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Video Transcript: How to Import from Excel
How to make timelines and Gantt charts from Excel.
This video shows the steps to import Microsoft Excel data or Microsoft project plans into Office Timeline. It will then demonstrate how to transform that data into professional looking Gantt charts or timelines, in just a few clicks.
Importing from Excel…
Copy and Paste from Excel…
Hey this is Taylor…here to help you out with importing your Gantt chart or timeline data from Excel into PowerPoint using the Office Timeline+ add-in.
Highlight the tasks that we are going to be recreating.
And here in Excel, this is how your data needs to be setup to import properly into the Office Timeline+ add-in.
Your project tasks and project milestones can be in separate tables or within the same table, the key is that everything is stacked up on top of each other with the columns lined up like this.
The add-in will identify your tasks as having a start date and an end date and will identify your milestones as having a single date.
…the add-in automatically identify your tasks as having a start date and an end date and will identify your milestones as having just a single date.
The key is that your tasks and milestones do need to be stack up on top of each other with the columns lined up.
Or you can have your project tasks and milestones in the same table, the add-in will identify your task as having a start date and an end date and your milestones will be identified as having only a single date.
Your tasks and milestone tables need to be here in the same sheet like this.
And they need to be stacked up on top of each other, column by column like this.
For your milestones you don’t need these.
#1: First off, to import milestones and tasks at the same time, you need to have them on the same sheet like this, lined up top-to-bottom.
They can be in different tables…as you can see on my sheet, but they cannot (for example) Notice that I have my tables broken up, side-by-side like this. This will not work. This will work…
Again lined up column-by-column.
For your milestones which can’t have a date or a description, you don’t need these extra columns, but they do need to be lined up like this.
If I put my table to the right, side-by-side…these two tables will not import into the Office Timeline+ add-in at the same time.
Again a sheet of tasks and a separate sheet of milestones (as you will see in a second) cannot both be imported into the Office Timeline+ add-in, they need to be in the same sheet, stacked one on top of the other. With your Excel data set up correctly, here in PowerPoint we can import that data by navigating to the graphic.
Simply click finish, the add-in goes to work for you, it might take a second to import…and there you can see the completed graphic here in PowerPoint, without you having to build it manually yourself! And I will close the task pane for now.
So those are you options for quickly rearranging the tasks in your Gantt charts and timelines.
So that’s how to create a Gantt chart or timeline in PowerPoint by importing your data from a pre-existing Excel sheet, use the office timeline+ add-in.
And don’t forget to check out our other videos on how YOU can get the MOST out of your Office Timeline graphics:
This is Taylor and I hope that helps make your time Gantt charts and Timelines great!
That wraps up this session of Office Timeline with Taylor and until next time…may all your Gantt Charts and Timelines be WOW.
Until next time, this is Office Timeline with Taylor, over and out.
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