Exporting a report to Excel

[Jack Shearer]

Hello all
what I am attempting to do is export a "Cash Flow" report from Project(2003)
to Excel (2003). I don't want or need the whole Project file exported to
Excel.

I had expected that I would at least be able to print the report as a
delineated text file but I cannot find the options to do this or to export
the report using some other method.

Can anyone help please?

Regards

Jack

 

[davegb]

All you have to do is create a table with the data you want to export.
Then Copy and Paste into XL. If you want it hot-linked, do a Paste,
Special, Link Text.

 

[Jack Shearer]

Thanks Dave, however what I want to do is export one of Project's standard
reports to Excel (ie the Cash Flow report). It is already in the format I
want and I can filter the contents down to what I need.

I am trying to avoid having to reinvent the wheel. I have already done the
work in Project, I just want to combine and manipulate the information in
the Project with information that is external to to the project.

Jack

 

[JulieD]

Hi Jack

simple answer is "you can't" - other than printing the only thing you can do
with Project's reports are to "print" them to a PDF format ... then copying
& pasting the output of the PDF document into Excel is an option - but it's
not always terribly successful.

Not sure how this goes for cash flow information, but another alternative
you might like to look at is analyze timescaled data in excel option - it's
on the analysis toolbar

 

[John]

Thanks Dave, however what I want to do is export one of Project's standard
reports to Excel (ie the Cash Flow report). It is already in the format I
want and I can filter the contents down to what I need.

I am trying to avoid having to reinvent the wheel. I have already done the
work in Project, I just want to combine and manipulate the information in
the Project with information that is external to to the project.

Jack

Jack,
The Cash Flow report is a timephased report, therefore you need
something that will export timephased data. There are several choices,
some better some not.

The easiest but most tedious is a copy and paste. Probably not what you
want.

Another method you might try is to use the "Analyze timescaled data in
Excel" utility found on the Analysis toolbar. Try exporting from the
Task Usage view. It is likely you will have to do some manipulation of
the data to get the format you want.

The most flexible method is via a custom VBA macro. Using that method
you can get whatever report data and format you need, including
automated data manipulation in Excel. I use this method all the time.

Hope this helps.
John
Project MVP