' modes.  On making the selection of the '''current page''' option, that page is placed in the Microsoft Windows '''clipboard'''.
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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:
  
===Specific 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>
  
If '''Specific page''' option is selected, you see a form where you can select the page to be placed in the Microsoft Windows '''clipboard''' as shown below:
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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:
  
<center>[[File:P70-23_2_2_1-70-(3)-11272020.png]]</center>
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
<!--<center>P70-23_2_2_1-70-(3)-11272020.png</center>-->
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
A message in the '''status bar''' at the bottom of the OnePager '''Chart Editor''' confirms that the image was copied to the '''clipboard''' as shown below:
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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:
  
<center>[[File:P70-23_2_2_1-70-(4)-11272020.png]]</center>
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<!--<center>P70-23_2_2_1-70-(4)-11272020.png</center>-->
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
===Pasting The Clipboard Contents===
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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.
  
Paste the '''clipboard contents''' into a PowerPoint slide, Word document, email message, or any other Windows application that supports pasting from the '''clipboard'''.  The chart from OnePager is in a '''vector format''', which means that you can '''resize''' it in PowerPoint, Word, etc. without losing the sharpness of the task bars, milestone symbols, decorations, and fonts.
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===Split Resources in the Chart===
  
===Cautions===
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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:
  
The size of the '''copied and pasted image''' from the OnePager '''Chart Editor''' is determined by its '''size''' in the '''Normal View''' Mode. If you '''zoomed''' the chart way out (i.e., made it small in the '''Chart Editor'''), the '''pasted image''' can be too small for PowerPoint, for example. Just to be safe, you should '''zoom in''' before copying to the clipboard.
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2)-11022023.png</center>
  
==Export of Single/Multi-Page Charts to Microsoft PowerPoint and PDF’s==
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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'''.
  
OnePager version 5.3 and later have added capabilities to '''output charts as files''' that can be loaded into Microsoft PowerPoint and displayed as '''.PDF''' images using a suitable '''PDF''' reader.  With a chart displayed in the '''Chart Editor''', click the '''File''' tab on the OnePager ribbon tool bar and then click the '''Export''' tab which provides the following options:
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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'''.
  
<center>[[File:P70-23_2_2_1-70-(5)-11272020.png]]</center>
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==Splitting Resources and Task Links==
<!--<center>P70-23_2_2_1-70-(5)-11272020.png</center>-->
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Clicking the '''Send to PowerPoint''' button formats the chart as a Microsoft PowerPoint chart and bring up a Microsoft Windows '''Save As''' form as shown below:
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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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<center>[[File:P70-23_2_2_1-70-(6)-11272020.png]]</center>
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<!--<center>P70-23_2_2_1-70-(6)-11272020.png</center>-->
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Once '''saved''', the file can be opened in Microsoft PowerPoint.  A similar option is used for '''.PDF''' file exports.  Click the '''Send to PDF''' button and a Microsoft Windows '''Save As''' form appears allowing you to '''save''' the formatted chart as a '''.PDF''' file.
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<center>[[File:P70-23_2_2_1-70-(7)-11272020.png]]</center>
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<!--<center>P70-23_2_2_1-70-(7)-11272020.png</center>-->
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Once '''saved''', the '''.PDF''' file can be '''opened''' in Adobe Acrobat® or other '''PDF''' reader. 
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There is another way to '''save''' charts in a variety of formats using the '''Save As''' button on the ribbon’s '''File''' tab as shown in the figure above.  When you click the '''Save As''' button, a form appears that allows you to select the '''Save as type:''' from the dropdown menu shown in the illustration below.  Make sure that you establish the '''file save location''' as well as selecting the file '''save type''' before clicking the '''Save''' button on the form.
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<center>[[File:P70-23_2_1-70-(4)-11272020.png]]</center>
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<!--<center>P70-23_2_1-70-(4)-11272020.png</center>-->
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==Print to Paper==
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You can distribute individual '''snapshots''' from a chart as a printed document, which includes '''.PDF''' files.  Select the '''File''' tab on the ribbon and then select the '''Print''' tab as shown below:
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<center>[[File:P70-23_2_2_1-70-(8)-11272020.png]]</center>
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<!--<center>P70-23_2_2_1-70-(8)-11272020.png</center>-->
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The chart above is a '''multi-page''' chart.  Clicking the '''Print''' button displaying the '''printer icon''' shown above accesses the standard Microsoft Windows '''Print''' formFrom this standard form you can select (1) the pages to print, (2) the printer to use, and (3) any other special features implemented on the printer and available through the '''Preferences''' button.
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<center>[[File:P70-23_2_2_1-70-(9)-11272020.png]]</center>
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<!--<center>P70-23_2_2_1-70-(9)-11272020.png</center>-->
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Choose a printer and press the '''Print''' shown above.  Printer settings can also be changed by selecting the '''Settings''' button shown on the '''Printing your chart''' page below.  By doing so, OnePager displays the '''Chart Properties''' form’s '''Page Setup''' tab.
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<center>[[File:P70-23_2_2_1-70-(10)-11272020.png]]</center>
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<!--<center>P70-23_2_2_1-70-(10)-11272020.png</center>-->
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You can print to a '''.PDF''' file if you have a '''.PDF''' virtual printer installed, such as various Adobe® products and third-party products.
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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"
 
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| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
[[Page Setup for Version 7.0 | Page Setup]] <!--8.6.1.2.1-70-->
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| [[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
 
+
|-
[[Document Fitting for Version 7.0 | Document Fitting]] <!--8.6.1.2.2-70-->
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
 
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| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
[[Repeating Elements for Version 7.0 | Repeating Elements]] <!--8.6.1.2.3-70-->
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|-
 +
| [[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
 +
|}
  
(23.2.2.1-70)
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(24.5.9-72)
  
[[Category:Version 7.0]]
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[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:Task/Milestone Editing]]
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[[Category:Column Splitting]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:OnePager Choices Form]]
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[[Category:Task Links]]
[[Category:OnePager - Tool Bar]]
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[[Category:Data Management]]
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[[Category:OnePager .TAM Files]]
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[[Category:Print]]
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[[Category:Sharing Output]]
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[[Category:Multi-Page Output]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Templates]]
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[[Category:Template Properties Form]]
 
[[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)