Generate Microsoft Excel Reports

Use the Import/Export Wizard to run Microsoft Excel reports. Working with the Excel report module, activities, and their resource data as absolute; time-sliced values are exported. You can select which fields, data types, and groupings you want to have in your report.

The report is created when you click FINISH in step 4 of the Export wizard. Data is written to the file selected in step 2 of the wizard.

Ways to access

• Select File > Export > Microsoft Excel Report > Next. Then select an export template file > Next > select an exchange profile > Finish. The report opens in Microsoft Excel.

Warning: There is an Excel data exchange that looks quite similar (the same as text data import). The report described in this topic is only available via File > Export.

Options

Data

Here you can select the data types of the exported excel file.

• Title - Enter the name of your profile.

• Activity data - Check Activity Data and the Activity data of your project is exported. For every Activity, one line is printed.

• Activity resources - Check Activity resources to assign data of the resources to an Activity printed below each Activity line.

• Summary - Check Summary to add a row with the summary data at the end of the report  

• Resources - Check Resources to print one line for all resources used in the project with the total usage of the resource.

• Input line - Check Input Line to add a grey row below the chosen type of data, e.g. for entering actual data.

• Export line codes - This option exports additional three columns at the beginning of each line. These fields can be used for filtering the Excel table. E.g., if you want to import only ARA (the collected actual resources), then you set the filter in Excel to show only this line type.

Columns 1

AP = Activity planned

AA = Activity actual (additional line for Report)

ARP = Activity resource planned

ARA = Activity resource actual (additional line for Report)

SP = Summary planned

SA  = Summary actual (additional line for Report)

SRP = Summary resource planned

SRA  = Summary resource actual (additional input line).

Column 2

This prints always the Activity index for all Activity lines.

Column 3

This always prints the resource's short name for the re-import of actual resources.

• Only resources with flag - Collect actual costs: If you check this, then only those resources get listed, that have the flag Collect actuals activated in the resource library.

Formats and line spacing

In this box, you can define the number of empty rows: Before Activity, After Activity, After Activity Cost, Before Summary, After Summary, After Project Cost. This section allows you to insert empty lines after or before the data lines in your report.

• Print decimals - The Print Decimals option prints the decimal values of each figure.

• Group Activities by resources - If this option is active, then the report is grouped in a different way. For each resource (headline) all their locations (Activities) are shown under the headline. This gives a simple overview of the allocation of resources to Activities.

Time slice data

Within this section, you can generate time-sliced reports on work and quantities as well as costs and income.

• Include Time Slice - Check this option to generate extra columns for time slice data.

• From ... To - Enter the time period for your report. Only those Activities get listed, that are executed in that period.

• Unit - In the Unit field the time unit for your report is entered in system time units.

• Width - Set the width for the data columns of each time slice.

• Include Sum - This option adds an additional column with summary values for the chosen "From .. To" period.

Resource type

In this group, you select resource types and values to export.

• Basic cost - Check this box to include basic costs in the export.

• Consumable - Check this box to include consumable resources (materials) in the export.

• Permanent - Check this box to include permanent resources (labor and machines) in the export.

• Quantities - Check this box to generate the field quantity for every time slice.

• Cost - Check this box to generate the field cost for every time slice.

• Income - Check this box to generate the field's income for every time slice.

Activity data

In this area, you can select the data that should appear in your report.

• Available fields - In the Available fields list box there are all data fields listed which you can export to Excel. Select a field by clicking with the mouse and then press the button to transfer the data field into the Selected fields list.

• Selected fields - This table lists all fields that have been added to the report.

• Arrow up - This button moves the current line in the Selected fields box one line up.

• Arrow down - This button moves the current line in the Selected fields box one line down.

• Arrow left - This button removes the current line from the Selected fields box.

• Empty - This button creates a new empty line in the Selected fields box, which is an empty column.

• Select all - This button moves all fields from the Available fields list into the Selected fields list.