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How to: Edit a Report in Microsoft Excel for Team System

As conditions change on your team project, you might want to modify the Microsoft Excel reports that you use to manage the project. Also, you might want to modify your reports as new fields become available in the data warehouse or if you want to specify different records for the report.

You can update a PivotTable or PivotChart report by using new data that falls in your original source data specification by refreshing the report. When you refresh a report, you run the underlying query to retrieve new or changed data.

NoteNote:

To set up the data warehouse as a data source for Microsoft Office Excel 2003, you will need the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider installed on the computer where you use Excel. The driver is available from the Microsoft Download Center (http://go.microsoft.com/fwlink/?LinkId=85567).

For more information about how to modify how data is summarized, see "Change how PivotTable or PivotChart data is summarized" in Microsoft Excel Help (http://go.microsoft.com/fwlink/?linkid=55172). For more information about how to modify the appearance of PivotTable reports, see "Customizing the Appearance and Layout" in Microsoft Excel Help (http://go.microsoft.com/fwlink/?linkid=55173).

Contact your Team Foundation Server administrator or your team project administrator to make sure that your user account has the permissions described in the following section.

Required Permissions

To perform these procedures, you must be a member of the TfsWarehouseDataReaders security role in Analysis Services. For more information, see How to: Grant Access to the Databases of the Data Warehouse for Team System.

To change a report stored on the local computer

  1. Open the Microsoft Excel workbook.

  2. Click the PivotTable cells. The PivotTable Field List dialog box appears.

  3. Make the changes that you want to either the fields in the PivotTable or to the appearance of the PivotTable. For more information about making changes, click Help.

  4. On the File menu, click Save.

    NoteNote:

    If you want to save the report in a static form that saves the current data, save the file in .xls format. If you want to save the report as a template that will refresh the data every time it is opened, save the file in .xlt format.

To change a report in Team Explorer

  1. In Team Explorer, expand the team project node, and then expand the Documents node.

  2. Right-click the Microsoft Excel workbook that you want to change, and then click Edit. The workbook opens in Microsoft Excel.

    NoteNote:

    If you want to alert other members of your team that you are making changes in the workbook, you should check the file out on the team portal and then make your changes. For more information about checking out and editing files, click Help on the team portal.

  3. Click the PivotTable cells. The PivotTable Field List dialog box appears.

  4. Make the changes that you want to either the fields in the PivotTable or to the appearance of the PivotTable.

  5. On the File menu, click Save.

    NoteNote:

    If you want to save the report in a static form that saves the current data, save the file in .xls format. If you want to save the report as a template that will update the data every time it is opened, save the file in .xlt format.

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