Build an Excel report that contains data linked directly to a Project schedule.
- [Bonnie] Hi, I'm Bonnie Biafore.…Suppose your boss doesn't have Project…and asks you for an Excel file that shows…a few key project measures.…In this Project tip,…I'll show you how to create an Excel file…that updates values from your Project files automatically.…Let's jump over to Excel…and I have an Excel workbook open that has…headings for a few key project fields,…Project Name, Start Date, Finish Date, and Total Cost.…
Even though this workbook only has four headings,…you can include as many as you want.…Well now we're gonna copy and paste values…from a Project file into this Excel workbook.…So let's jump over to Project.…I have a project open…and I'm looking at the Project Summary Task.…I'm gonna bring these overall values for the project…into my Excel workbook.…By the way, if you don't see row zero,…which is the Project Summary Task,…go to the Format tab and then over on the right side,…in the Show, Hide section, be sure to turn on the check box,…Project Summary Task.…
So now the first thing we're gonna copy over…
Author
Updated
3/30/2021Released
1/9/2018Note: Because this is an ongoing series, viewers will not receive a certificate of completion.
Skill Level Intermediate
Duration
Views
Related Courses
-
Outlook Quick Tips
with Garrick Chow33m 46s Intermediate -
Excel: PivotTables for Beginners
with Dave Ludwig23m 52s Beginner
-
New This Week
-
Open and save file shortcuts4m 31s
-
-
Introduction
-
Welcome50s
-
-
Previous Microsoft Project Tips
-
Create a hammock task4m 7s
-
Rename column headings3m 58s
-
Save a new view5m 53s
-
Find hidden task bars4m 56s
-
Set additional baselines5m 6s
-
Find a command4m 29s
-
Track ancillary project costs11m 33s
-
Designate who reports status3m 21s
-
Control how a view prints5m 42s
-
Switch date constraints2m 21s
-
Data entry shortcuts2m 46s
-
Find in-progress assignments3m 13s
-
Beware the Autolink option3m 48s
-
Make exporting data easy5m 22s
-
Set currency options1m 47s
-
Update OLE links3m 58s
-
Share customized elements3m 31s
-
Document your customizations4m 23s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.
CancelTake notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Build an excel report that updates dynamically from project