Exporting Resources and assignment to excel

J

Jeff L

I am having trouble trying to export resource and assignment data to excel. I
wish to end up in excel with the follwoing fields:

Resource_Name Resource_Group Task work start_date
finish_date

every time I try to export I end up with resource names and tasks combined
in the same field. How do I separate them?
 
J

John

Jeff L said:
I am having trouble trying to export resource and assignment data to excel. I
wish to end up in excel with the follwoing fields:

Resource_Name Resource_Group Task work start_date
finish_date

every time I try to export I end up with resource names and tasks combined
in the same field. How do I separate them?

Jeff L,
First, what version of Project are you using? Second, how are you doing
the export?

John
Project MVP
 
J

Jeff L

Project 2003

I am exporting using the "save as" feature and the pop up export wizard.
 
J

John

Jeff L said:
I am having trouble trying to export resource and assignment data to excel. I
wish to end up in excel with the follwoing fields:

Resource_Name Resource_Group Task work start_date
finish_date

every time I try to export I end up with resource names and tasks combined
in the same field. How do I separate them?

Jeff L,
After doing a test export I think what you are seeing is actually the
task name and assignment or resource name and assignment depending on
which spreadsheet table you view (i.e. task_table or resource_table). It
is very similar to what you see in Project when you look at the Resource
or Task Usage views.

There are three approaches to achieving what you want. The first is a
manual manipulation of the data once it is in Excel - tedious but
straightforward. The second is to export to an Excel Pivot table and
then format the data from the Pivot table. The third, (the approach I
would use), is to write a VBA macro to gather the Project data and then
export it to Excel and format it. The latter approach is the most
flexible and automated but it does of course require some knowledge of
working with VBA.

John
Project MVP
 

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