Tired of Manually Updating Project Reports?
Project managers and analysts often face the same issue — manually updating dashboards across tools like Excel and Microsoft Project. This not only wastes time but also increases the chance of errors. If you’re using Excel 2021 and Microsoft Project 2024, there’s good news: you can create automated, real-time dashboards by linking data between the two platforms.
In this guide, we’ll walk you through how to automate project reporting with linked data between Excel and Project, improving efficiency and decision-making.
Why Link Excel 2021 and Project 2024?
Integrating Excel 2021 with Project 2024 brings powerful benefits:
✅ Real-Time Updates
Changes in your Microsoft Project 2024 schedule automatically reflect in your Excel dashboard.
✅ Custom Dashboards
Use Excel’s charting tools, Power Query, and conditional formatting to create clean, professional reports.
✅ Improved Collaboration
Teams can work off the same data without having to interpret Project files.
Step-by-Step: How to Link Excel 2021 with Project 2024
1. Export Data from Microsoft Project 2024
- Open your Project 2024 file.
- Go to File > Export > Save Project as File > Excel Workbook.
- Choose the fields you want to export (Task Name, Duration, Start Date, % Complete, etc.).
2. Clean and Organize in Excel 2021
- Open the exported file in Excel 2021.
- Use Power Query to shape and transform the data.
- Set up a table for easier referencing and filtering.
3. Create Dynamic Dashboards
- Insert Pivot Tables and Pivot Charts for task status, progress tracking, and resource allocation.
- Use Conditional Formatting for visual progress indicators.
- Add filters to enable dynamic views by team, phase, or project priority.
4. Automate with Refreshable Data Links
To maintain real-time sync:
- Use Power Query’s “Refresh” feature to pull updates from the latest Excel-exported Project file.
- Or, for advanced users, explore OLE DB or XML data connections to set up live links.
Use Cases for Project-Linked Excel Dashboards
🟩 Executive Reporting
Provide upper management with high-level overviews, with real-time graphs pulled from actual task data.
🟩 Resource Management
Visualize workload distribution and optimize resource allocation across teams.
🟩 Budget Tracking
Sync cost fields from Project and track them against planned vs. actual budgets in Excel.
Answering Common Queries
How do I automatically update Excel when changes are made in Project?
Use Power Query or VBA macros to set up automated refresh routines. Save your Project data to the same Excel file path each time for a seamless refresh.
Can I link multiple Project files to one Excel dashboard?
Yes. With Power Query, you can combine data from multiple sources. This is especially useful for portfolio-level dashboards.
Will the formatting stay intact when Project data is exported?
No. You’ll need to apply Excel formatting each time or save it as part of a dashboard template that uses dynamic ranges or tables.
Conclusion: Take Control of Project Data with Smarter Tools
By connecting Excel 2021 with Project 2024, you’re not just saving time—you’re building a smarter, more scalable workflow. Automated dashboards reduce manual labor, improve accuracy, and give stakeholders the real-time insights they need.
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FAQ
1. What’s the best way to visualize Microsoft Project data in Excel?
Use Pivot Tables and Charts for summary views. Conditional formatting helps highlight key status updates, delays, or overruns.
2. Can I use Power BI instead of Excel for dashboards?
Yes, Power BI is excellent for more advanced visualizations and multi-source dashboards. However, Excel remains ideal for fast, lightweight, and local reporting.
3. Is this linking feature available in earlier versions like Project 2019 or Excel 2016?
Yes, but Project 2024 and Excel 2021 offer better integration, improved performance, and enhanced support for Power Query and modern data types.