Copy and paste from Excel into the add-in

Overview 

To save time and effort, you can can quickly copy & paste project data from Excel straight into the Office Timeline add-in. Watch this short video or read the steps below to see how it works.

Steps

  1. Organize your task and milestone data in an Excel table as shown in the image below. Task rows should include a TitleStart date, and End date. Milestone rows should have a Title and only one milestone date 


    image 1 border, markings
    Grab our Excel sample here

  2. Now select and copy your table (Ctrl + C).

  3. Open Office Timeline’s Data Entry wizard and paste your data using the Paste button located in the upper-right corner of the window.

    paste-from-excel-button-office-timeline
  4. Click the green Create (or Save) button to turn your data into a professional-looking timeline slide.

    save-after-copy-pasting-data-from-excel

Quick tip:

Your Excel sheet can also include optional columns for SwimlanesSub-Swimlanes, or Percentage Complete - Office Timeline will add those to your visual as well. Additionally, you can add a Notes column too, which will be visible as annotations in the Edit Data window only, to avoid crowding the timeline.


copy-paste-optional-columns

Just make sure to select the table header too when copying the data, as this will help Office Timeline identify your optional columns properly.