Export data to Excel

[Matium]

Hi,

I would like to export data for a sepecific resource (keeping the
outline level of the tasks!!)to Excel. So my resources can each receive
only their tasks in an excel sheet which they then can complete and
return the updates back to me. Reason for this is not everybody have
Microsoft Project. I have tried the filter function but some of my
tasks have more than on resource which did not work.

Any help
THANK YOU IN ADVANCE

 

[Catfish Hunter]

I use this myself.
1 On the View menu, click Gantt Chart.
2 If applicable, select the tasks you want to export.
3 On the View menu, point to Toolbars, and then click Analysis.
4 Click Analyze Timescaled Data in Excel.
5 Following the Analyze Timescaled Data Wizard instructions, click the
fields you want to export to Excel.
Good Luck

 

[John]

I use this myself.
1 On the View menu, click Gantt Chart.
2 If applicable, select the tasks you want to export.
3 On the View menu, point to Toolbars, and then click Analysis.
4 Click Analyze Timescaled Data in Excel.
5 Following the Analyze Timescaled Data Wizard instructions, click the
fields you want to export to Excel.
Good Luck

Matium,
I think you will have much better luck with Catfish's suggestion if you
start from the Resource Usage view. Although it will not preserve the
outline structure of the Gantt Chart view, it will give you an
individualized assignment list by resource which I think is more in line
with what you want.

John
Project MVP

 

[Matium]

Thank you for your response,

Your method does work, but due to the fact that it does not preserve
the outline level it will be quite confusing for the resource to work
with. I did find a vb script that export "all" tasks to excel keeping
the outline level. My idea now is to filter the Gantt to view a
specific resource then select all the tasks in that filter and run the
macro to keep the outline level. Problem is the script take all tasks
in the plan and not just the filtered ones.
I have also tried "who does what when" which gives you only a print
option.

 

[John]

Thank you for your response,

Your method does work, but due to the fact that it does not preserve
the outline level it will be quite confusing for the resource to work
with. I did find a vb script that export "all" tasks to excel keeping
the outline level. My idea now is to filter the Gantt to view a
specific resource then select all the tasks in that filter and run the
macro to keep the outline level. Problem is the script take all tasks
in the plan and not just the filtered ones.
I have also tried "who does what when" which gives you only a print
option.

Matium,
If that "script" happens to be fellow MVP, Jack Dahlgren's macro "Export
to Excel", then a simple mod will make it do what you want. To mod
Jack's macro make the following change:

Look for the following line of code:
For Each t In ActiveProject.Tasks

Replace it with the following three lines of code (this assumes you have
already applied your filter):
SelectTaskColumn
Set Area = ActiveSelection.Tasks
For Each t In ActiveSelection.Tasks

Keep in mind that your approach will work best if there is only one
resource assigned to each task. It can be done with multiple resources
per task but the code would be a little more complex.

Hope this helps.
John
Project MVP

 

[Matium]

Yes it is indeed that script. Thank you Jack Dahlgren. I have tried
what you suggested but I get a debug error and it highlights "Area" in
the script. Any idea who will write a script to my needs as I am not
capable to right such script. Another problem is I have up to 5
resources per certain tasks.

 

[John]

Yes it is indeed that script. Thank you Jack Dahlgren. I have tried
what you suggested but I get a debug error and it highlights "Area" in
the script. Any idea who will write a script to my needs as I am not
capable to right such script. Another problem is I have up to 5
resources per certain tasks.

Matium,
Sorry, I didn't notice the Option Explicit at the beginning of Jack's
code. That means you need to define that "Area" is an object. Add the
following statement immediately after the last "Dim" statement.
Dim Area as Object.

However as I mentioned in my previous response, the code to segregate
out each resource's assignments is a little more complex but still quite
straightforward. If no one else offers, you may write to me direct,
telling me exactly what you want and I will write the macro for you.
I'll be up front, it may or may not cost you a few bucks depending on
your requirements.

Hope this helps.
John
Project MVP

 

[Matium]

Thank you very much,

I am more than willing to pay. It is after all your time. And as they
say time is money.
I will contact you in due course. Thank you.

 

[John]

Thank you very much,

I am more than willing to pay. It is after all your time. And as they
say time is money.
I will contact you in due course. Thank you.

Matium,
You're welcome. I look forward to hearing from you.

John

 

[annbklyn]

Hi
I have version 2000 and want to export my schedule into Excel and would like
to keep the hierarchy (indentation) when i export to Excel. Is that possible?
Also, what are other ways I can view a summary report of my schedule besides
using the calendar view?

 

[John]

Hi
I have version 2000 and want to export my schedule into Excel and would like
to keep the hierarchy (indentation) when i export to Excel. Is that possible?
Also, what are other ways I can view a summary report of my schedule besides
using the calendar view?

annbklyn,
There are various ways to retain, (or at least capture the information
about), the outlining when exporting to Excel. If you are using an
export map, just include the Outline Level field and then use that to
re-structure the hierarchy in Excel. If you want something a little more
automated, go to fellow MVP, Jack Dahlgren's website at:
http://masamiki.com/project/macros.htm
Look for Jack's macro called, "Export hierarchy to Excel".

Hope this helps.
John
Project MVP

 

[JulieS]

Hi annbklyn,

For your first question:
See Jack Dahlgren's Export Hierarchy to Excel macro at:
http://masamiki.com/project/macros.htm

I'm not sure what you mean by your second question. There are multiple
views in Project besides the calendar view. You can also filter a project
view to show only specific tasks. Can you give us some more information
please?

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

Julie

 

[John]

Hi
I have version 2000 and want to export my schedule into Excel and would like
to keep the hierarchy (indentation) when i export to Excel. Is that possible?
Also, what are other ways I can view a summary report of my schedule besides
using the calendar view?

annbklyn,
Sorry, I forgot to answer your second question. Boy, everyone seems to
have fallen in love with the Calendar view recently. At any rate, in my
opinion a much better way to see a summary report is to either use a
built-in Report (go to View/Reports/Overview), or to simply apply the
filter "Summary Tasks" on the Gantt Chart view.

John
Project MVP