OnePager Pro is presentation software for Microsoft Project that allows you to create visual pivot charts, based on the data that you already have in MS Project. OnePager combines the analytical capabilities of a pivot table with the graphics of a Gantt chart to give you a pivot chart that is easy to customize and easy to understand.
You can download a free trial of OnePager Pro and follow these step-by-step instructions to create your project pivot chart:
- We'll start with a typical Microsoft Project file. OnePager Pro allows you to import a subset of your project plan (using the "Flag 20" filter below) to create a custom pivot chart:
- Next, we’ll create our initial pivot chart by double-clicking the OnePager Pro icon on our desktop. From the Start screen that appears, choose New. We'll choose our Microsoft Project plan as the source file for our pivot chart. OnePager Pro will then launch an easy import wizard that will help you configure your report:
- Now, click the Create new project view button to import your data from Microsoft Project and create your report. It will have a pivot table on the left and a Gantt chart on the right:
By default, the OnePager Pro chart will initially pivot based on the "Level 1 Summary Name", which is the top-level outline of your Microsoft Project plan. The chart is also color-coded automatically by the resource assignments in Microsoft Project. This is all customizable, just like a pivot table in Microsoft Excel.
- If you want to customize the grouping, sorting, and color-coding of your pivot chart, you can do so based on any column in Microsoft Project. Click the Project-View Properties button on the Home tab of the ribbon and navigate to the Rows & Swimlanes tab.
- We'll change the swimlane groupings to re-pivot based on "Resource Names" instead of "Level 1 Summary Name". After clicking OK, the pivot chart will be updated to reflect the new layout:
- Next, let's pivot the colors. Go back to Project-View Properties and navigate to the Task Bars tab.
- We'll change the automatic color-coding to re-pivot based on "Text 30", a column we're using to track risk level, instead of "Resource Names". After clicking OK, the pivot chart will be updated to reflect the new color scheme:
Once you have finished pivoting your chart, you can copy and paste it into a PowerPoint presentation, or save it as an image file to be posted to a SharePoint site.
OnePager Pro is the easiest way to turn your Microsoft Project plan into a dynamic report containing both a pivot table and a Gantt chart. The best part is that it's all based on the data that you already have.15-Day