In OnePager Express, a report from Microsoft Excel is called a Project View. You can learn how to create one by following these instructions, or by watching one of our tutorial videos.
- Open your Microsoft Excel spreadsheet. In this example, we have a task name, a start date, and a finish date. These fields are required, though you can certainly track all kinds of other information:
- Insert a flag column (e.g. "Add to OnePager") and put a "Yes" next to any tasks or milestones you want to include. This is a good way to filter your plan for an executive audience:
We recommend selecting between 20-30 tasks and milestones to begin with. However, there is no limitation; you can include as many or as few tasks/milestones as you'd like.
- Go to Excel's Add-ins tab and click the OnePager Express button.
- The start screen will pop up. Choose the NEW option:
- When the import wizard appears, give your new project view a name, and pick your task selection filter (e.g. "Add to OnePager") from the dropdown.
You will also want to choose a snapshot (status) date. The same project view can be updated over and over again as your Microsoft Excel data changes, simply by creating different snapshots at different dates.
- Click the Next button to map the columns from your Excel spreadsheet into OnePager Express:
OnePager Express is pretty smart, so most of the time, it will figure out your column mappings for you. You can always fine-tune things, though.
- Click the Create new project view button. OnePager Express will import your selected tasks/milestones from Excel and create a chart for you in seconds:
- To share your view, go to Home->Copy Graph, as shown below. You can then paste your project view into PowerPoint, e-mail, or any other application:
This is just the beginning. Here is a list of other things you can do in OnePager:
- Group and sort your project plan into swimlanes by phase, sub-project, resource, etc.
- Use conditional formatting to automatically define shapes, colors and more based on your project data
- Add comments, callouts, and other annotations to help your audience understand your project
- Make as many edits as you want, save them, and have them reappear even as your project data changes
- Make a change in Microsoft Excel, and create a new snapshot of your project. Old snapshots are retained for tracking purposes
For more tips and tricks, watch our tutorial videos.