Thursday, January 26, 2012

Create TFS reports using Excel Reporting

TFS 2010 has lot of Excel reports and a report template to use TFS Analysis services

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Customizing existing Excel report

Open up the report from TFS

Here is “Build Status” Excel report

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On the Pivot Table Field list, you can drag and drop fields to Report Filter/Series/Categories/Values section to change the reports look and feel

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Guidance tab

There is a guidance tab in all the excel reports, it provides the detail about the report

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Creating Report from Report Template

Open the Report Template from TFS

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Highlight the PivotTable, the PivotTable Field List window appears

On the “Show fields related to” dropdown select the perspective you would like to report on

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On the Pivot Table Field list, you can drag and drop fields to Report Filter/Series/Categories/Values section to change the reports look and feel

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Adding PivotChart

Click on PivotChart menu, it shows the Chart list, pick the chart you would like to include

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Creating Database connections

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Enter the reporting server name

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You can create connection to the whole Team System cube or individual Perspective

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Click next and finish wizard to create the database connection

Changing data Source

Click on the PivotTable, the “PivotTable Tools” menu appears on the menu bar and select “Options”

On the “Change Data Source” menu select Change Data Source menu

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Choose connection from the existing connections.

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