Unique IDs in Excel

Continuing our series on unique IDs, this week’s post will cover how to correctly establish and maintain a unique ID in an Excel spreadsheet that you are planning to use with OnePager Express. The focus of this article is for project plans that you are building from the ground up in Excel.

If you are using Excel to transfer data from another PPM tool like Planisware, Primavera, or Smartsheet, you’ll want to wait for our next article, which will provide specific instructions for each of those platforms.

When creating a unique ID in Excel, you want to use a field where all the values can be (1) unique and (2) consistent. It doesn’t really matter what you name the field as long as you adhere to these two principles. The unique IDs themselves can be any format that you like. Most users prefer a simple numeric ID, but if you want to create something different, you certainly can.

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Mavericks

Did you know that you can “maverick” tasks or milestone shapes in OnePager?

This is the term we use when one or many shapes in the body of the chart have had any of their properties manually modified.

If you happen to modify one or many shapes using the capabilities in the Home tab on the Ribbon (Font, Format, Alignment, Position), or right-clicked on a shape and chosen Format to reveal the Change Task/Milestone Properties to make a change there… you have “mavericked” your shapes.

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OnePager Tip: Virtual Summary Task (VST)

There is a little-known feature in OnePager that allows you to turn several tasks into a single task…this is called the Virtual Summary Task, or “VST.”

To create a VST, simply select as many tasks as you would like to combine using your CTRL key or using a mouse-lasso. Then right click on one of the items and choose “Make into virtual summary task.”

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New Video: Mapping ANY Fields from Project or Excel Into OnePager

In earlier versions of OnePager, we gave you the option to select the fields that you wanted to import when you were first building your report, but didn’t offer the flexibility to change your mind and add new fields later on.

That changed last year with version 6.0.  Take a look at this video to see how to map ANY field from Project or Excel into an existing OnePager Project View:

https://youtu.be/m8Bevl8lod0

New Video – OnePager Express Starter Tips: Proper Excel Structure

Over the next couple months we’ll be creating some videos that outline specific tips to ensure our OnePager Express users understand the fundamentals, and what to avoid, when it comes to using Excel to create and update visuals successfully in OnePager.

Here is the first, which discusses how to structure the Excel data to work properly with OnePager Express.

https://youtu.be/obgRyBYzhf4