Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
Line 1: Line 1:
 
==Overview==
 
==Overview==
  
'''Text Columns '''are provided in OnePager Pro and Express as a means of presenting important information to stakeholders pertaining to each '''row''' in the chart based upon the '''imported source plan data'''.  OnePager Pro and Express version 7.0 support five (5) '''text columns''' that can be '''created''', '''edited''', and '''hidden''' in the chart to suit your needs.  '''Text Columns''' can be established before the creation of chart in the '''Template Properties '''form’s distributed with OnePager Pro and Express version 7.0.  You are able to '''edit''' these '''text columns''', individual '''text column headings, '''and each '''text column''' '''cells''' globally using the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab. 
+
The '''creation''', '''formatting''', '''sorting''', and '''editing''' of '''rows''', '''swimlane levels''', and '''text columns''' was covered in the three articles in this series shown below:
  
Manual controls are also provided so you can use a combination of manual mouse actions, right-click '''context menu '''commands, and features on OnePager’s '''Home '''ribbon tool bar tab to '''edit''' selected '''text column headings''' and '''text column cells'''.
+
:* [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
  
===Chart Properties Form’s Rows/Swimlanes Tab’s Text Columns Control Group===
+
:* [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
  
The focus of this article is on the '''Text Columns '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as shown below:
+
:* [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
  
<center>[[File:P70-12_03_1-(1)-06292020.png]]</center>
+
While these articles mentioned the topic of '''borders '''for '''rows '''and '''swimlanes''', they do not go into any depth while referring to this article. The purpose here is to cover the set of controls you have at your disposal to '''manage row and swimlane borders''' in the chart to include '''showing and hiding''' them, changing their '''visual properties''', and avoiding certain complications arising from the sharing of '''borders '''between '''adjacent rows and swimlanes'''.
<!--<center>P70-12_03_1-(1)-06292020.png</center>-->
+
  
Discussed later in this article is a supporting form, the '''Text-Column Formatting '''form, available for each '''text column'''.  This form is provided to specifically support '''global editing''' for '''text column headings''' and '''text column cells''' in terms of '''font properties''', '''width''', '''rotation''', '''alignment''', and '''background colors'''.
+
Unlike other control subjects in OnePager, '''borders''' for '''rows''' and '''swimlanes''' are not all located in one form but are positioned as close as possible to the '''graphic elements''' they support.
  
The '''Text-Column Formatting '''form is accessed by clicking the '''Text Column Formatting… '''button in the '''Text Columns '''control group of the form illustrated aboveThe '''Text-Column Formatting '''form for the left-most '''text column '''in a chart looks like this:
+
This article describes '''row '''and '''swimlane border''' controls for '''global creation''', '''showing/hiding''', and '''editing '''and the techniques for manually '''editing row '''and '''swimlane borders '''in the chart.  Topics related to the '''management of row borders''' are addressed first followed by the topics related to the '''management of swimlane borders'''Lastly, a brief discussion on '''manual editing row''' and '''swimlane borders''' in the '''Chart Editor''' is provided.
  
<center>[[File:P70-12_03_1-(1A)-06292020.png]]</center>
+
==Managing Row Borders in the Chart Properties Form==
<!--<center>P70-12_03_1-(1A)-06292020.png</center>-->
+
  
===Text Column Nomenclature===
+
'''Global row border '''controls are found in the '''Template Properties '''and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab in the top most '''Rows '''control group.  The controls for '''managing row borders''' in these forms are identical so this article uses the '''Chart Properties '''form for the discussion and examples assuming that the charts used in the examples were created with the '''Template ''' oriented toward Gantt chart layouts.  The controls that apply to Gantt chart layouts apply equally well to '''Timeline '''layout charts containing '''rows''' and '''swimlanes''' either at a '''single swimlane level''' or '''multiple swimlane levels'''.
  
In the '''Text Columns '''control group shown in the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab above, there are five (5) sub-tabs marked '''Left#1''', '''Left#2''', '''Left#3''', '''Left#4''', and '''Left#5'''.  This nomenclature is used to name the five '''text columns''' available in OnePager Pro and Express version 7.0.  Clicking each of the five (5) sub-tabs shown '''Chart Properties '''form’s '''Rows/Swimlanes '''tab accesses an identical set of controls for the selected sub-tab.  To illustrate this better, consider the portion of a Microsoft Project '''source plan''' below annotated with how the various '''source plan fields''' are intended for use to make a OnePager Pro chart with two of the five '''text columns''':
+
===The Row Formatting Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Rows Control Group===
  
<center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
+
Accessing the '''Chart Properties '''form from the OnePager’s '''Home '''ribbon tool bar tab and navigating to the '''Rows/Swimlanes '''tab and its '''Rows '''control group there is a '''Row Border Formatting…''' button in the middle of the control group. Clicking the '''Row Border Formatting… '''button accesses the '''Row Formatting '''form shown below:
<!--<center>P70-0_4_1-70-(1)-03102020.png</center>-->
+
  
Using the '''source plan '''shown above, we can create a sample OnePager Pro version 7.0 chart with two '''text columns''' is shown in the illustration below:  
+
<center>[[File:P70-12_04_1-(1)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(1)-07022020.png</center>-->
  
<center>[[File:P70-12_02_1-(2)-06232020.png]]</center>
+
For most OnePager distributed '''Templates''', the '''default setting for row borders '''are that they are '''hidden'''. As shown in the illustration above, the '''Show Row Borders''' checkbox in the '''Row Formatting '''form is checked '''OFF '''for this '''default setting'''. To '''show all row borders''', the '''Show Row Borders '''checkbox must be checked '''ON''' which also '''enables''' the remaining controls in the form as shown below:
<!--<center>P70-12_02_1-(2)-06232020.png</center>-->
+
  
The two '''text columns '''are on the left side of the '''graph area''' where:
+
<center>[[File:P70-12_04_1-(2)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(2)-07022020.png</center>-->
  
:* The '''Left#1 text column '''is for task '''Start Dates '''in each '''row''' and
+
There are three '''enabled '''controls in the above form for setting the '''line color '''of the '''row borders '''in the chart, setting the '''width '''of the '''row border lines''', and specifying the '''dash type''' for the '''row border lines'''.
  
:* The '''Left#2 text column '''is for task '''Finish Dates '''in each row.
+
Clicking the '''Color:''' dropdown window’s button accesses the OnePager standard '''Color Chooser''' form for selected the desired '''color '''for all '''row borders''' as shown here:
  
There are three '''swimlane levels '''to the left of the two '''text columns''' which are '''labeled Phase''' for the '''Left#1 swimlane level'''; '''Sub-Phase''' for the '''Left#2 swimlane level'''’ and '''Resource Names''' for the '''Left#3 swimlane level'''. '''Text column cells''' are shown below their respective '''text column headings''' in the illustration above.
+
<center>[[File:P70-12_04_1-(3)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(3)-07022020.png</center>-->
  
This article and related articles use this nomenclature to identify individual '''text columns''', '''text column headings''', and '''text column cells'''.
+
The '''Width:''' dial operates the same way other '''width '''dials operate in OnePager where '''valid values''' must be '''positive''' and range between '''1.0 and 20.0'''.  
  
==Microsoft Project and Microsoft Excel Source Plans==
+
Recall that the '''Width: '''setting applies to '''all row borders''' in the chart such that excessively '''wide row border settings''' may not have the desired visual effect.  Since '''row borders '''are used to separate '''rows''' in the chart, their '''width''' can be used to highlight separation between '''rows''' of interest.
  
The '''Chart Properties '''form’s '''Rows/Swimlanes''' tab are essentially the same for OnePager Pro version 7.0 and OnePager Express version 7.0. The controls described in this article apply to both Microsoft Project and Excel '''source plan data imported '''into OnePager Pro and Express, respectively. Microsoft Project and Excel '''source plan data '''are handled in the same way for '''imported source plan data''' used to populate '''text column cells'''.
+
The '''Dash:''' dropdown provides four options for configuring  all '''row borders '''in the chart including the '''solid line''', '''dash line''', a '''dash-dot''', and a '''dash-dot-dot''' as shown below:
  
==Text Columns Sub-Tab Controls==
+
<center>[[File:P70-12_04_1-(4)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(4)-07022020.png</center>-->
  
In this and following sub-sections, it is assumed that you are '''using''' a distributed '''Template''' or have '''created '''a '''Template''' form that supports either the Gantt chart or '''Timeline''' layout chart.  Accordingly, it is assumed that an appropriate '''Template''' is selected as the starting point.  Since the Gantt chart is the most typical chart organization used in general practice, this portion of the article focuses on how the '''text column sub-tab '''controls are used in Gantt Charts. The '''Template Properties''' form’s '''Rows/Swimlanes '''tab is identical to the corresponding tab in the '''Chart Properties '''form.  Illustrations in this article use the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab.
+
===Row Border Formatting - Examples===
  
For a more in depth discussion on how to use the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab to '''create''' and '''edit Timeline '''layout charts, please see the sub-section at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0#Using Multiple Swimlane Levels with Timeline Layout Charts | Using Multiple Swimlane Levels with Timeline Layout Charts]] <!--12.02.1-70--> 
+
For some examples, we can look at a series of '''row border edits''' starting from the chart below with no '''row or swimlane borders''' but with the '''rows '''in the '''graph''' is '''zebra striped''':
  
The article providing comprehensive information on the '''Rows '''control group can be found at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
+
<center>[[File:P70-12_04_1-(5)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(5)-07022020.png</center>-->
  
For a more in depth discussion on how to use the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab to '''create''' and '''edit Swimlane Levels''', please see the article at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
+
If we update the '''Row Border Formatting''' form to '''show row borders '''and show them in green with a '''width '''of '''2.0''' using the '''dash-dot-dot dash type''', the chart looks like this:
  
The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab is shown above with the '''Text Columns''' control group highlighted for the discussion that follows:
+
<center>[[File:P70-12_04_1-(6)-07062020.png]]</center>
 +
<!--<center>P70-12_04_1-(6)-07062020.png</center>-->
  
<center>[[File:P70-12_03_1-(1)-06292020.png]]</center>
+
The illustration above shows the '''row borders '''as intended: (1) green '''color''', (2) '''width 2.0''', and (3) '''dash-dot-dot dash type'''. The '''row borders '''extend out of the '''graph area '''to the left and include top and bottom '''row borders '''for all '''showing text columns''' in the chart.  Finally, '''row borders '''do not include the top or bottom '''lines''' that make up the '''Inner Frame''' of the chart.
<!--<center>P70-12_03_1-(1)-06292020.png</center>-->
+
Hiding the two '''text column '''modifies the chart as shown below:
  
Before using the above form, we strongly recommend that careful consideration be given to the number of '''text columns '''required to appear in your chart and the Microsoft Project or Microsoft Excel '''source plan field names''' that you want to associate with each '''text column'''.  For the purpose of illustration in this article, the two '''text columns '''are associated with the following Microsoft Project '''source plan field names''':
+
<center>[[File:P70-12_04_1-(7)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(7)-07022020.png</center>-->
  
:* '''Left#1 '''is associated with the Microsoft Project '''Start field''' and represents the sample task’s '''Start Date'''.
+
The '''Row Borders Formatting''' form can be used at any time to '''edit all row borders '''in the chart.  '''Row borders '''are '''snapshot-independent''' meaning that the last '''row border '''configuration established for the chart appears in all snapshots.  That is, the '''row borders '''do not change from snapshot to snapshot.
:* '''Left#2 '''is associated with the Microsoft Project '''Finish field '''and represents the sample task’s '''Finish Date'''.
+
  
===Display Data From Checkbox===
+
==Managing Swimlane Level Borders in the Chart Properties Form==
  
The '''Display data from''' checkbox, when checked '''ON''', '''enables''' the controls in the sub-tab and tells OnePager that you want task data associated with the '''field '''displayed in the window to the right of the checkboxWhen the '''Display data by''' checkbox is checked''' OFF''', the remaining controls in the sub-tab are '''disabled''' and that sub-tab’s '''text column '''is not '''shown '''in the chart. The dropdown window next to the '''Display data from '''checkbox is a list of '''source plan fields''' available for use in defining a '''text column''' as shown below:
+
Like '''global row border '''controls, '''global swimlane level '''controls are found in the '''Template Properties '''and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab in the middle '''Swimlanes '''control groupThe controls for '''managing swimlane borders''' in these forms are identical so this article uses the '''Chart Properties '''form for the discussion and examples assuming that the charts used in the examples were created with the '''Template ''' oriented toward Gantt chart layouts.  The controls that apply to Gantt chart layouts apply equally well to '''Timeline '''layout charts containing '''rows''' and '''swimlanes''' either at a '''single swimlane level''' or '''multiple swimlane levels'''.
  
<center>[[File:P70-12_03_1-(3)-06292020.png]]</center>
+
===The Swimlane Formatting – Left#n Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Swimlanes Control Group===
<!--<center>P70-12_03_1-(3)-06292020.png</center>-->
+
  
As an example, if we create a chart with just the '''Left#1 text column '''defined using the '''Start field '''with one '''swimlane level''', the chart looks like this:
+
Because there are '''three swimlane levels''' available, '''borders''' for each '''swimlane level''' can be managed separately for each '''swimlane level'''.  Like '''row borders''' in the '''graph area''', the controls for '''managing each swimlane level’s borders '''are found in the '''Swimlane Formatting – Left#n '''form accessed by clicking the '''Swimlane Formatting… '''button in the '''Swimlanes '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab.  Accessing the '''Chart Properties '''form from the OnePager’s '''Home '''ribbon tool bar tab and navigating to the '''Rows/Swimlanes '''tab and its '''Swimlanes '''control group there is a '''Swimlane Formatting…''' button.
  
<center>[[File:P70-12_03_1-(4-1)-07012020.png]]</center>
+
Clicking the '''Swimlane Formatting… '''button accesses the '''Swimlane Formatting – Left#1 '''form as shown in the example below for the '''Left#1 swimlane level''':
<!--<center>P70-12_03_1-(4-1)-07012020.png</center>-->
+
  
As a further example, if we retain the above '''Left#1 text column''', and check the '''Display data from''' checkboxes '''ON '''for the '''Left#2''' '''text column '''so that the '''Finish Date''' is displayed, the chart looks like this:
+
<center>[[File:P70-12_04_1-(8)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(8)-07022020.png</center>-->
  
<center>[[File:P70-12_03_1-(5)-06292020.png]]</center>
+
For most OnePager distributed '''Templates''', the '''default setting for all swimlane level borders '''are that they are '''hidden'''. As shown in the illustration above, the '''Show Borders''' checkbox in the '''Row Formatting '''form is checked '''OFF '''for this '''default setting'''.
<!--<center>P70-12_03_1-(5)-06292020.png</center>-->
+
  
===Text Column Text String Font Controls===
+
To '''show swimlane borders '''for a specific '''swimlane level''', the '''Show Borders '''checkbox in the corresponding '''Swimlane Formatting – Left#n '''form must be checked '''ON''' which also '''enables''' the remaining controls in the form as shown below:
  
Clicking the '''Font '''dropdown control accesses the standard '''Font properties '''form shown here:
+
<center>[[File:P70-12_04_1-(9)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(9)-07022020.png</center>-->
  
<center>[[File:P70-12_03_1-(6)-06292020.png]]</center>
+
There are three '''enabled '''controls in the above form for setting the '''line color '''of the '''row borders '''in the chart, setting the '''width '''of the '''row border lines''', and specifying the '''dash type''' for the '''row border lines'''.
<!--<center>P70-12_03_1-(6)-06292020.png</center>-->
+
  
When the '''Font properties''' form is accessed for a '''text column''', changes made to any '''font property''' in the form is applied to '''text column cells '''as shown below where the '''Font properties '''form is used to change the '''Left#1 text column cell’s '''contents''' '''to the color red:
+
For more information on these controls, please see the previous sub-section at: [[Row and Swimlane Borders for Version 7.0#The Row Formatting Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Rows Control Group | The Row Formatting Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Rows Control Group]] <!--12.04.1-70-->
  
<center>[[File:P70-12_03_1-(7)-06292020.png]]</center>
+
===Swimlane Level Border Formatting - Examples===
<!--<center>P70-12_03_1-(7)-06292020.png</center>-->
+
  
The '''Font properties''' form is provided for making global changes to the '''text column cells''' in the associated '''text column'''.  The '''text column’s heading''' is not involved as shown above.
+
We can look at a series of illustrations for '''swimlane level border edits''' starting from the chart below with no '''row or swimlane borders''' but with the '''Left#1 swimlane level '''in the '''graph''' is '''zebra striped''':
  
The '''editing '''controls provided in the '''Text Columns '''control group’s sub-tabs are provided for convenience.
+
<center>[[File:P70-12_04_1-(10)-07022020.png]]</center>
 +
<!--<center>P70-12_04_1-(10)-07022020.png</center>-->
  
More extensive '''text column heading''' and '''text column cell editing''' capabilities are provided in the '''Text-Column Formatting''' '''Left#n '''forms discussed in the sub-section at: [[Creating and Formatting Text Columns for Version 7.0#Formatting Text Column Headings and Text Column Cells | Formatting Text Column Headings and Text Column Cells]] <!--12.03.1-70-->
+
The above illustration shows that the '''zebra striping '''of the '''Left#1 swimlane level ''' is helpful but to highlight the chart better we can first place '''swimlane level borders''' for the '''Left#1 swimlane level''' in the chart by resetting the appropriate controls in the '''Swimlane Formatting – Left#1 '''form to have '''Left#1 swimlane borders '''that are '''colored''' red, with a '''width''' of '''2.0''', and a '''dash type ''' of '''dashed''' as shown below:
  
Manually '''editing''' the content of a '''text column heading''' is discussed below at: [[Creating and Formatting Text Columns for Version 7.0#Manual Editing of Text Column Heading Cells | Manual Editing of Text Column Heading Cells]] <!--12.03.1-70-->
+
<center>[[File:P70-12_04_1-(11-1)-07072020.png]]</center>
 +
<!--<center>P70-12_04_1-(11-1)-07072020.png</center>-->
  
Using the '''Font properties '''form to change the '''font properties''' of any '''text column’s cells''' applies the change or changes to only the applicable '''text column'''. All other '''text column cells''' are unchanged.
+
For the purpose of keeping the series of examples simple, and avoiding the matter of '''shared swimlane level borders''', the next example show the chart  with '''Left#2 zebra striping '''and with only '''swimlane level borders '''for the '''Left#2 swimlane level '''where the '''colored''' green, with a line '''width 2.0''', and a '''dash type '''of '''dash-dot''':
  
===Text Column Width Controls===
+
<center>[[File:P70-12_04_1-(12-1)-07072020.png]]</center>
 +
<!--<center>P70-12_04_1-(12-1)-07072020.png</center>-->
  
The '''Width dial control''' in the '''text column '''sub-tab provides a means of changing the '''width '''of the '''text column''' in the chart. The '''Width dial control''' displays the current '''text column’s width '''in either '''centimeters''' or '''inches''' depending on the '''Template''' being used. By changing the '''value '''in the '''Width dial control''' you can make the '''width '''of the '''text column '''in the chart '''wider '''or '''narrower''' as shown below where the '''Width dial control’s value '''is significantly increased:
+
And finally for the '''Left#3 swimlane level''', the illustration below is configured with '''Left#3 zebra striping''', the '''Left#3 swimlane level borders '''are '''colored '''blue,''' '''with a line '''width''' of '''2.0''', and a '''dash type '''of '''solid''':
  
<center>[[File:P70-12_03_1-(8)-06292020.png]]</center>
+
<center>[[File:P70-12_04_1-(13)-07022020.png]]</center>
<!--<center>P70-12_03_1-(8)-06292020.png</center>-->
+
<!--<center>P70-12_04_1-(13)-07022020.png</center>-->
  
When the '''Width control '''is used to change the '''width '''of a '''text column''', the '''text column heading’s width''' is appropriately changed as well.  As with the '''Font controls''', the '''Width controls''' apply only to the selected '''text column '''and its '''text column width'''.  All other '''text column widths''' are not changed.
+
The examples and illustrations above show how '''swimlane level borders '''appear when shown in the chart individually and without any '''row borders''' showing.  As mentioned earlier and seen in the above examples, there is a potential for '''overlapping swimlane level borders''' when more than one '''swimlane level '''has its '''Show borders '''checkbox checked '''ON''' and its '''swimlane level borders''' configured with distinct '''colors''', line '''widths''', and '''dash types'''.
  
===Format Options for Date and Numeric Text Column Cells===
+
==Managing Row and Multiple Swimlane Level Borders in the Chart ==
  
The '''Text Columns''' control group has an added sub-control group when the '''Display data from''' dropdown is used to select a''' source plan field''' that is a '''Date '''or '''Numeric type'''.   
+
With multiple '''swimlane levels''' potentially showing in the chart, there is the potential for '''row '''and '''swimlane level borders '''to share the same space in the '''graph''', that is, to '''overlap'''.  Displaying '''row''' and '''multiple swimlane level borders''', therefore, may not result in a '''pleasing visual experience''' for your audienceAccordingly, we recommend that employing different '''colors''', line '''widths''', and '''dash types''' with '''rows''' and '''multiple swimlane levels''' in the chart be approached with some thought, care, and experimentation to assure you achieve the '''desired visual effects'''.
  
====Date Type Text Column Cell Format Options====
+
==Manual Editing Row and Swimlane Borders==
  
In the case where the selected '''source plan field '''is a '''Date''', the control group looks like this:
+
1) The previous sub-sections covered the controls for '''managing row''' and '''swimlane borders''' that are available in the '''Template Properties''' and '''Chart Properties''' forms.
  
<center>[[File:P70-12_03_1-(9-1)-07012020.png]]</center>
+
2) From the '''Chart Editor''' you also have access to '''context menus''' that access forms and controls for '''managing row''' and '''swimlane borders'''.
<!--<center>P70-12_03_1-(9-1)-07012020.png</center>-->
+
  
Clicking the '''Date Format '''dropdown button accesses the list of available '''date formats''' as shown here:
+
===Manual Editing Row and Text Column Cell Borders===
  
<center>[[File:P70-12_03_1-(10)-06292020.png]]</center>
+
Right-clicking in a '''text column cell''' accesses the '''text column '''right-click '''context menu''' shown below with its '''Properties…''' command where you can '''manage individual row borders''':
<!--<center>P70-12_03_1-(10)-06292020.png</center>-->
+
  
When you make a '''Date Format''' selection from the dropdown list shown above, the selected '''text column cells '''display the '''source plan date field data '''using the selected '''date format'''.
+
<center>[[File:P70-12_04_1-(14-1)-07062020.png]]</center>
 +
<!--<center>P70-12_04_1-(14-1)-07062020.png</center>-->
  
====Numeric Type Text Column Cell Format Options====
+
When you click the '''Properties … '''command in the above right-click '''context menu''', you access the '''Row/Column Properties '''form at the '''Row ''' tab as shown here:
  
When the selected '''source plan field''' is a '''Numeric field''', the '''Text Columns '''control group is modified to shown the '''Number Format '''sub-control group that is shown below:
+
<center>[[File:P70-12_04_1-(15-2)-07072020.png]]</center>
 +
<!--<center>P70-12_04_1-(15-2)-07072020.png</center>-->
  
<center>[[File:P70-12_03_1-(11)-06292020.png]]</center>
+
The '''Row''' tab of the '''Row/Column Properties''' form has the controls '''managing the top and bottom borders''' of the selected '''row''' as well as controls for '''editing''' the '''background color '''of the selected '''row'''. The '''Cell '''tab contains the controls available for '''formatting''' the selected '''text column cell’s text string''', '''Font properties''', '''Alignment''', '''Cell Background Color''', and '''Text Rotation''' as shown below:
<!--<center>P70-12_03_1-(11)-06292020.png</center>-->
+
  
The '''Number Format''' sub-control group provides additional '''formatting options''' for '''Numeric type data''' for selecting the number of '''Decimal places:''', '''the separator symbol''' between groups of three digits, if any, and '''a symbol option''' selection if the '''Numeric type''' represents a '''common currency''' as illustrated below:
+
<center>[[File:P70-12_04_1-(16-2)-07072020.png]]</center>
 +
<!--<center>P70-12_04_1-(16-2)-07072020.png</center>-->
  
:1) The '''Decimal places: '''dial window accepts only '''positive integers''' from '''zero (0) '''up to '''three (3) decimal places'''.
+
These two '''Row/Column Properties '''form’s tabs have the same controls available for '''row''' and '''text column cell''' '''editing''' on a selected '''row''' or '''text column cell''' basis as those controls available in the '''Template Properties''' and '''Chart Properties''' form’s '''Rows/Swimlanes '''tab.
  
:2) There are three (3) '''1000 separator: '''options as shown below:
+
For a more information on the '''text column '''right-click '''context menu''' commands available, please see the article at: [[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70-->
  
<center>[[File:P70-12_03_1-(12-1)-07012020.png]]</center>
+
===Manual Editing Swimlanes and Swimlane Level Cell Borders===
<!--<center>P70-12_03_1-(12-1)-07012020.png</center>-->
+
  
:2) There are seven (7) '''Symbol: '''options available that  include the '''percent sign (%)''', and six (6) '''currency symbols''' as shown here:
+
Right-clicking in a '''swimlane level cell''' accesses the '''swimlane level '''right-click '''context menu''' shown below with its '''Properties…''' command where you can '''manage individual swimlane level borders''':
  
<center>[[File:P70-12_03_1-(13)-06292020.png]]</center>
+
<center>[[File:P70-12_04_1-(17-1)-07062020.png]]</center>
<!--<center>P70-12_03_1-(13)-06292020.png</center>-->
+
<!--<center>P70-12_04_1-(17-1)-07062020.png</center>-->
  
If a '''Boolean source plan field''' or '''text string data field '''is selected from the '''Display data from''' dropdown list, there is no additional sub-control group added to the form.
+
When you click the '''Properties … '''command in the above right-click '''context menu''' you access the '''Swimlane/Cell Properties '''form at the '''Swimlane '''tab as shown here:
  
==Formatting Text Column Headings and Text Column Cells==
+
<center>[[File:P70-12_04_1-(18-1)-07062020.png]]</center>
 +
<!--<center>P70-12_04_1-(18-1)-07062020.png</center>-->
  
===Text Column Formatting… Sub-Control Group===
+
The '''Swimlane''' tab of the '''Swimlane/Cell Properties''' form has the controls '''managing the top and bottom borders''' of the selected '''swimlane''' as well as controls for '''editing''' the '''background color '''of the selected '''swimlane'''.
  
Each '''text column '''tab has a '''Text Column Formatting… '''button that accesses the '''text column '''sub-tab’s '''Text-Column Formatting''' form''' '''as shown below''':'''
+
The '''Cell '''tab contains the controls available for '''formatting''' the selected '''swimlane level cell’s text string''', '''Font properties''', '''Alignment''', '''Cell Background Color''', and '''Text Rotation''' as shown below:
  
<center>[[File:P70-12_03_1-(15)-06302020.png]]</center>
+
<center>[[File:P70-12_04_1-(19-1)-07062020.png]]</center>
<!--<center>P70-12_03_1-(15)-06302020.png</center>-->
+
<!--<center>P70-12_04_1-(19-1)-07062020.png</center>-->
  
The '''Text Column Formatting…''' button is '''enabled '''when the '''Display data by '''checkbox for the '''text column '''is checked '''ON'''.  Each '''Text-Column Formatting '''form has the '''text column number '''as part of the '''title''' of the form as shown above for the '''Left#1 text column'''.  The purpose of the five (5) '''Text-Column Formatting '''forms is to provide '''global''' '''formatting''' for all five (5) '''text column headings '''and '''text column cells''' showing in the chart.  '''Text column borders '''are not managed in this form. Rather, '''text column '''are considered to be part of '''rows''' in the chart whose '''borders '''are managed in the '''Rows '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab.
+
These two '''Swimlane/Cell Properties '''form’s tabs have the same controls available for '''swimlane''' and '''swimlane level cell''' '''editing''' on a selected '''swimlane''' or '''swimlane level cell''' basis as those controls available in the '''Template Properties''' and '''Chart Properties''' form’s '''Rows/Swimlanes '''tab.
  
For more information on the '''management of row borders''', please see the '''Rows Border Formatting '''section in the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0#Row Border Formatting | Row Border Formatting]] <!--12.01.1-70-->
+
For a more information on the '''swimlane level cell '''right-click '''context menu''' commands available, please see the article at: [[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] <!--12.23.1-70-->
 
+
For more information on the '''Management of Row and Swimlane Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
 
+
====Column Headings Control Group of the Text-Column Formatting Form====
+
 
+
The '''Column Headings''' control group in the '''Text-Column Formatting – Left#n '''form controls:
+
 
+
:* The '''text column heading’s '''contents
+
 
+
:* The '''alignment''' of the '''text column heading’s '''contents in the '''Corner cell '''for the''' text column'''
+
 
+
:* The '''Font properties''' of the '''text column heading’s''' contents
+
 
+
:* The '''rotational position '''of the '''text column heading’s '''contents
+
 
+
:* The '''Background color''' of the '''Corner cell '''for the''' text column heading'''
+
 
+
=====Using the Make Heading Automatically Checkbox=====
+
 
+
OnePager Pro and Express assume that you want type in the '''text column heading’s '''content for the specific '''text column heading''' as opposed to using the '''Display data from''' '''source plan field value '''specified in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Text Columns '''control group.  Accordingly, the '''Make headings automatically''' checkbox is checked '''OFF''' as the '''default''' and the '''Custom heading''' window found below the checkbox is '''enabled '''so you can fill in the desired '''text string''' you want to appear in the designated '''text column heading position''' as illustrated in the example below:
+
 
+
<center>[[File:P70-12_03_1-(16)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(16)-06302020.png</center>-->
+
 
+
By checking the '''Make heading automatically '''checkbox to '''ON''' in the '''Text-Column Formatting '''form,''' '''the '''Custom heading '''window is '''disabled''' and the '''Display data from source plan field value '''shown in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Text Columns '''controls group appears as the '''text column heading '''as shown below:
+
 
+
<center>[[File:P70-12_03_1-(17)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(17)-06302020.png</center>-->
+
 
+
=====Text Column Heading Font, Rotation, Alignment, and Background Color Controls=====
+
 
+
The remaining controls in the '''Column Headings '''control group of the '''Text-Column Formatting''' form control '''global text column heading properties''' as shown in the section of the form below:
+
 
+
<center>[[File:P70-12_03_1-(18)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(18)-06302020.png</center>-->
+
Clicking the '''Font '''dropdown button accesses the OnePager standard '''Font properties '''form shown here:
+
 
+
<center>[[File: P70-12_03_1-(19)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(19)-06302020.png</center>-->
+
 
+
In the '''Font properties '''form, clicking the '''Font '''dropdown accesses the list of '''Font styles '''available on your computer.  Clicking the '''Color''' dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''color '''of the '''text column heading'''.  The '''Size '''dial selector sets the '''point size '''for the '''text column heading'''.  The three buttons below the '''Color''' control allow you to change the '''text column heading '''to '''Bold''', ''Italics''''', or [[Underline]].
+
 
+
The '''Rotation: '''control provides a dropdown with three options for '''rotating '''the '''text column heading''' within its '''cell'''.  These options include '''Horizontal''', '''Rotate 90 degrees''', and '''Rotate 270 degrees''' as shown in the dropdown list below:
+
 
+
<center>[[File: P70-12_03_1-(20)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(20)-06302020.png</center>-->
+
 
+
There are six (6) '''Alignment '''buttons, three (3) to position the '''text column heading horizontally''' in the '''cell''' and three (3) to position the '''text column heading vertically''' in the cell.  The '''Background color:''' control dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''background color''' of the selected '''text column heading cell'''. 
+
 
+
The OnePager standard '''Color Chooser '''form accessed in this manner looks like this:
+
 
+
<center>[[File: P70-12_03_1-(21)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(21)-06302020.png</center>-->
+
 
+
====Column Text Control Group of the Text-Column Formatting Form====
+
 
+
The '''Column Text''' control group in a '''Text-Column Formatting '''form provides '''global formatting '''controls over the content of the selected '''text column cells''' in the selected '''text column'''.
+
 
+
=====Display Data From: Window=====
+
 
+
The control of displaying or not displaying '''text columns''' is controlled in the '''Text Columns '''control group of the '''Chart Properties '''forms '''Rows/Swimlanes '''tab.  The '''Display data from:''' window in the '''Column Text '''control group of the '''Text-Columns Formatting – Left#n''' form provides a quick means to change the '''source plan field name '''used by OnePager to '''import text column data '''from the''' source plan'''.  More important, the '''Column Text '''control group provides the '''global''' controls for '''editing''' the '''properties '''of selected '''text column cells.'''
+
 
+
=====Column Text Font, Width, Rotation, Alignment, and Background Colors Controls=====
+
 
+
All the '''enabled''' controls in '''Column Text '''control group operate exactly the same as the '''corresponding controls '''found in the form’s '''Column Headings''' control group.
+
 
+
The exception is that the '''Column Text '''control group has two (2) '''Background color controls '''as shown below as '''Background color 1:''' and '''Background color 2:'''
+
 
+
<center>[[File: P70-12_03_1-(22)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(22)-06302020.png</center>-->
+
 
+
To show the use of the two '''Background color '''controls in the '''Text-Column Formatting '''form, suppose we start with a chart that has '''Zebra Striping''' of '''rows '''as shown below:
+
 
+
<center>[[File: P70-12_03_1-(23)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(23)-06302020.png</center>-->
+
 
+
It may be desirable to extend the '''zebra striping '''out of the '''graph''' to the left and through the two '''text columns '''shown in the chart above.  To do this access the '''Text-Column Formatting '''forms for the '''Left#1 '''and '''Left#1''' '''text columns''' and set the two '''Background color '''controls in the '''Column Text '''control group of the form as shown here for the '''Left#2 text column:'''
+
 
+
<center>[[File: P70-12_03_1-(24)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(24)-06302020.png</center>-->
+
 
+
Of course you can set '''text column cells '''to any '''background color '''available in order to highlight a '''text column'''.
+
 
+
For more detailed information on '''Zebra Striping in the graph''', please see these articles for OnePager Pro and Express, respectively, at:
+
 
+
:* [[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-->
+
 
+
:* [[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-->
+
 
+
===Manual Editing of Text Column Heading Cells===
+
 
+
'''Text column headings '''and '''text column heading cells '''take their '''text string contents''' from the '''source plan field '''selected in the '''Display data from '''window in the '''Text Columns '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab'''.'''
+
 
+
If it is necessary to change the '''text string content '''of any '''text column''', the procedure must be done manually by right-clicking on the desired '''text column heading cell''' in the '''Corner '''to access the '''Edit corner properties '''form, and manually changing the contents of the '''Text '''window as shown below:
+
 
+
<center>[[File:P70-12_03_1-(14)-06292020.png]]</center>
+
<!--<center>P70-12_03_1-(14)-06292020.png</center>-->
+
 
+
As shown in the illustration above, the '''Edit corner properties''' form contains the '''Font''', '''Alignments''', '''Background color''', and '''Rotation''' controls that are useful for '''editing''' the '''text column heading’s''' content.  The controls just mentioned in the '''Edit corner properties''' form operate the same way that corresponding controls operate in each of the '''Text-Column Formatting''' forms discussed previously.  Since making any manual '''edit''' to a '''text column heading cell''' causes the '''cell''' to become a '''maverick''', the above form has a '''Use default properties''' checkbox that, when checked '''ON''', restores the '''default format properties '''of the selected '''text column heading’s '''content.
+
 
+
For more information on '''manually editing text column cells''', please see the article at: [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
+
 
+
==Using Text Columns with Timeline Layout Charts==
+
 
+
The preceding sections and sub-sections of this article used the Gantt Chart layout as examples related to the use of '''text columns''' in OnePager version 7.0.  '''Multiple text columns '''can also be applied to the '''Timeline '''layout chart when carefully considered in terms of your goals and objectives for supporting schedule presentations.  The key to creating '''Timeline '''layout charts using '''multiple text columns '''is the organization of the tasks in the '''source plan''' and the incorporation of useful '''source plan fields '''with each task.
+
 
+
Before getting started on the discussion of '''text columns''' used in '''Timeline '''layout charts, please see the section on '''creating Timeline '''layout charts which can be found in the article and section at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0#Creating Timeline Layout Charts | Creating Timeline Layout Charts]] <!--12.01.1-70-->
+
 
+
We’ll use the sample Microsoft Project '''source plan '''from the above reference to show how '''text columns '''are used in '''Timeline '''layout charts.
+
 
+
===Sample Timeline Layout Source Plan===
+
 
+
As an illustration, we created a hypothetical portfolio of programs with embedded projects and tasks associated with each of these embedded projects.  We can construct this hypothetical portfolio by structuring the Microsoft Project '''source plan''' such that we use the '''Work Breakdown Structure''' to create a chart with three (3) '''swimlane levels''' to represent the highest levels of interest in the '''Work Breakdown Structure'''.
+
 
+
Such a Microsoft Project '''source plan '''is shown below:
+
 
+
<center>[[File:P70-12_02_1-(31)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(31)-06252020.png</center>-->
+
 
+
The '''source plan '''in the above illustration consists of two '''Portfolios '''of two '''Programs '''each (not all of which are shown in the '''source plan '''to conserve vertical space), two '''Phases''' to each '''Program''', and, finally, two or three tasks per '''Phase'''.  The '''Flag20 source plan field''' is used to instruct OnePager Pro on which tasks to '''import'''.  The '''source plan’s Work Breakdown Structure (WBS) field '''is shown in the right-most column consisting from one to five levels.  The Microsoft Project '''timeline '''is shown on the far right of the illustration above with the task bars and summary level task bars above them.
+
 
+
When OnePager Pro version 7.0 is launched and used to create a '''Timeline '''layout chart from the '''source plan '''shown above and with a few '''editing '''steps, we get the '''Timeline '''layout chart shown below:
+
 
+
<center>[[File:P70-12_02_1-(36)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(36)-06252020.png</center>-->
+
 
+
The Timeline layout chart above has only one '''swimlane level''', no '''text columns''', and the task bars''' '''are '''staggered''' to avoid '''overlapping task bars'''.  The following discussion is intended to demonstrate the behavior of '''text columns '''and '''text column cells''' in the '''multiple '''task bars/milestone symbols per '''row Timeline '''layout chart.
+
 
+
===The Median Rule - OnePager Rule for Setting Values in Timeline Layout Chart Text Column Cells ===
+
 
+
Since '''text column cells''' can only display '''one source plan field value''', when '''multiple''' task bars/milestone symbols occupy a '''row '''in a '''Timeline '''layout chart, there needs to be a '''rule''' governing what value OnePager Pro or Express places into the '''single text column cell '''for the''' row'''.  '''The Median Rule: '''When there are multiple task bars/milestone symbols in a '''row''' and a '''text column cell''' is set up to display a '''field value''' possessed by each of the '''multiple''' task bars/milestones in that '''row''', OnePager selects the '''MEDIAN''' value to represent the set of '''field values''' in the '''row'''.
+
 
+
====Numeric Fields - Example====
+
 
+
As an example using the above chart to which we’ve added three '''swimlane levels''' to show the hierarchy of '''Portfolio''', '''Program''', and '''Project''', we added the '''Left#1 text column '''and set it up to display '''Duration''' from the Microsoft Project '''source plan''' to get the chart shown here:
+
 
+
<center>[[File: P70-12_03_1-(25)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(25)-06302020.png</center>-->
+
 
+
Focusing in on the '''First Portfolio''', '''First Program''', and '''Project B''' in the above chart, we see four task bars in the top '''row '''of '''Project B''' with '''Durations '''of 20, 30, 40, and 30 days.  The '''Left#1 text column cell '''corresponding to these four task bars has a value of '''30 days''' which is the '''median '''value for the set of '''durations''' arrayed in ascending order of '''20, 30, 30, and 40 days'''.  OnePager Pro and Express version 7.0 attempts to get to the closes '''median value''' for most '''source plan data types '''such as for '''dates''' and '''numeric values'''.
+
 
+
====Text String Field - Example====
+
 
+
For '''text strings '''taken from '''source plan field values''', when there are '''multiple '''task bars/milestone symbols in a '''row''', OnePager attempts to use the '''text string '''associated with the '''middle '''task bar/milestone symbol for the set of task bars occupying the '''row '''as shown below:
+
 
+
<center>[[File: P70-12_03_1-(26)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(26)-06302020.png</center>-->
+
 
+
In the illustration above, the '''Task November''' is the '''MEDIAN '''task bar since it occupies the '''middle''' position in the set of seven (7) task bars in the '''row''' for '''Project C''' of the '''Second Program''' in the '''First Portfolio'''.  In the '''row''' for '''Project B''' highlighted above, there are four task bars so OnePager does not have a '''middle '''task bar to select for the '''Left#1 text column cell''' for that '''row'''.  To account for this situation, OnePager selects the task bar closest to the '''left side''' of the '''graph area '''as the '''MEDIAN value''' for the '''Left#1 text column cell'''.
+
 
+
====Using Additional Text Columns in the Timeline Layout Chart - Example====
+
 
+
Additional '''text columns '''can be added to the chart using various '''source plan field values''' for the '''text column cells'''.  When you have '''multiple text columns''' in the chart, all '''text columns''' follow the same '''MEDIAN setting selection rule.'''
+
 
+
Adding the '''Left#2 text column '''to the chart such that the '''Left#2 text column '''displays the '''Unique ID''' from the Microsoft Project '''source plan '''for each task bar produces a chart that looks like this:
+
 
+
<center>[[File: P70-12_03_1-(27)-06302020.png]]</center>
+
<!--<center>P70-12_03_1-(27)-06302020.png</center>-->
+
 
+
In the illustration above for the top '''row '''in the chart, there are five (5) task bars in the '''row '''with the '''Unique ID field values''' of '''4''',''' 5''',''' 6''',''' and 9'''.  Since there is an odd number of task bars in the '''row''', OnePager selects the '''middle '''task bar’s '''value '''of '''6 '''as the '''MEDIAN value '''for the '''Left#2 text column '''for this '''row'''.  OnePager, using the '''MEDIAN rule''', may calculate a value for the '''text column cell''' that does not match any task bar '''source plan field value''' in the '''row'''.
+
 
+
This is illustrated in the '''row '''for top row for '''Project C''' in the '''Third Program''' of the '''Second Portfolio''' where the '''Unique ID '''set for this set of four (4) task bars is '''50''', '''51''', '''53''', and '''54'''.  In this case, where there are an even number of task bars in the set, OnePager '''calculates''' the '''MEDIAN value''' of '''52 '''and places that '''value''' in the '''Left#2 text column cell '''for the '''row'''.
+
  
 
==Related Links==
 
==Related Links==
Line 341: Line 181:
 
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
 
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
  
[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70
+
[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
  
 
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
 
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
 +
 +
[[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70-->
 +
 +
[[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] <!--12.23.1-70-->
  
 
[[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-->
 
[[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-->
Line 355: Line 199:
 
[[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
 
[[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
  
(12.03.1-70)
+
(12.04.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]

Revision as of 17:01, 14 January 2021

Overview

The creation, formatting, sorting, and editing of rows, swimlane levels, and text columns was covered in the three articles in this series shown below:

While these articles mentioned the topic of borders for rows and swimlanes, they do not go into any depth while referring to this article. The purpose here is to cover the set of controls you have at your disposal to manage row and swimlane borders in the chart to include showing and hiding them, changing their visual properties, and avoiding certain complications arising from the sharing of borders between adjacent rows and swimlanes.

Unlike other control subjects in OnePager, borders for rows and swimlanes are not all located in one form but are positioned as close as possible to the graphic elements they support.

This article describes row and swimlane border controls for global creation, showing/hiding, and editing and the techniques for manually editing row and swimlane borders in the chart. Topics related to the management of row borders are addressed first followed by the topics related to the management of swimlane borders. Lastly, a brief discussion on manual editing row and swimlane borders in the Chart Editor is provided.

Managing Row Borders in the Chart Properties Form

Global row border controls are found in the Template Properties and Chart Properties form’s Rows/Swimlanes tab in the top most Rows control group. The controls for managing row borders in these forms are identical so this article uses the Chart Properties form for the discussion and examples assuming that the charts used in the examples were created with the Template oriented toward Gantt chart layouts. The controls that apply to Gantt chart layouts apply equally well to Timeline layout charts containing rows and swimlanes either at a single swimlane level or multiple swimlane levels.

The Row Formatting Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Rows Control Group

Accessing the Chart Properties form from the OnePager’s Home ribbon tool bar tab and navigating to the Rows/Swimlanes tab and its Rows control group there is a Row Border Formatting… button in the middle of the control group. Clicking the Row Border Formatting… button accesses the Row Formatting form shown below:

P70-12 04 1-(1)-07022020.png

For most OnePager distributed Templates, the default setting for row borders are that they are hidden. As shown in the illustration above, the Show Row Borders checkbox in the Row Formatting form is checked OFF for this default setting. To show all row borders, the Show Row Borders checkbox must be checked ON which also enables the remaining controls in the form as shown below:

P70-12 04 1-(2)-07022020.png

There are three enabled controls in the above form for setting the line color of the row borders in the chart, setting the width of the row border lines, and specifying the dash type for the row border lines.

Clicking the Color: dropdown window’s button accesses the OnePager standard Color Chooser form for selected the desired color for all row borders as shown here:

P70-12 04 1-(3)-07022020.png

The Width: dial operates the same way other width dials operate in OnePager where valid values must be positive and range between 1.0 and 20.0.

Recall that the Width: setting applies to all row borders in the chart such that excessively wide row border settings may not have the desired visual effect. Since row borders are used to separate rows in the chart, their width can be used to highlight separation between rows of interest.

The Dash: dropdown provides four options for configuring all row borders in the chart including the solid line, dash line, a dash-dot, and a dash-dot-dot as shown below:

P70-12 04 1-(4)-07022020.png

Row Border Formatting - Examples

For some examples, we can look at a series of row border edits starting from the chart below with no row or swimlane borders but with the rows in the graph is zebra striped:

P70-12 04 1-(5)-07022020.png

If we update the Row Border Formatting form to show row borders and show them in green with a width of 2.0 using the dash-dot-dot dash type, the chart looks like this:

P70-12 04 1-(6)-07062020.png

The illustration above shows the row borders as intended: (1) green color, (2) width 2.0, and (3) dash-dot-dot dash type. The row borders extend out of the graph area to the left and include top and bottom row borders for all showing text columns in the chart. Finally, row borders do not include the top or bottom lines that make up the Inner Frame of the chart. Hiding the two text column modifies the chart as shown below:

P70-12 04 1-(7)-07022020.png

The Row Borders Formatting form can be used at any time to edit all row borders in the chart. Row borders are snapshot-independent meaning that the last row border configuration established for the chart appears in all snapshots. That is, the row borders do not change from snapshot to snapshot.

Managing Swimlane Level Borders in the Chart Properties Form

Like global row border controls, global swimlane level controls are found in the Template Properties and Chart Properties form’s Rows/Swimlanes tab in the middle Swimlanes control group. The controls for managing swimlane borders in these forms are identical so this article uses the Chart Properties form for the discussion and examples assuming that the charts used in the examples were created with the Template oriented toward Gantt chart layouts. The controls that apply to Gantt chart layouts apply equally well to Timeline layout charts containing rows and swimlanes either at a single swimlane level or multiple swimlane levels.

The Swimlane Formatting – Left#n Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Swimlanes Control Group

Because there are three swimlane levels available, borders for each swimlane level can be managed separately for each swimlane level. Like row borders in the graph area, the controls for managing each swimlane level’s borders are found in the Swimlane Formatting – Left#n form accessed by clicking the Swimlane Formatting… button in the Swimlanes control group of the Chart Properties form’s Rows/Swimlanes tab. Accessing the Chart Properties form from the OnePager’s Home ribbon tool bar tab and navigating to the Rows/Swimlanes tab and its Swimlanes control group there is a Swimlane Formatting… button.

Clicking the Swimlane Formatting… button accesses the Swimlane Formatting – Left#1 form as shown in the example below for the Left#1 swimlane level:

P70-12 04 1-(8)-07022020.png

For most OnePager distributed Templates, the default setting for all swimlane level borders are that they are hidden. As shown in the illustration above, the Show Borders checkbox in the Row Formatting form is checked OFF for this default setting.

To show swimlane borders for a specific swimlane level, the Show Borders checkbox in the corresponding Swimlane Formatting – Left#n form must be checked ON which also enables the remaining controls in the form as shown below:

P70-12 04 1-(9)-07022020.png

There are three enabled controls in the above form for setting the line color of the row borders in the chart, setting the width of the row border lines, and specifying the dash type for the row border lines.

For more information on these controls, please see the previous sub-section at: The Row Formatting Form in the Chart Properties Form’s Rows/Swimlanes Tab’s Rows Control Group

Swimlane Level Border Formatting - Examples

We can look at a series of illustrations for swimlane level border edits starting from the chart below with no row or swimlane borders but with the Left#1 swimlane level in the graph is zebra striped:

P70-12 04 1-(10)-07022020.png

The above illustration shows that the zebra striping of the Left#1 swimlane level is helpful but to highlight the chart better we can first place swimlane level borders for the Left#1 swimlane level in the chart by resetting the appropriate controls in the Swimlane Formatting – Left#1 form to have Left#1 swimlane borders that are colored red, with a width of 2.0, and a dash type of dashed as shown below:

P70-12 04 1-(11-1)-07072020.png

For the purpose of keeping the series of examples simple, and avoiding the matter of shared swimlane level borders, the next example show the chart with Left#2 zebra striping and with only swimlane level borders for the Left#2 swimlane level where the colored green, with a line width 2.0, and a dash type of dash-dot:

P70-12 04 1-(12-1)-07072020.png

And finally for the Left#3 swimlane level, the illustration below is configured with Left#3 zebra striping, the Left#3 swimlane level borders are colored blue, with a line width of 2.0, and a dash type of solid:

P70-12 04 1-(13)-07022020.png

The examples and illustrations above show how swimlane level borders appear when shown in the chart individually and without any row borders showing. As mentioned earlier and seen in the above examples, there is a potential for overlapping swimlane level borders when more than one swimlane level has its Show borders checkbox checked ON and its swimlane level borders configured with distinct colors, line widths, and dash types.

Managing Row and Multiple Swimlane Level Borders in the Chart

With multiple swimlane levels potentially showing in the chart, there is the potential for row and swimlane level borders to share the same space in the graph, that is, to overlap. Displaying row and multiple swimlane level borders, therefore, may not result in a pleasing visual experience for your audience. Accordingly, we recommend that employing different colors, line widths, and dash types with rows and multiple swimlane levels in the chart be approached with some thought, care, and experimentation to assure you achieve the desired visual effects.

Manual Editing Row and Swimlane Borders

1) The previous sub-sections covered the controls for managing row and swimlane borders that are available in the Template Properties and Chart Properties forms.

2) From the Chart Editor you also have access to context menus that access forms and controls for managing row and swimlane borders.

Manual Editing Row and Text Column Cell Borders

Right-clicking in a text column cell accesses the text column right-click context menu shown below with its Properties… command where you can manage individual row borders:

P70-12 04 1-(14-1)-07062020.png

When you click the Properties … command in the above right-click context menu, you access the Row/Column Properties form at the Row tab as shown here:

P70-12 04 1-(15-2)-07072020.png

The Row tab of the Row/Column Properties form has the controls managing the top and bottom borders of the selected row as well as controls for editing the background color of the selected row. The Cell tab contains the controls available for formatting the selected text column cell’s text string, Font properties, Alignment, Cell Background Color, and Text Rotation as shown below:

P70-12 04 1-(16-2)-07072020.png

These two Row/Column Properties form’s tabs have the same controls available for row and text column cell editing on a selected row or text column cell basis as those controls available in the Template Properties and Chart Properties form’s Rows/Swimlanes tab.

For a more information on the text column right-click context menu commands available, please see the article at: Editing Row Properties

Manual Editing Swimlanes and Swimlane Level Cell Borders

Right-clicking in a swimlane level cell accesses the swimlane level right-click context menu shown below with its Properties… command where you can manage individual swimlane level borders:

P70-12 04 1-(17-1)-07062020.png

When you click the Properties … command in the above right-click context menu you access the Swimlane/Cell Properties form at the Swimlane tab as shown here:

P70-12 04 1-(18-1)-07062020.png

The Swimlane tab of the Swimlane/Cell Properties form has the controls managing the top and bottom borders of the selected swimlane as well as controls for editing the background color of the selected swimlane.

The Cell tab contains the controls available for formatting the selected swimlane level cell’s text string, Font properties, Alignment, Cell Background Color, and Text Rotation as shown below:

P70-12 04 1-(19-1)-07062020.png

These two Swimlane/Cell Properties form’s tabs have the same controls available for swimlane and swimlane level cell editing on a selected swimlane or swimlane level cell basis as those controls available in the Template Properties and Chart Properties form’s Rows/Swimlanes tab.

For a more information on the swimlane level cell right-click context menu commands available, please see the article at: Editing Swimlane Properties

Related Links

Basic Workflows (Portal)

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Creating and Editing Rows and Swimlanes (Portal)

Collecting, Formatting, and Sorting Task/Milestones into Rows

Creating, Formatting, and Sorting Swimlanes Levels

Creating and Formatting Text Columns

Editing Text Columns or Swimlane Labels

Editing Row Properties

Editing Swimlane Properties

Zebra Striping for Rows and Swimlanes for OnePager Pro

Zebra Striping for Rows and Swimlanes for OnePager Express

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

Microsoft Project Fields Available to OnePager Pro

(12.04.1-70)