Difference between revisions of "Testing Article1"

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(Global Decoration Controls)
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==About Decorations==
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==About the Conditional Formatting Rules Form==
  
'''Decorations''' on task bars/milestone symbols include the following '''Data-Driven''' elements:
+
The next sub-section provides an overview of '''Conditional Formatting''' and what can be done when '''Conditional Formatting Rules''' are '''added''' to the form. However, first let's go over the '''Conditional Formatting Rules''' form itself. The '''Conditional Formatting Rules''' form has columns with '''headings''' that can accommodate '''source plan''' field names and various values of differing lengths. The form can be enlarged or shrunk as with most Windows forms by using your mouse to grab a corner of the form and expanding/shrinking the form with the left click as shown here:
  
:* '''Date labels'''
+
<center>[[File:P70-11_3_1-(1A)-06182020.png]]</center>
:* '''Percent complete'''
+
<!--<center>P70-11_3_1-(1A)-06182020.png</center>-->
:* '''Baselines'''
+
:* '''Critical path'''
+
:* '''Deadlines'''
+
:* '''Endpoints'''
+
  
'''Task bar name labels''' are not considered a '''Decoration''' for the purpose of this discussion. 
+
A '''horizontal scroll bar''' is provided in the form so you can '''scroll right or left''' in order to place any of the form's '''column headings''' and '''columns into clear view as shown below with the '''horizontal scroll bar''' moved to the far right:
  
For more information on '''Managing task bar/milestone symbols and task bar name labels''', please see the articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
<center>[[File:P70-11_3_1-(1B)-06182020.png]]</center>
 +
<!--<center>P70-11_3_1-(1B)-06182020.png</center>-->
  
To go directly to the detailed articles covering '''Modifying decorations on task bar/milestone symbols''', please click here: [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)#Links to Detailed Decoration Editing Articles | Links to Detailed Decoration Editing Articles]] <!--10.0.1-70-->
+
As mentioned above, the '''Conditional Formatting Rules''' form can accommodate '''source plan''' field names and '''grid values''' of differing sizes. If you need to '''widen a columns''' in the form, this can be done with your mouse by going to the desired '''column heading''', moving the mouse over the '''column heading's vertical boundary edge''' until the mouse cursor becomes a '''double-arrow''', and then left-clicking the mouse and '''dragging the mouse''' left or right to change the '''width of the selected '''column heading''' as shown below:
  
==Global Decoration Controls==
+
<center>[[File:P70-11_3_1-(1C)-06182020.png]]</center>
 +
<!--<center>P70-11_3_1-(1C)-06182020.png</center>-->
  
'''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. For more information on '''Using the Template Properties form''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
+
After the '''double-arrow''' mouse cursor is moved to the right to widen the '''column heading's width''', the form looks like this:
  
For more information on '''Using Chart Properties form''', please see the article at: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
<center>[[File:P70-11_3_1-(1D)-06182020.png]]</center>
 +
<!--<center>P70-11_3_1-(1D)-06182020.png</center>-->
  
For the purpose of this discussion, focus is placed on the '''Chart Properties''' form''''Task Bars''' and '''Milestones''' tabs in the control groups as shown below:
+
When a '''Conditional Formatting Rule grid row''' is '''added''' in the form, the '''grid row''' and the '''widened column''' looks like this:
  
<center>'''Template Properties Form - Task Bars Tab'''</center>
+
<center>[[File:P70-11_3_1-(1E)-06182020.png]]</center>
<center>[[File:P70-10_0_1-(1)-06012020.png]]</center>
+
<!--<center>P70-11_3_1-(1E)-06182020.png</center>-->
<!--<center>P70-10_0_1-(1)-06012020.png</center>-->
+
  
<center>'''Chart Properties Form - Task Bars Tab'''</center>
+
After data are entered into '''Conditional Formatting Rule grid row cells''' OnePager adjusts the '''width''' of the '''column heading''' and '''row grid cells''' to the '''width''' of the largest value to assure that as many '''row grid cells''' and their '''column headings''' can be visible in the form. Changing the '''width''' of a '''column heading''' and their corresponding '''grid row cells''' can be done at any time when '''Conditional Formatting Rules''' are being '''added''' or '''edited'''.
<center>[[File:P70-10_0_1-(2)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(2)-06012020.png</center>-->
+
  
This article overviews instructions on two methods for '''manually editing decorations''' for '''individual task barss/milestone symbols'''.  The two (2) sub-sections below, we’ll briefly cover both methods: 
+
==About Adding Conditional Formatting Rules==
  
:1) Using the '''Chart Properties''' form to change '''all''' task bars/milestone symbol decoration properties, and
+
'''Conditional Formatting''' is a capability in OnePager Pro that you can use to '''tailor''' various '''attributes''' of task bars/milestone symbols depending on the data '''imported''' from your Microsoft Project '''source plan'''. You can define one or more '''conditional formatting rules''' that apply specified '''actions''' to appropriate task bars/milestone symbols when the specified '''conditions''' in your defined '''rules''' are '''true'''.
  
:2) the '''Format…''' commands available to modify the decoration properties of a '''single''' task bar/milestone symbol.
+
For example, you can define a '''rule''' that changes the '''color''' of a task bar depending on the value contained the '''Text1''' field '''imported''' from your Microsoft Excel '''source plan'''.  In this example, suppose the '''Category''' field is used to '''import Risk information''' in the form of '''High''', '''Medium''', and '''Low'''. You can '''add rules''' that tell OnePager Pro, for instance, to set the '''color''' Red for task bars associated with a '''Text1''' value of '''High''', set the '''color''' yellow for task bars associated with a '''Text1''' value of '''Medium''', and set the '''color''' green''' for task barss associated with a '''Category''' value of '''Low'''.
  
==Using the Chart Properties Form To Edit Decorations==
+
A video illustrating this example is available at: [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video].
  
'''Decorations''' on '''all''' task bars/milestone symbols can be '''manually edited''' by using the '''Task Bars''' or '''Milestones''' tabs in the '''Chart Properties''' form. Using these controls you can '''edit''' the '''decoration properties''' in the current chart without '''changing''' any of the settings in the current '''Template Properties''' form. Doing so makes '''mavericks''' of all task bars/milestone symbols participating in the '''edit''' in the current chart. 
+
There are nine (9) sets of task bar/milestone symbol '''attributes''' that can be altered to respond to '''condition statement''' established in your '''conditional formatting rule''' sets.  This article provides the basic instructions to for '''adding conditional formatting rules''' to OnePager which can be done at the '''Template Properties''' or '''Chart Properties''' forms level. These '''conditional formatting rules''' can be '''edited''' at any time in terms of the contents of '''condition columns''' and '''action columns''' found in the '''Conditional Formatting Rules''' form discussed below. Use the following steps to '''add''' a '''conditional formatting rule''' or rules to the '''Conditional Formatting Rules''' form's '''grid''':
  
===Mirror Format Settings Between Task Bars and Milestones===
+
From either the '''Task Bars''' or '''Milestones''' tab of the '''Chart Properties''' or '''Template Properties''' forms, click the '''Manage Rules...''' button:
  
For convenience, we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below:
+
<center>[[File:P70-11_3_1-(1)-06082020.png]]</center>
 +
<!--<center>P70-11_3_1-(1)-06082020.png</center>-->
  
<center>[[File:P70-10_0_1-(3)-06012020.png]]</center>
+
You are now ready to '''add''' rules. Click the '''Add Rule''' button and OnePager then creates a '''blank line''' in the grid shown above so you can enter the first rule. The line consists of three (3) major components:
<!--<center>P70-10_0_1-(3)-06012020.png</center>-->
+
  
When this checkbox is checked '''ON''', OnePager automatically makes any '''edits''' to '''Milestone symbols''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting. This checkbox appears in both the '''Task Bar''' tab and the '''Milestones''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. The '''Milestones''' tab of the '''Chart Properties''' form is illustrated below:
+
:* The rule '''select'''  and '''enable/disable''' checkboxes.
 +
:* The rule '''condition''' columns.  
 +
:* The rule '''action''' columns.
  
<center>[[File:P70-10_0_1-(4)-06012020.png]]</center>
+
'''Adding''', '''editing''', '''copying''', and '''deleting''' '''conditional formatting rules''' is very similar to the process for doing the same with respect to '''Conditional Import Filter Rules''' described in the article at:  [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
<!--<center>P70-10_0_1-(4)-06012020.png</center>-->
+
  
'''Task Bar''' and '''Milestones''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.   Instructions for '''editing''' specific '''decorations''' for OnePager Pro and Express are located at the links shown in the next section below:
+
The sections that follow cover each of the major components of a '''conditional formatting rule'''.
  
===Links to Detailed Decoration Editing Articles===
+
==Rule Selection and Enable/Disable Checkboxes==
  
Use the links below to access more information on '''editing''' task bar/milestone symbol '''decorations''':
+
===Rule Selection Columns===
  
{| class="wikitable"
+
The left most column in the '''grid''', shown below, has the following function:
| [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
+
| [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
+
|-
+
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
+
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
+
|-
+
| [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
+
| [[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
+
|-
+
| [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
+
| [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
+
|-
+
| [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
+
|-
+
| [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
+
| [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
|-
+
| [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
+
| [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
+
|-
+
| [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
+
|}
+
  
==Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor==
+
<center>[[File:P70-11_3_1-70-(2A)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(2A)-09232019.png</center>-->
  
'''Decorations''' can be '''edited''' for individual task bars and milestone symbols (or selected groups of them) using the '''Change Task/Milestone Properties''' form. This form is accessed in two ways:
+
The '''Rule Select''' checkbox is provided so you can select the rule for '''editing''', '''copying''', or '''deletion'''.
  
===Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label===
+
===Enable/Disable or On Column===
  
Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click context menu''' for eitherThis action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
+
The checkbox to the right of the '''Rule Select''' cell with the column heading of '''On''' provides control over turning the rule '''ON''' and '''OFF'''.  When the '''On''' checkbox in the column above is checked '''ON''', the columns that include the rule '''conditions''' and '''actions''' are '''enabled'''It may become useful to have '''sets of rules''' in the '''Conditional Formatting Rules''' form and by turning them '''ON''' or '''OFF''' as required you can achieve a variety of results.
  
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
+
==Rule Condition Columns==
<!--<center>P70-10_0_1-(5)-06012020.png</center>-->
+
  
The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label as shown here:
+
There are three '''rule condition''' columns as shown below:
  
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
+
<center>[[File:P70-11_3_1-70-(2)-09232019.png]]</center>
<!--<center>P70-10_0_1-(5A)-06012020.png</center>-->
+
<!--<center>P70-11_3_1-70-(2)-09232019.png</center>-->
  
Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
+
===Field Column===
  
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
+
In the '''Field''' column shown below is a dropdown that allows you to select the field from your Microsoft Project '''source plan'''.  
<!--<center>P70-10_0_1-(6)-06012020.png</center>-->
+
  
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol's properties shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s).  
+
<center>[[File:P70-11_3_1-70-(3)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(3)-09232019.png</center>-->
  
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
OnePager Pro '''imports''' all the fields from your Microsoft Project '''source plan''' so they are all available for use as a '''Field''' in a '''conditional formatting rule'''.
  
===Format button on the OnePager Pro Home Ribbon Tool Bar Tab===
+
===Operator Column===
  
The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after you selected one or more task bars/milestone symbols to '''edit'''.  The '''Format...'''button on the ribbon is shown below:
+
The '''Operator''' column shown below is a dropdown that allows you to pick from a '''list of operators''' depending on the '''data type''' of the '''Field''' selected as discussed above:
  
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
+
<center>[[File:P70-11_3_1-70-(4)-09232019.png]]</center>
<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
+
<!--<center>P70-11_3_1-70-(4)-09232019.png</center>-->
  
After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed as shown here:
+
Since OnePager Pro knows the field '''type imported''' from your Microsoft Project '''source plan''', the '''Operator''' column shows the appropriate operator selections when the dropdown menu above is accessed.
  
<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
+
====Text String Field Types====
<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
+
  
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol '''format properties''' shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s)
+
For '''Text String''' field '''types''' there are four (4) operators:
  
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
:* '''equal'''
 +
:* '''not equal'''
 +
:* '''Contains'''  
 +
:* '''Does not contain'''
  
==Related Link==
+
====Numeric and Data Field Types====
 +
 
 +
For '''Numeric and Date''' field '''types''', the operators are shown here:
 +
 
 +
<center>[[File:P70-11_3_1-70-(5)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(5)-09232019.png</center>-->
 +
 
 +
For '''Numeric and Date''' field '''types''' there are six (6) operators:
 +
 
 +
:* '''equal'''
 +
:* '''not equal'''
 +
:* '''less than'''
 +
:* '''less than or equal'''
 +
:* '''greater than'''
 +
:* '''greater than or equal'''
 +
 
 +
====Boolean Field Types====
 +
 
 +
For '''Boolean''' fields '''types''' (i.e., '''Yes/No''', '''True/False''') the operators are shown below.
 +
 
 +
<center>[[File:P70-11_3_1-70-(6)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(6)-09232019.png</center>-->
 +
 
 +
For '''Boolean''' field '''types''' there are two (2) operators that can be expressed in two different ways as shown below:
 +
 
 +
:* '''Yes''' or '''1'''
 +
:* '''No''' or '''0'''
 +
 
 +
The '''Value''' column is '''disabled''' since selecting the '''Operator''' satisfies the need for a value.
 +
 
 +
===Value Column===
 +
 
 +
The '''Value''' column is the '''grid cell''' that you fill-in that is the '''match''' desired against the '''Field Column''' given the contents of the '''Operator Column'''.
 +
 
 +
====Boolean Field Types====
 +
 
 +
The '''Value''' column is not used when the '''Field''' column is a Microsoft Project '''Boolean type'''.
 +
 
 +
====Text String Field Types====
 +
 
 +
For '''Text String type''' fields, any text that might appear in a Microsoft Project '''text string field''' can be typed-in to the '''Value''' column's '''grid cell''' for a rule. '''Note''' that for '''string matches''', it is permissible to have the '''Value''' column be a set of strings '''separated by commas'''.  In this situation, the rule is '''matched''' when the column '''value is equal''' to '''any''' of the '''comma separated values'''. To make the comparison between '''text''' data specified in the '''Field''' column of the '''Conditional Formatting Rules''' form, OnePager '''trims''' leading and trailing '''white''' space such as '''blanks''' or '''control characters'''.  However, OnePager does not trim '''excess white space within''' a valid character string.
 +
 
 +
====Numeric Field Types====
 +
 
 +
For '''Numeric type''' '''matches''' any integer or integer with a decimal fraction is permissible.
 +
 
 +
====Date Field Types====
 +
 
 +
For '''Date type matches''' the '''Value Column''' provides the standard OnePager '''calendar''' when you click in the '''Value Column''' and the '''Field Column''' is a '''date type field''' as shown below:
 +
 
 +
<center>[[File:P70-11_3_1-70-(6B)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(6B)-09232019.png</center>-->
 +
 
 +
The '''Value''' column can be used to compare against '''today’s date''' by clicking the '''Today: ...''' checkbox in the '''Pick a date Calendar''' form shown above.  This is useful for establishing a rule where it is important to '''color''' or otherwise highlight a task bar whose '''Finish date''' is less than or equal to '''today’s date''', for example.
 +
 
 +
===Applies to Column===
 +
 
 +
OnePager Pro performs the evaluation and then '''applies''' the formats specified in the rule to the task shapes, milestone shapes, or both as determined by the '''Applies to''' column as shown here:
 +
 
 +
<center>[[File:P70-11_3_1-70-(6A)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(6A)-09232019.png</center>-->
 +
 
 +
To tell OnePager whether to apply a rule to task bars, to milestone symbols, or to both, there are three (3) options for the '''Applies to''' column as shown below:
 +
 
 +
:* '''Both'''
 +
:* '''Tasks'''
 +
:* '''Milestones'''
 +
 
 +
==Rule Action Columns==
 +
 
 +
To the right of the columns in the '''Conditional Formatting Rules''' form's '''grid''' '''Condition''' columns are nine (9) '''Action''' columns. When a '''condition''' in the rule '''matches or is true''' all valid '''actions''' specified in the '''Action''' columns are applied to the task bars/milestone symbols in the chart. If the rule's '''condition''' does '''not match or is false''', none of the '''actions''' specified in the '''Action''' columns are taken or applied to the task bars/milestone symbols in the chart. The '''Conditional Formatting Rules''' form's '''grid''' has a '''horizontal scroll bar''' allowing you to scroll to the left or right to being all of the nine '''Action''' columns into view within the '''grid''' as shown in the illustrations below:
 +
 
 +
<center>'''Horizontal Scroll Bar to the Far Left'''</center>
 +
<center>[[File:P70-11_3_1-70-(7)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(7)-09232019.png</center>-->
 +
 
 +
<center>'''Horizontal Scroll Bar in the Middle'''</center>
 +
<center>[[File:P70-11_3_1-70-(8)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(8)-09232019.png</center>-->
 +
 
 +
<center>'''Horizontal Scroll Bar to the Far Right'''</center>
 +
<center>[[File:P70-11_3_1-70-(9)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(9)-09232019.png</center>-->
 +
 
 +
In the three illustrations above, the thee '''Conditions''' columns of '''Field, Operator, and Value''' remain fixed in the '''grid''' and do not scroll left or right. It is important to note that whenever a rule's '''conditions''' result in a '''match or true''' result, '''all''' of the '''Action''' columns that are not blank are applied to the appropriate task bars/milestone symbols in the chart. Accordingly, while you may have more than one '''Action''' column associated with a specific '''condition''', we recommend that minimizing the number of '''Action''' columns you intend to apply in one rule. As you have have capability to turn rules '''ON''' and '''OFF''', you can define many rules in the '''grid''' and turn the desired rules '''ON''' when they meet your schedule conversation needs with the chart. In the following sub-sections are discussions of the attributes of each of the nine '''Action''' columns available.
 +
 
 +
===Color Action Column===
 +
 
 +
To add a '''color''' to the '''Color Action''' column, click on the '''grid cell''' for the specific rule to access the standard '''Color Chooser''' form as shown below:
 +
 
 +
<center>[[File:P70-11_3_1-70-(10)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(10)-09232019.png</center>-->
 +
 
 +
For more information on using the standard '''Color Chooser''' form, please see this section in the articles at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Individual Task/Milestone Shape Colors | Changing Individual Task/Milestone Shape Colors]] <!--9.2.1-70-->
 +
 
 +
===Taskbar and Milestone Shape Action Columns===
 +
 
 +
Clicking the '''Taskbar Shape Action''' column '''grid cell''' accesses the standard '''Task Shape''' dropdown list as shown below:
 +
 
 +
<center>[[File:P70-11_3_1-70-(11)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(11)-09232019.png</center>-->
 +
 
 +
In a similar way, clicking the '''Milestone Shape Action''' column '''grid cell''' accesses the standard '''Milestone Shape''' dropdown list as shown here:
 +
 
 +
<center>[[File:P70-11_3_1-70-(12)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(12)-09232019.png</center>-->
 +
 
 +
===Height % Action Column===
 +
 
 +
You can manage the '''height''' of a task bar or milestone symbol as a percentage of the '''height of the row''' occupied by the task bars/milestone symbol. The default '''Height %''' for task bars/milestone symbols is 91% of the '''height of the row'''.  As shown below, the '''Height %''' for the rule shown is set to 50% by typing in the number 50 as the value:
 +
 
 +
<center>[[File:P70-11_3_1-70-(13)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(13)-09232019.png</center>-->
 +
 
 +
===Border Action Column===
 +
 
 +
Using the '''Border Action''' column, you can automatically change the look of the task bar or milestone symbol's '''border''' if the rule results in a '''match or true''' result. To do this, clicking on the '''Border Action''' column's '''grid cell''' accesses the '''Border Style Rules''' form where the '''Use default''' checkbox is checked '''ON''' as shown below:
 +
 
 +
<center>[[File:P70-11_3_1-70-(14)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(14)-09232019.png</center>-->
 +
 
 +
To '''edit''' any of the parameters of the task bar/milestone symbol's '''border''' uncheck the '''Use default''' checkbox and use the '''Border Color''', '''Border Width''', and '''Border Style''' controls as appropriate.
 +
 
 +
For more information on task/milestone '''border management''', please see the section in the articles at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Task Bar/milestone Symbol Borders | Changing Task Bar/milestone Symbol Borders]] <!--9.2.1-70-->
 +
 
 +
===Label Font Action Column===
 +
 
 +
Using the '''Label Font Action''' column, you can change the look of the task bar/milestone symbol's '''label text''' if the rule results in a '''match or true'''. Clicking the '''Label font Action''' column's '''grid cell''' accesses the standard '''Font properties''' form as shown here:
 +
 
 +
<center>[[File:P70-11_3_1-70-(15)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(15)-09232019.png</center>-->
 +
 
 +
Using the standard '''Font properties''' form has the controls for '''editing''' the important characteristics of the '''label text'''.
 +
 
 +
For more information on task bar/milestone symbol '''label/text management''', please see this section in the articles at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Use the Right-Click Context Menu for Task Bar Name Labels | Use the Right-Click Context Menu for Task Bar Name Labels]] <!--9.2.1-70-->
 +
 
 +
===Priority Action Column===
 +
 
 +
The '''Priority Action''' column is set and mostly managed by OnePager Pro.  That is, each time you '''add''' a new rule to the '''grid''', OnePager increments the value in the '''Priority Action''' column's '''grid cell''' by one starting at zero (0) for the first rule in the '''grid'''. If several rules are in competition to set a particular '''formatting property''' (i.e., '''color''', '''border''', etc.) , the rule with the lowest '''Priority number''' has '''priority''' over all the others.  You can change the values in the '''Priority column''' at any time after the rule is completely defined, and any positive numeric value is acceptable. In this way you can define several identical '''condition''' columns and use a single '''Action''' column with different values and control their '''priority''' manually to achieve a desired result as shown in the example below:
 +
 
 +
<center>[[File:P70-11_3_1-70-(16)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(16)-09232019.png</center>-->
 +
 
 +
===Legend Text Action Column===
 +
 
 +
Using the '''Legend Text Action''' column, you can change the '''text appearing in the Legend''' for the task bar/milestone symbol to any desired '''text string''' if the rule results in a '''match or true'''. Clicking the '''Legend Text Action''' column's '''grid cell''' allows you to enter the desired '''text string''' as shown here:
 +
 
 +
<center>[[File:P70-11_3_1-70-(17)-09232019.png]]</center>
 +
<!--<center>P70-11_3_1-70-(17)-09232019.png</center>-->
 +
 
 +
It is recommended that the '''Color Action''' column also be set to a unique '''color''' when the '''Legend Text Action''' column '''grid cell''' is selected so that a '''color''' is shown in the chart for the task bars/milestone symbols involved as well as in the '''Legend item''' added. When a '''match or true''' condition is found for the rule, the '''Legend''' in the chart is '''updated''' to reflect the '''text string''' entered in the '''Legend text''' '''grid cell''' as shown here:
 +
 
 +
<center>[[File:P70-11_3_1-(18)-06082020.png]]</center>
 +
<!--<center>P70-11_3_1-(18)-06082020.png</center>-->
 +
 
 +
For more information on '''Legend management''', please see the articles in the series at:  [[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
 +
 
 +
===Text Location Action Column===
 +
 
 +
You can change the position of the '''label text''' for a task bar/milestone symbol to any one of thirteen (13) positions the rule results in a '''match or true'''. Clicking the '''Text Location Action''' column's '''grid cells''' accesses the '''label text position''' dropdown as shown below:
 +
 
 +
<center>[[File:P70-11_3_1-(19)-06082020.png]]</center>
 +
<!--<center>P70-11_3_1-(19)-06082020.png</center>-->
 +
 
 +
It is recommended that the '''Color Action''' column also be set to a unique '''color''' when the '''Text Location Action''' column '''grid cell''' is selected so that a '''color''' is shown in the chart for the task bars/milestone symbols involved as well as in the '''Legend item''' added. When a '''match or true''' condition is found for the rule, OnePager '''re-positions''' the associated task bar/milestone symbol's '''label text''' to the position selected in the rule as shown here where the '''In comment box''' option is selected for Team 1 in this example:
 +
 
 +
<center>[[File:P70-11_3_1-(20)-06082020.png]]</center>
 +
<!--<center>P70-11_3_1-(20)-06082020.png</center>-->
 +
 
 +
For more information on '''Label Text Management''', please see the articles in the series at:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
 +
 
 +
==Related Links==
 +
 
 +
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
 
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
 
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
 +
 +
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
 +
 +
[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
 +
 +
[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
  
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
Line 133: Line 289:
 
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
 
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
(10.0.1-70)
+
[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
 +
 
 +
[https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
 +
 
 +
[https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
 +
 
 +
(11.3.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Conditional Formatting]]
 +
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
 
 
[[Category:Labels]]
 
[[Category:Labels]]
[[Category:Name Label Collision Avoidance]]
+
[[Category:Color Palettes]]
[[Category:Percent Complete]]
+
[[Category:Row/Swimlane Borders]]
[[Category:Critical Path]]
+
[[Category:Deadlines]]
+
[[Category:Endpoints]]
+
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
 

Revision as of 18:25, 13 January 2021

About the Conditional Formatting Rules Form

The next sub-section provides an overview of Conditional Formatting and what can be done when Conditional Formatting Rules are added to the form. However, first let's go over the Conditional Formatting Rules form itself. The Conditional Formatting Rules form has columns with headings that can accommodate source plan field names and various values of differing lengths. The form can be enlarged or shrunk as with most Windows forms by using your mouse to grab a corner of the form and expanding/shrinking the form with the left click as shown here:

P70-11 3 1-(1A)-06182020.png

A horizontal scroll bar is provided in the form so you can scroll right or left in order to place any of the form's column headings and columns into clear view as shown below with the horizontal scroll bar moved to the far right:

P70-11 3 1-(1B)-06182020.png

As mentioned above, the Conditional Formatting Rules form can accommodate source plan field names and grid values of differing sizes. If you need to widen a columns in the form, this can be done with your mouse by going to the desired column heading, moving the mouse over the column heading's vertical boundary edge until the mouse cursor becomes a double-arrow, and then left-clicking the mouse and dragging the mouse left or right to change the width of the selected column heading as shown below:

P70-11 3 1-(1C)-06182020.png

After the double-arrow mouse cursor is moved to the right to widen the column heading's width, the form looks like this:

P70-11 3 1-(1D)-06182020.png

When a Conditional Formatting Rule grid row is added in the form, the grid row and the widened column looks like this:

P70-11 3 1-(1E)-06182020.png

After data are entered into Conditional Formatting Rule grid row cells OnePager adjusts the width of the column heading and row grid cells to the width of the largest value to assure that as many row grid cells and their column headings can be visible in the form. Changing the width of a column heading and their corresponding grid row cells can be done at any time when Conditional Formatting Rules are being added or edited.

About Adding Conditional Formatting Rules

Conditional Formatting is a capability in OnePager Pro that you can use to tailor various attributes of task bars/milestone symbols depending on the data imported from your Microsoft Project source plan. You can define one or more conditional formatting rules that apply specified actions to appropriate task bars/milestone symbols when the specified conditions in your defined rules are true.

For example, you can define a rule that changes the color of a task bar depending on the value contained the Text1 field imported from your Microsoft Excel source plan. In this example, suppose the Category field is used to import Risk information in the form of High, Medium, and Low. You can add rules that tell OnePager Pro, for instance, to set the color Red for task bars associated with a Text1 value of High, set the color yellow for task bars associated with a Text1 value of Medium, and set the color green for task barss associated with a Category value of Low.

A video illustrating this example is available at: Conditional Formatting Tutorial Video.

There are nine (9) sets of task bar/milestone symbol attributes that can be altered to respond to condition statement established in your conditional formatting rule sets. This article provides the basic instructions to for adding conditional formatting rules to OnePager which can be done at the Template Properties or Chart Properties forms level. These conditional formatting rules can be edited at any time in terms of the contents of condition columns and action columns found in the Conditional Formatting Rules form discussed below. Use the following steps to add a conditional formatting rule or rules to the Conditional Formatting Rules form's grid:

From either the Task Bars or Milestones tab of the Chart Properties or Template Properties forms, click the Manage Rules... button:

P70-11 3 1-(1)-06082020.png

You are now ready to add rules. Click the Add Rule button and OnePager then creates a blank line in the grid shown above so you can enter the first rule. The line consists of three (3) major components:

  • The rule select and enable/disable checkboxes.
  • The rule condition columns.
  • The rule action columns.

Adding, editing, copying, and deleting conditional formatting rules is very similar to the process for doing the same with respect to Conditional Import Filter Rules described in the article at: Conditional Import Filters (Portal)

The sections that follow cover each of the major components of a conditional formatting rule.

Rule Selection and Enable/Disable Checkboxes

Rule Selection Columns

The left most column in the grid, shown below, has the following function:

P70-11 3 1-70-(2A)-09232019.png

The Rule Select checkbox is provided so you can select the rule for editing, copying, or deletion.

Enable/Disable or On Column

The checkbox to the right of the Rule Select cell with the column heading of On provides control over turning the rule ON and OFF. When the On checkbox in the column above is checked ON, the columns that include the rule conditions and actions are enabled. It may become useful to have sets of rules in the Conditional Formatting Rules form and by turning them ON or OFF as required you can achieve a variety of results.

Rule Condition Columns

There are three rule condition columns as shown below:

P70-11 3 1-70-(2)-09232019.png

Field Column

In the Field column shown below is a dropdown that allows you to select the field from your Microsoft Project source plan.

P70-11 3 1-70-(3)-09232019.png

OnePager Pro imports all the fields from your Microsoft Project source plan so they are all available for use as a Field in a conditional formatting rule.

Operator Column

The Operator column shown below is a dropdown that allows you to pick from a list of operators depending on the data type of the Field selected as discussed above:

P70-11 3 1-70-(4)-09232019.png

Since OnePager Pro knows the field type imported from your Microsoft Project source plan, the Operator column shows the appropriate operator selections when the dropdown menu above is accessed.

Text String Field Types

For Text String field types there are four (4) operators:

  • equal
  • not equal
  • Contains
  • Does not contain

Numeric and Data Field Types

For Numeric and Date field types, the operators are shown here:

P70-11 3 1-70-(5)-09232019.png

For Numeric and Date field types there are six (6) operators:

  • equal
  • not equal
  • less than
  • less than or equal
  • greater than
  • greater than or equal

Boolean Field Types

For Boolean fields types (i.e., Yes/No, True/False) the operators are shown below.

P70-11 3 1-70-(6)-09232019.png

For Boolean field types there are two (2) operators that can be expressed in two different ways as shown below:

  • Yes or 1
  • No or 0

The Value column is disabled since selecting the Operator satisfies the need for a value.

Value Column

The Value column is the grid cell that you fill-in that is the match desired against the Field Column given the contents of the Operator Column.

Boolean Field Types

The Value column is not used when the Field column is a Microsoft Project Boolean type.

Text String Field Types

For Text String type fields, any text that might appear in a Microsoft Project text string field can be typed-in to the Value column's grid cell for a rule. Note that for string matches, it is permissible to have the Value column be a set of strings separated by commas. In this situation, the rule is matched when the column value is equal to any of the comma separated values. To make the comparison between text data specified in the Field column of the Conditional Formatting Rules form, OnePager trims leading and trailing white space such as blanks or control characters. However, OnePager does not trim excess white space within a valid character string.

Numeric Field Types

For Numeric type matches any integer or integer with a decimal fraction is permissible.

Date Field Types

For Date type matches the Value Column provides the standard OnePager calendar when you click in the Value Column and the Field Column is a date type field as shown below:

P70-11 3 1-70-(6B)-09232019.png

The Value column can be used to compare against today’s date by clicking the Today: ... checkbox in the Pick a date Calendar form shown above. This is useful for establishing a rule where it is important to color or otherwise highlight a task bar whose Finish date is less than or equal to today’s date, for example.

Applies to Column

OnePager Pro performs the evaluation and then applies the formats specified in the rule to the task shapes, milestone shapes, or both as determined by the Applies to column as shown here:

P70-11 3 1-70-(6A)-09232019.png

To tell OnePager whether to apply a rule to task bars, to milestone symbols, or to both, there are three (3) options for the Applies to column as shown below:

  • Both
  • Tasks
  • Milestones

Rule Action Columns

To the right of the columns in the Conditional Formatting Rules form's grid Condition columns are nine (9) Action columns. When a condition in the rule matches or is true all valid actions specified in the Action columns are applied to the task bars/milestone symbols in the chart. If the rule's condition does not match or is false, none of the actions specified in the Action columns are taken or applied to the task bars/milestone symbols in the chart. The Conditional Formatting Rules form's grid has a horizontal scroll bar allowing you to scroll to the left or right to being all of the nine Action columns into view within the grid as shown in the illustrations below:

Horizontal Scroll Bar to the Far Left
P70-11 3 1-70-(7)-09232019.png
Horizontal Scroll Bar in the Middle
P70-11 3 1-70-(8)-09232019.png
Horizontal Scroll Bar to the Far Right
P70-11 3 1-70-(9)-09232019.png

In the three illustrations above, the thee Conditions columns of Field, Operator, and Value remain fixed in the grid and do not scroll left or right. It is important to note that whenever a rule's conditions result in a match or true result, all of the Action columns that are not blank are applied to the appropriate task bars/milestone symbols in the chart. Accordingly, while you may have more than one Action column associated with a specific condition, we recommend that minimizing the number of Action columns you intend to apply in one rule. As you have have capability to turn rules ON and OFF, you can define many rules in the grid and turn the desired rules ON when they meet your schedule conversation needs with the chart. In the following sub-sections are discussions of the attributes of each of the nine Action columns available.

Color Action Column

To add a color to the Color Action column, click on the grid cell for the specific rule to access the standard Color Chooser form as shown below:

P70-11 3 1-70-(10)-09232019.png

For more information on using the standard Color Chooser form, please see this section in the articles at: Changing Individual Task/Milestone Shape Colors

Taskbar and Milestone Shape Action Columns

Clicking the Taskbar Shape Action column grid cell accesses the standard Task Shape dropdown list as shown below:

P70-11 3 1-70-(11)-09232019.png

In a similar way, clicking the Milestone Shape Action column grid cell accesses the standard Milestone Shape dropdown list as shown here:

P70-11 3 1-70-(12)-09232019.png

Height % Action Column

You can manage the height of a task bar or milestone symbol as a percentage of the height of the row occupied by the task bars/milestone symbol. The default Height % for task bars/milestone symbols is 91% of the height of the row. As shown below, the Height % for the rule shown is set to 50% by typing in the number 50 as the value:

P70-11 3 1-70-(13)-09232019.png

Border Action Column

Using the Border Action column, you can automatically change the look of the task bar or milestone symbol's border if the rule results in a match or true result. To do this, clicking on the Border Action column's grid cell accesses the Border Style Rules form where the Use default checkbox is checked ON as shown below:

P70-11 3 1-70-(14)-09232019.png

To edit any of the parameters of the task bar/milestone symbol's border uncheck the Use default checkbox and use the Border Color, Border Width, and Border Style controls as appropriate.

For more information on task/milestone border management, please see the section in the articles at: Changing Task Bar/milestone Symbol Borders

Label Font Action Column

Using the Label Font Action column, you can change the look of the task bar/milestone symbol's label text if the rule results in a match or true. Clicking the Label font Action column's grid cell accesses the standard Font properties form as shown here:

P70-11 3 1-70-(15)-09232019.png

Using the standard Font properties form has the controls for editing the important characteristics of the label text.

For more information on task bar/milestone symbol label/text management, please see this section in the articles at: Use the Right-Click Context Menu for Task Bar Name Labels

Priority Action Column

The Priority Action column is set and mostly managed by OnePager Pro. That is, each time you add a new rule to the grid, OnePager increments the value in the Priority Action column's grid cell by one starting at zero (0) for the first rule in the grid. If several rules are in competition to set a particular formatting property (i.e., color, border, etc.) , the rule with the lowest Priority number has priority over all the others. You can change the values in the Priority column at any time after the rule is completely defined, and any positive numeric value is acceptable. In this way you can define several identical condition columns and use a single Action column with different values and control their priority manually to achieve a desired result as shown in the example below:

P70-11 3 1-70-(16)-09232019.png

Legend Text Action Column

Using the Legend Text Action column, you can change the text appearing in the Legend for the task bar/milestone symbol to any desired text string if the rule results in a match or true. Clicking the Legend Text Action column's grid cell allows you to enter the desired text string as shown here:

P70-11 3 1-70-(17)-09232019.png

It is recommended that the Color Action column also be set to a unique color when the Legend Text Action column grid cell is selected so that a color is shown in the chart for the task bars/milestone symbols involved as well as in the Legend item added. When a match or true condition is found for the rule, the Legend in the chart is updated to reflect the text string entered in the Legend text grid cell as shown here:

P70-11 3 1-(18)-06082020.png

For more information on Legend management, please see the articles in the series at: The Chart Legend (Portal)

Text Location Action Column

You can change the position of the label text for a task bar/milestone symbol to any one of thirteen (13) positions the rule results in a match or true. Clicking the Text Location Action column's grid cells accesses the label text position dropdown as shown below:

P70-11 3 1-(19)-06082020.png

It is recommended that the Color Action column also be set to a unique color when the Text Location Action column grid cell is selected so that a color is shown in the chart for the task bars/milestone symbols involved as well as in the Legend item added. When a match or true condition is found for the rule, OnePager re-positions the associated task bar/milestone symbol's label text to the position selected in the rule as shown here where the In comment box option is selected for Team 1 in this example:

P70-11 3 1-(20)-06082020.png

For more information on Label Text Management, please see the articles in the series at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Related Links

Conditional Import Filters (Portal)

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

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Modifying Decorations on Tasks/Milestones (Portal)

The Chart Legend (Portal)

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

Conditional Formatting Tutorial Video

Blog-Display Certainty in Your Plan by Using Conditional Formatting

Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules

(11.3.1-70)