Excel Integration

Integrate Rally with Excel

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    Integrating Rally with Excel streamlines project management by leveraging the powerful data analysis and visualization tools available in Excel. This integration is crucial for teams looking to enhance their productivity and data management capabilities. With the ability to import and export data seamlessly between Rally and Excel, project managers can quickly organize work items, analyze progress with pivot tables and charts, and perform complex data cross-referencing with ease. This landing page will guide you through the essentials of integrating Rally with Excel, outlining the compelling reasons for its implementation, the prerequisites for setting up the integration, and the step-by-step process to achieve a successful linkage between the two platforms.

    Additionally, we will delve into practical use cases that demonstrate the versatility and benefits of the Rally-Excel add-in, provide troubleshooting tips for common integration issues, and host a Q&A section to address any inquiries you might have. Whether you are looking to export multiple object types, import new items to different projects, or bulk upload new users, this resource is designed to assist you in maximizing the potential of your Rally subscription through Excel integration.

    Integration Methods of Rally with Excel

    Integrating Rally with Excel enhances productivity by leveraging the advanced features of Excel to manage and analyze Rally data. There are various methods to integrate Rally with Excel, each designed to cater to different needs and versions of Excel. Whether you are using Excel 2016, Excel for Microsoft 365, or older versions like Excel 2010 or 2013, there is an add-in available for a seamless integration experience.

    Using the Rally Add-In for Excel 2016 and Microsoft 365

    The Rally Add-In is specifically designed for Excel 2016 and Excel for Microsoft 365 users and is currently in Beta. This add-in allows you to perform a wide range of functions directly within Excel. You can organize data using pivot tables, display data with Excel's charting tools, export and cross-reference multiple Rally object types across different tabs, import objects back into Rally, and even create new users in bulk. The add-in ensures that handling complex data needs is efficient and user-friendly.

    Locating Add-Ins for Other Versions of Excel

    If you are using an older version of Excel, such as Excel 2010 or 2013, you are not left behind. There is a specific add-in available for these versions as well. To integrate Rally with these older versions, users can find the appropriate add-in on the provided link. This ensures that regardless of the Excel version you are using, you have the tools necessary to integrate with Rally effectively.

    Sourcetable Integration

    Integrating Rally with Sourcetable

    Integrating Rally with Sourcetable presents a suite of benefits over traditional Excel-based methods. Sourcetable's ability to sync live data from a wide array of apps and databases, including Rally, ensures that your project management data is always current and accurate. This real-time data synchronization eliminates the manual effort of exporting and importing data, thereby reducing errors and saving valuable time.

    Sourcetable's user-friendly spreadsheet interface offers a seamless transition for Excel users, but with enhanced capabilities tailored for automation and business intelligence. By automating data pulls from multiple sources, Sourcetable enables users to focus on analysis and decision-making rather than data entry. Teams can thus leverage this integration for better project visibility, smarter resource allocation, and more informed strategic planning.

    Common Use Cases

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      Importing multiple Rally object types into Rally for centralized management
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      Exporting all work items from one project and importing them into another for efficient project transitions
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      Organizing data in a pivot table for enhanced data analysis
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      Displaying data using Excel’s charting capabilities for visual reporting
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      Creating new users in a bulk upload to streamline user management

    Frequently Asked Questions

    Is the Rally Add-In for Excel currently available for all versions of Excel?

    No, the Rally Add-In for Excel is currently in beta and only works with Excel 2016 and Excel for Microsoft 365.

    Can I use the Rally Excel Add-In to import and export data?

    Yes, you can use the Excel add-in to import or export data from your Rally subscription, including the ability to export all work items from a project or import new items into another project.

    What are some of the capabilities of the Rally Excel Add-In for data organization and presentation?

    The add-in allows you to organize data using pivot tables and display data using Excel's built-in charting capabilities. You can also export multiple Rally object types into multiple tabs and cross-reference the data for more complex needs.

    Can I use the Rally Excel Add-In to manage users in Rally?

    Yes, you can use the add-in to create new users as a bulk upload and also update users.

    How does the Rally Excel Add-In handle multiple Rally object types?

    The add-in can export multiple Rally object types into multiple tabs within Excel and can import multiple Rally object types into Rally.


    The Rally Add-In for Excel 2016 and Microsoft 365 enhances the agility and versatility of data management by simplifying the import and export process, facilitating comprehensive tracking, reporting, and sharing capabilities. Currently in beta, this powerful tool supports the organization of data into pivot tables, the visualization of information through Excel’s charting features, and the efficient handling of multiple Rally object types across various tabs. It also enables complex data cross-referencing and the bulk upload of new users, streamlining project migrations and user management. If you're looking for a more direct solution that bypasses the need for integration, consider using Sourcetable. Sign up for Sourcetable to get started and experience a seamless data management workflow.

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