I’m a HUGE proponent of the Google Sheets Integration. While Google Sheets is a fantastic tool that is top notch when it comes to creating a collaborative workspace for many users, some prefer the good ole MS Excel experience…
… bummer… there isn’t a Microsoft integration for tools like Excel…
… but wait… there is!
Did you know that you can dynamically link your Asana Portfolio to Microsoft Excel by creating a “From Web” data connection as shown below?
Here are the steps to produce this result above:
- From the Portfolio Actions menu you first need to Export to Google Sheets
- Once your Google Sheet is created, navigate to the Live source data tab and copy the full https address within the IMPORTDATA () function of cell A2
- Navigate to the Data tab in the MS Excel Ribbon and choose “From Web” then paste the URL copied from the Google Sheet formula and click OK then Load from the next prompt.
- Finally, you can modify your Connection Properties by selecting the dropdown arrow on the “Refresh All” button on the Data tab. Here you can adjust how your connection refreshes, allowing for a more regular sync with Asana than the typical hourly sync with Google Sheets.
Now that you have data connected in Excel, how might you cross reference with other data sources outside Asana for enhanced visualization and reporting? I would love to hear how this gives you super powers in terms of contextual reporting!