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, a Finish Date, and a Unique ID. These four fields are required, though you can certainly track all kinds of other information:
The Unique ID helps OnePager keep track of changes to your project plan. We recommend using a simple numbering system like 1...2...3... for your Unique IDs. If you want to use a different scheme for your IDs, keep the following in mind:
- The values in the ID field must be completely unique across your entire project plan. You may not have the same ID value in the same project plan more than once.
- Each ID must be mapped consistently to the same task. For example, if your "Kickoff" task is ID #3, it needs to remain ID #3, even if you insert more rows into your spreadsheet.
- 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:
AT MINIMUM, you want to make sure that the following four fields are defined:
- Task Label
- Unique ID
- 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, 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.