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Creating and Managing Excel Reports for Visual Studio ALM

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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

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

Common Tasks

Task

Related topics

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

Creating Reports in Microsoft Excel by Using Work Item Queries

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

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

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

Task

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.

See Also

Concepts

Creating, Customizing, and Managing Reports for Visual Studio ALM

Other Resources

Creating and Managing Reporting Services Reports for Visual Studio ALM