Worksheet Configuration Pane - Advanced Tab

The worksheet configuration pane enables you to configure the Business Views Microsoft Excel Report, and to select the projects to include in the report.

To access

  1. In the ALM tab in Excel, click Add or New Report.

  2. Select the business view and click OK.

  3. Select the Advanced tab.
Important information

  • To hide the Worksheet Configuration pane, click the Show Configuration button. Clicking the button again reopens the Worksheet Configuration pane.

  • If you click in the Excel worksheet outside the actual report, the Worksheet Configuration pane closes. Click in the report to reopen the pane.
Relevant tasks

How to Generate a Business View Excel Report

See also

ALM Tab - Microsoft Excel

The Advanced tab of the worksheet configuration pane enables you to configure the report by directly editing the DQL query, and to select the projects to include in the report. User interface elements are described below:

UI Element

Description
Dataset Query The DQL query used to create the report.
Edit Query

Click to edit the DQL query. The Edit Query dialog box opens. For details, see Edit Query Dialog Box.

Note: You can only edit the DQL query if you belong to a user group that has the required permission: Customize DQL Query.

Use current project only Select if only the current project is to be included in the Business Views Microsoft Excel Report.
Include domain and project name Select to show the domain and project name in the Business Views Microsoft Excel Report.
Domain The domains included in the Business Views Microsoft Excel Report.
Project The projects included in the Business Views Microsoft Excel Report.
Select Projects

Click to select projects to include in the Business Views Microsoft Excel Report. The Select Projects dialog box opens. For details, see Select Projects Dialog Box.

Note: You can only select projects if you belong to a user group that the required permission: Allow Cross Project Excel Reports.