How To Work with Team System using Excel – Rosario: Generate Reports

3 בנובמבר 2008

This post is the seventh and last post that builds the Excel Guide. See the first post here


On this post I will show how using the Excel you can create reports with a click of a button, it is important to mention that you need to have the rights on the reporting services server in order to create reports.

In the Rosario you don't need to be an expert in order to create a very impressive reports, just follow these simple steps:

Step 1: Create a query in order to have more accurate reports, the query must be flat means that you don't use the second part of the query builder (Query on links).
Impotent: You will need to add columns to the Results window by right clicking on one of the Results window columns and choose the "Column Options…" (Second screen shot) don't leave the defaults (ID and Title) I have added the "Assigned To" field for this example.

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Note: Creating a query is out of the scope of this post.

Step 2: Open a new Excel document and click on the "Team" tab.

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Step 3: Click on the "New Report" button.

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Step 4: Choose a Team Project and click "OK"


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Step 5: Choose a Query and click "Next"


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Step 6: Check the checkboxes next to the reports you like to produce and click the "Finish" button.


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Now that you have the reports, treat them like a regular pivot tables of the Excel, use the Pivot Table Fields List window to make changes.


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That was my last post of the Excel guide, I will be glad to get your comments (Good or Bad), see you all on my next post.

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