This how-to article will help TeamDynamix Users Download the Excel Reporting Add-In
Overview
The Microsoft Excel add-in for 2007, 2010, 2013, and 2016 allows a user to import your TDNext Report Builder reports directly into Excel, thus allowing for enhanced analysis/reporting capabilities of the TeamDynamix reports. All functionality from Excel will now be applied to your TeamDynamix reports and information can be displayed any way that your stakeholders would prefer.
Downloading the Excel Reporting Add-In
You can download the Excel Reporting Add-In from the Downloads app in TeamDynamix.
- Log into TDNext
- Click the blue applications menu
- From the menu, choose 'Downloads'
- Locate the content module for 'Excel Reporting Add-In' and choose 'Download'
- Open & Extract the .zip file
- Run the 'setup' file as an Administrator. If prompted to trust the installer and/or a certificate, choose Yes or OK.
- Follow through the download prompts
- Once completed, you can verify the addition of the Add-In by launching Excel > File > Options > Add-ins and under the 'Active Application Add-ins' section, you should see 'TDReportingExcelAddIn' listed there
Gotchas & Pitfalls
Since the Excel Reporting Add-in does not currently support SSO authentication, users will need to ensure they are using their TeamDynamix specific usernames and passwords. These passwords can be reset, if they are not known, by having an administrator go to Admin > Users & Roles > Users > [select user's name] > Actions > Reset password. The TeamDynamix username will be displayed next to their name listing on the Users page referred to above.