ALM Tab - Microsoft Excel

This tab enables you to create and configure Business View Excel reports.

To access

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

  2. Expand the analysis tree, and select a Business View Excel report.

  3. Click the Configuration tab.

  4. Click New Excel. Microsoft Excel opens.

  5. Click the ALM tab

    .
Relevant tasks

How to Generate a Business View Excel Report

User interface elements are described below:

UI Element

Description
Connect

Opens the login screen to log in to ALM.
Disconnect

Logs out of ALM.
Switch Project

Opens the login screen to switch to another project in the same ALM session.
Add

Opens the Add Worksheet dialog box to create a new worksheet for each selected business view.
Show Configuration

Toggles the Worksheet Configuration pane.
Auto Refresh

Automatically refreshes the active worksheet each time its configuration is changed.
Row Limit

Sets the maximum number of rows shown in each Business View worksheet.

Note: Set the value to zero to retrieve all rows.

Refresh

Refreshes the current worksheet.
Refresh All

Refreshes all worksheets.
New Report

Opens the Add Worksheet dialog box to create a new worksheet for each selected business view in a new Excel workbook.
Open

Opens a business view Excel workbook from a file or from the ALM Analysis View tree.
Save

Saves the current Business View Excel workbook to a file or to the ALM Analysis View tree.
Options

Opens the ALM Addin Options dialog box. See Business View Options Dialog Box for details.
Help

Opens the Application Lifecycle Management Help for the add-in.

Note: The help opens only when you are logged in to ALM.