How to Generate a Business View Excel Report

This task describes how to analyze data in ALM using Business View Excel reports.

To learn more about business view Excel reports, see Business View Excel Reports Overview.

1. Prerequisites

   To verify supported versions of Microsoft Excel, refer to the Application Lifecycle Management Readme.

   Install the ALM Business Views Microsoft Excel add-in from the Application Lifecycle Management Add-ins page. You can access the Add-ins page in ALM from Help > Add-ins.

   Note: If you do not install the ALM Business Views Microsoft Excel add-in from the Add-ins page, you are prompted to install the add-in when creating a business view excel report in the Analysis module.

   Installing via the Add-ins page allows you to install for only yourself or for all users on the machine. Installing from the Analysis module installs only for yourself.

   To install for all users, you must have administrator permissions.

2. Log in to ALM from Microsoft Excel

   If you access Microsoft Excel directly, and not through ALM, you must log in to ALM from Microsoft Excel.

   1. Open Microsoft Excel.

   2. Open the Login screen. In the ALM tab, click Login.

   3. Enter the login information. Select Standard Authentication or External Authentication.

      1. For Standard Authentication, enter the ALM server URL, Login Name, and Password, and click Authenticate.

      2. For External Authentication, enter the web server URL and click External Authentication.

   4. Select the project. Enter the Domain and Project, and click Login.

3. Add a Business View Excel report to the analysis tree

   Add a Business View Excel report to a folder in the analysis tree.

   1. Open the Analysis View module. On the ALM sidebar, under Dashboard, select Analysis View.

   2. Add a folder to the analysis tree. Right-click a folder under the Private or Public root folder, and select New Folder.

   3. Create a new Excel report. Right-click a folder, and select New Business View Excel Report. Enter a name for the Business View Excel report in the New Business View Excel Report dialog box.

      Note: If there is a newer version of the ALM Business Views Microsoft Excel add-in, a dialog box appears to update the add-in on your machine.

4. Create a Business View Excel report

   Create the Business View Excel report in Excel.

   1. Open Excel. In ALM's Analysis module, in the Configuration tab, click New Excel. Excel opens with the ALM tab on the ribbon. For user interface details, see ALM Tab - Microsoft Excel.

   2. Open the Add Worksheet dialog box. In the ALM tab, click Add to add business view Excel worksheets in the same Excel book, or click New Report to add business view Excel worksheets in a new Excel book.

   3. Select the business views. Select the business view and click OK. To select multiple business views, use the Shift or Ctrl keys. The new business view Excel worksheets are added and the Worksheet Configuration pane becomes active.

5. Configure the Business View Excel report

   Configure the Business View Excel report in Excel.

   1. Select the fields to be included in the report. In the Fields tab of the Worksheet Configuration pane, select the fields to be removed from the report. To select multiple fields, use the Shift or Ctrl keys. For user interface details, see Worksheet Configuration Pane - Fields Tab.

   2. Filter the data to be included in the report. In the Filter tab of the Worksheet Configuration pane, select the fields to be filtered and enter the filter criteria. For user interface details, see Worksheet Configuration Pane - Filter Tab.

      Note: You cannot filter based on memo (CLOB) fields.

   3. Sort the report. In the Sort tab of the Worksheet Configuration pane, select the fields by which the report is sorted and set the sorting criteria. For user interface details, see Worksheet Configuration Pane - Sorting Tab.

      Note: You cannot sort on memo (CLOB) fields.

   4. Select the projects to be included in the report. In the Advanced tab of the Worksheet Configuration pane, select Include domain and project name and select the projects to include in the report. For user interface details, see Worksheet Configuration Pane - Advanced Tab.

   5. Edit the query. In the Advanced tab of the Worksheet Configuration pane, click Edit Query to configure the report by directly editing the DQL query. For user interface details, see Edit Query Dialog Box.

      Note: If you edit the query, the other tabs of the Worksheet Configuration pane are disabled and all selection, sorting, and filtering of fields are done directly in the DQL query.

6. Import the Business View Excel report to ALM

   You can upload the Business View Excel report directly to ALM from Excel. In Excel, click the arrow under the Save button and select Save to ALM. For details, see Save Business View Excel Report Dialog Box.

   Alternatively, you can save the report as a file in Excel and upload it later to ALM. To upload the file in ALM:

   1. In Excel, click the arrow under the Save button and select Save to file. In the search window, navigate to the desired location, enter the desired file name, and click Save.

   2. In the Configuration tab in ALM's Analysis module, click .

   3. Select the Business View Excel report. In the search window, navigate to the desired file and click Open. The selected file name is shown in the File name field.

7. Generate a Business View Excel report

   Generating a Business View Excel report refreshes all the data, saves the Excel file, and opens it in Excel.

   1. In the Analysis view in ALM, click .

   2. In the Configuration tab, click Generate.

   3. Save the Business View Excel report. In the search window, navigate to the desired location to save the report and click Save. The report is saved and opens in Excel.