Difference between revisions of "Testing Article1"

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==About Creating and Editing Rows and Swimlanes==
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==Introduction==
  
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'''Rows and swimlanes''' are a feature of OnePager that help you to '''group, collect, and sort''' project tasks and milestones dynamically based on your underlying project data. This article covers how to create '''rows and swimlanes''' in your charts and perform '''manual edits''' on the properties of '''rows and swimlanes'''. The articles in this series provide '''overview''' and '''detailed instructions''' on how to use the new OnePager '''Multiple Swimlanes Levels Feature'''.  
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
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Most '''row and swimlane''' '''editing''' is done globally, so you should also read the [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70--> articles to familiarize yourself with some of the more common '''row and swimlane''' features.
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==About Splitting and Parsing Fields==
  
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'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the the link sub-section.
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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.
  
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==Creating a Chart with Rows and Swimlanes==
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===Split Resource Names Example===
  
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OnePager Pro and Express are distributed with a number of '''Templates Properties''' forms that can be used to create various chart '''looks'''.  Many of these '''Templates Properties''' forms already have '''swimlanes''' defined. 
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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:
  
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See the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70--> for more information.  
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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>
  
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Our recommendation for first users of OnePager is to create your first chart with the format specified by the current '''Template Properties''' form.  Once the chart is created, you have the capability to make '''edits''' including designating which '''source plan''' field should be used to control the creation of '''rows and swimlanes'''. For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information. 
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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:
  
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Please review the '''Getting Started''' article at: [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] <!--3.0-70--> to see the creation of a chart with a '''swimlane'''.
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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>
  
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==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
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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.
  
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OnePager version 7.0 has a new feature called: '''multiple swimlane levels'''. A Gantt chart with '''multiple swimlane levels''' and '''multiple text columns''' is shown here:
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===Enabling Splitting===
  
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<center>[[File:P70-12_0_1-(1)-06092020.png]]</center>
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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:
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<!--<center>P70-12_0_1-(1)-06092020.png</center>-->
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In the illustration above, the first three columns in the chart are the '''three multiple swimlane levels''' and the two columns to their right are two '''text columns'''. Timeline layout charts where multiple '''source plan''' tasks are placed in a single chart '''row''' can also have '''multiple swimlane levels''' and '''text columns'''. A description of this new feature and an '''overview''' of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager Pro and Express users is that you read the two articles in the table of links below to become familiar with the '''multiple swimlane levels''' concepts and the forms and controls available before using '''multiple swimlane levels''' to construct new charts. Experienced OnePager Pro and Express users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article 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>
  
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<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:
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===Overview and Summary Articles===
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</center>
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<center>
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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{| class="wikitable"
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
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| [[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
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|-
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| [[Using the Multiple Swimlane Levels Feature - Overview | Using the Multiple Swimlane Levels Feature - Overview]] <!--12.0.3-70-->
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|}
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</center>
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The articles in the tables of links below provide detailed information on '''creating and editing rows and multiple swimlane levels''' for OnePager Pro and Express version 7.0:
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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:
  
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<center>
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
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===Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form===
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
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</center>
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<center>
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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.
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{| class="wikitable"
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| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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|-
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| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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|-
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| [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
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|-
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| [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
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|-
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| [[Automatically Hiding Empty Rows for OnePager Pro for Version 7.0 | Automatically Hiding Empty Rows for OnePager Pro]] <!--12.05.1-70-->
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| [[Automatically Hiding Empty Rows for OnePager Express for Version 7.0 | Automatically Hiding Empty Rows for OnePager Express]] <!--12.05.2-70-->
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|-
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| [[Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Pro]] <!--12.4.1-70-->
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| [[Snapshot-Dependent Text Columns for OnePager Express for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Express]] <!--12.4.2-70-->
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−
|}
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</center>
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<center>
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===Split Resources in the Chart===
  
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===Manual Editing of Rows and Swimlanes in the Chart Editor===
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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:
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</center>
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<center>
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
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{| class="wikitable"
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<center>P72-24_5_3-72-(2)-11022023.png</center>
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| [[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
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|-
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| [[Moving Rows for Version 7.0 | Moving Rows]] <!--12.9.1-70-->
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|-
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| [[Moving Swimlanes for Version 7.0 | Moving Swimlanes]] <!--12.10.1-70-->
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|-
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| [[Resizing the Height of Rows for Version 7.0 | Resizing the Height of Rows]] <!--12.11.1-70-->
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|-
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| [[Resizing the Height of Swimlanes for Version 7.0 | Resizing the Height of Swimlanes]] <!--12.12.1-70-->
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|-
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| [[Manually Hiding and Unhiding Swimlane Levels for Version 7.0 | Manually Hiding and Unhiding Swimlane Levels]] <!--12.5.1-70-->
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|}
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</center>
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<center>
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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'''.
  
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===Editing Rows and Swimlanes Using Right-Click Context Menu Commands===
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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'''.
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</center>
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==Splitting Resources and Task Links==
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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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==Related Links==
  
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<center>
 
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
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| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
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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
 
|-
 
|-
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| [[Hiding and Unhiding Rows and Swimlanes for Version 7.0 | Hiding and Unhiding Rows and Swimlanes]] <!--12.13.1-70-->
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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
 
|-
 
|-
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| [[Adding a Row or Swimlane for Version 7.0 | Adding a Row or Swimlane]] <!--12.16.1-70-->
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| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
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| [[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
 
|-
 
|-
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| [[Splitting Swimlanes for Version 7.0 | Splitting Swimlanes]] <!--12.17.1-70-->
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| [[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
 
|-
 
|-
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| [[Grouping Rows into Swimlanes for Version 7.0 | Grouping Rows into Swimlanes]] <!--12.18.1-70-->
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| [[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
 
|-
 
|-
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| [[Adding a Row to a Swimlane for Version 7.0 | Adding a Row to a Swimlane]] <!--12.19.1-70-->
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| [[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
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|-
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| [[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
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| [[Making Each Row into a Swimlane for Version 7.0 | Making Each Row into a Swimlane]] <!--12.20.1-70-->
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|-
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| [[Merging Swimlanes for Version 7.0 | Merging Swimlanes]] <!--12.21.1-70-->
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|-
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| [[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70--> 
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|-
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| [[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] <!--12.23.1-70-->
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|-
 
|-
 +
| [[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
 
|}
 
|}
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</center>
 
  
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<center>
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(24.5.9-72)
  
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===Zebra Striping Rows and Swimlanes===
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[[Category:Version 7.2]]
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</center>
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[[Category:Editing the Chart]]
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[[Category:Task/Milestone Editing]]
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<center>
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[[Category:Column Splitting]]
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{| class="wikitable"
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| [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
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| [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
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|}
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</center>
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(12.0.1-70)
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[[Category:Version 7.0]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Templates]]
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[[Category:Task Links]]
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[[Category:Chart Properties Form]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
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[[Category:Editing a Chart]]
 
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[[Category:OnePager - Tool Bar]]
 
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[[Category:Task/Milestone Editing]]
 
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[[Category:Rows and Swimlanes]]
 
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[[Category:Multiple Swimlane Levels]]
 
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[[Category:Labels]]
 
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[[Category:Text Columns]]
 
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Snapshot Dependent/Independent]]
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[[Category:Template Properties Form]]
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[[Category:Row Stripes]]
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[[Category:Chart Properties Form]]
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[[Category:Swimlane Stripes]]
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[[Category:Asana]]
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[[Category:Mavericks]]
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[[Category:OnePager Bundle]]
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[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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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)

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