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Sourcetable Integration

CA Agile Central Plugins For Excel

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    Overview

    Welcome to the definitive resource for enhancing your project management capabilities with CA Agile Central Excel plugins. In today's data-driven environment, the ability to seamlessly integrate your project management tools with powerful spreadsheet software is invaluable. On this page, we'll explore CA Agile Central, the innovative Excel plugins that bridge the gap between Agile Central and Excel, the common use cases for these plugins to maximize your productivity, and provide answers to frequently asked questions. Discover how to import, export, track, report, and share your project data with efficiency and ease, leveraging the full potential of Agile Central and Excel collaboration.

    What is CA Agile Central?

    CA Agile Central is an enterprise agile management software platform designed to assist organizations in managing their agile development process. It serves as a critical tool for collecting data and managing work status, which is essential for teams to track progress and make informed decisions.

    The software is instrumental in breaking down silos, aligning teams, processes, and tools, and increasing the overall visibility of projects, dependencies, and risks. This increased transparency is vital for fostering trust within teams and facilitating the alignment of company objectives.

    By using CA Agile Central, organizations can enhance efficiency, reduce waste, and optimize their decision-making process through data-driven insights. The platform supports a variety of roles within a company, from development teams to project managers, making it a versatile tool for enterprise-wide agile management.

    CA Agile Central Excel Plugin Guide

    Plugin Overview

    The Rally Add-In for Excel, also known as the CA Agile Central Excel plugin, is a versatile tool currently in Beta that integrates with Excel 2016 and Microsoft 365. This plugin enhances productivity by allowing users to import and export data, manage and organize it with pivot tables, and visualize data through Excel's charting capabilities.

    Organizing Data with Pivot Tables

    By utilizing the plugin, users can organize their data within pivot tables. This feature provides a dynamic way to summarize and analyze large datasets, which can be particularly beneficial for managing project-related information in Rally.

    Visualizing Data with Charts

    The plugin leverages Excel's charting capabilities to display data. Users can create various types of charts to represent their data graphically, making it easier to understand trends and patterns within their Rally projects.

    Cross-Referencing Multiple Data Types

    With the ability to cross-reference data from multiple Rally object types, the plugin facilitates more complex data analysis. Users can export these object types into multiple tabs for a comprehensive view of their projects.

    Bulk Uploading Users

    The plugin simplifies the process of adding new users by supporting bulk uploads. This function is ideal for teams that need to onboard multiple users to their Rally subscription efficiently.

    Exporting and Importing Work Items

    Users can export all work items from a project using the plugin, which streamlines data sharing and reporting. Moreover, it allows for the importation of work items into another project, enabling seamless transitions and project setup.

    Common Use Cases

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      Use case 1: Exporting multiple Rally object types into Excel to organize data in a pivot table and display using Excel’s charting capabilities for reporting purposes
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      Use case 2: Importing new user stories or features from an Excel spreadsheet into a specific Rally project to streamline bulk updates
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      Use case 3: Creating new users in Rally through a bulk upload from an Excel file to efficiently manage large teams
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      Use case 4: Cross-referencing multiple Rally object types within Excel to analyze complex data relationships and dependencies for project planning



    Frequently Asked Questions

    Can the CA Agile Central Excel plugin import and export data to and from Excel?

    Yes, the plugin allows users to import data from their Rally subscription into Excel and export data from Excel back into Rally.

    What versions of Excel are compatible with the CA Agile Central Excel plugin?

    The plugin is designed to be compatible with Excel 2016 and Excel for Microsoft 365.

    What should I do if I'm facing issues connecting to CA Agile Central using the plugin?

    Ensure you have the correct SSO URL, which can be obtained from your sub-admins or by opening a support case. If you're using an outdated plugin version, such as 2.4.4, consider upgrading to the latest plugin called Excel 365.

    Is the CA Agile Central Excel plugin still in development?

    Yes, the plugin is currently in the Beta phase.

    How can I configure the SSO URL correctly for the Excel plugin to connect to CA Agile Central?

    Concatenate your subscription's SSO URL with a specific target resource parameter as instructed by Rally support or the available installation guide for the Excel 365 plugin.

    Conclusion

    Maximize your productivity with our comprehensive integrations for CA Agile Central. Our plugins, including the Rally Plugin and the Rally Add-In for Excel, expand functionality and streamline workflows, allowing you to import and export work items, manage application content, and analyze data with ease. Leverage the power of Excel to organize your data, create pivot tables, and utilize advanced charting capabilities. Unlock the full potential of Rally and ALM integration with multiple robust solutions designed to fit complex needs. Instead of relying on separate plugins, you can streamline your data management by using Sourcetable to import data directly into a spreadsheet. Sign up for Sourcetable today to get started and transform your project tracking experience.

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