CA Agile Rally Plugins For Excel
Overview
Unlock the full potential of your project management with the CA Agile Rally Excel plugin, a powerful tool designed to seamlessly bridge the gap between Rally's robust agile management capabilities and Excel's versatile data manipulation and visualization strengths. By integrating Rally with Excel, teams can enhance their productivity through efficient data import and export, advanced data organization with pivot tables, compelling charting for insightful reporting, and streamlined tracking and sharing of project progress. On this page, we delve into the essentials of CA Agile Rally, explore the transformative plugins connecting CA Agile Rally with Excel, discuss common use cases that these plugins facilitate, and answer frequently asked questions to help you leverage these tools to their full extent.
What is CA Agile Rally?
CA Agile Rally is a project management tool that is designed to support the tracking of development iterations and releases. It is a platform that allows teams to effectively manage their agile software development processes by mapping defects with user stories, tracking team progress, and assigning stories to iterations. Rally is known for its comprehensive nature in comparison to other agile project management tools, offering a robust set of features to enhance team productivity and project oversight.
As a service, CA Agile Rally simplifies IT by providing a centralized platform for agile project management. This simplification is achieved through various data types, which include a variety of stores and models such as Rally.data.wsapi.artifact.Store, Rally.data.ModelFactory, and Rally.data.lookback.SnapshotModel, among others. These data types facilitate the organization and manipulation of data within the Rally ecosystem, enabling users to customize and extend the functionality according to their project requirements.
Rally also provides a free tier that supports up to ten users and five projects, making it an accessible option for small teams or those just starting with agile methodologies. This is particularly notable when compared to some competitors like Jira, which does not offer a free trial for the same number of users. By allowing teams to split stories into tasks and tag defects to stories, Rally ensures that all aspects of agile project management are covered, from planning to execution and tracking.
CA Agile Rally Plugins for Excel
Excel Compatibility and Version
The CA Agile Rally Excel plugin is designed to enhance the functionality of Excel for Agile project management. It is important to note that the plugin is currently in beta and specifically tailored to work with Excel 2016 and Microsoft 365 versions. Users of these Excel versions can leverage the plugin's features to streamline their Agile workflows.
Organizing Data
With the CA Agile Rally Excel plugin, users can efficiently organize their project data. The plugin allows for the arrangement of data into pivot tables, providing a dynamic way to summarize and analyze information, which is crucial for making informed project decisions.
Displaying Data
The plugin enhances Excel's native charting capabilities, enabling users to visually display their project data. This feature aids in the interpretation of data patterns and trends, which can be shared with stakeholders for a better understanding of project status.
Exporting and Cross-Referencing Data
Users can export multiple Rally object types into separate tabs within Excel, allowing for a comprehensive overview of project elements. Additionally, the plugin supports cross-referencing of this data to satisfy more complex project analysis needs.
Importing Data Into Rally
Facilitating the bidirectional flow of data, the CA Agile Rally Excel plugin enables the importation of multiple Rally object types back into the Rally software. This feature streamlines the process of updating Rally with new data compiled and organized in Excel.
Bulk Operations
The plugin provides significant efficiencies in managing Rally data by allowing bulk operations. Users can export all work items from one project and import them into another. Moreover, the plugin simplifies user management by enabling the creation of new users through bulk uploads, enhancing the scalability of project management efforts.
Common Use Cases
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Use case 1: Organize Rally data in a pivot table for enhanced data analysisC
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Use case 2: Display Rally data using Excel’s charting features for better data visualizationC
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Use case 3: Export multiple Rally object types into separate Excel tabs to manage complex project informationC
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Use case 4: Import multiple Rally object types into Rally for streamlined data entryC
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Use case 5: Create new users in bulk via Excel to efficiently manage team scalingC
Frequently Asked Questions
What versions of Excel does the CA Agile Rally plugin support?
The plugin is for Excel 2016 and Excel for Microsoft 365.
Can I use the plugin to import and export data between Rally and Excel?
Yes, the plugin allows for importing and exporting data from a Rally subscription.
Is the CA Agile Rally Excel plugin feature complete?
No, the feature is currently in Beta testing and feedback is solicited for improvement.
Can I organize and analyze Rally data using Excel features with the plugin?
Yes, users can organize data in a pivot table and display data with Excel's charting features. It also supports cross-referencing data for complex analysis.
Is it possible to manage large numbers of users with the CA Agile Rally Excel plugin?
Yes, the plugin can create new users in bulk.
Conclusion
Our CA Agile Rally plugins for Excel 2016 and Excel for Microsoft 365 provide a seamless experience for users looking to integrate their Rally data with the powerful analytical capabilities of Excel. Currently in beta testing, these plugins enable the importation and exportation of various Rally object types, organization of data in pivot tables, and visualization using Excel's charting tools. Users can effortlessly manage work items across projects and create new users in bulk. For an even more streamlined workflow, consider bypassing the need for a plugin altogether. With Sourcetable, you can import your data directly into a spreadsheet. Sign up for Sourcetable today to get started and elevate your data management to the next level.
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