Difference between revisions of "The Chart Legend for Version 7.2 (Portal)"

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==Introduction to the Chart Legend in OnePager==
 
==Introduction to the Chart Legend in OnePager==
  
This series of articles describes OnePager’s '''Chart Legend''' features.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
+
Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.
 +
 
 +
This series of articles describes OnePager’s '''Chart Legend''' features.
  
 
==About The Chart Legend==
 
==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'''.
+
The '''Legend''' is designed to help your audience understand the meaning of the '''colors''''''shapes''', and '''fill patterns''' in your OnePager chart.  The contents of the '''Legend''' are determined when the chart is '''created''' or '''updated'''. The '''Legend''' first collects '''legend items''' of different '''colors''', both task bars and milestone symbols.  Next, the '''Legend''' collects task bars/milestone symbols that are different '''shapes'''.  Finally, the '''Legend''' collects task bars/milestone symbols that have different '''fill patterns'''.  Changes made to task bars/milestone symbols in terms of '''color''', '''shape''', and/or '''fill pattern''' are automatically updated in the '''Legend''' if it is shown in the chart.
 +
 
 +
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==
 
==Sample Legend==
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<!--<center>P70-15_0_1-70-(1)-10082019.png</center>-->
 
<!--<center>P70-15_0_1-70-(1)-10082019.png</center>-->
  
Changing the '''fill pattern''' either by changing a '''Gradient''' or by changing to a '''Hash Fill Patterns''' for a task bar/milestone symbol typically adds an entry into the '''legend''' as shown in the example below;
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Changing the '''fill pattern''', for example, either by changing a '''Gradient''' or by changing to a '''Hash Fill Patterns''' for a task bar/milestone symbol typically adds an entry into the '''legend''' as shown in the example below;
  
 
<center>[[File:P71-15_0_1-71-(1A)-03312022.png]]</center>
 
<center>[[File:P71-15_0_1-71-(1A)-03312022.png]]</center>
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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:  
 
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:  
  
<center>[[File:P70-15_0_1-70-(2)-10082019.png]]</center>
+
<center>[[File:P72-15_0_1-72-(2-1)-11282023.png]]</center>
<!--<center>P70-15_0_1-70-(2)-10082019.png</center>-->
+
<!--<center>P72-15_0_1-72-(2-1)-11282023.png</center>-->
  
The visibility of the '''Legend''' in the chart can be changed using a control on the OnePager '''View''' ribbon tool bar tab.  
+
The visibility of the '''Legend''' in the chart can be changed using a control on the OnePager '''View''' ribbon tool bar tab. For more information on the '''visibility of the Legend''', please see the section in the article link below;
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[OnePager's Ribbon Tool Bar View Tab for Version 7.2#Legend Checkbox | Ribbon Tool Bar - View Tab - Legend Checkbox]] <!--4.0.2.2.9-72-->
 +
|}
 +
</center>
  
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:  
+
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:  
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
+
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
  
The article links below describe OnePager’s '''Legend''' feature.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
+
The article links below describe OnePager’s '''Legend''' feature.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6,  Planisware Enterprise, Project for the Web, Asana, and Wrike.
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
| [[Managing the Legend in the Chart for Version 7.2 | Managing the Legend in the Chart]] 15.1.1-72
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| [[Managing the Legend in the Chart for Version 7.2 | Managing the Legend in the Chart]] <!--15.1.1-72-->
 
|-
 
|-
| [[Legend Editing Controls for OnePager for Version 7.2 | Legend Editing Controls for OnePager]] 15.3.1-72
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| [[Legend Editing Controls for OnePager for Version 7.2 | Legend Editing Controls for OnePager]] <!--15.3.1-72-->
 
|-
 
|-
| [[Legend Position Options for Multi-Page Outputs for Version 7.2 | Legend Position Options for Multi-Page Outputs]] 15.2.1-72
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| [[Legend Position Options for Multi-Page Outputs for Version 7.2 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-72-->
 
|}
 
|}
 
</center>
 
</center>
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{| class="wikitable"
 
{| class="wikitable"
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
+
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-72-->
| [[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] 11.0.1-72
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| [[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-72-->
 
|-
 
|-
[[Using Conditional Formatting Rules for Change Tracking Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Change Tracking Between Snapshots]] 11.3.3-72
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| [[Using Conditional Formatting Rules for Change Tracking Between Snapshots for Version 7.2 | Using Conditional Formatting Rules for Change Tracking Between Snapshots]] <!--11.3.3-72-->
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
 
|-
 
|-
| [[Legend Tab for Version 7.2 | Legend Tab]] 21.7.1-72
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| [[Legend Tab for Version 7.2 | Legend Tab]] <!--21.7.1-72-->
| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
+
| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] <!--24.0.1-72-->
 
|}
 
|}
  

Latest revision as of 21:27, 4 January 2024

Introduction to the Chart Legend in OnePager

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.

This series of articles describes OnePager’s Chart Legend features.

About The Chart Legend

The Legend is designed to help your audience understand the meaning of the colors, shapes, and fill patterns in your OnePager chart. The contents of the Legend are determined when the chart is created or updated. The Legend first collects legend items of different colors, both task bars and milestone symbols. Next, the Legend collects task bars/milestone symbols that are different shapes. Finally, the Legend collects task bars/milestone symbols that have different fill patterns. Changes made to task bars/milestone symbols in terms of color, shape, and/or fill pattern are automatically updated in the Legend if it is shown in the chart.

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

Changing the fill pattern, for example, either by changing a Gradient or by changing to a Hash Fill Patterns for a task bar/milestone symbol typically adds an entry into the legend as shown in the example below;

P71-15 0 1-71-(1A)-03312022.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. The Chart Properties form's Legend tab is identical to the Legend tab in the Template Properties form.

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:

P72-15 0 1-72-(2-1)-11282023.png

The visibility of the Legend in the chart can be changed using a control on the OnePager View ribbon tool bar tab. For more information on the visibility of the Legend, please see the section in the article link below;

Ribbon Tool Bar - View Tab - Legend Checkbox

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)

The article links below describe OnePager’s Legend feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Project for the Web, Asana, and Wrike.

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

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal) Conditional Formatting (Portal)
Using Conditional Formatting Rules for Change Tracking Between Snapshots Editing with the Chart Properties form (Portal)
Legend Tab Managing Templates (Portal)

(15.0.1-72)