Difference between revisions of "Testing Article1"

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==Overview==
 
==Overview==
  
'''Swimlanes '''are provided in OnePager Pro and Express to assist you in organizing your Microsoft Project or Excel '''source plan '''tasks into common '''groupings''' for presentations in support of your schedule conversation goals. OnePager Pro and Express version 7.0 support three (3) '''swimlane levels''' that can be '''created''', '''edited''', and '''hidden''' in the chart to suit your needs.  
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'''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. 
  
'''Swimlane levels''' 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 '''multiple swimlane levels''' and individual '''swimlane level cells''' globally using the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab. 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 '''swimlane levels''' and '''swimlane level cells'''.
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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'''.
  
===Chart Properties Form’s Rows/Swimlanes Tab’s Swimlanes Control Group===
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===Chart Properties Form’s Rows/Swimlanes Tab’s Text Columns Control Group===
  
The focus of this article is on the '''Swimlanes '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as shown below:
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The focus of this article is on the '''Text Columns '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as shown below:
  
<center>[[File:P70-12_02_1-(1)-06232020.png]]</center>
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<center>[[File:P70-12_03_1-(1)-06292020.png]]</center>
<!--<center>P70-12_02_1-(1)-06232020.png</center>-->
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<!--<center>P70-12_03_1-(1)-06292020.png</center>-->
  
Discussed later in this article is a supporting form, the '''Swimlane Formatting '''form, available for each '''swimlane level'''.  This form is provided to specifically support '''global editing''' for '''swimlane level headings''', '''swimlane level cells''', and '''swimlane borders'''.  The '''Swimlane Formatting '''form is accessed by clicking the '''Swimlane Formatting… '''button in the '''Swimlanes '''control group of the form illustrated above. The '''Swimlane Formatting '''form for the left-most '''swimlane '''in a chart looks like this:''' '''
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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'''
  
<center>[[File:P70-12_02_1-(1A)-06262020.png]]</center>
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The '''Text-Column Formatting '''form is accessed by clicking the '''Text Column Formatting… '''button in the '''Text Columns '''control group of the form illustrated above. The '''Text-Column Formatting '''form for the left-most '''text column '''in a chart looks like this:
<!--<center>P70-12_02_1-(1A)-06262020.png</center>-->
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===Swimlane Level Nomenclature===
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<center>[[File:P70-12_03_1-(1A)-06292020.png]]</center>
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<!--<center>P70-12_03_1-(1A)-06292020.png</center>-->
  
In the '''Swimlanes '''control group shown in the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab above, there are three sub-tabs marked '''Left#1''', '''Left#2''', and '''Left#3'''. This nomenclature is used to name the three '''swimlane levels''' available in OnePager Pro and Express version 7.0.  Previous versions of OnePager Pro and Express supported just one '''swimlane level'''. Clicking each of the three 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 three '''swimlane levels''':
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===Text Column Nomenclature===
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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''':
  
 
<center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
 
<center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
 
<!--<center>P70-0_4_1-70-(1)-03102020.png</center>-->
 
<!--<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 three '''swimlane levels''' is shown in the illustration below:  
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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_02_1-(2)-06232020.png]]</center>
 
<center>[[File:P70-12_02_1-(2)-06232020.png]]</center>
 
<!--<center>P70-12_02_1-(2)-06232020.png</center>-->
 
<!--<center>P70-12_02_1-(2)-06232020.png</center>-->
  
The three '''swimlane levels '''are on the far left side of the chart where:
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The two '''text columns '''are on the left side of the '''graph area''' where:
  
:* The '''Left#1 swimlane level heading '''is for the project’s '''Phases'''  
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:* The '''Left#1 text column '''is for task '''Start Dates '''in each '''row''' and
:* The '''Left#2 swimlane level heading '''is for the project’s '''Sub-Phases'''
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:* The '''Left#3 swimlane level heading''' is for the project’s '''Resource Names'''.
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There are two '''text columns '''to the right of the three '''swimlane levels''' which are '''labeled Start''' for the '''Left#1 text column''' and '''Finish''' for the '''Left#2 text column'''. '''Swimlane cells''' are shown below their respective '''swimlane level headings''' in the illustration above. This article and related articles use this nomenclature to identify individual '''swimlane levels''' and '''swimlane cells'''.
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:* The '''Left#2 text column '''is for task '''Finish Dates '''in each row.
  
==Microsoft Project and Microsoft Excel Source Plans==
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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.
  
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 Excel, respectively. Where there are differences between Microsoft Project and Excel '''source plan data '''are handled, there is a separate article covering specifically for using the '''swimlane levels '''with Microsoft Excel.
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This article and related articles use this nomenclature to identify individual '''text columns''', '''text column headings''', and '''text column cells'''.
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==Microsoft Project and Microsoft Excel Source Plans==
  
==Swimlane Level Sub-Tab Controls==
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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'''.
  
In this and following sub-sections, it is assumed that you are '''using''' a distributed '''Template ''' or have '''created '''a '''Template''' that supports either the Gantt chart or '''Timeline''' layout chart. Accordingly, it is assumed that an appropriate '''Template''' is selected as the starting point.
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==Text Columns Sub-Tab Controls==
  
Since the Gantt chart is the most typical chart organization used in general practice, this portion of the article focuses on how the '''swimlane level sub-tab '''controls are used to '''create''' 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.
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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.
  
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-->
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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-->
  
 
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-->
 
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-->
  
The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab is shown above with the '''Swimlanes''' control group highlighted for the discussion that follows:
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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-->
  
<center>[[File:P70-12_02_1-(1)-06232020.png]]</center>
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The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab is shown above with the '''Text Columns''' control group highlighted for the discussion that follows:
<!--<center>P70-12_02_1-(1)-06232020.png</center>-->
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Before using the above form, we strongly recommend that careful consideration be given to the number of '''swimlane levels '''you want to appear in your chart and the Microsoft Project or Microsoft Excel '''source plan field names''' that you want to associate with each '''swimlane level'''.  For the purpose of illustration in this article, the three '''swimlane levels '''are associated with the following Microsoft Project '''source plan field names''':
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<center>[[File:P70-12_03_1-(1)-06292020.png]]</center>
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<!--<center>P70-12_03_1-(1)-06292020.png</center>-->
  
:* '''Left#1 '''is associated with the Microsoft Project '''Text30''' '''field column''' and represents the sample project’s '''Phase'''.
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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''':
:* '''Left#2 '''is associated with the Microsoft Project '''Level 1 summary name field column '''and represents the sample project’s '''Sub-Phase'''.
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:* '''Left#3''' is associated with the Microsoft Project '''Resource Names field column''' and represents the sample projects '''Resource Names '''assigned to each '''source plan '''task.
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===Group by Checkbox===
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:* '''Left#1 '''is associated with the Microsoft Project '''Start field''' and represents the sample task’s '''Start Date'''.
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:* '''Left#2 '''is associated with the Microsoft Project '''Finish field '''and represents the sample task’s '''Finish Date'''.
  
The '''Group by''' checkbox, when checked '''ON''', '''enables''' the controls in the sub-tab and tells OnePager that you want '''source plan '''tasks associated with the '''source plan field '''displayed to the right of the checkbox '''grouped into a swimlane level'''. When the '''Grouped by''' checkbox is checked''' OFF''', the remaining controls in the sub-tab are '''disabled''' and that sub-tab’s '''swimlane level '''is not '''shown '''in the chart. The dropdown window next to the '''Group by '''checkbox is a list of '''source plan fields''' available for use in defining a '''swimlane level''' as shown below:
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===Display Data From Checkbox===
  
<center>[[File:P70-12_02_1-(3-1)-07012020.png]]</center>
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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 checkbox. When 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:
<!--<center>P70-12_02_1-(3-1)-07012020.png</center>-->
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As an example, if we create a chart with just the '''Left#1 swimlane level '''defined using the '''source plan’s Text 30 field '''with '''Swimlane Sorting like Project''', the chart looks like this:
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<center>[[File:P70-12_03_1-(3)-06292020.png]]</center>
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<!--<center>P70-12_03_1-(3)-06292020.png</center>-->
  
<center>[[File:P70-12_02_1-(4)-06232020.png]]</center>
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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:
<!--<center>P70-12_02_1-(4)-06232020.png</center>-->
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As a further example, if we retain the above '''Swimlane Sorting''', and check the '''Group by''' checkboxes '''ON '''for the '''Left#2''' and '''Left#3''' '''swimlane levels''', the chart looks like this:
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<center>[[File:P70-12_03_1-(4-1)-07012020.png]]</center>
 +
<!--<center>P70-12_03_1-(4-1)-07012020.png</center>-->
  
<center>[[File:P70-12_02_1-(5)-06232020.png]]</center>
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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>P70-12_02_1-(5)-06232020.png</center>-->
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===Repeat on all Pages Checkbox Control===
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<center>[[File:P70-12_03_1-(5)-06292020.png]]</center>
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<!--<center>P70-12_03_1-(5)-06292020.png</center>-->
  
There are three other '''enabled''' controls in each '''Swimlanes’ '''control group’s sub-tabs. The '''Repeat on all pages '''checkbox when checked '''ON''', tells OnePager to display the '''swimlane level''' on all '''output media'''. For more information on '''controlling output media''', please see the articles at:  [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
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===Text Column Text String Font Controls===
 
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===Swimlane Level Text String Font Controls===
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Clicking the '''Font '''dropdown control accesses the standard '''Font properties '''form shown here:
 
Clicking the '''Font '''dropdown control accesses the standard '''Font properties '''form shown here:
  
<center>[[File:P70-12_02_1-(6)-06232020.png]]</center>
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<center>[[File:P70-12_03_1-(6)-06292020.png]]</center>
<!--<center>P70-12_02_1-(6)-06232020.png</center>-->
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<!--<center>P70-12_03_1-(6)-06292020.png</center>-->
  
When the '''Font properties''' form is accessed for a '''swimlane level''', changes made to any '''font properties''' in the form are applied to the '''swimlane level cells '''as shown below where the '''Font properties '''form is used to change the '''Left#1 swimlane level cells '''to the color red:
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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:
  
<center>[[File:P70-12_02_1-(7)-06232020.png]]</center>
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<center>[[File:P70-12_03_1-(7)-06292020.png]]</center>
<!--<center>P70-12_02_1-(7)-06232020.png</center>-->
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<!--<center>P70-12_03_1-(7)-06292020.png</center>-->
  
The '''Font properties''' form is provided for making global changes to the '''swimlane level cells''' in the associated '''swimlane level'''.  The '''swimlane level’s heading''' is not involved as shown above. Using the '''Font properties '''form to change the '''font properties''' of any '''swimlane level’s cells''' applies the change or changes to only the applicable '''swimlane level'''.  All other '''swimlane level cells''' are unchanged.
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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.  
  
===Swimlane Level Column Width Controls===
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The '''editing '''controls provided in the '''Text Columns '''control group’s sub-tabs are provided for convenience. 
  
The '''Width dial control''' in the '''swimlane level '''sub-tab provides a means of changing the '''width '''of the '''swimlane level’s column''' in the chart.  The '''Width dial control''' displays the current '''swimlane level’s width '''in either '''centimeters''' or '''inches''' depending on the '''Template Properties '''form being used. By changing the '''value '''in the '''Width dial control''' you can make the '''width '''of the '''swimlane level’s column '''in the chart '''wider '''or '''narrower''' as shown below where the '''Width dial control’s value '''is significantly increased:
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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-->
  
<center>[[File:P70-12_02_1-(8)-06232020.png]]</center>
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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>P70-12_02_1-(8)-06232020.png</center>-->
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When the '''Width control '''is used to change the '''width '''of a '''swimlane level’s column''', the '''swimlane level heading’s width''' is appropriately changed as well. As with the '''Font controls''', the '''Width controls''' apply only to the selected '''swimlane level '''and its '''swimlane level column width'''.  All other '''swimlane level column widths''' are not changed.
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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.
  
===Swimlane Sorting Sub-Control Group===
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===Text Column Width Controls===
  
Each sub-tab in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab has a '''Swimlane Sorting '''sub-control group as shown below:
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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:
  
<center>[[File:P70-12_02_1-(9)-06242020.png]]</center>
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<center>[[File:P70-12_03_1-(8)-06292020.png]]</center>
<!--<center>P70-12_02_1-(9)-06242020.png</center>-->
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<!--<center>P70-12_03_1-(8)-06292020.png</center>-->
  
As with the '''Row Sorting''' sub-control group for '''Rows''', the '''Swimlane Sorting''' sub-control group supports '''sorting swimlanes like Project''' and '''sorting swimlanes '''on a '''field value'''. The '''default option for sorting swimlane levels''' is the '''Sort swimlanes like Project''' for all three '''swimlane levels'''. When the '''Sort swimlanes like Project''' radio button is selected, OnePager Pro and Express '''sorts '''the specific '''swimlane levels cells '''using the Microsoft Project '''ID field''' as the '''key'''.
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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.
  
If the '''Sort on field: '''radio button is selected, the default '''field''' is the '''ID field '''and the default '''sort order''' is '''ascending (lowest to highest value)'''.  For the '''Sort on field: '''option, you can change the '''field '''and the '''order of the sort''' once the '''Sort on field:''' radio button is selected and the related controls are '''enabled'''.
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===Format Options for Date and Numeric Text Column Cells===
  
====Sort Swimlanes Like Project – Basic Examples====
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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'''. 
  
As a basic example, using only the '''Left#1 swimlane level''', is the chart below showing the single '''swimlane level '''and three '''text columns '''showing the '''Start Date''', '''Finish Date''', and the '''ID '''for each '''source plan '''task shown in the chart:
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====Date Type Text Column Cell Format Options====
  
<center>[[File:P70-12_02_1-(10)-06242020.png]]</center>
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In the case where the selected '''source plan field '''is a '''Date''', the control group looks like this:
<!--<center>P70-12_02_1-(10)-06242020.png</center>-->
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Examining the above chart closely, each set of task bars and their '''rows''' are arranged within the '''Left#1 swimlane level cells '''in '''ascending order'''. For example, the '''Phase III''' '''swimlane level cell '''in the '''Left#1 swimlane level''' starts with '''ID '''of 56 at the top and 71 at the bottom of the '''Phase III swimlane level cell'''. When the '''Left#2 swimlane level '''is added to the above chart and the '''Sort swimlanes like Project Swimlane Sorting '''option is preserved, the chart changes to look like this:''' '''
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<center>[[File:P70-12_03_1-(9-1)-07012020.png]]</center>
 +
<!--<center>P70-12_03_1-(9-1)-07012020.png</center>-->
  
<center>[[File:P70-12_02_1-(11-1)-06242020.png]]</center>
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Clicking the '''Date Format '''dropdown button accesses the list of available '''date formats''' as shown here:
<!--<center>P70-12_02_1-(11-1)-06242020.png</center>-->
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The two charts above have their '''rows''' and task bars/milestone symbols in the same '''order''' top to bottom so the only difference from adding the '''Left#2 swimlane level''' is to achieve an additional '''level of row grouping and labeling to the rows'''. Finally, adding the '''Left#3 swimlane level '''using the same '''Swimlane Sorting '''option, further partitions the '''rows''' as shown here:
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<center>[[File:P70-12_03_1-(10)-06292020.png]]</center>
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<!--<center>P70-12_03_1-(10)-06292020.png</center>-->
  
<center>[[File:P70-12_02_1-(12)-06242020.png]]</center>
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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>P70-12_02_1-(12)-06242020.png</center>-->
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With all three '''swimlane levels '''present in the chart and all using the '''Sort swimlanes like Project''' option, the '''rows''' remain '''sorted by ID field''' within each of the three '''swimlane levels'''. The benefit for having '''multiple swimlane levels''' is that the organization of the task bars/milestone symbols can be easily correlated with their '''swimlane level membership'''.  This may be useful in schedule discussion presentations where the audience is diverse and has interest in different “levels” of the project. Adding '''swimlanes '''and informative '''text columns '''can enhance the information content of the chart and help focus an audience’s attention to the specific issues of the schedule presentation.
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====Numeric Type Text Column Cell Format Options====
  
For more information on '''Managing Collection of Rows''', please see the article 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-->
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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:
  
For more information on '''Managing Text Columns''', please see the article at: [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
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<center>[[File:P70-12_03_1-(11)-06292020.png]]</center>
 +
<!--<center>P70-12_03_1-(11)-06292020.png</center>-->
  
====Sort on Field:====
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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:
  
When the '''Sort on field:''' radio button is clicked, the window below the radio button and the two directional buttons are '''enabled'''. The '''default '''setting for Microsoft Project '''source plans''' is the '''ID field'''.  
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:1) The '''Decimal places: '''dial window accepts only '''positive integers''' from '''zero (0) '''up to '''three (3) decimal places'''.
  
For Microsoft Excel '''source plans''', OnePager Express attempts to find a '''source plan field''' in the Microsoft Excel file that is a numeric sequential field.  Accordingly, we recommend OnePager Express users add a sequential '''numeric field''' to your Microsoft Excel '''source plans '''specifically for this purpose.  Users typically add a numeric field called '''Task ID''' and populate it in their Microsoft Excel '''source plans''' sequentially.
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:2) There are three (3) '''1000 separator: '''options as shown below:
  
When the '''Sort on field:''' radio button is clicked, the '''enabled '''sub-control groups looks like this with the window’s dropdown selected:
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<center>[[File:P70-12_03_1-(12-1)-07012020.png]]</center>
 +
<!--<center>P70-12_03_1-(12-1)-07012020.png</center>-->
  
<center>[[File:P70-12_02_1-(13)-06242020.png]]</center>
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:2) There are seven (7) '''Symbol: '''options available that  include the '''percent sign (%)''', and six (6) '''currency symbols''' as shown here:
<!--<center>P70-12_02_1-(13)-06242020.png</center>-->
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The dropdown list shown above is divided into two parts with the '''fields''' above the '''dotted line''' being those Microsoft Project '''fields''' specifically '''imported '''into OnePager Pro because these '''fields '''are mentioned as settings in the '''Template Properties '''or '''Chart Properties''' form. Below the '''dotted line''', you have the option to scroll down and select any other of the remaining Microsoft Project '''source plan fields''' that OnePager Pro has access.  
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<center>[[File:P70-12_03_1-(13)-06292020.png]]</center>
 +
<!--<center>P70-12_03_1-(13)-06292020.png</center>-->
  
For a list of all the Microsoft '''source plan fields''' that OnePager Pro has access, please see the article at: [[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
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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.
  
To the immediate right of the dropdown window are two directional buttons that specify the direction of the '''Sort on field:''' operation: (1) '''Top to Bottom (Lowest to Highest)  – A to Z''' or (2) '''Bottom to Top (Highest to Lowest) – Z to A''' as shown below:
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==Formatting Text Column Headings and Text Column Cells==
  
<center>[[File:P70-12_02_1-(14)-06242020.png]]</center>
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===Text Column Formatting… Sub-Control Group===
<!--<center>P70-12_02_1-(14)-06242020.png</center>-->
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The '''default '''setting is '''Top to Bottom (Lowest to Highest) – A to Z''''''Numeric''', '''date''', and '''Boolean''' Microsoft Project '''source plan fields''' are processed in a similar way as '''alphabetical fields'''. As discussed above, the '''Sort on field: '''option is conditional on the definition of '''one or more multiple swimlane levels''' in the chart. '''Sorting of rows''' has an influence on the results when '''multiple swimlane levels''' are present at the '''lowest swimlane level'''. That is, '''sorting of rows''' is performed within the '''lowest swimlane level''' defined for the chart where the '''Left#3 swimlane level '''is the '''lowest swimlane level''' in a three '''swimlane level '''chart. As a simplification in the '''swimlane sorting '''examples that follow, '''rows are sorted like Project'''.
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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''':'''
  
For more information on '''Collecting Rows''', please see the article 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-->
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<center>[[File:P70-12_03_1-(15)-06302020.png]]</center>
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<!--<center>P70-12_03_1-(15)-06302020.png</center>-->
  
====Sort on Field: - Examples====
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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.
  
Examples in this sub-section use the '''Resource Names''' Microsoft Project '''source plan field name''' because each of the '''source plan '''tasks are assigned to a single '''Resource Names value'''.  This distinguishes the difference between '''sorting swimlane levels like Project''' which uses the '''source plan’s ID field values'''. It may be convenient to '''sort swimlane levels '''by their '''swimlane level cells''' so that '''swimlane level cells''' are in alphabetical order, for example. When applying the '''Sort on field''' option to '''multiple swimlane levels''' the results may turn out to be unexpected. Accordingly, the goals and objectives of your schedule presentation are important in determining the '''sorting '''of '''swimlane levels'''. We recommend that some experimentation should take place to achieve the desired results.
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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-->
  
====Sorting on field for One Swimlane Level (Left#3) – Example 1====
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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-->
  
As a first example, the goal is to '''configure the chart''' so that the single '''swimlane level '''showing is based on '''Resource Names '''and its '''swimlane level cells '''are '''sorted alphabetically on Resource Names'''. Keeping the '''Row sorting like Project''', the desired chart, based on previous examples above, has the following settings:
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====Column Headings Control Group of the Text-Column Formatting Form====
  
:* The '''Left#3 swimlane level '''is the only '''enabled swimlane level Grouped by Resource Names'''.
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The '''Column Headings''' control group in the '''Text-Column Formatting – Left#n '''form controls:
:* The '''Sort on field: '''dropdown window is changed to show '''Resource Names '''as the selected '''source plan field name''' for controlling the '''swimlane sort'''.
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:* The '''swimlane sort '''is''' '''in '''ascending (lowest to highest alphabetically)'''.
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:* The three '''Text Column '''settings are unchanged ('''Start Date''', '''Finish Date''', and '''ID '''respectively).
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The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab with these settings is shown here:
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:* The '''text column heading’s '''contents
  
<center>[[File:P70-12_02_1-(15)-06242020.png]]</center>
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:* The '''alignment''' of the '''text column heading’s '''contents in the '''Corner cell '''for the''' text column'''
<!--<center>P70-12_02_1-(15)-06242020.png</center>-->
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When these settings are '''applied''' to the basic chart, the changed chart looks like this:
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:* The '''Font properties''' of the '''text column heading’s''' contents
  
<center>[[File:P70-12_02_1-(16)-06242020.png]]</center>
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:* The '''rotational position '''of the '''text column heading’s '''contents
<!--<center>P70-12_02_1-(16)-06242020.png</center>-->
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The first result to notice is that the '''Left#3 swimlane level''',''' '''based on '''Resource Names''', has five (5) '''swimlane level cells''' arranged from top to bottom in alphabetical order. The second result is that each instance of a '''Resource Names value''' appears only one time in the set of alphabetically orders '''Left#3 swimlane level cells'''. The third result is that within each of the five (5) '''Left#3 swimlane level cells''', the task bars/milestone symbols are '''collected''' '''by ID''' as specified in the '''Rows''' control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as '''Sort rows like Project'''. The chart '''groups rows into a single swimlane level''' such that like '''Resource Names values '''are shown together in the chart.
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:* The '''Background color''' of the '''Corner cell '''for the''' text column heading'''
  
====Add the Left#2 Swimlane Level (Sorted Like Project) to Example 1 – Example 2====
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=====Using the Make Heading Automatically Checkbox=====
  
Extending the first example by adding one more '''swimlane level''', in this case the '''Left#2 swimlane level''', it is possible to see the impact on the chart when the '''swimlane sorting option '''is altered. To start off, suppose we add the '''Left#2 swimlane level''' to the above chart with the '''Lefte#2 swimlane level Sorted like Project'''.  The '''Left#2 swimlane level '''is based on the Microsoft Project '''source plan’s Level 1 summary name field values '''so the change made to the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab looks like this:
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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_02_1-(17)-06242020.png]]</center>
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<center>[[File:P70-12_03_1-(16)-06302020.png]]</center>
<!--<center>P70-12_02_1-(17)-06242020.png</center>-->
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<!--<center>P70-12_03_1-(16)-06302020.png</center>-->
  
When these setting are '''applied''' to the previous chart configuration shown above, the resulting revised chart looks like this:
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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_02_1-(18)-06242020.png]]</center>
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<center>[[File:P70-12_03_1-(17)-06302020.png]]</center>
<!--<center>P70-12_02_1-(18)-06242020.png</center>-->
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<!--<center>P70-12_03_1-(17)-06302020.png</center>-->
  
Adding the '''Left#2 swimlane level sorted like Project '''changes the configuration of the chart.  The '''Left#2 swimlane level '''reorganizes its '''member Left#3 swimlane level cells '''so they too are configured into the proper positions with respect to the '''Left#3 swimlane level cells'''. Within the '''Left#3 swimlane level cells''', these '''cells '''are '''sorted by field: '''in accordance with each task bars/milestone symbol’s '''source plan Resource Names field value'''.  This is highlighted in the above illustration where the '''Refactoring & Deployment Phase Left#2 swimlane level cell''' has its '''member Left#3 swimlane level cells''' '''sorted in ascending alphabetical order '''by the '''Resource Names source plan field values'''. Finally, '''rows '''which are members of each '''Left#3 swimlane level cells''' are '''sorted like Project''', that is, by the '''source plan’s ID field values''' for each imported task.
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=====Text Column Heading Font, Rotation, Alignment, and Background Color Controls=====
  
If we now go back to the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlanes '''control group and change the '''Swimlane Sorting''' option for the added '''Left#2 swimlane level '''from '''Sort swimlanes like Project '''to '''Sort by field: '''using the '''Level 1 summary name source plan field values '''and '''sort in ascending order''', the changed '''Chart Properties '''form looks like this:
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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_02_1-(19)-06242020.png]]</center>
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<center>[[File:P70-12_03_1-(18)-06302020.png]]</center>
<!--<center>P70-12_02_1-(19)-06242020.png</center>-->
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<!--<center>P70-12_03_1-(18)-06302020.png</center>-->
 +
Clicking the '''Font '''dropdown button accesses the OnePager standard '''Font properties '''form shown here:
  
Again, when the setting shown in the form above are '''applied''' to the previous chart configuration, the resulting new revised chart looks like this:
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<center>[[File: P70-12_03_1-(19)-06302020.png]]</center>
 +
<!--<center>P70-12_03_1-(19)-06302020.png</center>-->
  
<center>[[File:P70-12_02_1-(20)-06242020.png]]</center>
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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]].
<!--<center>P70-12_02_1-(20)-06242020.png</center>-->
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Changing the '''Left#2 swimlane level’s Swimlane Sort '''control from '''Sort swimlanes like Project''' to '''Sort by field:''' using the '''Level 1 summary name field’s values''' restructures the '''Left#2 swimlane level cells''' in the chart into '''ascending order from top to bottom'''. With the '''Left#3 swimlane level’s Swimlane Sort '''control set to '''sort the Left#3 swimlane level cells by Resource Names''', the '''swimlane level cells '''in the''' Left#3 swimlane level''' are reconfigured to keep their '''membership '''in their respective''' Left#2 swimlane level cells''' as shown above. Finally, within the '''Left#3 swimlane level''', '''rows '''continue to be '''Sorted like Project '''(i.e., by the '''source plan’s ID field’s values''').''' '''
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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:
  
This process can, of course, be continued by adding the '''Left#1 swimlane level '''to the chart using the steps covered in the previous two examples.
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<center>[[File: P70-12_03_1-(20)-06302020.png]]</center>
 +
<!--<center>P70-12_03_1-(20)-06302020.png</center>-->
  
==Formatting Swimlane Level Headings, Cells, and Borders==
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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'''. 
  
===Swimlane Formatting Sub-Control Group===
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The OnePager standard '''Color Chooser '''form accessed in this manner looks like this:
  
Each '''swimlane level '''tab has a '''Swimlane Formatting… '''button that accesses the '''swimlane level '''tab’s '''Swimlane Formatting''' form''' '''provided for each '''swimlane level''' as shown below''':'''
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<center>[[File: P70-12_03_1-(21)-06302020.png]]</center>
 +
<!--<center>P70-12_03_1-(21)-06302020.png</center>-->
  
<center>[[File:P70-12_02_1-(21)-06242020.png]]</center>
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====Column Text Control Group of the Text-Column Formatting Form====
<!--<center>P70-12_02_1-(21)-06242020.png</center>-->
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The '''Swimlane Formatting…''' button is '''enabled '''when the '''Group by '''checkbox for the '''swimlane level '''is checked '''ON'''. Each '''Swimlane Formatting '''form has the '''swimlane level number '''as part of the '''title''' of the form as shown above for the '''Left#1 swimlane level'''. The purpose of the three '''Swimlane Formatting '''forms is to provide '''global''' '''formatting''' for all three '''swimlane level headings '''and '''swimlane level cells''' showing in the chart. The forms also provide controls for '''managing swimlane borders'''.  
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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'''.
  
For complete 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-->
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=====Display Data From: Window=====
  
====Column Headings Control Group of the Swimlane Formatting Form====
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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.'''
  
The '''Column Headings''' control group in the '''Swimlane Formatting – Left#n '''form controls:
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=====Column Text Font, Width, Rotation, Alignment, and Background Colors Controls=====
  
:* The '''swimlane level heading’s contents'''
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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 '''alignment''' of the contents in the '''swimlane level heading '''in the '''Corner cell for the swimlane level'''
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:* The '''Font properties''' of the contents of the '''swimlane level heading'''
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:* The '''rotational position '''of the''' '''contents of the '''swimlane heading '''
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:* The '''Background color''' of the '''Corner cell for the swimlane level'''
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=====Make Heading Automatically Checkbox=====
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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:'''
  
OnePager Pro and Express assume that you want to select '''swimlane level headings '''for the specific '''swimlane level''' as opposed to using the '''Group by''' '''source plan field value '''specified in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlane '''control group. Accordingly, the '''Make headings automatically''' checkbox is checked '''OFF''' as the '''default''' and the '''Custom heading''' window found below the checkbox can be filled in with the desired '''text string''' you want to appear in the designated '''swimlane level heading position''' as shown here in five (5) steps:
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<center>[[File: P70-12_03_1-(22)-06302020.png]]</center>
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<!--<center>P70-12_03_1-(22)-06302020.png </center>
  
<center>[[File:P70-12_02_1-(22)-06252020.png]]</center>
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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>P70-12_02_1-(22)-06252020.png</center>-->
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By checking the '''Make heading automatically '''checkbox to '''ON''' in the '''Swimlane Formatting '''form,''' '''the '''Custom heading '''window is '''disabled''' and the '''Group by source plan field value '''shown in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlanes '''controls group appears as the '''swimlane level heading '''as shown below:
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<center>[[File: P70-12_03_1-(23)-06302020.png]]</center>
 +
<!--<center>P70-12_03_1-(23)-06302020.png </center>
  
<center>[[File:P70-12_02_1-(23)-06252020.png]]</center>
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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>P70-12_02_1-(23)-06252020.png</center>-->
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=====Swimlane Heading Font, Width, Alignment, and Background Color Controls=====
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<center>[[File: P70-12_03_1-(24)-06302020.png]]</center>
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<!--<center>P70-12_03_1-(24)-06302020.png </center>
  
The remaining controls in the '''Column Headings '''control group of the '''Swimlane Formatting''' form control '''global swimlane level heading properties''' as shown in the section of the form below:
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Of course you can set '''text column cells '''to any '''background color '''available in order to highlight a '''text column'''.
  
<center>[[File:P70-12_02_1-(24)-06252020.png]]</center>
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For more detailed information on '''Zebra Striping in the graph''', please see these articles for OnePager Pro and Express, respectively, at:  
<!--<center>P70-12_02_1-(24)-06252020.png</center>-->
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Clicking the '''Font '''dropdown button accesses the OnePager standard '''Font properties '''form shown here:
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:* [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
  
<center>[[File:P70-12_02_1-(25)-06252020.png]]</center>
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:* [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
<!--<center>P70-12_02_1-(25)-06252020.png</center>-->
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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 '''swimlane level heading'''. The '''Size '''dial selector sets the '''point size '''for the '''swimlane level heading'''. The three buttons below the '''Color''' control allow you to change the '''swimlane level heading '''to '''Bold''', ''Italics''''', '''or Underline'''.''' The '''Rotation: '''control provides a dropdown with three options for '''rotating '''the '''swimlane level heading''' within its '''cell'''.  These options include '''Horizontal''', '''Rotate 90 degrees''', and '''Rotate 270 degrees''' as shown in the dropdown list below:
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===Manual Editing of Text Column Heading Cells===
  
<center>[[File:P70-12_02_1-(26)-06252020.png]]</center>
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'''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'''.'''
<!--<center>P70-12_02_1-(26)-06252020.png</center>-->
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There are six (6) '''Alignment '''buttons, three (3) to position the '''swimlane level heading horizontally''' in the '''cell''' and three (3) to position the '''swimlane level 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 '''swimlane level heading cell'''.  The OnePager standard '''Color Chooser '''form accessed in this manner looks like this:
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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_02_1-(27)-06252020.png]]</center>
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<center>[[File:P70-12_03_1-(14)-06292020.png]]</center>
<!--<center>P70-12_02_1-(27)-06252020.png</center>-->
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<!--<center>P70-12_03_1-(14)-06292020.png</center>-->
  
====Swimlane Text Control Group of the Swimlane Formatting Form====
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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.
  
The '''Swimlane Text''' control group in a '''Swimlane Formatting '''form provides '''global formatting '''controls over the content of the selected '''swimlane level cells''' in the selected '''swimlane level'''.
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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-->
  
=====The Label by: Checkbox=====
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==Using Text Columns with Timeline Layout Charts==
  
Within the selected '''swimlane level '''(i.e., '''Left#1''', '''Left#2''', and '''Left#3''') the '''Label by:''' checkbox '''must be checked ON''' for the '''swimlane level '''to be shown in the chart.  The '''default '''setting in any selected '''swimlane level’s Swimlane Formatting '''form has the '''Label by: '''checkbox checked '''ON'''. Turning '''OFF''' the '''Label by: '''checkbox turns '''OFF''' the visibility and influence of the selected '''swimlane level '''in the chart.  To restore the selected '''swimlane level '''to visibility and influence, the '''Label by: '''checkbox must be rechecked back to '''ON'''. When the '''Label by: '''checkbox is checked '''ON''', all the other controls in the '''Swimlane Text '''control group are '''enabled'''.
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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.
  
=====Swimlane Text Font, Width, Alignment, and Background Color Controls=====
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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-->
  
All the '''enabled''' controls in '''Swimlane Text '''control group operate exactly the same as the '''corresponding controls '''found in the form’s '''Swimlane Headings''' control group. The exception is that the '''Swimlane Text '''control group has two (2) '''Background color controls '''as shown below as '''Background color 1:''' and '''Background color 2:'''
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We’ll use the sample Microsoft Project '''source plan '''from the above reference to show how '''text columns '''are used in '''Timeline '''layout charts.
  
<center>[[File:P70-12_02_1-(28)-06252020.png]]</center>
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===Sample Timeline Layout Source Plan===
<!--<center>P70-12_02_1-(28)-06252020.png</center>-->
+
  
As an illustration of a chart with the '''Left#1 swimlane level '''that has '''Zebra striping '''in the '''graph''', the above settings for '''Background color 1: '''and '''Background color 2:''' extend the '''Zebra striping '''from the '''graph '''area and into the '''swimlane level cell '''area as shown here:
+
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'''.
  
<center>[[File:P70-12_02_1-(29)-06252020.png]]</center>
+
Such a Microsoft Project '''source plan '''is shown below:  
<!--<center>P70-12_02_1-(29)-06252020.png</center>-->
+
 
+
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-->
+
 
+
====Swimlane Borders Control Group of the Swimlane Formatting Form====
+
 
+
The '''Swimlane Borders''' control group in each of the three available '''Swimlane Formatting''' form’s controls the look of '''border lines '''separating '''swimlanes''' and '''swimlane levels'''. The '''Swimlane Borders '''controls group in the form looks like this:
+
 
+
<center>[[File:P70-12_02_1-(30)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(30)-06252020.png</center>-->
+
 
+
In order for the '''swimlane level’s borders''' to show in the chart, the '''Show Borders''' checkbox must be checked '''ON'''. Unchecking the '''Show Borders '''checkbox to '''OFF hide''' associated '''swimlane level borders''' in the chart. The '''Color: '''control dropdown button in this control group accesses the OnePager standard '''Color Chooser '''form used to establish the '''swimlane level’s border color'''. The '''Width: '''dial control establishes the '''width '''of the selected '''swimlane level border''' in terms of the standard measure established in the '''Template Properties '''form (i.e., centimeters or inches). The '''Dash:''' dropdown button control accesses a list of standard '''dash types''' that include: '''Solid''', '''Dot''', '''Dash''', '''Dash-dot''', and '''Dash-dot-dot'''.
+
 
+
Because both '''rows''' and '''swimlanes '''have '''borders on top and bottom''', it is often likely that the setting used for '''rows''' and '''multiple swimlane levels''' '''overlap''' making the chart possibly difficult to interpret.
+
 
+
Given these complexities, a separate article is provided for discussing these possibilities, providing examples, and suggesting ways for handling these issues.  This article can be found at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
 
+
==Using Multiple Swimlane Levels 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 '''multiple swimlane levels''' in OnePager version 7.0. '''Multiple swimlane levels '''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 swimlane levels '''is the organization of the tasks in the '''source plan''' and the incorporation of useful '''source plan fields '''and appropriate data associated with each task.
+
 
+
===Sample Timeline Layout Source Plan===
+
 
+
As one possible 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 the '''Work Breakdown Structure '''of interest. Such a Microsoft Project '''source plan '''is shown below:  
+
  
 
<center>[[File:P70-12_02_1-(31)-06252020.png]]</center>
 
<center>[[File:P70-12_02_1-(31)-06252020.png]]</center>
 
<!--<center>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 tasks and summary tasks above them.
+
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.
 
+
===Preparing to Create a Timeline Layout Chart===
+
 
+
Our preparation to create a '''Timeline '''layout chart is to first select an appropriate OnePager Pro version 7.0 '''Template Properties''' form. For this example, the '''Birds on a Wire Template Properties '''form is selected to create a '''Timeline '''layout chart with potentially '''multiple swimlane levels'''.  The '''Rows/Columns '''tab of the distributed '''Birds on a Wire Template Properties '''form is shown below:
+
 
+
<center>[[File:P70-12_02_1-(32)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(32)-06252020.png</center>-->
+
 
+
The settings above are preliminary for the purpose of creating the initial '''Timeline '''layout chart from which we can use the '''Chart Properties '''form’s controls to revise and refine the chart to meet our needs. Once the '''Template Properties '''form is determined and set to become the current '''Template Properties''' form, we can proceed with the creation of the chart using the standard '''NEW chart workflow'''.
+
 
+
For more information on '''Basic Workflows''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
 
+
===Creating the Initial Timeline Layout Chart===
+
 
+
Following the standard '''NEW chart workflow''' steps to '''create new OnePager chart''', we provide a '''title''' and '''other information''' in the '''OnePager choices '''form as shown here:
+
 
+
<center>[[File:P70-12_02_1-(33)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(33)-06252020.png</center>-->
+
 
+
When the '''Create new chart '''button is clicked, the initial '''Timeline '''layout chart is displayed in the OnePager Pro  version 7.0 '''Chart Editor''' shown below:
+
 
+
<center>[[File:P70-12_02_1-(34)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(34)-06252020.png</center>-->
+
 
+
The current '''Template Properties '''form ('''Birds on a Wire) '''favors displaying task bars as milestone symbols and to enhance readability we’ve take the liberty of '''turning off''' the '''task bar (milestone symbol) name labels''' in the '''graph'''. The milestone symbols are '''grouped''' into two '''rows''' in each '''swimlane '''because the '''Left#1 swimlane level '''is '''Grouped by''' the '''Level 1 summary name source plan field values''' and the task bars/milestone symbols are '''collected into rows '''using the '''Level 2 summary name source plan field values''' shown above in the '''Template Properties '''form’s '''Rows/Swimlanes '''tab.
+
 
+
===Making Initial Edits to the Timeline Layout Chart===
+
 
+
Once we have the initial '''Timeline '''layout chart, shown above, we can use the '''Chart Properties '''form to make '''global edits'''. For example, suppose we change the milestone symbol representation back to task bars and activate the '''task bar name labels''' so they show '''inside the task bars''' to refine this '''Timeline '''layout chart:
+
 
+
<center>[[File:P70-12_02_1-(35)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(35)-06252020.png</center>-->
+
  
After '''applying''' the changes made in the '''Chart Properties '''form, the above chart shows task bars in '''ribbon '''arrangements with the '''task bar name labels''' fitting '''inside the task bars'''. Inspection of the above chart also shows that some task bars are '''hidden''' so we can remedy this situation by clicking the '''Stagger overlapping tasks''' checkbox to '''ON''' in the '''Rows''' control group of the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form.  When this change is made the chart looks like this:
+
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>[[File:P70-12_02_1-(36)-06252020.png]]</center>
 
<!--<center>P70-12_02_1-(36)-06252020.png</center>-->
 
<!--<center>P70-12_02_1-(36)-06252020.png</center>-->
  
The resulting chart retains its task bar '''ribbon '''appearance and by '''staggering overlapping tasks '''on the basis of the '''Level 2 summary name source plan field values alignment''', we have solved the problem of '''hidden '''task bars due to '''overlapping start/finish dates'''.
+
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.
  
===Adding Swimlane Levels to the Timeline Layout Chart===
+
===The Median Rule - OnePager Rule for Setting Values in Timeline Layout Chart Text Column Cells ===
  
To carry the example a step further, we can add the '''Left#2 swimlane level '''which is based on the '''Level 2 summary name source plan field values '''and uncheck the '''Stagger overlapping tasks''' checkbox to '''OFF '''in all '''Chart Properties '''form '''Rows/Swimlanes '''tabs as illustrated below:
+
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'''.
  
<center>[[File:P70-12_02_1-(37)-06252020.png]]</center>
+
====Numeric Fields - Example====
<!--<center>P70-12_02_1-(37)-06252020.png</center>-->
+
  
'''Applying '''these changes reconfigures the chart to look like this:
+
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_02_1-(38)-06252020.png]]</center>
+
<center>[[File: P70-12_03_1-(25)-06302020.png]]</center>
<!--<center>P70-12_02_1-(38)-06252020.png</center>-->
+
<!--<center>P70-12_03_1-(25)-06302020.png </center>
  
The addition of the '''Left#2 swimlane level '''is visible showing the four (4) '''Programs''' with two (2) '''Programs''' in each '''Portfolio'''. The number of '''rows''' is reduced to one per '''Left#2 swimlane level''' and some task bars are '''overlapping.''' The '''overlapping task bars''' can be remedied by again going to the '''Rows''' control group in the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form and clicking the '''Stagger overlapping tasks '''checkbox to '''ON '''as is done for the chart reconfiguration shown below:
+
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'''.
  
<center>[[File:P70-12_02_1-(39)-06252020.png]]</center>
+
====Text String Field - Example====
<!--<center>P70-12_02_1-(39)-06252020.png</center>-->
+
  
The revised chart above clearly shows all the task bars in each of the four (4) '''Programs''' and, for the most part, maintains task bars in the '''ribbon '''arrangement. As a final step, if we retain the '''Stagger overlapping tasks''' checkbox as checked '''ON''' and add the '''Left#3 swimlane level '''based on the '''Level 3 summary name source plan field values''', the resulting chart looks like the final chart below:
+
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_02_1-(40)-06252020.png]]</center>
+
<center>[[File: P70-12_03_1-(26)-06302020.png]]</center>
<!--<center>P70-12_02_1-(40)-06252020.png</center>-->
+
<!--<center>P70-12_03_1-(26)-06302020.png </center>
  
Adding the '''Left#3 swimlane level '''representing the individual '''Projects''' in each '''Program '''of each '''Portfolio''' and clearly shows the task bars’ '''membership in the hierarchy''' established for this '''Enterprise'''.  Further, using the '''Stagger overlapping tasks''' feature ensures that task bars are not '''hidden''' in the chart.
+
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'''.
  
===Some Editing Suggestions===
+
====Using Additional Text Columns in the Timeline Layout Chart - Example====
  
It’s easy to see the entire '''set of three''' '''swimlane level cells'''; however, these take up a lot of '''horizontal space''' in the chart because the '''swimlane level headings '''are long '''text strings'''. These '''swimlane level headings '''can be shortened by using the '''Swimlane Formatting''' forms for each of the three '''swimlane levels '''to change the '''swimlane level heading’s '''content to a shorter name as shown below for the '''Left#1 swimlane level heading''':
+
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.'''
  
<center>[[File:P70-12_02_1-(41)-06252020.png]]</center>
+
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>P70-12_02_1-(41)-06252020.png</center>-->
+
  
When the setting changes in the '''Left#1 Swimlane Formatting '''form are '''applied''', the revised chart looks like this in the '''Left#1 swimlane level heading''':
+
<center>[[File: P70-12_03_1-(27)-06302020.png]]</center>
 +
<!--<center>P70-12_03_1-(27)-06302020.png </center>
  
<center>[[File:P70-12_02_1-(42)-06252020.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'''.
<!--<center>P70-12_02_1-(42)-06252020.png</center>-->
+
  
Carrying forward this '''swimlane level heading editing''' to the two remaining '''swimlane level headings''', we get the following '''edited '''chart:
+
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'''.
 
+
<center>[[File:P70-12_02_1-(43)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(43)-06252020.png</center>-->
+
 
+
With the three '''swimlane level heading cells '''now containing shorter '''text strings''', we can reduce the '''width '''of each '''swimlane level columns '''by using the controls provided in the individual '''Swimlane Formatting '''form’s '''Width: '''dial control located in the '''Swimlane Text '''control group. As an alternative, we can manually grab the right '''border''' of each '''swimlane level column '''with the mouse and '''drag and drop''' the double-arrow cursor to the left to reduce the '''width '''of each '''swimlane level column '''as shown in the resulting chart below:
+
 
+
<center>[[File:P70-12_02_1-(44)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(44)-06252020.png</center>-->
+
 
+
Finally, to add some contrast to the '''graph''', we can '''Zebra strip the rows''' in a light color to enhance the chart and make it easier to distinguish between '''rows''' as shown below:
+
 
+
<center>[[File:P70-12_02_1-(45)-06252020.png]]</center>
+
<!--<center>P70-12_02_1-(45)-06252020.png</center>-->
+
 
+
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-->
+
  
 
==Related Links==
 
==Related Links==
  
 
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
 
  
 
[[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-->
Line 432: Line 339:
 
[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
 
[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
  
[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
+
[[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
  
[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
  
 
[[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 446: Line 355:
 
[[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-->
  
(12.02.1-70)
+
(12.03.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]

Revision as of 16:46, 14 January 2021

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.

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.

Chart Properties Form’s Rows/Swimlanes Tab’s Text Columns Control Group

The focus of this article is on the Text Columns control group of the Chart Properties form’s Rows/Swimlanes tab as shown below:

P70-12 03 1-(1)-06292020.png

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.

The Text-Column Formatting form is accessed by clicking the Text Column Formatting… button in the Text Columns control group of the form illustrated above. The Text-Column Formatting form for the left-most text column in a chart looks like this:

P70-12 03 1-(1A)-06292020.png

Text Column Nomenclature

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:

P70-0 4 1-70-(1)-03102020.png

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:

P70-12 02 1-(2)-06232020.png

The two text columns are on the left side of the graph area where:

  • The Left#1 text column is for task Start Dates in each row and
  • The Left#2 text column is for task Finish Dates in each row.

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.

This article and related articles use this nomenclature to identify individual text columns, text column headings, and text column cells.

Microsoft Project and Microsoft Excel Source Plans

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.

Text Columns Sub-Tab Controls

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.

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: Using Multiple Swimlane Levels with Timeline Layout Charts

The article providing comprehensive information on the Rows control group can be found at: Collecting, Formatting, and Sorting Task/Milestones into Rows

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

The Chart Properties form’s Rows/Swimlanes tab is shown above with the Text Columns control group highlighted for the discussion that follows:

P70-12 03 1-(1)-06292020.png

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:

  • Left#1 is associated with the Microsoft Project Start field and represents the sample task’s Start Date.
  • Left#2 is associated with the Microsoft Project Finish field and represents the sample task’s Finish Date.

Display Data From Checkbox

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 checkbox. When 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:

P70-12 03 1-(3)-06292020.png

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:

P70-12 03 1-(4-1)-07012020.png

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:

P70-12 03 1-(5)-06292020.png

Text Column Text String Font Controls

Clicking the Font dropdown control accesses the standard Font properties form shown here:

P70-12 03 1-(6)-06292020.png

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:

P70-12 03 1-(7)-06292020.png

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.

The editing controls provided in the Text Columns control group’s sub-tabs are provided for convenience.

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: Formatting Text Column Headings and Text Column Cells

Manually editing the content of a text column heading is discussed below at: Manual Editing of Text Column Heading Cells

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.

Text Column Width Controls

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:

P70-12 03 1-(8)-06292020.png

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.

Format Options for Date and Numeric Text Column Cells

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.

Date Type Text Column Cell Format Options

In the case where the selected source plan field is a Date, the control group looks like this:

P70-12 03 1-(9-1)-07012020.png

Clicking the Date Format dropdown button accesses the list of available date formats as shown here:

P70-12 03 1-(10)-06292020.png

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.

Numeric Type Text Column Cell Format Options

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:

P70-12 03 1-(11)-06292020.png

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:

1) The Decimal places: dial window accepts only positive integers from zero (0) up to three (3) decimal places.
2) There are three (3) 1000 separator: options as shown below:
P70-12 03 1-(12-1)-07012020.png
2) There are seven (7) Symbol: options available that include the percent sign (%), and six (6) currency symbols as shown here:
P70-12 03 1-(13)-06292020.png

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.

Formatting Text Column Headings and Text Column Cells

Text Column Formatting… Sub-Control Group

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:

P70-12 03 1-(15)-06302020.png

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.

For more information on the management of row borders, please see the Rows Border Formatting section in the article at: Row Border Formatting

For more information on the Management of Row and Swimlane Borders, please see the article at: Row and Swimlane Borders

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:

P70-12 03 1-(16)-06302020.png

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:

P70-12 03 1-(17)-06302020.png
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:

P70-12 03 1-(18)-06302020.png

Clicking the Font dropdown button accesses the OnePager standard Font properties form shown here:

P70-12 03 1-(19)-06302020.png

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:

P70-12 03 1-(20)-06302020.png

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:

P70-12 03 1-(21)-06302020.png

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:

P70-12 03 1-(22)-06302020.png

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:

P70-12 03 1-(14)-06292020.png

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

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: Creating Timeline Layout Charts

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:

P70-12 02 1-(31)-06252020.png

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:

P70-12 02 1-(36)-06252020.png

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:

P70-12 03 1-(25)-06302020.png

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

Row and Swimlane Borders

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

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