Reflect in Excel

Overview

By using the Excel integration add-in, you can reflect data on TimeTracker NX in Excel.
The following two functions can be achieved by simply clicking the buttons on the Excel ribbon.

• "Import" function to create new data in Excel
  
• "Get latest data" function to update imported table-format data to the latest information

This function is not available in the Standard Edition.

Import data into Excel

Copy the work items of the TimeTracker NX project and import them into Excel as table-format data.

• The following can be achieved by importing data from TimeTracker NX into a pre-prepared Excel table.
  

  • Simply copy the data of TimeTracker NX work items into Excel to create a new table
    
  • Reflect the data of TimeTracker NX work items into an empty Excel table with only the headers defined in advance.

• Once you execute "Import", you can update the data to the latest information by "Get latest data", or, conversely, you can reflect the data in Excel in the TimeTracker NX work items by "Reflect data".

We will explain each of the above two uses.

Create a new table

First, let's simply copy the data from TimeTracker NX into Excel.

1. In the Excel file, select the cell into which you want to import the project information.

2. Click the "Import" button on the "TimeTracker NX" tab.

   If the setting information input dialog box is displayed

   Follow the procedure in Setting connection information.

3. In the Import - Select Project dialog that appears, select the project from which you want to import data.

   
   • You can narrow down the projects displayed in the Project List by entering the following.
     • Enter a keyword in the Filter area.
       
     • Select the project to display in the Target field.
       
   • You can also specify the import target easily by using the TimeTracker NX URL.
     For details, see the following link.
     "Specify TimeTracker NX work items directly from the URL"
   Finished projects will not be displayed in the list.

   If you want to import, specify the URL of the work item of the finished project using the method described below in "Specify TimeTracker NX work items directly from the URL".

4. The screen will switch to the "Item List", so check the work items you want to import and click "Next".
   

   • Check parent item: All child items under it will be checked.
     
   • Uncheck parent item: All child items will also be unchecked.
     
   If you want to check only the parent item, select the target parent item and click "Check selected items only".
   

5. In the "Import - Select Table" dialog, specify the table that contains the fields you want to import and click "Execute".
   

   
   Selectable tables

   Tables defined in the selected project are eligible.
   If the table does not exist, define it using the method in the following link: "Create a new table"

6. Click "OK" in the "Execution Result" dialog that appears to complete the import.
   If an error occurs, expand the "Result Details" item to check the details.
   

   

Specify the TimeTracker NX work item directly from the URL

You can specify the target project and work item using the URL copied with "Copy Path".
You can set the table information as well, so you can import easily.

The following procedure imports the display data of the Gantt table used for progress management in TimeTracker NX
into Excel to create a progress report.

1. Display the Gantt table for progress management on the TimeTracker NX project screen.
   

   

2. Select the work items to be reported in the progress report.

3. Right-click to display "Copy Path" and select "Path to Project".
   

   

4. In the Excel file, select the cell into which you want to import the project information.

5. Click the "Import" button on the "TimeTracker NX" tab.

6. In the "Import - Select Project" dialog that appears,
   Click "Paste the TimeTracker NX URL from the web browser".
   

   

7. In the "Import - Confirm Items" dialog, check the work items to be imported and click "Next".
   

   

8. In the "Import - Select Tables" dialog, select the table to output and click "Execute".
   

   

9. Click "OK" in the "Execution Result" dialog that appears to complete the import.
   

   If you want to export multiple hierarchies, see the following link. : "Reproduce WBS with Excel Add-in" (https://dcinchelp.zendesk.com/hc/ja/articles/360057413053)

Import data into an existing table

You can import TimeTracker NX data into a table.
This is useful when you want to format a report in advance, such as a project report.

Leave the row immediately above the table header blank.

1. From the table in the Excel file, select the cell into which you want to import project information.
   

   • For tables with only headers:
     A cell in the header or in the row immediately below the header
     

     

   • To add a new row of data to an existing table:
     "Header" or "A cell in a column where data exists continuously from just above the selected cell to the header"

     

2. Click the "Import" button on the "TimeTracker NX" tab.
   

   If the setting information input dialog is displayed

   Follow the procedure in Set connection information.

3. In the "Import - Select project" dialog that appears, select the project to import data into.
   You can narrow down the projects displayed in the "Project List" by the following methods.
   

   • Enter a keyword in the area.
     
   • Select the projects to display in the target field.
     
   
   
   You can also easily specify the import target by using the TimeTracker NX URL.
   

   For details, see the following link: "Specify TimeTracker NX work items directly from the URL"

4. Check the work items to be imported in the "Item List" and click "Next".
   

   
   
   If the target table already contains registered items, those items will be checked and cannot be selected.
   

   

5. In the "Import - Match columns and fields" dialog that appears,
   select the TimeTracker NX fields that correspond to the Excel columns and click "Execute".

   
   

   To change the corresponding fields, click "..." on the far right.

   
   

   You can select fields efficiently using the following methods.
   

   • Specify the corresponding field in the "Select Field" dialog that appears.
     
   • Enter a keyword in the text area to extract fields that contain the keyword.
     
   • Search for a field from "Frequently used fields" which lists fields that are often used for data integration.
     
   Mapping of column header names and TimeTracker NX field names

   If they are the same, the fields will be mapped in advance, so you can save the trouble of setting them up.
   It is saved for each project, so if you set it up at the beginning, other members can update the data as it is.
   

6. Click "OK" in the "Execution Result" dialog that appears after the update is complete to close the dialog.
   If the update fails, click "Result Details" to check the details.

   
   

Update Excel data to the latest information

Data imported by "Import" can be updated to the latest information in Excel at any time.
The procedure for doing so is as follows.

If "Import" has never been performed

Data cannot be updated because there is no association between Excel and TimeTracker NX work items.
In that case, please follow the following link: "Import data into Excel"

1. Select the area to be updated to the latest data in TimeTracker NX.
   

   • If the selected range is part of a table, only the rows in the selected range will be updated to the latest data.
     
   • Clicking "Select table" on the "TimeTracker NX" tab will select the entire table including the selected range.

2. Click "Get Latest Data" on the "TimeTracker NX" tab.
   

3. In the "Get Latest Data - Match Columns and Fields" dialog,
   Select the TimeTracker NX field that corresponds to the Excel column and click "Execute".
   For details, see the following link: "Step 6 of Importing Data to an Existing Table"

4. Click "OK" in the "Execution Result" dialog that appears after the update is complete to close the dialog.
   If the update fails, click "Result Details" to check the details.
   

   
   

This will update the Excel data to the latest data in TimeTracker NX.

Record data changes

You can record data updates as comments in Excel cells.
To do this, click "Add updated data to comment" and select it, then execute "Get latest data".

• If you no longer need the changes, click "Delete comment" in the "TimeTracker NX" tab to delete the comments in the currently selected range.
  
• If there is something about the data in the table that concerns you, select the relevant part and click "Open in Web" in the "TimeTracker NX" tab to display the relevant part in TimeTracker NX.