Upload Data Into Excel 2016 Like 2013

Acquire how to import Microsoft Excel XLS and XLSX Data File into Microsoft Projection. Many folks use Microsoft Excel as a tool used for organizing projection data. Microsoft Project has several features that support importing this Excel project data into a Projection schedule file.

Manual entry of project data into Microsoft Project from Microsoft Excel can exist cumbersome. Importing the project data directly from Microsoft Excel is a much more efficient mode. And, of course, Microsoft Project has several data types that support importing Microsoft Excel spreadsheet data.

Here we look at how to import Microsoft Excel XLS and XLSX files into Microsoft Project 2013.

In Effigy 1 we have our demonstration project data.

Figure 1

This data is but of list of project tasks and associated task data. The Microsoft Project import wizard defaults to importing Sheet1. All our project data is contained in Sheet1. For proper importing the Excel datasheet names, column headers, must be one give-and-take, or two words separated by the underline special graphic symbol.

Nosotros want to create some custom fields, select the project tab, backdrop ribbon grouping, and custom fields, Figure two.

Figure two

In Figure iii nosotros define our showtime information type.

Effigy iii

This is a unique task lawmaking that we program to read in as text. In Figure iii nosotros cull the Text1 data field and select rename. We rename our Text1 data field Task_Name, Figure 3. We also add another data blazon in Text2 named Cost_Code. We continue and add a third data type. This information type we plan to make a list of skill trades. Later on renaming Text3 Trade, select lookup, Figure iv.

Figure 4

Select insert to add a new value. A list of our schedule trades is displayed in Figure 5.

Figure 5

Bully! Nosotros have competed the definition of our text fields.

Continue in the custom field dialog and select cost from the type drop down bill of fare, Figure 6.

Figure vi

Rename Cost1 Expense, Figure 7.

Figure seven

Proceed and select number from the type drop down menu, Figure viii.

Figure 8

Finally, we rename Number1, Value_Factor, Effigy 9.

Figure 9

Now with all our data types defined nosotros set up the schedule columns, equally per Figure 10.

Effigy x

Nosotros are at present ready to import our project information spreadsheet.

Select File and Open up, Figure 11.

Figure 11

In the File system we find and open the file 'project information.xlsx'. We could have as well imported from an xls file, Effigy 12.

Figure 12

When we select the xlsx file blazon the import wizard – map dialog pops up on the screen, Figure 13.

Figure 13

Toggle new map and select next. Map refers to the direct mapping betwixt Excel data and Microsoft Project data. In the adjacent screen select 'suspend the information to the active projection' and click adjacent, Figure 14.

Effigy 14

In Figure 15, we select the task information to import along with the column headers.

Figure xv

Click next. Modify the source work sail name to Sheet1, Effigy 16.

Figure 16

In Figure 17 nosotros see our mapping, everything looks good.

Figure 17

When nosotros finally select Finish, and the project data imports as per Figure 18.

Effigy 18

Summary

It is possible to import an Excel XLS or XLSX files directly into Microsoft Project 2013. Microsoft Project supports several information types including: text, text including lookup attributes, costs, and numbers. Brand sure the Excel spreadsheet column headings have no spaces.

The import procedure is to open a Microsoft Project file. Ready up the customized fields and and so column headings. Import the projection information by appending to the open project. If fields were not properly mapped, the import magician provides the option to edit how you lot desire to map the data. So, you can import Microsoft Excel XLS and XLSX data files into Microsoft Project.

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Source: https://tensix.com/importing-an-xls-or-xlsx-project-data-file-into-microsoft-project/