How to prepare an Excel file for import

In order to import an Excel file into PRJCTS it is important that the file is consistent and that data is prepared properly. 

Preparing your Excel file

  1. Make sure that you only have one data type in each column – i.e. do not mix dates and text in the same column. 
  2. Be consistent in the use of punctuation as a decimal separator. 
  3. Your Excel files column headers will become the name of the variable in PRJCTS. You can change the label during the import process or at any time later. Read more about variables in our article working with variables in PRJCTS
  4. Start in A1 – make sure that there are no empty rows above or empty columns left of the dataset. 
  5. Delete any empty rows dividing the data. A completely empty row will stop the import of any row below, and a completely empty column will stop the import of any remaining columns.
  6. The first column needs to have data in all cells. If you have empty cells in the first column, insert a new column left of it and fill it with running numbers. You can delete this column after the data is imported. 
  7. Different data formats are OK. You don’t need to fix this. However, if the cells are formatted as text you will have to reformat. Please review our “Date formatting” in our article working with variables in PRJCTS.
  8. The file is automatically converted to a comma separated file (csv) during import, which means that only the values in the cells are imported and all formulas and calculations are lost. 
  9. During import only the first worksheet in your file will be imported.

If you want to avoid the need for selecting the data type during import, you can review this article on advanced import.