What is Rally?

Rally Software, a product of Broadcom, is an enterprise agile management platform designed to help businesses of all sizes streamline their project planning and execution. By collecting data and providing a centralized tool, Rally Software enhances team efficiency, enabling them to plan, prioritize, and adjust their projects effectively. It supports the continuous improvement of processes by offering a flexible system that allows for the customization of workflows and dashboards.

The platform is instrumental in breaking down organizational silos and aligning teams, processes, and tools to foster collaboration and transparency. Rally Software provides comprehensive support for various methodologies, allowing organizations to adopt Agile management practices and accelerate their digital transformation journey. With Rally Software, businesses gain increased visibility into projects, dependencies, and risks, which aids in proactive decision-making and risk management.

In terms of Rally data types, there is a suite of data access types such as Rally.data.wsapi.artifact.Store and Rally.data.lookback.SnapshotStore, among others, that facilitate the manipulation and management of data within the Rally ecosystem. These data types serve as the backbone for the platform's data operation capabilities, ensuring that users can efficiently query, store, and retrieve the information necessary for their agile project management needs.

Rally Plugins for Excel

Compatibility and Availability

The Rally Add-In for Excel is designed to work with Excel 2016 and Excel for Microsoft 365. Users with these versions of Excel can enhance their productivity by importing or exporting data from their Rally subscription. It is important to note that there is a separate add-in available for users of Excel 2010 and 2013, which may be located at a different site.

Functionality in Beta

Currently in Beta, the Rally Add-In for Excel 2016 and Microsoft 365 offers a range of functionalities for managing Rally data. Users can leverage Excel's pivot tables to organize their Rally data and use Excel's robust charting capabilities to visualize that data. The add-in also facilitates the import and export of multiple Rally object types.

Advanced Data Management

With the Rally Add-In, users can efficiently export all work items from a project and then import new work items into another project, making project transitions smoother. The add-in's ability to export multiple Rally object types into multiple tabs allows for sophisticated data handling and cross-referencing to meet complex needs.

User Administration

Bulk operations are streamlined with the Rally Add-In, as users can bulk upload new users to their Rally subscription. This feature is particularly useful for administrators in charge of managing large teams.

Providing Feedback

The development of the Rally Add-In for Excel 2016 and Microsoft 365 is an ongoing process, and users are encouraged to provide feedback on their experience. The Feedback button, conveniently located within the add-in, allows users to contribute their insights and suggestions.

Common Use Cases

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  Tracking progress on multiple projects by exporting work items into Excel and using pivot tables and charts for analysis
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  Managing user accounts in bulk by creating new users through the plugin
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  Sharing comprehensive reports by exporting multiple Rally object types into Excel for cross-referencing and presentation
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  Transferring work items between projects within a Rally subscription by importing and exporting through Excel
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  Ensuring accurate data updates by importing tasks, defects, and user stories from Excel spreadsheets into Rally

Frequently Asked Questions

Is the Rally Excel plugin compatible with all versions of Excel?

No, the Rally Excel plugin is only compatible with Excel 2016 and Excel for Microsoft 365.

Can I use the Rally Excel plugin to import and export data between different Rally projects?

Yes, the plugin allows users to export all work items from one project and import them into another.

Does the Rally Excel plugin support bulk creation of new users?

Yes, the plugin has a feature to create new users in bulk.

How can the Rally Excel plugin help me analyze data?

The plugin can organize data in pivot tables, display data using Excel's charting capabilities, and allows for cross-referencing of data for complex analysis.

Can the Rally Excel plugin handle multiple Rally object types?

Yes, the plugin can export multiple Rally object types into separate tabs and supports importing multiple Rally object types into Rally.