How to: Create a Microsoft Excel or Microsoft Project File from a Work Item Query

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You can create a Microsoft Excel spreadsheet or Microsoft Project plan directly from a work item query in Team Explorer, or from the query results in the query view window.

Required Permissions

To perform these procedures, you must be a member of the Readers group or have the View work items in this node permission set to Allow. For more information, see Team Foundation Server Permissions.

Creating a Microsoft Excel Spreadsheet

When you create a Microsoft Excel spreadsheet from a work item query, a work item list is created in the new spreadsheet. The work item list is automatically bound to the current team project. Also, the work item list is automatically populated with the results of the work item query you selected.

To create a Microsoft Excel spreadsheet from a work item query

  1. In Team Explorer, expand the Work Items node, and locate the query you want to run to create a spreadsheet from.

  2. Right-click the query, and choose Open in Microsoft Excel.

To create a Microsoft Excel spreadsheet from the results list

  1. In Team Explorer, expand the Work Items node, and locate the query from which you want to create a spreadsheet.

  2. Right-click the query, and choose View Query.

  3. In the query view window, select the work items that you want to open in a new work item list.

  4. Right-click the selected work items, and choose Open Selection in Microsoft Excel. You can also click the Microsoft Excel icon in the toolbar to accomplish the same action.

Creating a Microsoft Project Plan

When you create a Microsoft Project plan from a work item query, the new plan is automatically bound to the current team project. Also, each work item from the work item query is mapped to a Microsoft Project task.

To create a Microsoft Project plan from a work item query

  1. In Team Explorer, expand the Work Items node, and locate the query you want to create a project plan from.

  2. Right-click the query, and choose Open in Microsoft Project.

To create a Microsoft Project plan from the results list

  1. In Team Explorer, expand the Work Items node, and locate the query you want to run to create a project plan from.

  2. Right-click the query, and choose View Query.

  3. In the query, select the work items that you want to open in a new project plan.

  4. Right-click the selected work items, and choose Open in Microsoft Project. You can also click the Microsoft Project icon in the toolbar to accomplish the same action.

See Also

Other Resources

Managing Work Items in Microsoft Excel and Microsoft Project