Exporting Levels to Excel from MSP

Discussion in 'Project General' started by Rob, Mar 28, 2007.

  1. Rob

    Rob Guest

    When saving a project file to excel why are the levels lost in the tranaction?
    In PWA when exporting the from the grid it is not?
    Rob, Mar 28, 2007
    #1
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  2. Rob

    JulieS Guest

    Hi Rob,

    I do not use PWA but can offer you two workarounds to exporting the task
    information to excel from Project Professional or Project Standard.

    1) Fellow MVP Jack Dahlgren has kindly posted a macro which will export the
    maintaining the outline levels. See http://masamiki.com/project/macros.htm
    and look for the Export hierarchy to Excel macro.

    2) When you export to excel, also export the outline level field and then
    use autofilters in excel to manually format the worksheet based upon the
    outline levels.

    I hope this helps. Let us know how you get along.

    Julie

    "Rob" wrote:

    > When saving a project file to excel why are the levels lost in the tranaction?
    > In PWA when exporting the from the grid it is not?
    JulieS, Mar 28, 2007
    #2
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  3. Rob

    Rob Guest

    Thxs for the info Julie.
    The Macro works a little differently then using the PWA export grid to
    excel, but works never the less.
    Not entirely sure that the out line code filtering actually works.
    When you save to an excel file it automatically has the outline code column.
    Grouping is a night mare if you have more then 3 levels though.



    "JulieS" wrote:

    > Hi Rob,
    >
    > I do not use PWA but can offer you two workarounds to exporting the task
    > information to excel from Project Professional or Project Standard.
    >
    > 1) Fellow MVP Jack Dahlgren has kindly posted a macro which will export the
    > maintaining the outline levels. See http://masamiki.com/project/macros.htm
    > and look for the Export hierarchy to Excel macro.
    >
    > 2) When you export to excel, also export the outline level field and then
    > use autofilters in excel to manually format the worksheet based upon the
    > outline levels.
    >
    > I hope this helps. Let us know how you get along.
    >
    > Julie
    >
    > "Rob" wrote:
    >
    > > When saving a project file to excel why are the levels lost in the tranaction?
    > > In PWA when exporting the from the grid it is not?
    Rob, Mar 28, 2007
    #3
  4. Rob

    JulieS Guest

    Hi Rob,

    You're welcome for the information on Jack's macro.

    As I noted, I do not use PWA, so I cannot really address your question
    about using the PWA export. My comment about exporting the outline code
    from Project Professional is just to make the formatting (once in Excel)
    easier. When exporting from Project Professional, the outline level is
    not usually included in standard export maps that I have used.

    Julie
    Project MVP

    Visit http://project.mvps.org/ for the FAQs and additional information
    about Microsoft Project


    "Rob" <> wrote in message
    news:...
    > Thxs for the info Julie.
    > The Macro works a little differently then using the PWA export grid to
    > excel, but works never the less.
    > Not entirely sure that the out line code filtering actually works.
    > When you save to an excel file it automatically has the outline code
    > column.
    > Grouping is a night mare if you have more then 3 levels though.
    >
    >
    >
    > "JulieS" wrote:
    >
    >> Hi Rob,
    >>
    >> I do not use PWA but can offer you two workarounds to exporting the
    >> task
    >> information to excel from Project Professional or Project Standard.
    >>
    >> 1) Fellow MVP Jack Dahlgren has kindly posted a macro which will
    >> export the
    >> maintaining the outline levels. See
    >> http://masamiki.com/project/macros.htm
    >> and look for the Export hierarchy to Excel macro.
    >>
    >> 2) When you export to excel, also export the outline level field and
    >> then
    >> use autofilters in excel to manually format the worksheet based upon
    >> the
    >> outline levels.
    >>
    >> I hope this helps. Let us know how you get along.
    >>
    >> Julie
    >>
    >> "Rob" wrote:
    >>
    >> > When saving a project file to excel why are the levels lost in the
    >> > tranaction?
    >> > In PWA when exporting the from the grid it is not?
    JulieS, Mar 28, 2007
    #4
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