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==About Sharing Charts==
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==Introduction==
  
Individual charts can be '''saved''' as '''.TAM''' files and '''shared''' with other OnePager users.  This is especially useful when a chart needs to be '''updated''', when other team members are making contributions, when there are several different audiences, or when the primary project manager is out of the office.  A '''.TAM''' file is a compact file that stores everything needed to '''recreate''' a chart.  You can email a .'''TAM''' file to another OnePager user who wants to '''edit''' or add to your work.
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
Please consult these detailed articles on '''sharing chart and files''' at these links:
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==About Splitting and Parsing Fields==
  
<center>
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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.
{| class="wikitable"
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| [[Opening Charts for Version 7.0 | Opening Charts]] <!--23.2.1.1-70-->
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|-
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| [[Sharing via Other Applications (e.g., PowerPoint) for Version 7.0 | Sharing via Other Applications (e.g., PowerPoint)]] <!--23.2.2.1-70-->
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|-
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|[[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->>
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|}
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</center>
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The remainder of this article is a summary of '''share files''' in OnePager.
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===Split Resource Names Example===
  
==There are Several Ways to Share==
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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:
  
===Sharing a .TAM File===
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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>
  
To send your chart as a '''.TAM''' file to another person or to place the file in some other storage device, treat the '''.TAM''' file as any other Microsoft Windows based file.   You don’t need the OnePager applications to do this if the .'''TAM''' is previously '''saved'''.
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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:
  
First locate the file using the typical means that you normally do such as using Microsoft Windows Explorer as shown here:
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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>
  
<center>[[File:P70-23_2_1-70-(1-1)-12172020.png]]</center>
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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.
<!--<center>P70-23_2_1-70-(1-1)-12172020.png</center>-->
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Use the '''Cut''' function, the '''Copy''' function, '''drag and drop''' the file into the desired folder, or go to the new folder and use the '''Paste''' function.
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===Enabling Splitting===
  
===Sharing an Image===
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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:
  
OnePager supports sending a chart as an '''image file''' in one of three formats to a '''Save As''' location you choose.   This is useful if the colleague does not have OnePager installed and thus cannot open a '''.TAM''' file.  First, make sure the desired chart is displayed in the '''Chart Editor''' window.  Next, click the '''File''' button and click the '''Export''' tab as shown below:
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>[[File:P70-23_2_1-70-(2)-11272020.png]]</center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
<!--<center>P70-23_2_1-70-(2)-11272020.png</center>-->
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Then, select the '''image file type''' from the dropdown menu shown above and determine if you want to send the entire document or a portion of it for '''multi-page''' documents using the '''Page Range''' box provided at the right. Finally, click the '''Send to Image File(s) of Type:''' button shown above. This brings up the Microsoft Windows '''Save As''' form allowing you to save the '''image file''', in this case a '''.PNG''', to any location on disk or network as shown here:
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
<center>[[File:P70-23_2_1-70-(3)-11272020.png]]</center>
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Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here:
<!--<center>P70-23_2_1-70-(3)-11272020.png</center>-->
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===Saving to Previous Versions of OnePager===
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
'''Image files''' can also be '''saved''' in different formats, that is, different versions of OnePager, by using the '''Save as type:''' dropdown menu in the '''Save As''' tab of OnePager's '''File''' tab.  You have several format options for saving the current chart.  You can '''save''' the '''.TAM''' file as a '''.TAM''' file compatible with OnePager Pro ('''OPP''')  or Express ('''OPX''') versions 5.0, 5.1, 5.2, 5.3, 6.0 and 6.1.  You can also save the '''Image''' file formatted as a '''.PNG, .JPG, .GIF, or .BMP'''.
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Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
  
The '''Save As''' form looks like this with the '''Save as type:''' dropdown menu extended:
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===Split Resources in the Chart===
  
<center>[[File:P70-23_2_1-70-(4)-11272020.png]]</center>
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Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
<!--<center>P70-23_2_1-70-(4)-11272020.png</center>-->
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'''Saving''' a chart as a '''.TAM''' file for a previous version of OnePager is useful when sharing files with colleagues who have not yet upgraded to '''OPP''' or '''OPX''' version 7.0.
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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>
  
===By Sending the Image File to Microsoft Outlook===
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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'''.
  
You can also send an '''image''' of your chart directly to a Microsoft Outlook message form as a graphics image ('''.PNG''') attachment to the message.  First, make sure the desired chart is displayed in the '''Chart Editor'''.  Next, click the '''File''' button and select the '''Export''' tab and select the '''image file type''' as shown below:
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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_1-70-(6)-11272020.png]]</center>
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==Splitting Resources and Task Links==
<!--<center>P70-23_2_1-70-(6)-11272020.png</center>-->
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Then, determine if you want to send the entire document or a portion of it for '''multi-page''' documents using the '''Page Range''' box provided at the rightFinally, click the '''Send to Microsoft Outlook''' button.  This accesses a Microsoft Outlook message form where below that the '''image file''' is attached to the message:
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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.
  
<center>[[File:P70-23_2_1-70-(5)-11272020.png]]</center>
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==Related Links==
<!--<center>P70-23_2_1-70-(5)-11272020.png</center>-->
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If Microsoft Outlook is not your email message handler, other messaging systems typically accommodate various files types including images.
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{| class="wikitable"
 +
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
 +
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
|-
 +
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
 +
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 +
|-
 +
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
 +
| [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
 +
|-
 +
| [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 +
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 +
|-
 +
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
 +
| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
 +
|-
 +
| [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
 +
| [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72
 +
|-
 +
| [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72
 +
| [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72
 +
|}
  
(23.2.1-70)
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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]]
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[[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:Data Management]]
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[[Category:OnePager - Tool Bar]]
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[[Category:OnePager .TAM Files]]
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[[Category:Importing]]
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[[Category:Sharing 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)