Exporting to Excel

[BillV]

I want to export only the Summary Tasks and 1 specific Subtask with cost to
Excel. Each time I try, I get the Summary Task, cost, but all the subtasks
assigned under the Summary Task. I am using Project 2007 Pro, no server. Is
there a way to filter the information before I export to Excel or must I
setup a custom sort or filter in excel?

 

[JulieS]

Hello Bill,

You could insert one of the spare flag fields (Flag1 for example) in
your project file. Set the flag to "Yes" for those few tasks you wish
to export. (The default for the Flag is "no"). Create a custom
filter (Flag1 = Yes) and apply that filter to the export.

Look carefully at the cost totals on the summary row however, it may
still show the costs for all subtasks. Just use Excel to total the
subtask details.

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

Julie
Project MVP

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

 

[BillV]

Hi Julie,

I inserted a Flag and that works fine, thank you. I have run into the
problem of having 3116 lines of information with approximately 703 Summary
Tasks and up to 5 subtasks under a given Summary task. Your friends VBA
Macro for Project book arrived but, I'm afraid I'm just beginning.

Thanks for your help

BillV

 

[JulieS]

You're most welcome Bill and thanks for the feedback.

I think once you take the time and work through the information and
examples in Rod Gill's book you'll discover the value behind using VBA
to extract data from such a large project.

BTW, Rod and I have never actually met -- he is also a Project MVP but
for much longer than I. However I recommended his book to you based
not on that, but really after reading his book. Like you, I'm still
just a beginner in VBA code with still much to learn -- both about VBA
code -- and project.

Once you have a chance to delve into VBA, be sure to visit the project
developers newsgroup. Many of the responders (MVPs and non-MVPs)
visit all of the newsgroups, but you're more likely to catch the
attention of a developer/programmer for VBA questions there.

Julie

 

[BillV]

Thanks Julie, I'm starting to dig into the book now, whew.