)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Bringing your Asana Portfolios data into Excel helps you track your project portfolios, manage their status, and get an overview of key projects. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Portfolios data from Asana into Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient in Excel and connect your Asana account.
-
Step 2:
Step 2. Use Import from… to select the Asana connector.
-
Step 3:
Step 3. Choose the Portfolios object and select the fields you need.
-
Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Asana Portfolios into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Step 2: Import the Portfolios data
With the connection ready, you can now bring in your Portfolios data.
- In the Coefficient sidebar for Asana, choose to import from an **Object**.
- Find and select the “”Portfolios”” object from the list.
- Choose the specific data fields from Portfolios that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Portfolios data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Portfolios data will update automatically.
Available Asana Objects
- Users
- Teams
- Projects
- Tasks
- Sections
- Stories
- Tags
- Portfolios
- Goals
Related Asana Use Cases
How to Import Workspaces Data from Asana into Google Sheets
Learn how to efficiently import your Asana Workspaces data into Google Sheets using Coefficient, enabling real-time data analysis and collaboration for project management.
How to Import Users Data from Asana into Google Sheets
Learn how to efficiently import your Asana Users data into Google Sheets using Coefficient, enabling real-time data analysis and collaboration for managing team members.
How to Import Teams Data from Asana into Google Sheets
Learn how to efficiently import your Asana Teams data into Google Sheets using Coefficient, enabling real-time data analysis and collaboration for managing team structures.
Frequently Asked Questions
-
How to get Portfolios from Asana?
Accessing detailed Portfolios data from Asana manually for analysis is challenging. Coefficient connects directly to Asana, allowing you to easily import live Portfolios data into Excel for efficient tracking and management of your project portfolios.
-
How do I get a list of Portfolios in Asana?
Getting a simple, complete list of all portfolios in Asana might be difficult. Coefficient pulls your Asana Portfolios object data into Excel, providing a clear list to help you track and manage your project portfolios.
-
How do I download Portfolios data from Asana?
Exporting Portfolios data directly from Asana may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Portfolios data into Excel with a live connection for easy refreshing and continued analysis.
-
How to automate importing Asana Portfolios to Excel daily?
Manually tracking portfolio changes daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Asana Portfolios data in Excel, ensuring your reports are always based on the latest information.
-
How do I update Portfolios from Excel to Asana?
Managing portfolio details typically happens within Asana. For connectors that support it, Coefficient’s two-way sync feature allows you to make updates to data in your Excel sheet and push those changes back to the source system, simplifying management.
Trusted By Over 50,000 Companies
