Trello is a widely used tool for project management, enabling users to establish boards and manage tasks efficiently. There are occasions when exporting the data from your Trello board into an Excel spreadsheet might be beneficial for deeper analytics or reporting purposes. This guide will walk you through the steps required to transfer your Trello board information into Excel.
Step 1: Open Your Trello Board
First, open your Trello account and navigate to the board that you want to export. Click on the “Show Menu” button in the top right corner of the screen and select “More” from the drop-down menu.
Step 2: Export Board Data
In the “More” section, click on “Export CSV”. This will download a CSV file containing all the data from your Trello board. Save this file to your computer for later use.
Step 3: Import CSV File into Excel
Open Microsoft Excel and go to the “File” menu in the top left corner of the screen. Select “New” from the drop-down menu and then select “Blank Workbook”. This will create a new Excel workbook.
Next, go to the “Data” tab in the Excel ribbon and click on “From Text/CSV”. Browse for the CSV file that you downloaded earlier and select it. Click on “Import” and then select “Delimited” as the data type. Make sure to check the box next to “Comma” under “Delimiters” and leave all other settings as default.
Step 4: Format Excel Spreadsheet
Once you have imported your Trello board data into Excel, you may need to format the spreadsheet to make it more readable. You can do this by adding column headings and sorting the data in a logical order.
To add column headings, click on the first cell in each column and type in the appropriate heading. For example, for the “Name” column, you could type “Task Name”.
To sort the data, click on the top left corner of the spreadsheet and select all cells. Then, go to the “Data” tab in the Excel ribbon and click on “Sort & Filter”. Select “Sort A to Z” or “Sort Z to A” depending on how you want the data sorted.
Step 5: Save Your Excel Spreadsheet
Once you have formatted your Excel spreadsheet, it’s important to save your work. Go to the “File” menu in the top left corner of the screen and select “Save As”. Choose a location on your computer where you want to save the file and give it a descriptive name.
Conclusion
Exporting your Trello board data into an Excel spreadsheet can be a useful way to analyze and report on your project progress. By following these simple steps, you can easily export your Trello board data and import it into Excel for further analysis.