How to Connect Asana to Excel

Published: June 16, 2024 - 4 min read

Julian Alvarado
Connect Asana to Excel

Asana is a powerful project management tool that helps teams stay organized, collaborate effectively, and achieve their goals. By connecting Asana to Microsoft Excel using Coefficient, you can easily import your Asana data into a spreadsheet for further analysis, reporting, and visualization.

This tutorial will guide you through the process of setting up the integration and fetching your Asana data into Excel.

Prefer video? Watch the tutorial here!

Advantages of Using Excel to Analyze Asana Data

Centralized Project Management Data: Consolidate your Asana tasks, projects, workspaces, and user information in one place, making it easier to access and analyze your project-related data.

Customizable Reporting: Create custom reports and dashboards in Excel to gain insights into your team’s productivity, task progress, and project performance.

Collaborative Analysis: Share your Asana data with team members and collaborate on project management analysis and decision-making in real-time.

Step-by-Step Tutorial: Connecting Asana to

Microsoft Excel

Step 1: Install Coefficient in Microsoft Excel

You can either get started here or open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Selecting ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Type “Coefficient” in the search bar and click ‘Add.’

Searching for “Coefficient” in the add-ins search bar and clicking ‘Add.’

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Following prompts in the pop-up to complete Coefficient installation.

Step 2: Import Asana Tasks into Excel

In the Coefficient sidebar, click on “Add a Data Source” and select “Asana” from the list.

Clicking ‘Open Sidebar’ under the “Coefficient” tab in the Excel navigation bar.

Follow the prompts to authorize Coefficient to connect to Asana.

Following prompts to authorize Coefficient to connect to Asana.

After authorization is complete, select  “Import from…” > “Asana” > “Start from Scratch.”

selecting “Import from…” > “Asana” > “Start from Scratch” after authorization.

Choose the “Get Projects” option from the available Asana API endpoints.

Choosing the “Get Projects” option from the available Asana API endpoints.

Click “Preview” to continue.

Clicking “Preview” to continue in the Coefficient sidebar.

Copy the ID of the Asana project you want to import tasks from.

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Copying the ID of the Asana project to import tasks from.

Then, navigate back to the Import Preview menu and click Request.

Navigating back to the Import Preview menu and clicking Request.

Change the object to get tasks.

Changing the object to get tasks and pasting the project ID, then clicking “Preview.”

Paste your project ID and click “Preview.”

Configuring fields to include for each data type, such as project name, description, status, user name and email, workspace name and ID.

Step 3: Import Asana Projects, Users, and Workspaces

Configure the fields you want to include for each data type, such as project name, description, and status, user name and email, and workspace name and ID.

When you’re finished,  click “Import” to fetch the selected data into your spreadsheet.

Clicking “Import” to fetch the selected data into Excel.

Step 4. Set Up Auto-Refresh

After importing your data into your spreadsheet, you can activate Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Activating Coefficient’s auto-refresh scheduler in Excel for data updates.

Use Cases for Analyzing Asana Data in Excel

  • Project Tracking: Easily monitor the status of your Asana projects, tasks, and milestones in a centralized Excel dashboard.
  • Resource Allocation: Analyze task assignments and workloads to ensure your team is efficiently utilizing their time and resources.
  • Custom Reporting: Create custom reports and visualizations in Excel to track key performance indicators, such as task completion rates, overdue tasks, and project timelines.
  • Collaboration and Sharing: Share your Asana data analysis with team members and stakeholders using Excel’s collaboration features, such as comments, sharing, and real-time co-editing.

Tips and Tricks for Analyzing Live Asana Data in Excel

  • Use Excel’s built-in functions and formulas to calculate metrics like task completion rates, average task duration, and team productivity.
  • Leverage Excel’s pivot tables and charts to create dynamic, interactive visualizations of your Asana data.
  • Set up scheduled data refreshes in Coefficient to ensure your Asana data in Excel is always up to date.
  • Combine data from multiple Asana endpoints (e.g., tasks, projects, users) to create comprehensive project management reports.

Connect Asana to Excel in Seconds with Coefficient

Integrating Asana with Microsoft Excel using Coefficient streamlines the process of importing and analyzing your project management data.

By following this tutorial, you can easily import your Asana data into Excel, enabling you to analyze your team’s productivity and project performance using Excel’s powerful tools.

Start using Coefficient today to supercharge your Asana data analysis workflow.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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