Cách chuyển từ project sang excel

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When managing a project in Project for the web, you can export your project to Excel. Having your project data in an Excel tệp tin allows you to:

Send a file containing project details lớn external stakeholders

Create reports and visuals

Archive copies of your project data for audit & compliance

Print copies of your project

Here"s how to lớn export your project:

Go to lớn project.modem.vn.com và open the project you want khổng lồ export lớn Excel.

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In the top right corner, select the three dots (...), then select Export lớn Excel.

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When you see the message "All done! We"ve sầu exported ." at the bottom of the screen, you can look for your new Excel tệp tin where you store your downloads.

When you open the Excel tệp tin containing your project, you"ll see a tab called "Project tasks" that contains a summary of project-wide information at the top, including its name, project manager, & the start & finish dates, duration, & percent complete for the whole project. You"ll also see what date it was exported. Under that, you"ll see a table of all the information for your project.


While Project desktop has many built-in reports that let you present all sortsof project data to lớn your stakeholders, you can also export your project data khổng lồ Excel for in-depth data analysis and visual reporting. In Excel, you can create PivotTable reports, charts, và use many other features that help you create a more visual report.

You’ll have sầu khổng lồ bản đồ your project data for proper arrangement in Excel, but the Export Wizard will guide you along the way.

Choose File > Export > Save Project as File, và under Other File Types, double-cliông xã modem.vn Excel Workbook.

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(In Project 2010, choose File > Save As, và next to lớn Save as type, choose Excel Workbook.)

In the Save sầu As dialog box, pichồng a location for the workbook.

In the File name box, type the name you want, và choose Save.

The Export Wizard appears.

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Choose Next khổng lồ get started.

On the Data step, choose Selected Data, if it’s not already selected.

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On the Map step, choose New map to create your own data settings for mapping your data from Project fields lớn appropriate Excel fields.

To use a predefined or previously defined maps, choose Use existing map, và then piông chồng the maps you want lớn use.

On the Map Options step, piông chồng the types of data you are exporting & the options you want.

On the Task Mapping, Resource Mapping, or Assignment Mapping steps, edit any mapping assumptions Project made, và enter any new mapping fields:

In the From column, type or select a Project field, & then press Enter.

Use the buttons below the mapping table lớn insert or remove sầu 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, piông xã a specific export filter in the Export filter box.

Choose Next.

On the End of Map Definition step, choose Save sầu Map if you want lớn use it again, and type a name in the Map name box. The new maps will be added lớn the list of predefined maps.

Clichồng Finish.

To view your exported project data, open the workbook in Excel.

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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, you can use Flash Fill khổng lồ quickly clean up columns of data, for example lớn change numbers to dates, or text lớn numbers.

Then you can analyze & format your data to lớn create the visual reports you want:


Chuyên mục: Cách làm