Export out a project to Excel from MS Project

[VitaminB6]

I am a newbie of MS project and was asked to make a report and export i
to Excel, The reports contain each person's name & project assignment o
the left columns and the month in the first row, and the workload in th
table .The attached is part of the report I made. However, I discovere
that I can't export it out to Excel. So, I have been trying to expor
the project to Excel through "Save As". I can export the project ou
and have the required columns, however, I can't summaise the workloar
(in hour) for each task of each person by month. And also, I need t
have total workload of each person by month. Here is my question,

Since we can produce a report in MS. Is there any way to export th
report out to Excel (raw data) and we then can edit it. Or, we ca
export the data to Excel and we can modify it to meet our requirement

Thanks

 

[John]

I am a newbie of MS project and was asked to make a report and export it
to Excel, The reports contain each person's name & project assignment on
the left columns and the month in the first row, and the workload in the
table .The attached is part of the report I made. However, I discovered
that I can't export it out to Excel. So, I have been trying to export
the project to Excel through "Save As". I can export the project out
and have the required columns, however, I can't summaise the workloard
(in hour) for each task of each person by month. And also, I need to
have total workload of each person by month. Here is my question,

Since we can produce a report in MS. Is there any way to export the
report out to Excel (raw data) and we then can edit it. Or, we can
export the data to Excel and we can modify it to meet our requirement.

Thanks.

VitaminB6,
There are various ways to get timescaled data out of Project. If your
version of Project is earlier than Project 2007, you can use the
following methods
1. Copy and Paste data from the Resource or Task Usage views (tedious
and prone to human error)
2. Use the "analyze timescaled data in Excel" utility found on the
Analysis toolbar (may require more than one export using the utility and
requires significant manipulation of the data once it's in Excel)
3. Use a SQL directly on Project's database (requires thorough
understanding of the Project database structure)
4. Develop a custom VBA macro to export and format the desired data
(requires knowledge of Project VBA)

I personally use method 4 for special reporting needs.

If you have Project 2007 you can make use of the expanded exporting
capability of Visual Reports. It creates a pivot table of Project data
for Excel.

Hope this helps.
John
Project MVP

 

[John Garay - DecisionEdge]

I would also suggest:
5) DecisionEdge Suite for Microsoft Office Project, a charting and reporting
add-on with over 100 bundled charts and reports (many with timescaled data),
all of which can be exported to Excel with just a few clicks. These charts
and reports are all multi-project capable, which means you can combine
projects into a chart and then export to Excel. Custom reports can also be
created if you have specific requirements. More information (including a
free 15-day trial) can be found here:
http://www.decisionedge.com/microsoft_project.html

Hope it helps.

Regards,
John Garay
DecisionEdge, Inc.

 

[VitaminB6]

Hi John,

Thank you for your suggestions.
My project is 2007, however, as I used "Save As" to export a file,
do not see there is an option which allows me to save to data to Acces
format. Is it normal?
I went the "Report" --> "Workload" and select "Task Usage". However
I do not feel that I can copy those data. Was I in the right way?

Thanks,

 

[John]

Hi John,

Thank you for your suggestions.
My project is 2007, however, as I used "Save As" to export a file, I
do not see there is an option which allows me to save to data to Access
format. Is it normal?
I went the "Report" --> "Workload" and select "Task Usage". However,
I do not feel that I can copy those data. Was I in the right way?

Thanks,

VitaminB6,
I thought you wanted to export to Excel. Why are you trying to save to
Access?

Using Save As will only allow you to export static data (i.e. data
totals, non-timescaled) using an export map. That's why I suggested the
options I did - they all work for timescaled data. And by the way, in
option 1 I told you to use the Resource or Task Usage views, not the
Resource or Task Usage reports. To set the view, go to View/More Views
and select one of the aforementioned views in the view selection list.

However, since you have Project 2007, you can use visual reports. Go to
Report/Visual Reports. For your needs select the Resource Usage tab and
then the Resource Work Summary Report. Edit the template to include just
those fields you want (probably just Work). Play around with the
resulting Pivot Table and see if that gives what you need.

John
Project MVP

 

[MrMike]

Hello - I have an add-in for Microsoft Project called "MrMikes Project
Toolbox" that exports Project files to excel in two formats - one is an easy
to read heirarchical task list, the other is an Excel PivotTable, which is
really useful for analyzing your project.

I'm not sure if this is what you are looking for, but I hope it helps.

The Toolbox is available for free on my project management discussion forum
- http://www.mcshaffry.com/mrmike/forum/