Microsoft Excel is the leading spreadsheet program on the market. It's efficient, powerful ability to manage, organize, filter and sort through large amounts of data makes it a popular and versatile software. Besides calculating and manipulating financial forecasts and numbers, it has automating and filtering tools to handle calendars, goals, important dates and other data. By preparing your Excel data properly, you can easily import all of your data into a more project-specific program such as MS Project.
Things You'll Need
- Microsoft Excel
- Microsoft Project
Open the spreadsheet that contains your data in Microsoft Excel. Double-check that you have column headers that clearly define each piece of data in your file. Microsoft Project will need this to import your information correctly. Once you have checked that your data is ready to go into Project, save your Excel file as a spreadsheet (.xls file) on your computer.
Open Microsoft Project. Go to "File" in the main menu and choose "Open".
Navigate to the location on your computer where your Excel spreadsheet is saved. Select your Excel file. Click the "Files of Type" drop-down menu and choose "Microsoft Excel Workbook (*.xls)". Click the "Open" button.
Click "Next" when the Import Wizard window opens. In the following screen, make sure that "New Map" is selected. To create a new project with your Excel data, select the "As a new project" button, and click "Next".
Select the way in which you want your Excel data to be imported into Microsoft Project. There are three options: Tasks, Assignments and Resources. Choose one or all three of the available options. Once you have made your selection, click "Next".
Organize and sort your Excel data. All of your Excel column headers should be located in the left column of the screen. The right column will be filled with field names from Microsoft Project. Match your Excel column headers to the corresponding fields in Project so that your data is imported correctly. Click "Next".
Repeat Step 6 if you selected more than one option in Step 5. Once the settings for importing your Excel data have been set, click the "Finish" button.
Tips & Warnings
- You don't have to export your Excel data into Microsoft Project as a new project. During the import wizard process, MS Project also offers the option of adding or merging your Excel data with an existing project.
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