Using a Macro to Roll Up data ready for export

[JQ]

Hi,

I hoping someone might be able to help? I am trying to produce different
level reports and this is taking a lot of time? I am looking to use a macro
to speed this process up and if successful will roll up my data to a
predetermined level and export to a blank Excel file and format the info for
me...

I am having trouble in finding a way to do this? My main concern is how to
record rolling the data up as at present all I am doing is using the +/-
signs next to the sub task names. When I try to run the macro it only rolls
up the task which is highlighted. When I try to select all the info it rolls
the whole project up...

Has anyone any suggestions how this could be rectified

Cheers

James

 

[JulieS]

Hi JQ,

I haven't tested it but try recording using the Show button on the
formatting toolbar to select the appropriate level and see if that
guides you further.

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

 

[John]

Hi,

I hoping someone might be able to help? I am trying to produce different
level reports and this is taking a lot of time? I am looking to use a macro
to speed this process up and if successful will roll up my data to a
predetermined level and export to a blank Excel file and format the info for
me...

I am having trouble in finding a way to do this? My main concern is how to
record rolling the data up as at present all I am doing is using the +/-
signs next to the sub task names. When I try to run the macro it only rolls
up the task which is highlighted. When I try to select all the info it rolls
the whole project up...

Has anyone any suggestions how this could be rectified

Cheers

James

James,
It's pretty hard to tell why the code you have doesn't quite do what you
want without seeing the code. If you are only interested in having
rolled up data to a summary line then of course Project already has the
information at each summary line. Then "all" you need to do is to export
the summary line data to Excel. However, you can't get there from here
(i.e. transferring data to Excel) by simply recording a macro.

Let me offer a couple of suggestions. First, go to fellow MVP, Jack
Dahlgren's website at: http://masamiki.com/project/macros.htm, and look
at his macro called "Export hierarchy to Excel". You could use his code
directly and then manually format the data once it's in Excel, or, if
you feel a little more "empowered", you can adapt Jack's code to do the
whole thing.

Second, if you are interested in learning Project VBA in more depth,
fellow MVP, Rod Gill has recently written a book specifically geared
toward Project VBA. It includes several examples of doing things similar
to what you want. For more information on Rod's book, see:
http://www.projectvbabook.com

John
Project MVP