Trello is a versatile project management tool that helps teams organize tasks, collaborate on projects, and optimize workflows. By connecting Trello to Microsoft Excel using Coefficient, you can seamlessly import your Trello data for further analysis, reporting, and visualization.
This tutorial will walk you through the process of setting up the integration and fetching your Trello data into Excel.
Advantages of using Excel to Analyze Trello Data
- Gain Comprehensive Insights: Consolidate your Trello data with information from other sources in Excel to gain a holistic view of your projects, tasks, and team performance.
- Streamline Data Management: Coefficient automates the process of importing and updating your Trello data in Excel, saving you time and ensuring your analyses are always based on the latest information.
- Foster Team Collaboration: Share your Trello data with team members in Excel and collaborate on project analysis, enabling your team to identify and resolve issues efficiently.
Tutorial: Connecting Trello to Excel Using Coefficient
Step 1: Install Coefficient in Excel
Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:
Open Excel from your desktop or in Office Online.
Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
Type “Coefficient” in the search bar and click ‘Add.’
A pop-up will open up. Follow the prompts to complete the installation.
Once finished, you will see a “Coefficient” tab at the top navigation bar.
Click ‘Open Sidebar’ to launch Coefficient.
With Coefficient installed, you’re now ready to import your Trello data into Excel. Let’s walk through the process step by step:
Step 2: Connect Trello as a Data Source in Coefficient
Click ‘Import from…’ from the Coefficient menu.
Navigate down the menu to find Paymo. Click ‘Connect.’
You’ll need your API token to continue. Select ‘Click here’ to grab it.
Click ‘Allow’ to grant Coefficient access to your Trello account.
Copy the generated token.
Paste your API token into Coefficient and click ‘Connect.’
Step 3: Fetch Trello Data
Click ‘Start from Scratch.’
To Fetch Trello Workspaces Data:
Select ‘Get Workspaces’ to continue.
Adjust the import settings and click ‘Import’ to fetch the list of Trello workspaces.
ALT TEXT: The Import button for fetching Trello workspaces in the Coefficient sidebar in Excel.
FILE NAME: import-button-trello-workspaces-coefficient-excel
Review the imported workspace data in your Excel workbook.
2. Fetch Trello Boards
To Fetch Trello Boards Data:
Select the ‘Get Boards’ endpoint in the Import Preview menu.
Navigate to your workspace in Trellow and copy the workspace ID from the Trello URL.
Paste the workspace ID into the required field in Coefficient.
Click ‘Preview’ to continue. Customize your import by toggling any of the fields o nthe left-hand side of your menu.
Click ‘Import’ to fetch the list of Trello boards within the specified workspace.
Review the imported board data in your Excel workbook
To Fetch Trello Cards Data:
Select the ‘Cards in a Board’ endpoint from the preview import window.
Copy the board ID from the Trello URL and paste it into the required field in Coefficient.
Click ‘Import’ to fetch the list of Trello cards within the specified board.
Review the imported card data in your Google Sheets spreadsheet.
Tips and Tricks: Analyzing Trello Data in Excel
- Visualize Your Data: Leverage Excel’s built-in charts and formatting options or Coefficient’s pre-built templates to create interactive dashboards that provide a clear overview of your Trello data.
- Keep Data Up-to-Date: Set up automatic data refreshes with Coefficient to ensure your Trello data in Excel is always current, providing a reliable foundation for your analyses and reports.
- Stay Informed with Alerts: Use Coefficient to configure alert notifications sent to Slack or email when specific conditions are met, helping you stay on top of critical issues without constantly monitoring your sheets.
Connect Trello to Excel in Seconds with Coefficient
Connecting Trello to Microsoft Excel using Coefficient streamlines the process of importing and analyzing your Trello data.
By following this step-by-step tutorial, you can easily fetch your Trello workspaces, boards, and cards into an Excel workbook. This allows you to leverage the power of Excel for custom reporting, data analysis, and visualization.
Get started with Coefficient today to supercharge your Trello data management and take your project management to new heights.
