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sayedbic's avatar
sayedbic
Copper Contributor
Jul 09, 2024
Solved

MS project to Excel

Hi,

I am trying to link an MS Project Professional (Desktop, not online) to MS Excel, where if I edit something in MS Project, it is updated in Excel too. This is to create a dashboard in Excel or Power BI instead of MS Project. I have tried to Paste link using Paste Special (Microsoft Project Document Object), but this object is not data in Excel that I can create dashboard or charts with nor I can use Power Bi to create reports with it.

Please kindly help, thanks

  • sayedbic,
    Paste links do indeed provide a dynamic link structure but unfortunately they use old link technology and are prone to corruption. In my opinion, VBA provides a more robust approach. With an Event based macro, dynamic linking can be set up but the code to do so is more complex. As an alternative, a simpler macro can be created that is initiated via a custom button on the Project ribbon, or makes the data transfer automatic upon Project open or close.

    I invite others to submit their suggestions.
    John

1 Reply

  • John-project's avatar
    John-project
    Silver Contributor
    sayedbic,
    Paste links do indeed provide a dynamic link structure but unfortunately they use old link technology and are prone to corruption. In my opinion, VBA provides a more robust approach. With an Event based macro, dynamic linking can be set up but the code to do so is more complex. As an alternative, a simpler macro can be created that is initiated via a custom button on the Project ribbon, or makes the data transfer automatic upon Project open or close.

    I invite others to submit their suggestions.
    John

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