Difference between revisions of "Testing Article1"

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==Overview==
 
==Overview==
  
Certain Microsoft Excel '''source plan fields''' typically change as the project progresses forward:
+
On occasion '''swimlane level cell''' and '''text column cells''' may contain '''text strings''' or '''values''' that are too '''wide''' to clearly fit in the '''horizontal space''' available.  Th1s may happen because the swimlane cell''' and '''text column cell widths''' are too narrow.  More common, is the occurrence where '''source plan data fields imported''' into OnePager contain information that does not fit in the '''horizontal space''' available.  Where these occurrences are known prior to creating a OnePager chart, you have the option in the '''Template Properties''' form to set the '''widths''' of '''swimlane cells''' and '''text column cells''' before a chart is created.
  
:* '''Percent Complete (%Done)'''
+
Additionally, once a chart is created, there are controls in the '''Chart Properties''' form for '''globally''' adjusting the '''widths''' of '''swimlane cells''' and '''text column cells''' after chart creation.  Finally, there are manual '''editing''' techniques available to adjust these same '''swimlane cells''' and '''text column cells widths''' using your mouse in the '''Chart Editor'''.
:* '''Duration'''
+
:* '''Start Date'''
+
:* '''Finish Date'''
+
:* '''Baseline Start Date'''
+
:* '''Baseline Finish Date'''
+
:* '''Deadline Date'''
+
:* '''Task Link'''
+
:* '''Any field used for round-robin color assignment'''
+
:* '''Any field used for conditional-formatting'''
+
:* '''Any field used for Endpoints'''
+
  
By '''snapshot-dependent''' we mean that the value, style, or format of an object (i.e., task bar or milestone symbol property) can change from one '''snapshot''' to another as the underlying project '''data''' changesThe focus of this article is on the eleven (11) categories of '''fields''' shown above.  When using OnePager to show these changes as they are made to the Microsoft Excel '''source plan''' on a regular basis, One Pager can add snapshots to the chart using the '''updated data''' from the current '''source plan'''.
+
This article covers the '''global''' adjustment of '''swimlane cells''' and '''text column cells widths''' using the controls in the '''Chart Properties''' formSince the controls in the '''Template Properties''' form are exactly the same as those in the '''Chart Properties''' form, only the controls in the '''Chart Properties''' form are discussed.  This article also covers how to adjust the '''widths''' of '''swimlane cells''' and '''text column cells''' in the '''Chart Editor'''.
  
For a more information on '''charts and snapshots''', please see the article at:  [[Understanding Charts and Snapshots for OnePager Express for Version 7.0 | Understanding Charts and Snapshots for OnePager Express]] <!--4.0.1.2-70-->
+
==Globally Adjusting the Width of Text Columns or Swimlane Levels==
  
Often it is important in schedule presentations to emphasize some of the above data items by collecting task bars/milestone symbols into '''rows''' and identify '''rows''' using one of the above '''fields'''.  Using the processes of '''updating''' the chart with periodic snapshots, you can show how the any of the above '''fields''' change when shown in '''text columns''' accompanying '''rows''' in the chart.
+
The '''Chart Properties''' form's '''Rows/Swimlanes''' tab's '''Swimlanes''' and '''Text Columns''' control groups have identical '''controls''' for adjusting '''swimlane cells''' and '''text column cells widths'''  as shown here:
  
OnePager Express '''automatically updates''' your chart with the latest '''data''' and shows the '''data''' in the appropriate '''text columns''' accompanying each '''row'''. When this is done, the chart's '''text column''' contents and the '''rows''' continue to be associated with one of the above '''fields''' and the snapshots change to show the '''most current data''' in the chart and in the '''text column''' as successive snapshots are taken over time.
+
<center>[[File:P70-12_8_1-(1)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(1)-7082020.png</center>-->
  
For more information on '''adding snapshots to your charts''', please see the articles at:  [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
===Text Column Width Adjustment in the Chart Properties Form===
  
The example that follows uses the '''%Done field''' to demonstrate how '''text columns''' are used to represent changing '''data''' through the progress of a project.  The example illustrates how '''text columns''' represent changes in the contents of the '''fields''' listed at the beginning of this section above.
+
Additionally, for your convenience, there is an identical '''text column cell width control''' provided in the '''Text-Column Formatting - Left#n''' form for each of the five (5) '''text columns''' as shown below for the '''Left#3 text column''':
  
==Snapshot-Dependent Text Column Example==
+
<center>[[File:P70-12_8_1-(2)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(2)-7082020.png</center>-->
  
To provide a simple illustration of the '''snapshot-dependency of text column contents''', we construct a Microsoft Excel '''source plan''' with a focus on the '''%Done field'''.
+
This control is useful when working with the '''Text-Column Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
  
===First Snapshot===
+
===Swimlane Level Cell Width Adjustment in the Chart Properties Form===
  
The  Microsoft Excel '''source plan''' below shows all the '''fields''' mentioned in the above list plus the '''Task name''', '''Resource''', and '''Show It''':
+
Again, for your convenience, there is an identical '''swimlane level cell width control''' provided in the '''Swimlane Formatting - Left#n''' form for each of the three (3) '''swimlane levels''' as shown below for the '''Left#3 text column''':
  
<center>[[File:X70-12_4_1-(1)-08252020.png]]</center>
+
<center>[[File:P70-12_8_1-(3)-7082020.png]]</center>
<!--<center>X70-12_4_1-(1)-08252020.png</center>-->
+
<!--<center>P70-12_8_1-(3)-7082020.png</center>-->
  
'''Note''' the specific '''%Done''' data for each task bar.  
+
In a fashion identical to the control in the '''Text-Column Formatting - Left#n''' form, this control is useful when working with the '''Swimlane Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
  
When OnePager Express ('''OPX''') is launched to create a '''NEW''' chart, you have an opportunity to select the functions of the various Microsoft Excel '''fields''' as described elsewhere by examining and modifying the OnePager Choices ('''OPC''') form.  The example is such that each '''text column''' contents, '''row ordering''', and '''collection''' of task bars into '''rows''' are set to use the '''%Done''' field to organize the chart.  Additionally, '''rows''' are '''grouped into the Left#3 swimlane level''' using the Microsoft Excel '''source plan Resource field'''. When these controls are set either in the '''Template Properties'''  or '''Chart Properties''' form through the '''Row and Swimlanes''' tab, the following first snapshot is created:
+
===Examples===
  
<center>[[File:X70-12_4_1-(2)-08252020.png]]</center>
+
The chart below is configured with each '''swimlane level cell''' and each '''text column cell''' set to '''width 0.95''' to show how their contents look in a narrow '''horizontal space''':
<!--<center>X70-12_4_1-(2)-08252020.png</center>-->
+
  
In the first snapshot, the ''' Left#3 text column cells''' are created with the '''%Done''' data from the Microsoft Excel '''source plan updated''' on 7/25/2020.
+
<center>[[File:P70-12_8_1-(4)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(4)-7082020.png</center>-->
  
===Second Snapshot===
+
In the illustration above, two of the '''swimlane levels''' and the single '''text column''' appear to have crowded '''labels'''.
  
If the project’s Microsoft Excel '''source plan''' is '''updated''', say on 8/25/2020 for this example, with the latest '''%Done''' data, that Microsoft Excel '''source plan''' looks like this:
+
====Changing  Swimlane Level Cell Widths - Example====
  
<center>[[File:X70-12_4_1-(3)-08252020.png]]</center>
+
This can be remedied in the '''Chart Properties''' form for the '''Left#2 and Left#3 swimlane level cells''' by using the '''Width control''' to increase the value to '''1.50''' as shown below:
<!--<center>X70-12_4_1-(3)-08252020.png</center>-->
+
  
The '''updates''' to the '''%Done''' data, shown above, as compared to the Microsoft Excel '''source plan''' captured on 7/25/2020, shows the progress the project is making in this example. If we create the snapshot on 8/25/2020, it looks like this:
+
<center>[[File:P70-12_8_1-(5)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(5)-7082020.png</center>-->
  
<center>[[File:X70-12_4_1-(4)-08252020.png]]</center>
+
In a similar manner the '''width of the Left#3 swimlane level cells''' are increased from 0.95 to 1.50 as shown here:
<!--<center>X70-12_4_1-(4)-08252020.png</center>-->
+
  
The task bars/milestone symbols are '''updated''' with the latest '''%Done data''' and the new '''progress''' information is shown in the '''Left#3 text column''' for each '''row'''.   '''Rows''' are not '''reordered''' between snapshots but retains the '''row ordering''' originally established for the chart.   The Microsoft Excel '''source plan''' did not change the '''Finish Date''' of any of the task bars to reflect their current '''%Done''' values.
+
<center>[[File:P70-12_8_1-(6)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(6)-7082020.png</center>-->
 +
 
 +
====Changing Text Column Widths - Example====
 +
 
 +
Changing the crowded condition of the '''Left#3 text column cells''' follows similar steps involving the '''Width control''' found in the '''Text Columns''' controls group as shown below:
 +
 
 +
<center>[[File:P70-12_8_1-(7)-7082020.png]]</center>
 +
<!--<center>P70-12_8_1-(7)-7082020.png</center>-->
 +
 
 +
The illustration above show that it was necessary to increase all the '''Left#3 text column cells''' because the contents of the '''source plan's Name field''' for each '''imported''' task required more '''horizontal space''' so the '''width''' was increased to '''3.00'''.  The same results can be achieve if, in each of the examples above, the '''Text-Column Formatting - Left#n''' form or the '''Swimlanes Formatting - Left#n''' form is used and their respective '''Width control''' values are changed.
 +
 
 +
==Resizing the Width of Text Columns and Swimlane Levels Using Drag and Drop==
 +
 
 +
If you need more '''horizontal space''' for the content in your '''text columns''' or '''swimlane levels''', you can '''resize''' them using '''drag and drop techniques''' with your mouse.  To do this, hover your mouse over the '''vertical edge''' of the target '''text column''' or '''swimlane level cells''' until the '''double-arrow cursor''' appears, then left-click the mouse as shown below for the '''Left#3 text column''':
 +
 
 +
<center>[[File:P70-12_8_1-(8)-07092020.png]]</center>
 +
<!--<center>P70-12_8_1-(8)-07092020.png</center>-->
 +
 
 +
With the left-click button held down, '''drag''' the '''double-arrow''' cursor to the left or right as needed to '''widen''' or make the '''text column narrower''' as shown below where the '''Left#3 text column is widened''':
 +
 
 +
<center>[[File:P70-12_8_1-(9)-07092020.png]]</center>
 +
<!--<center>P70-12_8_1-(9)-07092020.png</center>-->
 +
 
 +
When the '''double-arrow''' cursor is '''dragged''' to the desired position, release the left-click button and the selected '''text column's width''' is changed as shown below:
 +
 
 +
<center>[[File:P70-12_8_1-(10)-07092020.png]]</center>
 +
<!--<center>P70-12_8_1-(10)-07092020.png</center>-->
 +
 
 +
As shown in the illustration above, as long as the mouse cursor is hovering over a '''text column''' or '''swimlane level vertical boundary''' the mouse cursor retains the '''double-arrow''' shape.  As you '''resize''' the '''cell's width''', the '''size''' of your overall OnePager chart is adjusted accordingly. 
 +
 
 +
'''Note''' that there can be an impact on the '''output media''' formatting for '''multi-page''' charts.
 +
 
 +
==Resizing the Width of Text Columns and Swimlane Levels Using the Double-Click Method==
 +
 
 +
You can quickly '''resize the width''' of a '''text column''' or '''swimlane level''' by positioning the mouse cursor on the '''right border''' of the '''text column''' or '''swimlane level''' and performing a '''double left-click''' with the mouse when the '''double-arrow cursor shape''' appears.
 +
 
 +
Suppose we have the chart shown below where the '''swimlane level cell''' contents and '''text column''' content are crowded and you want to '''resize''' these '''columns''' so that the contents fits without changing the '''text font''' as shown below:
 +
 
 +
<center>[[File:P70-12_8_1-(11)-07092020.png]]</center>
 +
<!--<center>P70-12_8_1-(11)-07092020.png</center>-->
 +
 
 +
===Automatically Resizing the Width of Swimlane Levels===
 +
 
 +
To '''automatically resize the width''' of a '''swimlane level''', place the cursor on the right border of the '''swimlane level''' and '''double-click''' when the '''double arrow cursor shape''' appears.  The result is shown below for the '''Left#2 swimlane level''':
 +
 
 +
<center>[[File:P70-12_8_1-(12-1)-01132021.png]]</center>
 +
<!--<center>P70-12_8_1-(12-1)-01132021.png</center>-->
 +
 
 +
The '''double-click''' tells OnePager to examine all the '''swimlane level cells''' and make the '''width''' of the selected '''swimlane level''' adequate to display the contents of '''all swimlane level cells''' in the selected '''swimlane level''' as shown above.  When this same method is applied to the '''Left#3 swimlane level''' in the above chart, the results look like this:
 +
 
 +
<center>[[File:P70-12_8_1-(13-1)-01132021.png]]</center>
 +
<!--<center>P70-12_8_1-(13-1)-01132021.png</center>-->
 +
 
 +
===Automatically Resize the Width of Text Columns===
 +
 
 +
In a similar way, you can use this method to '''resize the width''' of any '''text columns''' by placing the cursor on its right border as shown below and '''double-clicking''' the mouse when the '''double arrow cursor shape''' appears:
 +
 
 +
<center>[[File:P70-12_8_1-(14-1)-12112020.png]]</center>
 +
<!--<center>P70-12_8_1-(14-1)-12112020.png</center>-->
  
 
==Related Links==
 
==Related Links==
  
[[Understanding Charts and Snapshots for OnePager Express for Version 7.0 | Understanding Charts and Snapshots for OnePager Express]] <!--4.0.1.2-70-->
+
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
  
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
  
(12.4.2-70)
+
[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70v
 +
 
 +
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
 +
 
 +
[[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70
 +
 
 +
[[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] <!--12.23.1-70-->
 +
 
 +
(12.8.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
Line 73: Line 131:
 
[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:Percent Complete]]
 
[[Category:Baselines]]
 
[[Category:Deadlines]]
 
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
 
 
[[Category:Rows and Swimlanes]]
 
[[Category:Rows and Swimlanes]]
 +
[[Category:Multiple Swimlane Levels]]
 +
[[Category:Task/Milestone Editing]]
 
[[Category:Labels]]
 
[[Category:Labels]]
 
[[Category:Text Columns]]
 
[[Category:Text Columns]]
[[Category:Snapshots]]
 
[[Category:Snapshot Dependent/Independent]]
 
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 +
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 17:42, 14 January 2021

Overview

On occasion swimlane level cell and text column cells may contain text strings or values that are too wide to clearly fit in the horizontal space available. Th1s may happen because the swimlane cell and text column cell widths are too narrow. More common, is the occurrence where source plan data fields imported into OnePager contain information that does not fit in the horizontal space available. Where these occurrences are known prior to creating a OnePager chart, you have the option in the Template Properties form to set the widths of swimlane cells and text column cells before a chart is created.

Additionally, once a chart is created, there are controls in the Chart Properties form for globally adjusting the widths of swimlane cells and text column cells after chart creation. Finally, there are manual editing techniques available to adjust these same swimlane cells and text column cells widths using your mouse in the Chart Editor.

This article covers the global adjustment of swimlane cells and text column cells widths using the controls in the Chart Properties form. Since the controls in the Template Properties form are exactly the same as those in the Chart Properties form, only the controls in the Chart Properties form are discussed. This article also covers how to adjust the widths of swimlane cells and text column cells in the Chart Editor.

Globally Adjusting the Width of Text Columns or Swimlane Levels

The Chart Properties form's Rows/Swimlanes tab's Swimlanes and Text Columns control groups have identical controls for adjusting swimlane cells and text column cells widths as shown here:

P70-12 8 1-(1)-7082020.png

Text Column Width Adjustment in the Chart Properties Form

Additionally, for your convenience, there is an identical text column cell width control provided in the Text-Column Formatting - Left#n form for each of the five (5) text columns as shown below for the Left#3 text column:

P70-12 8 1-(2)-7082020.png

This control is useful when working with the Text-Column Formatting - Left#n form where it might not be convenient to revert back to the Chart Properties form's Rows/Swimlanes tab.

Swimlane Level Cell Width Adjustment in the Chart Properties Form

Again, for your convenience, there is an identical swimlane level cell width control provided in the Swimlane Formatting - Left#n form for each of the three (3) swimlane levels as shown below for the Left#3 text column:

P70-12 8 1-(3)-7082020.png

In a fashion identical to the control in the Text-Column Formatting - Left#n form, this control is useful when working with the Swimlane Formatting - Left#n form where it might not be convenient to revert back to the Chart Properties form's Rows/Swimlanes tab.

Examples

The chart below is configured with each swimlane level cell and each text column cell set to width 0.95 to show how their contents look in a narrow horizontal space:

P70-12 8 1-(4)-7082020.png

In the illustration above, two of the swimlane levels and the single text column appear to have crowded labels.

Changing Swimlane Level Cell Widths - Example

This can be remedied in the Chart Properties form for the Left#2 and Left#3 swimlane level cells by using the Width control to increase the value to 1.50 as shown below:

P70-12 8 1-(5)-7082020.png

In a similar manner the width of the Left#3 swimlane level cells are increased from 0.95 to 1.50 as shown here:

P70-12 8 1-(6)-7082020.png

Changing Text Column Widths - Example

Changing the crowded condition of the Left#3 text column cells follows similar steps involving the Width control found in the Text Columns controls group as shown below:

P70-12 8 1-(7)-7082020.png

The illustration above show that it was necessary to increase all the Left#3 text column cells because the contents of the source plan's Name field for each imported task required more horizontal space so the width was increased to 3.00. The same results can be achieve if, in each of the examples above, the Text-Column Formatting - Left#n form or the Swimlanes Formatting - Left#n form is used and their respective Width control values are changed.

Resizing the Width of Text Columns and Swimlane Levels Using Drag and Drop

If you need more horizontal space for the content in your text columns or swimlane levels, you can resize them using drag and drop techniques with your mouse. To do this, hover your mouse over the vertical edge of the target text column or swimlane level cells until the double-arrow cursor appears, then left-click the mouse as shown below for the Left#3 text column:

P70-12 8 1-(8)-07092020.png

With the left-click button held down, drag the double-arrow cursor to the left or right as needed to widen or make the text column narrower as shown below where the Left#3 text column is widened:

P70-12 8 1-(9)-07092020.png

When the double-arrow cursor is dragged to the desired position, release the left-click button and the selected text column's width is changed as shown below:

P70-12 8 1-(10)-07092020.png

As shown in the illustration above, as long as the mouse cursor is hovering over a text column or swimlane level vertical boundary the mouse cursor retains the double-arrow shape. As you resize the cell's width, the size of your overall OnePager chart is adjusted accordingly.

Note that there can be an impact on the output media formatting for multi-page charts.

Resizing the Width of Text Columns and Swimlane Levels Using the Double-Click Method

You can quickly resize the width of a text column or swimlane level by positioning the mouse cursor on the right border of the text column or swimlane level and performing a double left-click with the mouse when the double-arrow cursor shape appears.

Suppose we have the chart shown below where the swimlane level cell contents and text column content are crowded and you want to resize these columns so that the contents fits without changing the text font as shown below:

P70-12 8 1-(11)-07092020.png

Automatically Resizing the Width of Swimlane Levels

To automatically resize the width of a swimlane level, place the cursor on the right border of the swimlane level and double-click when the double arrow cursor shape appears. The result is shown below for the Left#2 swimlane level:

P70-12 8 1-(12-1)-01132021.png

The double-click tells OnePager to examine all the swimlane level cells and make the width of the selected swimlane level adequate to display the contents of all swimlane level cells in the selected swimlane level as shown above. When this same method is applied to the Left#3 swimlane level in the above chart, the results look like this:

P70-12 8 1-(13-1)-01132021.png

Automatically Resize the Width of Text Columns

In a similar way, you can use this method to resize the width of any text columns by placing the cursor on its right border as shown below and double-clicking the mouse when the double arrow cursor shape appears:

P70-12 8 1-(14-1)-12112020.png

Related Links

Creating, Formatting, and Sorting Swimlanes Levels

Creating and Formatting Text Columns

Row and Swimlane Borders

Editing Row Properties

(12.8.1-70)