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Importing Microsoft Project or Excel Data from SharePoint

If you store your project plans on SharePoint, you can import them into OnePager directly from SharePoint when you run OnePager as an add-in to either Microsoft Project or Excel. This article covers how to initially import your information from SharePoint to create a new OnePager report. If you are trying to update an existing OnePager report with data from SharePoint, please read this article instead.

There are two methods of importing project data from SharePoint into OnePager:

  1. SharePoint Direct Method: Logging into SharePoint directly from Microsoft Project or Excel, and then opening the file to be imported into OnePager.
  2. Network Drive Method: Mapping your SharePoint site to a drive and then importing file(s) into OnePager from that mapped drive.

Both methods are designed to work with the OnePager add-ins for Microsoft Project and Excel, not the standalone desktop applications that run outside of Microsoft Office.

Depending on the configuration of your SharePoint site and the type of OnePager you are trying to create, we can make recommendations as to which method(s) will work best:

Source File(s)

Recommended Method(s)

Single Microsoft Project (MPP) File

SharePoint Direct Method or Network Drive Method

Microsoft Project Master (MPP) File

SharePoint Direct Method or Network Drive Method

Multiple Separate Microsoft Project (MPP) Files

Network Drive Method

Single Excel (XLS, XLSX) File

SharePoint Direct Method or Network Drive Method

Multiple Excel (XLS, XLSX) Files

Network Drive Method

SharePoint Direct Method

To import a Microsoft Project or Excel file directly from SharePoint:

  1. Go to File > Open. Click on the Sites button, which links Microsoft Project or Excel to your company's SharePoint site:

  2. Now that you are connected to SharePoint through Project or Excel, navigate to the SharePoint folder where your project plan is stored:

  3. Open the Microsoft Project or Excel file that you plan to use with OnePager.
  4. Go to the Add-Ins tab of Project or Excel and click on the OnePager button:

  5. Click NEW to begin building a new report. When the import wizard appears, you will see your SharePoint file ready for import:

  6. Continue to follow the steps to finish creating your new OnePager report from SharePoint.

Network Drive Method

When importing multiple files into OnePager for a multi-project report, it works better when you use SharePoint like a shared folder instead of a like website. To do this, you can map your SharePoint site as a network drive:

  1. Go to Windows Explorer. Click on This PC and then on the Map Network Drive button:

  2. Select a Drive letter. In this example, we've picked "S:" for SharePoint, but you use any available letter. Then, for the Folder, enter your full SharePoint URL:

    We recommend keeping the Reconnect at sign-in box checked so that you don't have to perform these steps more than once, but check with your IT department for their policies around network drives.

  3. Click Finish. Your SharePoint site is now accessible as a network drive instead of just a URL.

  4. Now, launch Microsoft Project or Excel. Go to File > Open and then Browse to your newly-created SharePoint Drive:

  5. Open the first file that you want to include in your OnePager report. If you need to import multiple files, you'll have an opportunity to do that in a few steps.

  6. Go to the Add-Ins tab of Project or Excel and click on the OnePager button:

  7. Click NEW to begin building a new report. When the import wizard appears, you will see your SharePoint file ready for import:

  8. If you need to add more files from SharePoint, click on the Add/Remove button shown above. On the Data Source Selection screen below, click Add > Browse Files and import as many additional files from your mapped SharePoint drive as you need:

  9. Once you have finished adding files, click OK, and you will see a list of multiple SharePoint files ready for import into OnePager:

  10. Continue to follow the steps to finish creating your new OnePager report from SharePoint.