Extracting, for reporting purposes, task roll-up completion data from maps

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Managing a major project with multiple hand-offs and client just changed reporting requirements. So that I don't have to lose the productie time I just gained, is there a relatively easy way to extract (or export) task completion information (roll-up) for use in Excel or Access to build graphs/charts with?
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Gerald Hollingsworth

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  • anxious, frustrated

Posted 5 years ago

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Andrew Wilcox, Champion

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Which product are you using?
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Gerald Hollingsworth

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Mindjet Mindmanager 11, Windows OS 7 Professional/Enterprise (sorry, I forgot to include that).
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Alex Gooding, Champion

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This is surprisingly tricky to do as it appears you can't filter on roll-ups - and if you do find a way around that the exported file invariably contains the associated sub-topics.

The work-around depends a bit on whether the roll-up topics are all at the one level and whether or not there are non-roll-up topics at the same level. If the answer is "yes" to both then you could export the whole map to a CSV outline and using Excel manually group each bundle of tasks and the parent roll-up topics (make sure you click on the More button and tick the Include Task Info box). You could then use Excel's grouping facility to show only the rolled-up topics.

If you have a mix of roll-up and non roll-up topics at the same level and/or roll-up topics at different levels you may have to manually add an icon to all rolled-up topics and then filter on this. You can then proceed as above to show only the rolled-up topics in Excel, though you might have to do some multi-level grouping.

Another option is to get ExcelMapUpdater from MindLogik. This will create a grouped Excel table as a map tab (again, when the Export Options box comes up make sure all the appropriate task-related info boxes are ticked).

I haven't quite worked out how to save this file independently of the map and unfortunately copying and pasting the table to another Excel file removes the grouping and hence the ability to outline. There may be a way around this but the ability to generate and outline the table within the map may be sufficient for your purposes.