Import and export data easily as MS Excel files.
- Options for Importing from Excel
- Quick Import via Copy & Paste
- Import via Excel Template
- Import via Data Source
- Difference Between the Three Import Options
- Options for Exporting to Excel
Options for Importing from Excel
There are several ways to import data from Excel files into Meisterplan.
Quick Import via Copy & Paste
Simply copy the data from your Excel file and paste it in Meisterplan to import. If you want to import data into a scenario other than the Plan of Record, first select that scenario in the black header bar before beginning the import.
Find detailed information on the quick imports in these articles.
Import via Excel Template
Download our template, copy and paste your data into the template and import it into Meisterplan. Please note that this overwrites the entire Plan of Record. With the Excel template, it is not possible to import data into a scenario.
See the Excel Template Overview article for more details on this import.
Import via Data Source
You can configure Excel as a data source in Meisterplan to regularly import data from a file.
See the Data Import with an Excel Data Source article for more details on this import.
Difference Between the Three Import Options
The following table gives you a short overview of the differences between importing data with the Excel template, importing data from a configured data source and importing data via the Quick Import:
|Import via Excel Template||Import via Data Source||Quick Import|
|Prioritization||The list will always be sorted by priority of the imported projects.||Applying the project priority from Excel is optional.||The Quick Import does not change the project priority; new projects will be added above or below the Cut-Off Line depending on user rights.|
|Updating and Deleting Data||Global update or delete option is available for import.||Configurable update and import rules allow for treating different types of data differently.||Existing data will be updated, new data will be added.|
|Scenarios||You can only import into the Plan of Record.||You can only import into the Plan of Record.||Data is imported into the currently selected scenario.|
Options for Exporting to Excel
There are several ways for exporting data to Excel.
New Export to Excel (Beta)
Export only the data you need. To easily keep your Meisterplan data up to date, use this new export in combination with our complementary Quick Imports.
In the Header, set the desired date range, the portfolio and the scenario. Next, select Import and Export in the Portfolio Designer's toolbar and click New Export to Excel (Beta) to select the data types:
Find out more in the New Excel to Export (Beta) article.
Export to the Excel Template
This exports all Meisterplan data into an Excel file.
In the Import and Export menu of the Portfolio Designer's toolbar, select the Export to Excel option to open the Export to Excel window.
Under Scenario, the active scenario will be selected by default. If no scenario is active, the Plan of Record will be selected. If desired, change this selection.
Click OK to start the export. The selected data will be exported into a new Excel file using the latest version of the Excel template for your Meisterplan instance.
Excel with Macros
The data will be downloaded as an xlsm file and contains macros. Depending on your browser, your download may fail due to the macros. Please check and change your browser settings if applicable.
Export of the Project List
In the Project List, you can export projects and project details into a simple Excel file.
First, configure the Project List to contain all the details you would like to export, and in the desired order.
In the toolbar, click Export to Excel.
Difference Between the Three Export Options
The following table gives you a short overview of the differences between the new Excel Export (Beta), the export to the Excel template and the export of the Project List:
|Excel Export (Beta)||Export to the Excel Template||Export of the Project List|
|Data Selection||You can select which data (e.g., projects, milestones, financial events) you want to export.||All Meisterplan data will be exported.||You can only export projects and project information. Only the configured information in the configured order will be exported.|
|Date Range, Portfolio, Scenario||Only data within the selected date range, portfolio and scenario will be exported.||You can select the scenario you want to export, but not the date range or the portfolio.||Only project data within the selected date range, portfolio and scenario will be exported.|
|User Rights||With the Import and Export Data right, users can only export data for which they have a least read only rights.||With the Import and Export via Excel Template right, users can export all data irrespective of their other user rights.||Users can export only project data for which they have at least read only rights.|