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Using the SUM function on the Projects Export to Excel file

Learn how to use Excel functions on a Projects export from PSOhub

When exporting project data from PSOhub using the Export to Excel feature, the numeric or currency fields are exported as Text, rather than in Numeric format. This causes issues when attempting to use Excel functions, like SUM().

Below is a quick workaround you can use in Microsoft Excel to convert the columns from text format into numeric format, enabling you to use Excel's functions.

Convert the columns Delta Budget, Delta Planned, Budget Hours from Text to Numbers:

  1. Open your Excel file with the exported project data.

  2. Locate the column Budgeted Hours.

  3. Select the entire column by clicking on the column header.

  4. Choose from the main menu Data.

  5. In the Data Tools section, click Text to Columns. This will open the Convert Text to Columns Wizard.

  6. In the first step, choose Delimited and click Next.

  7. In the second step, leave all the Delimiter options unchecked, then click Next.

  8. In the final step, select General under the Column Data Format, then click Finish.

Once this has been completed, verify the results and perform your calculations.

You should now be able to use Excel functions like SUM() or AVERAGE().

Convert the currency columns Used, Invoiced, Project value, etc from Text to Numbers by removing the currency symbol:

  1. Choose from the main menu Home.

  2. In the Editing section, click Find & Select, followed by Replace.

  3. In the Find what field, enter the currency symbol of your projects, followed by a space (press the Spacebar key):

  4. Click Replace All. If necessary, repeat the search and replace where multiple currencies are in use.

  5. Next, locate the column Used.

  6. Select the entire column by clicking on the column header

  7. Choose from the main menu Data.

  8. In the Data Tools section, click Text to Columns. This will open the Convert Text to Columns Wizard.

  9. In the first step, choose Delimited and click Next.

  10. In the second step, leave all the Delimiter options unchecked, then click Next.

  11. In the final step, select General under the Column Data Format, then click Finish.

Now use the Excel functions like SUM() or AVERAGE().