Excel Program > Using Excel Gantt > Excel Gantt Chart - How to #10 – Importing Schedules

Excel Gantt Chart - How to #10 – Importing Schedules

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XLGantt(Excel Gantt) provides a feature to import a schedule file which is created in Microsoft Excel or XLGantt.

To import the schedule, click the "Import" button on the ribbon menu as shown below.

XLGantt(Excel Gantt) import menu

 

1. Import files created in XLGantt.

You can import schedules created in XLGantt.

1) Choose a file type to import

If you click "Import" on the ribbon menu, the following pop-up window appears.
Choose the "Import files created in XLGantt" option and click the "Next" button.

Import files created in XLGantt

 

2) Import option

Choose whether to import data without clearing the existing data or clearing the existing data.

Import option

 

3) Select files to import

Select an XLGantt file as shown below and click the "Open" button. You can also select and import multiple files at once.

Select files to import

 

4) Import complete

When the import starts, the following window appears and the import progress is displayed.

When the import has been completed, "Schedule update has been completed" is displayed on the last line.

Import result pop-up

 

2. Import common Excel files.

You can import a common Excel file(The first row is a title, from the second rows are contents).

1) Choose a file type to import

If you click "Import" on the ribbon menu, the following pop-up window appears.

Choose the "Import common Excel file" option and click the "Next" button.

Import common Excel files

 

2) Select a file to import

Select a common Excel file as shown below and click the "Open" button. You can only import one file at once.

Select a file to import

 

3) Map the fields

Since the common Excel file has a different structure from the XLGantt file, you need to map the fields to match the XLGantt file.

Select a field in the source file(file to import) first and then find a corresponding field in the target file(XLGantt).

Next, click the "Map" button to map.

When field mapping is completed, "Source field name(From)" and "Target field name(To)" are displayed in pairs in the "Mapped" list box as follows.

Map the fields

 

* The meanings of the fields are as follows:

  • WBS No. : It displays the level of a task in the form of 1.3.2. Instead of WBS, you can use "Outline level".
  • Outline level: It displays the level of a task. Instead of "Outline level", you can use "WBS".
  • Task name: It's also referred to as "Work" or "Activity" or etc.
  • Start date: Start date field of a task. It must be in date format.
  • Finish date: Finish date field of a task. It must be in date format.
  • Actual start date: Actual start date field of a task. It must be in date format.
  • Actual finish date: Actual finish date field of a task. It must be in date format.
  •  Resource: Sometimes called by the name of person in charge, etc.
  •  Deliverables: The result of each task.
  • %Work Complete: Actual progress rate.

 

* The type of task fields

① Task name in the same field

The type of task fields

 

② Task name in the different field for each level

The type of task fields

 

4) Import after field mapping

When the field mapping is completed, "Source field name(From)" and "Target field name(To)" are displayed in pairs in the "Mapped" list box as shown below.

If you click the "Import" button at the bottom right, the contents of the source file are imported to XLGantt.

Import after field mapping

 

 

[ Using XLGantt(Excel Gantt) ]

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