Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎Split Resources in the Chart)
 
(478 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==Overview==
+
==Introduction==
  
−
'''Daily Curtains''' is a feature of OnePager that allows you to add '''colored Curtains''' throughout the chart for specific '''days of the week'''.    The '''Daily Curtains''' feature is useful when it is important to visualize a particular '''day''' or '''days in a week''' that have special meaning.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
−
The most common usage is to display '''Daily Curtains''' for weekend days.
+
==About Splitting and Parsing Fields==
  
−
===Daily Curtains - An Example===
+
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. 
  
−
Typically, '''Daily Curtains''' are used in charts where the '''timeline''' is short, say a few weeks or less as shown below:
+
===Split Resource Names Example===
  
−
<center>[[File:P70-22_5_5-70-(1)-11112020.png]]</center>
+
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>P70-22_5_5-70-(1)-11112020.png</center>-->
+
  
−
For example, if you go to the '''Chart Properties '''form '''Time Axis '''tab’s '''Format '''sub-tab you can assign different colors to Sunday and Saturday in the '''Days of the Week and Non-Working Times '''control group as is done below:
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
−
<center>[[File:P70-22_5_5-70-(2)-11112020.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>P70-22_5_5-70-(2)-11112020.png</center>-->
+
  
−
When these settings are '''Applied''' to the chart, it looks like this:
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
−
<center>[[File:P70-22_5_5-70-(3)-11112020.png]]</center>
+
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>P70-22_5_5-70-(3)-11112020.png</center>-->
+
  
−
===Limitations Of Daily Curtains===
+
===Enabling Splitting===
  
−
'''Daily Curtains''' cannot be manually '''selected''' or '''edited''' in the chart with a left or right-click.  However, the '''properties of all Daily Curtains''' as a group can be '''edited''' by accessing the '''Chart Properties''' form '''Time Axis''' tab’s '''Format '''sub-tab’s '''Days of the Week and Non-Working Times''' control group.  '''Daily Curtains''' also do not appear as entries in '''The Grid'''.  '''Daily Curtains''' can be eliminated from the chart by '''editing''' their '''color''' selection in the OnePager standard '''Color Chooser '''to '''No Fill'''.  '''Daily Curtains''' are '''snapshot-independent'''.
+
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:
  
−
The '''Template Properties '''form '''Time Axis '''tab’s '''Format '''sub-tab has identical controls as the '''Chart Properties''' form where you can manage '''Daily Curtains''' at a '''global '''level.
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
−
The intent of this article is to provide the information essential for you to '''create''', '''edit''', and '''manage Daily Curtains''' in the chart.
+
When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
  
−
==Using The Daily Curtain Feature==
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
−
'''Daily Curtains''' are useful in charts that are focused on short '''timespans''' or resolutions down to the '''week''', '''day''', or '''hour '''levels of '''timespan '''granularity.  '''Daily Curtains''' provide the opportunity to highlight these '''timespans''' with '''color'''.  Control over the '''Daily Curtain '''feature is provided in the '''Format '''sub-tab of the '''Chart Properties Time Axis '''tab that looks like this:
+
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:P70-21_17_1-70-(3)-10242020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
−
<center>P70-21_17_1-70-(3)-10242020.png</center>
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
−
There are two control groups on this sub-tab for controlling the''' '''visualization of '''Days of the Week and Non-Working Times''' and a control group for '''creating''', '''editing''', and '''tracking''' '''Curtains and Timespans'''.
+
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 Days of the Week and Working Times Control Group===
+
===Split Resources in the Chart===
  
−
The '''Days of the Week and Non-Working Times''' control group has four sets of control sub-groups for enhancing the focus on '''Days of the Week''', '''Working Hours''', and '''Non-Working Hours'''. 
+
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>[[File:P70-22_5_5-70-(5)-11112020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
−
<!--<center>P70-22_5_5-70-(5)-11112020.png</center>-->
+
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
−
====Show or Hide Selected Days of the Week====
+
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'''.
  
−
The '''default setting''' specified in the checkboxes shown above ('''No-1)''' in this control group is the '''checked '''or '''ON''' value.  When these checkboxes are checked '''ON''', those '''Days of the Week '''are '''shown '''in the chart even if there is no '''color '''selection.  If a checkbox is unchecked or '''OFF''', the unchecked '''Day of the Week '''is '''hidden'''.  
+
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'''.
  
−
====Cautions====
+
==Splitting Resources and Task Links==
  
−
Not '''showing '''a '''day of the week '''using these controls also '''hides''' the '''day''' in the '''Time Axis Levels'''.  To prevent complete voiding of the chart, at least '''one of the''' '''Days of the Week''' checkboxes must be checked '''ON'''.  If all '''Days of the Week '''checkboxes are unchecked or '''OFF''', OnePager provides the warning message shown here:
+
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:P70-22_5_5-70-(6)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(6)-11112020.png</center>-->
+
−
 
+
−
====Hiding Weekend Days - An Example====
+
−
 
+
−
Suppose you have a chart as shown below that shows just the days of the month of December 2019:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(7)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(7)-11112020.png</center>-->
+
−
 
+
−
Further, suppose you want to '''hide''' the '''weekend days'''.  You can do this by making the following '''edits''' to the '''Chart Properties''' form '''Time Axis '''tab’s '''Format''' sub-tab as shown below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(8)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(8)-11112020.png</center>-->
+
−
 
+
−
In the above illustration, the '''edits''' entail unchecking the '''Sunday''' and '''Saturday '''checkboxes.  No other '''edit '''action is required.  When these two '''edits''' are '''applied '''to the chart by clicking the '''Chart Properties '''form’s '''Apply '''or '''OK '''button, the chart looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(9)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(9)-11112020.png</center>-->
+
−
 
+
−
====Adding Colors to Selected Daily Curtains - An Example====
+
−
 
+
−
The example above can be displayed in a different way by continuing to''' show''' all '''Days of the Week''', but '''coloring''' the weekend days with '''Daily Curtains'''.  If you change the controls slightly in the sub-tab by rechecking the checkboxes for '''Sunday''' and '''Saturday''' and select '''colors''' ('''No-2''') for these two weekend days, the sub-tab looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(10)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(10)-11112020.png</center>-->
+
−
 
+
−
'''Selecting''' a '''color''' involves clicking the standard '''Color Chooser''' dropdown next to the '''day of the week''' checkbox and selecting the '''color''' from the '''Color Chooser '''form.  '''Applying''' these '''edits''' alters the chart to look like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(11)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(11)-11112020.png</center>-->
+
−
 
+
−
Adding '''color''' for '''Daily Curtains''' requires that the '''Show Days''' checkboxes be checked '''ON'''.  If the checkboxes are not checked or '''OFF''', the '''colors''' and the '''Daily Curtains '''are not '''shown'''.
+
−
 
+
−
====Editing Transparency for All Daily Curtains - An Example====
+
−
 
+
−
'''Transparency''' for all '''Daily Curtains '''('''No-3''') can be '''edited''' by resetting the '''Daily Curtain Transparency''' '''percent setting'''.  To make '''Daily Curtains''' more '''transparent''' increase the '''percentage setting''' in the '''Daily Curtain Transparency '''window as shown below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(12)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(12)-11112020.png</center>-->
+
−
 
+
−
'''Applying''' this '''edit''' by clicking the '''Apply '''button on the '''Chart Properties '''form alters the chart’s '''Daily Curtains''' to look like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(13)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(13)-11112020.png</center>-->
+
−
 
+
−
====Designate a Color for Daily Curtain Borders - An Example ====
+
−
 
+
−
'''Borders''' ('''No-4''') can also be erected around all '''Daily Curtains''' by using the '''Daily Curtain Border: '''Standard '''Color Chooser''' dropdown to select a '''color'''.  In this example, the '''color''' black is chosen for all '''Daily Curtain Border:''' associated with the weekends:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(14)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(14)-11112020.png</center>-->
+
−
 
+
−
'''Applying''' the selected '''color''' to the '''Daily Curtain''' '''Borders''' by clicking the '''Apply '''button on the '''Chart Properties '''form alters the chart as shown below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(15)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(15)-11112020.png</center>-->
+
−
 
+
−
'''Daily Curtains''' are not listed in the '''Curtains and Timespans Grid'''.  '''Daily Curtains cannot be selected with the mouse''' and cannot be '''mavericked''' or '''edited'''.  '''Editing''' '''Daily Curtains '''is only possible using the techniques discussed above.
+
−
 
+
−
==Other Examples==
+
−
 
+
−
===Daily Curtains for Weekdays===
+
−
 
+
−
Suppose you '''select''' to have '''alternating days of the week''' showing a '''blue color''' for the chart below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(16)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(16)-11112020.png</center>-->
+
−
 
+
−
To put in alternating '''Daily Curtains''' for the chart above, '''edit''' the '''Curtain Colors:''' dropdowns so they look like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(17)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(17)-11112020.png</center>-->
+
−
 
+
−
After the controls above are configured, click the '''Apply '''or '''OK '''button in the '''Chart Properties '''form and the chart looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(18)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(18)-11112020.png</center>-->
+
−
 
+
−
====Caution When Checking/Unchecking Show Days: Checkboxes====
+
−
 
+
−
Care must be taken when checking and unchecking the checkboxes for the '''Show Days:''' sub-group of controls.  These checkboxes are checked '''ON''' as the '''default setting''' so their respective '''Days of the Week '''are '''shown'''.  If one or more of these checkboxes are unchecked or '''OFF''', the '''day of the week '''associated with the unchecked checkbox is '''not shown''' and there is a '''gap''' in the '''timeline'''.   
+
−
 
+
−
For example, if you retain the light blue '''color''' but uncheck those checkboxes for which there is the '''No-fill''' '''color''' selected, the '''Chart Properties '''form '''Time Axis '''tab’s '''Format '''sub-tab looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(19)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(19)-11112020.png</center>-->
+
−
 
+
−
When these '''edits''' are '''applied''' to the chart above, it looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(20)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(20)-11112020.png</center>-->
+
−
 
+
−
===Using Alternating Colors for Daily Curtains===
+
−
 
+
−
An easy way to differentiate between days is to '''edit''' some of the '''colors''' for the remaining '''Daily Curtains''' in the '''Chart Properties''' form '''Time Axis''' tab’s '''Format '''sub-tab''' '''in the '''Curtain Colors:''' control sub-group as shown below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(21)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(21)-11112020.png</center>-->
+
−
 
+
−
Above, '''Monday''', '''Wednesday''', and '''Friday''' are the only days '''shown'''.  The remaining days have their '''Show Days:''' checkboxes unchecked or '''OFF'''.
+
−
 
+
−
When the above '''edits''' are '''applied''', the chart looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(22)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(22)-11112020.png</center>-->
+
−
 
+
−
===Setting Transparency and Border Colors for Alternating Color Daily Curtains===
+
−
 
+
−
To make changes to '''Daily Curtain transparency''' and '''color '''use the sub-group controls in the '''Format Days of the Week and Working Times''' control group for '''globally''' setting the '''transparency '''and '''border colors''' for '''Daily Curtains''' as shown below in this example:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(23)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(23)-11112020.png</center>-->
+
−
 
+
−
If you take the chart above and '''edit''' the '''Daily Curtain Transparency '''to 75 percent, the chart looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(24)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(24)-11112020.png</center>-->
+
−
 
+
−
In the chart above, the '''Daily Curtains''' look lighter.  However, if there is a '''background image''', it stands out more while not diminishing the value of the '''Daily Curtains'''.  To create '''borders '''for these '''Daily Curtains''', you need to select a '''color''' for the '''borders '''using the dropdown standard '''Color Chooser'''.  If you want a '''red border''' you can use the standard '''Color Chooser '''to make the selection shown below:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(25)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(25)-11112020.png</center>-->
+
−
 
+
−
After''' Applying''' the '''edit''' to the chart, it looks like this:
+
−
 
+
−
<center>[[File:P70-22_5_5-70-(26)-11112020.png]]</center>
+
−
<!--<center>P70-22_5_5-70-(26)-11112020.png</center>-->
+
−
 
+
−
'''Daily Curtains''' are '''not listed in The Grid''', they cannot be '''selected''' with the mouse, and they cannot be '''mavericked''' or '''edited'''.  '''Daily Curtains''' can only be '''edited''' with the controls discussed above.
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Changing the Time Axis Borders for OnePager Pro for Version 7.0 | Changing the Time Axis Borders for OnePager Pro <!--22.1.7-70-->
+
{| class="wikitable"
−
 
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
−
[[Showing and Hiding Time Axis Levels and Cells for OnePager Pro for Version 7.0 | Showing and Hiding Time Axis Levels and Cells for OnePager Pro <!--22.3.3-70-->
+
| [[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 Non-Linear Time Axis Feature for OnePager Pro for Version 7.0 | The Non-Linear Time Axis Feature for OnePager Pro <!--22.3.7-70-->
+
| [[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
−
[[The Floating Time Axis Feature for OnePager Pro for Version 7.0 | The Floating Time Axis Feature for OnePager Pro <!--22.3.9-70-->
+
|-
−
 
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
−
[[Editing Time Axes with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Time Axes with the Chart Properties Form for OnePager Pro <!--22.4.1-70-->
+
| [[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
−
 
+
|-
−
[[Manual Editing the Time Axis for OnePager Pro for Version 7.0 | Manual Editing the Time Axis for OnePager Pro <!--22.4.3-70-->
+
| [[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
−
[[The Custom Date Format Feature for OnePager Pro for Version 7.0 | The Custom Date Format Feature for OnePager Pro <!--22.5.1-70-->
+
|-
−
 
+
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
−
[[Managing Working Hours and Non-Working Hours for OnePager Pro for Version 7.0 | Managing Working Hours and Non-Working Hours for OnePager Pro <!--22.5.3-70-->
+
| [[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
 +
|}
  
−
(22.5.5-70)
+
(24.5.9-72)
  
−
[[Category:Version 7.0]]
+
[[Category:Version 7.2]]
−
[[Category:OnePager Pro]]
+
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:Task/Milestone Editing]]
 +
[[Category:Column Splitting]]
 
[[Category:Charts]]
 
[[Category:Charts]]
−
[[Category:Time Axis]]
+
[[Category:Task Links]]
−
[[Category:Time Axis Tab]]
+
−
[[Category:Floating Time Axis]]
+
−
[[Category:Non-Linear Time Axis]]
+
−
[[Category:Color Palettes]]
+
−
[[Category:Curtains]]
+
−
[[Category:Daily Curtains]]
+
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
−
[[Category:Snapshot Independent]]
+
[[Category:Template Properties Form]]
−
[[Category:Task/Milestone]]
+
[[Category:Chart Properties Form]]
−
[[Category:Template]]
+
[[Category:Asana]]
−
[[Category:Chart Properties]]
+
[[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"