Exporting out of MS project to Excel while retaining the task and subtask structure--please help

cbchang3

New Member
Joined
Feb 5, 2008
Messages
4
Hi,
I'm trying to export from MS project into Excel. When I did the save as in project, it allows me to export into excel BUT the tasks and subtasks indents are removed when I open up the file in Excel. Is there a way I can export and keep the structure? I remember a few years ago I saw a script that someone had wrote. I thought I saved it but cannot find it anywhere on my pc.
Is this something someone has? Please let me know. This will save me much time vs copying and pasting the project plan into Excel.

Please let me know.

Thanks!

Cassie
 

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Copy formula down without changing references
If you have =SUM(F2:F49) in F50; type Alt+' in F51 to copy =SUM(F2:F49) to F51, leaving the formula in edit mode. Change SUM to COUNT.
When exporting include the WBS field. This will be the key to the indentation structure. From that I would guess you can create an IF statement.
 
Upvote 0
Thank you. I added the WBS field and I see what you are talking about. I'm just not sure how to write an IF statement that will add indents based on the numbers...
for example

I have the following WBS fields:
1
1.1
1.2
1.2.1
1.2.1.1
1.2.1.2
1.2.1.3
1.2.1.3.1
.
.
.
1.11.15
Basically this goes from row 1 to row 1254. I am not the most techical person to say the least so I'm not sure how to write an IF statement to increment based on a variable vs. the actual number?

Could you elaborate?

Thanks
 
Upvote 0
I have to add my 2 cents. I just did this yesterday. I skipped the whole "Export to Excel" process in MS Project because it did not give me what I really wanted. I just wanted the grid so I could inform others of the high level task information.

I selected the whole project grid, copied and pasted it into Excel. Then I went through and formatted it in Excel. If the indent is what you desire, use the indent by using right Click>Format Cells>Alignment and see the horizontal alignment coupled with the "indent" box). After you do one, use the Format Painter to do the rest. Looks great this way.

Pain in the a.. because of all the steps? Yeah, a little. But it was a lot quicker and easier than trying to define and reformat what you get with an export if all you want is a simple Task listing that can be distributed to others...

gl
Al
 
Upvote 0
First you want to calculate the number of periods in the WBS field (each period merits an indent). Use this formula:

=LEN(D4)-LEN(SUBSTITUTE(D4,".",""))

Then I would create a custom function that accepts the number of periods [DotCount] and the text that you want to indent (such as task name). Insert the following code into a module:

Function InsertSpaces(DotCount, Text)
For a = 1 To DotCount
Inserting = " " & Inserting
Next a

InsertSpaces = Inserting & Text
End Function

Now, in your worksheet you can enter "=InsertSpaces([DotCount calc from above], [Text]" and you should get the correct structure.
 
Upvote 0
Hi,
I just wanted to let you know that this is exactly what I needed.
Thank you very much for your help!

C
 
Upvote 0

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