Create and manage Excel reports [redirected]

You can create ad-hoc queries and reports in Microsoft Excel to help manage your team project. You can also use Microsoft Excel to connect to the SQL Server Analysis Services cube for Visual Studio Application Lifecycle Management (ALM) and display data from the cube as a PivotTable report or PivotChart report.

Note Note

Access to the Analysis Services cube requires that the deployment of Visual Studio Team Foundation Server has been provisioned with SQL Server Analysis Services.


Related topics

Generate current and trend reports about work items. By using the Open in Microsoft Excel Create Report in Microsoft Excel feature, you can quickly generate several reports that are based on a work item query.

Create Excel reports from a work item query

Create PivotTable and PivotChart reports. You can create a PivotTable report that connects to the cube and upload it to the project portal.

Create a report in Microsoft Excel for Visual Studio ALM [redirected]

Edit PivotTable and PivotChart reports. You can modify a PivotTable report that is stored on the project portal.

Edit a report in Microsoft Excel for Visual Studio ALM [redirected]

Share Excel reports. To allow other team members access to Excel reports that you create, you can upload them to the team project portal or send them in e-mail.

Upload and refresh Excel reports in the team project portal for Visual Studio ALM


Related topics

Review the default reports. You may be able to use or customize an existing Excel report. Also, by reviewing the reports that were provided with your process template, you will gain an understanding of the types of reports that are available and how you may want to share them.

Determine whether your team project is provisioned with a project portal. Access to Excel reports requires that your team project has been provisioned with a SharePoint site and that the portal is enabled.

Add resources to existing team project collections. You can add a SharePoint site to your team project after it has been created.