Professionals frequently utilise Microsoft Project, a potent project management application, to organise, carry out, and monitor their projects. It offers a wide range of tools and functionalities that help with effectively managing difficult jobs and resources. However, exporting the data to Microsoft Excel may be quite helpful when presenting project data or carrying out additional research. We will walk you through exporting data from Microsoft Project to Excel in this blog post, opening up new data manipulation and analysis possibilities. This step-by-step manual will be helpful to you whether you are an experienced project manager aiming for Microsoft Project Certification or a novice trying to utilise Microsoft Project to Excel.
Table of content
- Open the Microsoft Project File
- Select the Data to Export
- Access the “Save As” Dialogue
- Choose the Excel Format
- Configure Export Options
- Map Fields (Optional)
- Save the Excel File
- Open the Exported Excel File
- Benefits of Exporting Microsoft Project Data to Excel
Open the Microsoft Project File
Open the Microsoft Project file containing the data you want to export to get started. Ensure the data is current and reflects the most recent project progress.
Select the Data to Export
Choosing the specific data you want to include in the Excel file is crucial before exporting the data. You may export several components from Microsoft Project, including tasks, resources, expenses, etc. Make a mental note of your options and choose the pertinent facts that support your goals.
Access the “Save As” Dialogue
Go to the “File” menu and select “Save As” to export the chosen data. A dialogue window will show up with choices for storing your project file in several formats.
Choose the Excel Format
Choose “Excel Workbook” from the “Save As” dialogue box. Thanks to this format, your Microsoft Project data will be compatible with Microsoft Excel.
Configure Export Options
After deciding on the Excel format, you may adjust the export settings to alter the exported data. Depending on your needs, you may select to export a single view, a data field, a date range, or even the whole project. Customise the export options to deliver the Excel file with the most pertinent and helpful data.
Map Fields (Optional)
You might occasionally wish to check that the fields in Microsoft Projects and Excel match properly. You may reduce uncertainty and conflicts by mapping fields by effectively matching related data.
Save the Excel File
Click “Save” to create the Excel file containing the Microsoft Project data after choosing the export parameters. Select a convenient location on your computer to save the file for later access.
Open the Exported Excel File
Go to where you stored the Excel file when the export procedure is finished. To examine the information that was transferred from Microsoft Project, double-click to access it. You’ll see that the data from the chosen project is now contained in the exported Excel file and is prepared for additional analysis or presentation.
Benefits of Exporting Microsoft Project Data to Excel
For professionals pursuing Microsoft Project Certification or doing in-depth project analysis, exporting Microsoft Project data to Excel has various benefits:
- Excel offers a wide range of formulae and functions that enable users to efficiently manage and analyse data. Because of this flexibility, project managers may develop deeper insights and make informed decisions.
- Utilising Excel’s charting, graphing, and pivot table tools, users may turn project data into visually appealing representations. These illustrations help to convey complicated information in a clear and accessible way.
Every project manager should be able to export data from Microsoft Projects to Excel. Knowing how to export data to Excel gives up new opportunities for efficiency and cooperation, whether you’re trying to simplify project data analysis or are merely getting ready for the Microsoft Project Certification. You can easily export your Microsoft Project data to Excel and make the most of both programs by following the instructions provided in this blog. So start using Excel’s capabilities to gain deeper project-related insights!