If you created a OnePager chart using a Microsoft Project or Excel plan from SharePoint, you may find that the update buttons on the Data tab are disabled:
This is typically because your chart was originally created using OnePager as an add-in to Project or Excel. In these cases, Project and Excel send OnePager the data from your files, but not the full SharePoint path. When OnePager tries to access these files later and perform an update, it can't find the files since the full SharePoint path wasn't provided.
You can fix this by pointing OnePager to the correct SharePoint location using the instructions below.
Step One: Give OnePager Access to SharePoint
In order for OnePager to connect to SharePoint outside of Microsoft Project or Excel and update your charts, you need to add SharePoint to your list of trusted sites, and be actively logged in:
Before attempting to connect OnePager directly to SharePoint, you will need to make sure that your SharePoint environment is listed as a trusted Windows site. To do this, go to Windows > Settings and search for Internet Options in the search box:
On the Internet Properties screen, go to Security > Trusted Sites > Sites:
On the Trusted Sites screen, make sure that your company's SharePoint site is listed. If it isn't, type the full URL in the box and then click Add to add it to the list of trusted sites:
You should only need to follow these first steps one time. Once your SharePoint site is trusted, you shouldn't have to add it to the trusted sites list again.
- Finally, you need to be logged into SharePoint while OnePager is running. We recommend doing this through a Microsoft web browser like Internet Explorer or Edge. When you have an active browser connection to SharePoint, OnePager will be able to leverage that connection to log into SharePoint and access the files that you need.
Step Two: Map SharePoint as a Network Drive (Optional)
Mapping a SharePoint drive is optional, but it can make it a lot easier to point OnePager to your SharePoint site.
Go to Windows Explorer. Click on This PC and then on the Map Network Drive button:
- Select a Drive letter. In this example, we've picked "S:" for SharePoint, but you use any available letter. Then, for the Folder, enter your full SharePoint URL:
We recommend keeping the Reconnect at sign-in box checked so that you don't have to perform these steps more than once, but check with your IT department for their policies around network drives.
Click Finish. Your SharePoint site is now accessible as a network drive instead of just a URL.
Step Three: Connect OnePager to SharePoint
The final step is to connect OnePager to your SharePoint site so that all of your files will be accessible for future updates. You will want to perform this step using OnePager standalone, not as an add-in to Project or Excel.
If OnePager is open, close it. Also close Microsoft Project and Excel if they are running. You can reopen them later.
- Double-click the OnePager icon on your desktop or on the Windows Start menu to launch OnePager outside of Project or Excel:
On the OnePager start screen, click the OPEN button to open your chart.
Go to OnePager's Data tab, and click the Selected Files button:
OnePager will display a list of file(s) that it is currently trying to access on SharePoint. For any files with the word "SharePoint" after the file names, click the Remove button to disassociate them from your chart. Don't worry, we'll add them back in the next step:
With the unreachable SharePoint file(s) removed, click the Add button and then choose BROWSE FILES to add the file(s) back using the new SharePoint connection that we establshed in the previous steps:
With the file browser pops up, you have two choices. If you mapped a network drive to your SharePoint site, select that network drive from the left-hand side of the browser. If you didn't map a network drive, simply type your SharePoint URL into the File Name box. Either option should take you to the same place, where you can see the Project or Excel files that you need to reassociate with your OnePager chart:
Select the file you need. If you have multiple files, repeat these steps until all of your files have been added back to the Data Source Selection form in OnePager:
- Click OK to commit your new file associations. Then save and close your OnePager chart for the changes to take effect.
- Re-open your OnePager chart and go back to the Data tab, and you will see that the update buttons are now enabled:
Going forward, if you continue to use OnePager standalone with SharePoint instead of OnePager add-in, you should be able to quickly update your charts without having to follow these steps to re-associate your files in the future.
Last Updated: April 9, 2021