How to import Excel data into Pincello

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Overview 

To save time and effort, users can import their project data from Excel straight into Pincello. The following guide will show you how to quickly turn your spreadsheet into a beautiful, easy-to-understand timeline using Pincello’s Excel Import functionality. You will learn to:

A) Set up your Excel data and bring it into Pincello
B) Map your columns
C) Select which rows to import

Read the whole step-by-step guide or click on any of the links above to jump to the section you’re most interested in.

 

A)  Set up your Excel data and bring it into Pincello

  1. Before importing your data, we recommend to first ensure your spreadsheet is set up properly. Below you can see an example of how your data should be organized in Excel to load it into Pincello successfully:
    Screenshot_1_border.png
    As you can see in our example, tasks should have a Start Date, End Date and Title (description), while milestones come with a Title and only a Start Date or End Date. They can be arranged in any order you wish (even interlaced), in separate tables or in a single table, as long as they are in the same spreadsheet and their dates and titles are stacked up onto each other in the same column.

    Quick tips:

    • You can also add a Percent Complete column for tasks, if applicable, but it is not a mandatory detail for a successful Excel Import.
    • It is not absolutely necessary to include a header – if you arrange your Excel data as shown above, Pincello will automatically detect your milestones and tasks without it.

  2. With your Excel spreadsheet all set up, you are now ready to import it. Simply click the Create a new timeline from Excel button on the main page and then browse to your .xlsx file or drag & drop it into Pincello’s Import wizard to get to the next step. screenshot_2_border.png

    Note: Besides .xlsx, we also support .xls and .xlsm files.

  3. Now, if you have multiple sheets in your Excel file, select the one you wish to use from the drop-down menu under your document’s name. Pincello will bring in your data and try to automatically detect the header (if any) based on your columns’ names.screenshot_3_border__arrows.png

 

You can also choose a new header if you wish (simply by checking the desired row), pick a different file to import, or instantly switch between International and US date formats. Once happy, click Next to move further to the Map Columns tab.screenshot_3B_border__arrows.png

 

B) Map your columns

In the Map Columns tab, if you’ve set up your Excel data as described in step A, Pincello will automatically detect your Titles, Start Dates, and End Dates and map your data accordingly. If, by any chance, the information wasn’t labeled correctly or completely, you can re-map the column headers by dragging the green labels in the corresponding field. When ready, click Next to get to the last step.screenshot_4_border__arrow.png

Quick Tip: If you change your mind about importing your Percent Complete data, you can simply drag the corresponding label out of the table or click the X icon as shown below, and Pincello will ignore the whole column when importing your data. However, we’d recommend keeping it just in case, as it won’t be visible on the timeline unless you choose to show it.Screenshot_5.png

 

 C)  Select which rows to import

After mapping columns and clicking Next, you will be directed to the Select Rows tab, where you’ll notice that Pincello has automatically marked all importable records. This is the last step of the Excel import process and it gives you the opportunity to double-check your data or specify what tasks and milestones you want to load from your Excel spreadsheet.Screenshot_6.png

As you can see in the image below, Pincello allows you to select or deselect individual items by clicking the checkboxes next to each row, and you can quickly choose to import all tasks or all milestones by checking the boxes above the table. If you want to select or deselect all data, you can do so instantly by clicking the checkbox in the upper-right corner, next to the Title column header.screenshot_7_border__markings.png

As a quick tip, for complex project plans, we’d recommend importing only major tasks and milestones so that you get a clean, elegant timeline that even non-technical audiences can easily follow.

• Note: While Instant and Free users can import maximum 10 rows into Pincello, with a Plus account, you can bring in up to 150 records.

When you are satisfied with your project data, click the Import button in the bottom-right corner of the screen - Pincello will instantly generate your timeline, which you can then customize and style with just a few clicks.screenshot_8_border.png

 

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