Export to Excel with summary formattng 1

[jmh2008]

Using Project 2007 (or any other). Is it possible to export the project file so when you open the data in Excel it has the "bold" and indented formatting from Project?

 

[johnherman]

I can't say for certain, but generally speaking "no". The export to Excel does not include that. However, you can export other aspects of the task/summary (milestone flag, for instance) and set up conditional formatting in Excel to do what you want. However, I think you would need to do that each time you export to Excel; maybe not - I'm no Excel guru.

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The trouble with doing something right the first time is that nobody appreciates how difficult it was - Steven Wright

 

[SkipVought]

Hi,

No Project guru, but I do some nice things in Excel.

Export your data from Project as a delimited text file, like a .csv.

Do NOT directly open a text file with Excel, because Excel WILL CHANGE SOME DATA.

Rather IMPORT the text file into an existing Excel workbook via Data > Get External Data > Text Files... IMPORT enables you to specify the data type of each column (General, Text, Date) This places a QueryTable object on your sheet, that can be REFRESHed when a new text file is available. You can format the data, and that formatting will "stick" when you Refresh.

If you need help in a Excel, post you questions in forum68.

Skip,

_{Just traded in my OLD subtlety...
for a NUance!}

 

[JulieInMaine]

Sorry, there is no out of the box method to preserve formatting when exporting to Excel. Project is merely moving the data - not the formatting. However, if you export the Outline Level field and use that for filtering and quick formatting (indent, bold) it helps.

 

[jmh2008]

Thanks,

I find adding the WBS column helps in determining task outlines as well.

Cheeers,

 

[JulieInMaine]

Yes, the WBS field does help. The Outline Level field is great for filtering and quick formatting. For example, you can filter for all Outline Level 2 tasks - select and indent. Then filter for all Level 3 - select and indent twice. The WBS is more manual as it has unique WBS numbers for each task.

 

[glessed]

The below site has a macro that will maintain the indenturing after exporting to excel. Another option is to export the Summary column "yes/no" data with the other stuff you want to have in excel, then autofilter in excel on yes, then bold that set of data.

Site:
masamiki.com/project/macros.htm

Jack Dahlgren also has some useful macros. Use google

 

[jmh2008]

Thanks so much,

 

[JulieInMaine]

As a quick note, copying and pasting in Project 2010 and Project 2013 does preserve the formatting. No need to export.

 

[JulieInMaine]

Unfortunately, the Save As... Web Page command was removed. The last release to have the command was Project 2003. The OP is using 2007.