in order to use microsoft excel in your visual report which version must be course hero

Prepare your data

In Navigator, you have the option to transform or load the data. The Navigator provides a preview of your data so you can verify that you have the correct range of data. Numeric data types are italicized. If you need to make changes, transform your data before loading.

Build your report

Now that you've transformed and loaded your data, it's time to create your report. In the Fields pane on the right, you see the fields in the data model you created.

Publish to the Power BI service to share

To share your report with your manager and colleagues, publish it to the Power BI service. When you share with colleagues that have a Power BI account, they can interact with your report, but can’t save changes.

Document-level walkthroughs

Walkthrough: Create your first document-level customization for Excel Demonstrates how to create a basic document-level customization for Excel.

Application-level walkthroughs

Walkthrough: Create your first VSTO Add-in for Excel Demonstrates how to create a basic VSTO Add-in for Excel.

Why use Visual Reports?

The obvious benefit of Visual Reports is that data can be sent to Excel. Although many business users have Microsoft Excel installed, significantly fewer have a copy of Microsoft Project. As a result, sharing Project information can present a problem in many organizations.

How to create a report in Excel?

To create an Excel Visual Report using a template: 1 In Microsoft Project, click on the Report tab (2013 and 2016) or the Project tab (2010) on the Ribbon. 2 Click on Visual Reports. A Create Report dialog box appears (usually with the default Visual Report templates). 3 Ensure that the Excel checkbox at the top of the dialog box is selected. 4 Click on the All tab and then click on the report you want to create. 5 Select an option from the Select level of usage data drop-down menu. You can select Years, Quarters, Months, Weeks or Days. By default, Project sets the level of usage data to a recommended level for the project’s size (which is usually weeks). If you change the level of usage to a more detailed level such as days, this may decrease the report performance and slow down the generating of the report. 6 Click on View to generate the report and open it in Excel. This may take a minute or two. The Excel report opens with tabs at the bottom of the workbook for a PivotChart and a PivotTable.

How to save Excel file in Excel?

You may want to click on the File tab on the Ribbon and select Save As, then select Microsoft Excel as the format (if you want to use new features), enter a name for the file and click on Save.

Where are the default templates in Project?

The default templates that are shipped with Project appear in the Create Report dialog box and are separated into categories. You can click on a category at the top or click on the All tab to view all report templates and then select the Excel button or checkbox at the top of the dialog box to view only Excel templates.

How to change usage data in Project?

Select an option from the Select level of usage data drop-down menu. You can select Years, Quarters, Months, Weeks or Days. By default, Project sets the level of usage data to a recommended level for the project’s size (which is usually weeks). If you change the level of usage to a more detailed level such as days, this may decrease the report performance and slow down the generating of the report.

Can you modify a Visual Report template?

In this article, we used existing templates to create Visual Reports. You can also modify a Visual Report template and create a new Visual Report template.

Can Excel be read by older versions?

Visual Reports sent to Excel appear in Compatibility Mode in 2010 and later versions and can therefore be read by older versions of Excel (the templates were originally created for 2007). You may want to save the report in the newest Excel format to take advantage of new features such as Sparklines. Eventually, you may even want to save your own templates in Excel.