The number of employees, departments, and projects grows in lockstep along with the company’s growth. Management and communication within cross-functional teams have become a challenging task as the number of teams grows. Continuous development necessitates the use of an effective Project Management Platform that automates processes and boosts productivity.
Trello is one such application for successful Project Management that will aid collaboration and information management across the organization. It assists in the creation of workspaces for various departments and projects, as well as the division of tasks in the form of Trello cards. It aids in the organization of information and tasks, as well as the ability to examine the timetable and status of each task.
Microsoft Excel, on the other hand, is a Spreadsheet Program. It’s used to create computation grids with text, numbers, and formulae. Many businesses find this extremely useful for recording expenses and income, creating budgets, charting data, and communicating financial results effectively. As Trello contains Project Management details, many times it’s required to transfer Data from Trello to Excel.
In this article, you will get to know about Trello and Excel in brief and learn 3 easy steps for exporting data from Trello to Excel for your business.
Table of Contents
What is Trello?
Trello is a Project Management and Collaboration Tool that helps you manage and organize anything. It’s simple to use, adaptable, and aesthetically intuitive. In a nutshell, Trello shows you what’s being worked on, who’s working on it, what the progress of the task is, and on what timeline. It’s like having a virtual whiteboard full of sticky notes, with notes organized by team and project, and notes sorted by their current position in the work timetable.
Trello was developed in 2011 by Fog Creek Software and spun off in 2014 to launch a new company before being purchased by Atlassian in January 2017. Trello employs Kanban Principles, a method of visualizing workflows, to provide a complete picture of a project’s progress from beginning to conclusion. This is accomplished using Trello’s Boards, Lists, and Cards.
Key Features of Trello
- The Progress Meter Checklist can be used to keep track of subtasks within a Trello Card.
- Information Backup automatically saves incremental backups of clients’ Trello Boards and restores them.
- Trello provides Mobile-Friendly Interfaces for quicker navigation on mobile devices and tablets.
- Trello’s Developer API is a simple RESTful web API that allows you to connect with each sort of resource (for example, a card, a board, or a member) via their URL.
- When the Power-Up is turned on, any member of the board can vote on the cards on that board. These members will discover a “Vote” button on the back of each card, under “Actions.”
- Deadline Alerts & Notifications are very helpful. If you establish a Card’s due date and are a member of that card, you will automatically receive a notification 24 hours before the card’s deadline.
- Trello’s Automated Email Notifications feature allows you to receive email alerts whenever something happens to a Card or Board to which you’ve subscribed.
- Card Records Archive: When you no longer require a card on the board, you can archive it.
- Data Filters: Keywords can be used to filter and show cards based on the specific words in the filter keyword.
What is Microsoft Excel?
Microsoft Excel is a Microsoft Spreadsheet Application that is part of the Microsoft Office Suite of Applications. It is compatible with Windows, Mac OS X, Android, and iOS. It facilitates the construction of text and numeric grids, calculation formulas, graphing tools, pivot tables, and the VBA macro programming language (Visual Basic for Applications). Simple and complex arithmetic operations and functions can be used to modify grids of numbers grouped in rows and columns numerically.
Microsoft Excel is a Spreadsheet Program that is used to record data in the form of Tables. The Data can range from routine planning to expenditure Data associated with an organization. It also aids in the analysis of Data and the creation of visuals on top of Spreadsheet Data.
Key Features of Microsoft Excel
- Paste Special: When copying data from one cell to another, the user can additionally Copy Formatting, Value, Formula, Comments, and other items, as well as their combinations, depending on the user’s demands.
- Add Multiple Rows: Microsoft Excel allows users to add multiple rows and columns to their Spreadsheets at any time.
- Print Optimisation: Print Preview, Fit to One Page, Altering Margins, Print Selection, Printing Headers, Portrait versus Landscape, and Spreadsheet Design are all features that can help you print Excel sheets to your liking.
- Vertical/Horizontal Formula Extention: Excel’s greatest strength is its scalability. Once the formula is right, Excel will perform the necessary calculations any number of times.
- Index-Match: It is one of the most powerful Excel function combinations. It can be used to look up a value in a huge Data Table and return the table’s equivalent.
- Filters: Excel has tools that allow you to examine Data based on your needs. These features are known as filters.
- Flash Fill: Excel gives suggestions while copying Data with particular adjustments. Consider the following scenario, you have two columns of names and need to generate email addresses from them all. Excel will suggest email addresses for all of the other rows based on their names while you are setting an email address for one row.
- Conditional Formatting: This feature highlights the patterns in your Data as they are displayed in your Spreadsheet.
- Excel Pivot Tables: These can be used to Sort, Count, Total, or Average Data from a single huge Spreadsheet and display it in a new table in any manner the user desires.
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- Working knowledge of Trello.
- A Trello account with admin privileges.
- Working knowledge of Excel and CSV file formats.
What are the steps for Exporting Trello to Excel?
Through the Trello menu data from Trello to Excel is exported. Data from Trello to Excel is exported as a CSV file manually by implementing the following steps.
Step 1: Navigating to the Print and Export Menu
The first step involved in Trello to Excel export is navigating to the Export menu. All Board members, including Board observers, have access to Trello’s Export feature at the moment. It’s located in the Board Menu > More > Print and Export section. Only admin accounts have access to Trello’s Export capability. You need to have an admin account, if you don’t have one you need to request one from your senior. The export is in the form of JSON format only. To export the Data from Trello to Excel you will need to have access to Trello Business Class.
Step 2: Set up Trello Business Class
You need to make sure the account is set up for Business Class Exports to export data from Trello to Excel. Your manager/Trello admin will grant you permission to access Business Class Exports. Trello Business Class allows you to export all of your Workspace’s boards in CSV and JSON formats. You can also save all of your attachments in their original format as a.zip file. To do so, go to the “Export” tab on your Business Class Workspace page and you will see a menu like this.
Step 3: Importing Data to Excel
Business Class boards feature CSV exports, which can be imported into spreadsheet programs such as Microsoft Excel if you need spreadsheet assistance. Each user in a Business Class Workspace can export to CSV via the board. To complete this process you need to simply click “Create New Export” in the menu in Step 2 and you will see the following dialogue box. Now simply click “Export as CSV”, to export data from Trello to Excel.
Now create a new Excel file and click on Data and then click “From Text/CSV”. You will get all of your Data in the respective Excel file. Finally, the data has been transferred from Trello to Excel.
What are the Drawbacks of Manually Exporting Trello to Excel?
The manual way of exporting data from Trello to Excel described above has several drawbacks as well. The following are some of the most common challenges you could face when exporting data Trello to Excel manually:
- The Data flow is only unidirectional, from Trello to Excel. To keep both tools up to date, two-way sync is required.
- The manual procedure of transferring data from Trello to Excel is time-consuming because records must be updated regularly. This consumes resources and time that could be better spent on more critical business operations.
- There is no room for transformation during Data transport. This can be a significant disadvantage for businesses who want to change their Data before exporting it from Trello to Excel.
This article introduced you to two easy ways for exporting Trello to Excel. It also introduced you to Trello and Microsoft Excel in brief. Each method provides you with an in-depth understanding of the process to transfer Data from Trello to Excel. However, these methods can be challenging, especially for a beginner & this is where Hevo saves the day.
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