How to Use Microsoft Excel to Manage Your Project

- J.D. Meier, Jason Taylor, Alex Mackman, Prashant Bansode

Use Microsoft Office Excel® to store, sort, filter, and manage requirements, scenarios, issues, bugs, risks, and work items.

There are two ways to create a work item list. With the first approach, from Team Explorer you can select a work item query and create a new data-bound spreadsheet. The new spreadsheet contains a work item list that is populated with the data from the query. You can also create a work item list from within Excel by using the add-in to select a project and import work items.

To create a work item list with Excel
  1. In Microsoft Office Excel, on the Team menu, click New List.
  2. Under Connect to a Team Foundation Server, select the server to connect to, or click Servers to enter the server information.
  3. Under Team Projects, select the team project on the TFS server with which you want to work. The document is bound to this team project.
  4. Click OK.
  5. Select the type of list you want. To create a query list, select the Query List option and then click a team query from the Select a Query drop-down list.
  6. Select the columns you want to appear in the new work item list.
  7. Import the desired work items.
    1. For more information, see “How to: Import Work Items in Microsoft Excel or Microsoft Project” at http://msdn2.microsoft.com/en-us/library/ms181676(VS.80).aspx
  8. You should now either save the spreadsheet, or publish the new work items to the work item database by clicking Publish Changes on the Team menu.

Additional Resources

Last edited Jul 25, 2007 at 11:08 AM by prashantbansode, version 2

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