Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎Split Resources in the Chart)
 
(539 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==Overview==
+
==Introduction==
  
−
The '''Chart Properties ''' form’s '''Time Axis '''tab has three (3) sub-tabs that provide controls for each '''Time Axis Level'''.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
−
For more information on '''Showing Different Time Units''', please see the article at:  [[Showing Different Time Units of Time for OnePager Express for Version 7.0 | Showing Different Units of Time for OnePager Express]] <!--22.1.2-70-->
+
==About Splitting and Parsing Fields==
  
−
The '''Chart Properties''' form '''Time Axis '''tab’s three '''Time Axis Level '''sub-tabs contain essentially the same controls and look like this:
+
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. 
  
−
<center>[[File:X70-21_17_2-70-(2)-10242020.png]]</center>
+
===Split Resource Names Example===
−
<!--<center>X70-21_17_2-70-(2)-10242020.png</center>-->
+
  
−
Within each of these sub-tabs (i.e., '''Top''', '''Middle''', and '''Bottom''') there are six (6) control groups: (11) '''Show this level '''checkbox, (2) '''Re-Order Levels''', (3) '''Labels''', (4) '''Formatting''', (5) '''Background Color(s)''', (6) '''Size'''.  The controls provided in the '''Chart Properties '''form’s '''Time Axis '''tab and the three (3) sub-tabs considered here are the same as the corresponding sub-tabs in the '''Template '''form’s '''Time Axis '''tab.  For completeness, the '''Show this level''' checkbox that appears in the '''Top''', '''Middle''', and '''Bottom''' sub-tabs of the '''Template''' and '''Chart Properties''' form’s '''Time Axis '''tab can be used to '''show '''or '''hide''' the corresponding '''Time Axis Level''' in the chart.  At least '''one''' '''Time Axis Level '''must be '''shown'''.
+
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:
  
−
An attempt to '''hide '''all three '''Time Axis Levels''' causes the message below to display:  
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
−
<center>[[File:X70-22_1_6-70-(2)-11132020.png]]</center>
+
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>X70-22_1_6-70-(2)-11132020.png</center>-->
+
  
−
The '''Re-Order Levels''' up and down arrows are provided so that you can '''exchange '''the location of '''Time Axis Levels''' with the up to three '''levels '''provided.
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
−
For more information on '''Re-Ordering Time Axis Levels''', please see the article at: [[Re-Ordering Time Axis Levels for OnePager Express for Version 7.0 | Re-Ordering Time Axis Levels for OnePager Express]] <!--22.3.6-70-->
+
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.
  
−
For more information on the '''Formatting '''control group, which supports '''formatting Time Axis Level and Cell borders''', please see the article at: [[Changing the Time Axis Borders for OnePager Express for Version 7.0 | Changing the Time Axis Borders for OnePager Express]] <!--22.1.8-70-->
+
===Enabling Splitting===
  
−
The '''Size '''control group, found in the lower right corner of the tab, relates to changing the '''vertical height''' of the '''Time Axis Level''' is a dial control whose units are either in inches or centimeters depending on the type of '''Template''' being used to create the chart.  Variations in '''Time Axis Level height''' can be useful for emphasizing the '''Time Axis Level, '''for providing vertical space for large '''Label fonts''', or for providing the necessary vertical space for '''rotated Time Axis Level labels'''.  Changes to the '''Size (Height:) '''control applies to all '''cells '''in the '''Time Axis Level'''.  The purpose of this article is to describe the '''Label''' sub-group and how its controls can be used for '''editing''' of the chart through the use of the '''Chart Properties '''form and the '''Chart Editor'''.
+
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:
  
−
==Editing Time Axis Level Properties with the Chart Properties Form==
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
−
Within each sub-tab are controls for '''Time Axis Level Labels''' as in previous OnePager versions.
+
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:X70-22_1_6-70-(3)-11132020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
−
<!--<center>X70-22_1_6-70-(3)-11132020.png</center>-->
+
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
−
===Tic Units===
+
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:
  
−
A '''Tic''' is the '''vertical border''' outlining a '''Time Axis Cell'''. A '''Tic unit''' is the space between the two '''vertical borders''' that define a '''Time Axis Cell'''. The '''Tic units''' dropdown for each '''Time Axis Level''' consist of the same options as shown below:
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
−
<center>[[File:X70-22_1_6-70-(4-2)-11132020.png]]</center>
+
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.
−
<!--<center>X70-22_1_6-70-(4-2)-11132020.png</center>-->
+
  
−
===Label Format===
+
===Split Resources in the Chart===
  
−
The '''Label format''' dropdown provides OnePager list of all available '''Label formats''' specific to the '''Tic Unit'''.  The '''Label format''' list is enhanced to give you the capability to define your own '''Custom Date Format''' as shown in the illustration below. 
+
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:
  
−
:1) Note the item in the list below called '''Add Custom Format…'''.
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
−
:2) '''Selecting''' the '''Add Custom Format… '''option takes you to the '''Custom Date Format '''feature.
+
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:X70-22_1_6-70-(5)-11132020.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>X70-22_1_6-70-(5)-11132020.png</center>-->
+
  
−
For more information on the '''Custom Date Format '''feature, please see the article at:  [[The Custom Date Format Feature for OnePager Express for Version 7.0 | The Custom Date Format Feature for OnePager Express]] <!--22.5.2-70-->
+
==Splitting Resources and Task Links==
  
−
===Label Alignment===
+
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 '''Label alignment''' dropdown provides '''Label format text alignment options''' for each '''tic unit '''in the '''Time Axis Level Cells'''.
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(6)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(6)-11132020.png</center>-->
+
−
 
+
−
===Label Font Properties===
+
−
 
+
−
Clicking the '''Label font '''dropdown accesses the standard '''Font properties''' form as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(7)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(7)-11132020.png</center>-->
+
−
 
+
−
The '''Font properties '''form allows you to '''edit''' the way the '''text''' in the selected '''Time Axis Level text '''appears with regard to '''font type''', '''color''', '''size''', and settings for '''Bold''', ''Italics'', and [[Underline]].  As in previous versions of OnePager you are able to '''maverick '''the '''Label font''' properties of each '''Time Axis Level Cell''' by using its '''time axis''' right-click '''context menu’s Format cell …''' command and '''Font properties '''form.
+
−
 
+
−
===Unit Skip Count===
+
−
 
+
−
The '''Unit skip count '''determines the number of '''time units''' that are skipped between '''Time Axis Level Labels'''.  Normally the '''Unit skip count '''is set to 1 as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(8)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(8)-11132020.png</center>-->
+
−
 
+
−
To illustrate an '''edit''', if you set the '''Middle Time Axis Level’s''' '''Unit skip count''' to a higher value of 2, the '''Time Axis Bottom Level '''looks like this:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(9)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(9)-11132020.png</center>-->
+
−
 
+
−
In the above illustration the '''Middle Level Time Axis '''is no longer consistent with the '''Top '''or '''Bottom Level Time Axes''' with respect to '''Unit skip counts'''.  To avoid confusion, it is recommended not '''showing '''the '''Bottom Level Time Axis''' as illustrated below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(10)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(10)-11132020.png</center>-->
+
−
 
+
−
As with other '''Time Axis Level '''and '''Cell properties''', any '''edits''' made to a '''Time Axis Level '''or '''Cell property''' is made to the corresponding element of a '''Floating Time Axis''' as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(11)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(11)-11132020.png</center>-->
+
−
 
+
−
For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] <!--22.3.10-70-->
+
−
 
+
−
===Use Fiscal Year Checkbox===
+
−
 
+
−
The '''Use fiscal year''' checkbox, when checked, tells OnePager to apply '''Fiscal Year/Week''' dates as applicable.  The controls for '''Fiscal Year/Week '''designations are found in the '''Chart Properties '''form '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Calendar Settings '''group as discussed above.
+
−
 
+
−
For more information on formulating '''Fiscal Year Time Axis Levels''', please see the article at: [[Using Fiscal Years and Weeks for OnePager Express for Version 7.0 | Using Fiscal Years and Weeks for OnePager Express]] <!--22.2.2-70-->
+
−
 
+
−
===Rotate Label 90 Degrees Checkbox===
+
−
 
+
−
The '''Rotate label 90 degrees '''checkbox found in the '''Top''', '''Middle''', and '''Bottom''' '''Levels '''sub-tabs of the '''Chart Properties '''form’s '''Time Axis '''tab allows you to represent the various '''Time Axis Level Cell’s text''' contents rotated 90 degrees clockwise as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(12)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(12)-11132020.png</center>-->
+
−
 
+
−
==Editing Time Axis Level Properties in the Chart Editor==
+
−
 
+
−
===Tic Units, Label Formats, and Label Alignments===
+
−
 
+
−
The controls in the '''Chart Properties '''form’s '''Time Axis '''tab can be accessed directly by right-clicking on any '''Time Axis Cell''' to access the '''time axis''' right-click '''context menu '''and then clicking the '''Time-axis properties…''' command as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(13)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(13)-11132020.png</center>-->
+
−
 
+
−
After clicking the '''Time-axis properties… '''command, the '''Chart Properties '''form’s '''Time Axis '''tab is accessed at the '''Level '''of the selected '''cell(s) '''so you can '''edit''' any '''Time Axis Level Label property'''.  You also have the capability at this point to click to another '''Time Axis Level '''tab in the '''Chart Properties '''form and make '''edits''' to any of those '''Label '''group controls.  These '''edits''', when '''applied''' by clicking the '''Apply '''or '''OK '''button on the '''Chart Properties '''form, change any of the values you '''edited''' in the '''Label '''control group.  It should be noted that changing the value of the '''Tic Units dropdown''' makes a corresponding change to the list of values available for the '''Label format dropdown'''. 
+
−
 
+
−
The following are three examples of available '''Label format''' for '''Years''', '''Months''', and '''Weeks''':
+
−
 
+
−
====Years Example====
+
−
 
+
−
:1) '''Chart Properties '''form '''Time Axis '''tab’s '''Top '''sub-tab with the '''Tic Unit '''selected for '''Years''':
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(14)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(14)-11132020.png</center>-->
+
−
 
+
−
====Months Example====
+
−
 
+
−
:2) '''Chart Properties '''form '''Time Axis '''tab’s '''Middle '''sub-tab with the '''Tic Unit '''selected for '''Months''':
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(15)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(15)-11132020.png</center>-->
+
−
 
+
−
====Weeks Example====
+
−
 
+
−
:3) '''Chart Properties '''form '''Time Axis '''tab’s '''Bottom '''sub-tab with the '''Tic Unit '''selected for '''Weeks''':
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(16)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(16)-11132020.png</center>-->
+
−
 
+
−
===Custom Date Format Feature===
+
−
 
+
−
OnePager provides a self-contained and comprehensive list of '''Label formats''' for all of the '''Tic Unit '''options included with the product.  There can be cases where the OnePager provided '''Label formats '''are insufficient for your needs.  In such cases, OnePager provides the '''Custom Date Format '''feature that allows you to define your specific '''Label format''' and include that '''format''' in the dropdown lists for most '''Tic unit options'''.
+
−
 
+
−
For more information on the '''Custom Date Format '''feature, please see the article at:  [[The Custom Date Format Feature for OnePager Express for Version 7.0 | The Custom Date Format Feature for OnePager Express]] <!--22.5.2-70-->
+
−
 
+
−
===Label Alignment Dropdown Options===
+
−
 
+
−
The '''Label alignment dropdown''' provides options for '''aligning''' the '''text''' within all '''Time Axis Level Cells''' in the '''Level '''selected.  As mentioned above, a '''Tic''' is the vertical border outlining a '''Time Axis Cell''' and a '''Tic unit''' is the space between the two vertical borders that define a '''Time Axis Cell'''. 
+
−
 
+
−
You have four (4) options for '''aligning text''' within a '''Tic unit''' as shown below''':'''
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(6)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(6)-11132020.png</center>-->
+
−
 
+
−
The default '''Label alignment''' found in OnePager Express distributed '''Template Properties''' and '''Chart Properties '''forms is '''Center between tics'''.  An example of a portion of a chart’s '''Time Axis''' with the '''Middle''' '''Time Axis Level '''using the '''Center on tics''' alignment option is shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(17)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(17)-11132020.png</center>-->
+
−
 
+
−
It is recommended that these '''Label alignment options''' be used in such a way that the '''alignment''' with '''Time Axis Level Cells''' at a lower '''Level '''makes for a logical presentation.
+
−
 
+
−
===Label Font Usage===
+
−
 
+
−
Clicking the '''Label font dropdown''' accesses the standard OnePager '''Font properties '''form as shown below:
+
−
 
+
−
<center>[[File:X70-22_1_6-70-(7)-11132020.png]]</center>
+
−
<!--<center>X70-22_1_6-70-(7)-11132020.png</center>-->
+
−
 
+
−
The '''edits''' made in the '''Font properties '''form apply to all the '''text '''in the '''Time Axis Level''' as shown below.
+
−
 
+
−
====Font====
+
−
 
+
−
Clicking the '''Font dropdown '''accesses the list of '''Font Types''' available on your computer and displays them as a dropdown''' '''menu.
+
−
 
+
−
====Color====
+
−
 
+
−
Clicking the '''Color dropdown''' accesses the OnePager standard '''Color Chooser''' and allows you to '''edit '''the '''background color''' in the '''selected Time Axis Cell(s)'''.
+
−
 
+
−
====Size====
+
−
 
+
−
The '''Size '''dial allows you to select the '''pixel size''' for the '''text '''being '''edited'''.
+
−
 
+
−
====Bold, Italics, Underline====
+
−
 
+
−
The three (3) buttons below the '''Color dropdown''' marked '''B''', ''I'', and [[U]] are provided to enhance the selected '''text''' as '''Bold''', ''Italics'', and [[Underlined]].
+
−
 
+
−
To '''Apply '''the '''edits''' made in the '''Font properties '''form click the '''OK''' button.
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Showing Different Time Units of Time for OnePager Express for Version 7.0 | Showing Different Units of Time for OnePager Express]] <!--22.1.2-70-->
+
{| class="wikitable"
−
 
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
−
[[Using Fiscal Years and Weeks for OnePager Express for Version 7.0 | Using Fiscal Years and Weeks for OnePager Express]] <!--22.2.2-70-->
+
| [[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
−
 
+
|-
−
[[The Custom Date Format Feature for OnePager Express for Version 7.0 | The Custom Date Format Feature for OnePager Express]] <!--22.5.2-70-->
+
| [[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
−
[[Re-Ordering Time Axis Levels for OnePager Express for Version 7.0 | Switching Time Axis Levels for OnePager Express]] <!--22.3.6-70-->
+
|-
−
 
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
−
[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] <!--22.3.10-70-->
+
| [[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
−
 
+
|-
−
[[Changing the Time Axis Borders for OnePager Express for Version 7.0 | Changing the Time Axis Borders for OnePager Express]] <!--22.1.8-70-->
+
| [[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
 +
|}
  
−
(22.1.6-70)
+
(24.5.9-72)
  
−
[[Category:Version 7.0]]
+
[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
−
[[Category:Time Axis]]
+
[[Category:Task/Milestone Editing]]
−
[[Category:Time Axis Tab]]
+
[[Category:Column Splitting]]
−
[[Category:Non-Linear Time Axis]]
+
−
[[Category:Floating Time Axis]]
+
−
[[Category:Fiscal Years]]
+
−
[[Category:Custom Date Format]]
+
 
[[Category:Charts]]
 
[[Category:Charts]]
−
[[Category:Templates]]
+
[[Category:Task Links]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 
[[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"