Create a Project Link

Create a project link in a workbook to an external project.

The steps below are general steps for linking to an external data project. See Specifics For Each External Data Source for setup information specific to each data source.

To create a project link in a workbook, complete the following steps:

1. Click to display the drop-down menu.
2. Click Open to open an existing workbook or click New to create a new workbook.
3. On the S1 // Projects tab, in the Get External Data From group, select the project data type. Depending on the data source selected, you may need to click the down arrow next to the data source menu item and select an option.
4. In the Open dialog box, select the project(s) to which you want to link and click Open.
   • Select a project file, then hold down SHIFT to select multiple contiguous project files.
   • Select a project file, then hold down CTRL to select multiple non-contiguous project files.
   The check box next to each project indicates whether the project is included or excluded from ribbon analysis.
5. If needed, repeat steps 3 and 4 to add additional project links to the workbook.
6. After you add your project links, you can choose to:
   • Add snapshots.
   • Convert snapshots to projects.
   • Merge multiple data sources into a single dataset.
   You can add and convert snapshots and merge data sources at any time, before and after you import your data.

After you create the link, you will need to import the project data before you can start analyzing the information.