Difference between revisions of "The Chart Legend for Version 7.0 (Portal)"

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==About The Chart Legend==
 
==About The Chart Legend==
  
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1) The legend is designed to help your audience understand the meaning of the '''colors''' and '''shapes''' in your OnePager chart.   
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The '''Legend''' is designed to help your audience understand the meaning of the '''colors''' and '''shapes''' in your OnePager chart.  The contents of the '''Legend''' are determined when the chart is '''created''' or '''updated'''. The '''Legend's title''' and the '''text names of Legend items''' can be '''edited''' in the '''Chart Editor'''. You can use the '''Legend''' to '''edit''' the '''colors''',  '''shape''' and other '''properties''' of task bar/milestone symbols in the chart. The '''Legend''' can be displayed in the chart or '''hidden'''. The '''Legend''' can be automatically or manually '''positioned''' in the '''graph''' or in the '''document area''' and can be visible or '''hidden''' in '''multi-page''' output media. The '''Conditional Formatting Rules''' capability changes the '''Legend''' based on the results of '''conditional formatting rule application'''.
  
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2) Most controls for the legend are available only on the '''Legend''' tab of the '''Chart Properties''' form. (See:  [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70)
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==Sample Legend==
  
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3) For global legend setting options, there is a '''Legend''' tab on all '''Template Properties''' forms. (See: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]24.0.1-70)
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A typical chart '''Legend''' looks like this:
  
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4) When '''editing''' the chart, some common changes can be made by right clicking the legend and using the controls in the '''context menu'''.  
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<center>[[File:P70-15_0_1-70-(1)-10082019.png]]</center>
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<!--<center>P70-15_0_1-70-(1)-10082019.png</center>-->
  
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5) The visibility of the legend can be changed from a control on the '''View''' tab of the ribbon.
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===The Template Properties and Chart Properties Form's Legend Tabs===
  
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6) To learn how to change '''all''' the default properties of the '''legend''', please review this article: [[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
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'''Legend''' global setting options are provided in the '''Template Properties''' form's '''Legend''' tab. Since the '''Chart Properties''' form's '''Legend''' tab is identical to the '''Legend''' tab in the '''Template Properties''' form, we recommend using the article links below to find detailed information on the controls in both forms.  
  
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7) In the article the links that follow cover:
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For OnePager Pro, please see the article at: [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
  
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:a) '''Legend positioning''' options when output is formatted for '''multi-pages'''.
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For OnePager Express, please see the article at: [[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] <!--15.3.2-70-->
  
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:b) New legend controls for performing project view updates.
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===The Legend's Context Menu===
  
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8) More detailed information on managing the chart legend can be found at the following article links:
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When '''editing''' the chart, some common '''edits''' can be made by right clicking the '''Legend''' and using the controls in '''legend''' right-click '''context menu''' as shown here:  
  
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<center>[[File:P70-15_0_1-70-(2)-10082019.png]]</center>
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<!--<center>P70-15_0_1-70-(2)-10082019.png</center>-->
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The visibility of the '''Legend''' in the chart can be changed using a control on the OnePager '''View''' ribbon tool bar tab.
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To learn how changes to '''all''' the default properties of task bar/milestone symbols in the chart impact the '''Legend''', please see the articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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More detailed information on managing the chart's '''Legend''', please see the articles at:
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<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] 15.1.1-70
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| [[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] <!--15.1.1-70-->
 
|-
 
|-
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| [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
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| [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
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| [[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] <!--15.3.2-70-->
 
|-
 
|-
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| [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70
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| [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
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|-
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| [[New Legend Controls for Version 7.0 (OnePager Pro) | New Legend Controls for OnePager Pro]] 15.4.1-70
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| [[New Legend Controls for Version 7.0 (OnePager Express) | New Legend Controls for OnePager Express]] 15.4.2-70
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|}
 
|}
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</center>
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==Related Links==
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[[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-->
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[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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[[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] <!--21.7.1-70-->
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[[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
(15.0.1-70)
 
(15.0.1-70)

Latest revision as of 21:13, 14 January 2021

About The Chart Legend

The Legend is designed to help your audience understand the meaning of the colors and shapes in your OnePager chart. The contents of the Legend are determined when the chart is created or updated. The Legend's title and the text names of Legend items can be edited in the Chart Editor. You can use the Legend to edit the colors, shape and other properties of task bar/milestone symbols in the chart. The Legend can be displayed in the chart or hidden. The Legend can be automatically or manually positioned in the graph or in the document area and can be visible or hidden in multi-page output media. The Conditional Formatting Rules capability changes the Legend based on the results of conditional formatting rule application.

Sample Legend

A typical chart Legend looks like this:

P70-15 0 1-70-(1)-10082019.png

The Template Properties and Chart Properties Form's Legend Tabs

Legend global setting options are provided in the Template Properties form's Legend tab. Since the Chart Properties form's Legend tab is identical to the Legend tab in the Template Properties form, we recommend using the article links below to find detailed information on the controls in both forms.

For OnePager Pro, please see the article at: Legend Editing Controls for OnePager Pro

For OnePager Express, please see the article at: Legend Editing Controls for OnePager Express

The Legend's Context Menu

When editing the chart, some common edits can be made by right clicking the Legend and using the controls in legend right-click context menu as shown here:

P70-15 0 1-70-(2)-10082019.png

The visibility of the Legend in the chart can be changed using a control on the OnePager View ribbon tool bar tab.

To learn how changes to all the default properties of task bar/milestone symbols in the chart impact the Legend, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

More detailed information on managing the chart's Legend, please see the articles at:

Managing the Legend in the Chart
Legend Editing Controls for OnePager Pro Legend Editing Controls for OnePager Express
Legend Position Options for Multi-Page Outputs

Related Links

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

Conditional Formatting (Portal)

Editing with the Chart Properties form (Portal)

Legend Tab for OnePager Pro

Legend Tab for OnePager Express

Managing Templates (Portal)

(15.0.1-70)

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