While Microsoft Project has many built-in reports that let you present all sorts of project data to your stakeholders, you can also export your project data to Excel 2013 for in-depth data analysis and visual reporting. In Excel, you can create PivotTable reports, charts, and use many other features that help you create a more visual report.
You’ll have to map your project data for proper arrangement in Excel, but the Export Wizard will guide you along the way.
- Click File > Export.
- Under Export, click Save Project as File.
- Under Other File Types, double-click Microsoft Excel Workbook.
- In the Save As dialog box, pick a location for the workbook.
- In the File name box, type the name you want, and click Save.
The Export Wizard appears.
- Click Next to get started.
- On the Data step, pick Selected Data, if it’s not already selected.
- On the Map step, pick New map to create your own data settings for mapping your data from Project fields to appropriate Excel fields.
To use a predefined or previously defined map, click Use existing map, and then pick the map you want to use.
- On the Map Options step, pick the types of data you are exporting and the options you want.
- On the Task Mapping, Resource Mapping, or Assignment Mapping steps, edit any mapping assumptions Project made, and enter any new mapping fields:
- In the From column, type or select a Project field, and then press Enter.
- Use the buttons below the mapping table to insert or remove rows, or apply a Project table for mapping.
- Use the Move buttons to rearrange fields.
- Under Preview, verify the layout of your export map.
- If needed, pick a specific export filter in the Export filter box.
- Click Next.
- On the End of Map Definition step, click Save Map if you want to use it again, and type a name in the Map name box. The new map will be added to the list of predefined maps.
- Click Finish.
To view your exported project data, open the workbook in Excel.
Work with your project data in Excel
After you open your workbook in Excel, you might notice that some data didn’t come in quite as you expected. No problem! In Excel 2013, you can use Flash Fill to quickly clean up columns of data, for example to change numbers to dates, or text to numbers.
Then you can analyze and format your data to create the visual reports you want.
If you have a Professional Plus version of Excel 2013 installed, you might also want to try the new Data Model that lets you analyze data in multiple tables, or explore, visualize, and present your data by using Power View.