Related Links
also see team system help
Connecting Excel to Team Foundation Server
If you can't see the Team System tool bar in Excel 2003 ensure that the PC has had the
Team Foundation Server client installed after Excel has been installed.
Connecting Excel to Team Foundation Server (TFS) can be achieved by either connecting from
Excel to TFS or by loading Excel directly from the Team Explorer interface
(by right-clicking on folders in the Work Item tree).
Connecting from Excel
Step 1
Click the "New List" button on the
Team Foundation tool bar to bring up the "Connect to Team Foundation Server" dialog box.
Choose the appropriate server and the Scrum project you wish to work with. See the screenshot below:
Step 2
After selecting your server and Scrum project a
"New List" dialog box will appear giving you two options:
-
"Query List" for populating your spreadsheet with data from an existing Scrum project.
This option is useful if you want to work with existing data, including viewing, modifying or adding to existing work items.
-
"Input List" - allows you to start with a blank spreadsheet that can be used to add any valid work item types.
The screenshot below shows the "All Product Backlog Items" query being selected to populate a new blank
spreadsheet with the existing backlog items.
Choosing Useful Columns in Excel
The default fields that appear in your spreadsheet when first connecting Excel to your project may not exactly fit your requirements. The "Choose Columns"
button on the Team Foundation toolbar can be used to change the visible fields and the order in which they appear: