How To Work with Team System using Excel - Export to Excel
This post is the second post out of seven that builds the Excel Guide. See the first post here
On this post I will talk about the export to Excel options that are available in the Team System.
There are two options in the Team System to export work items to excel:
- Export from a query.
- Export from a query result.
In order to export from a query do the following:
Step 1: Create a query in the Team System project. (Creating a query is out of the scope of this guide)
Step 2: Right click the Query you have just created and choose “Open in Microsoft Excel” option.
In order to export from a query results do the following:
Step 1: Create a query in the Team System project. (Creating a query is out of the scope of this guide)
Step 2: Run the query
Step 3: From the query results choose the work items you like to export, you can use the Shift and Ctrl buttons from the keyboard.
Step 4: Option 1 - Right click and choose the “Open Selection in Microsoft Excel” option.
Step 4: Option 2 - Click the Excel icon to export.
After exporting from the Team Explorer is done a new Excel document will be opened with the Work Items we have chosen to export.
You can save the document for future use, saving the document will not publish your changes to the TFS server, remember to save your document often in order not to loose your data.
As promised I will show more on the export options on post 6 were I will talk about the improvements in the Team System "Rosario" version.