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Export Microsoft Project Data into Excel
If you are using Microsoft Project to schedule and track your projects, at some point you will probably want to export your project data into Excel.Excel can then be used to analyse and summarise your project data using its wealth of features and formulas. This also helps with the distribution of your project data, as not everyone involved in the project may have Microsoft Project installed on their computer.
Exporting Project Data into Excel
This tutorial will look at exporting task information into Excel. To export Microsoft Project data into Excel;
1. Click File > Save As
2. Select a location for the Excel file, enter a filename and then click Save As Type drop list arrow and select Excel Workbook
3. Click Save
The Project Export Wizard appears with steps to take you through the process. Click Next
5. Click Selected Data as the format of the data you want to export and click Next
6. You are asked if you would like to use an existing map, or create a new map for your project data export. Some of the maps provided by project are useful and export necessary task, resource and cost data. However lets click New map and click Next
Microsoft Project Links
- Critical Path Analysis (CPA) in Microsoft Project
The critical path identifies the tasks that have a direct impact on the finish date of the project. Use MS Project to work with the critical path.
- Microsoft Project Tutorials
Microsoft Project video tutorials taking you through the whole lifecycle of a project from its definition to the tracking and reporting of a project.
7. Select Tasks for the type of data to export and ensure the Export includes headers box is checked
8. The Task Mapping step of the Project Export Wizard is displayed. In the Destination worksheet name box, enter Tasks. This will appear on the Excel sheet tab
9. Ok now let’s map the fields. Under the Microsoft Office Project Field heading we will select the fields we want to export. In each row let’s select Name, Duration, Start, Finish, Critical and % Complete.
When selecting the fields, start to type the name into the field and this will jump through the list. A preview of the export is shown below
10. Click Next
11. The final stage of the wizard is to congratulate you on your work and offer you the opportunity to save your map. This is a good idea if this export is something you will do frequently and need across other projects you are involved with.
Click the Save Map button
12. Enter a Map Name of Task Information Export and click Save to add it to the list of existing maps
13. Click Finish
14. The Project data is exported and the Excel file is saved under the name and location specified earlier in the wizard
See more Microsoft Project tutorials