Format for Data File
**Please note that while the easiest way to load data is via an Excel file or CSV as explained below, we also integrate with most major Agile tools. Please contact us if you use a tool like Jira, VersionOne, etc. and would like help on how to mine your flow data from one of those products.**
You can also find more information on our Getting Started
We accept xlsx (Excel 2007 or later) as well as properly formatted .csv (comma separated) files. If using an xlsx file, the data must be located on the first worksheet of the Excel workbook and the workbook cannot contain any extraneous non-empty worksheets. If using a .csv file, the file must conform to the CSV format: http://tools.ietf.org/html/rfc4180.
Both file types must also conform to the following data formatting rules:
- The first row of any file must be the column names for each of the data fields. Column titles cannot have new lines, unclosed quotes, or special characters.
- The first column must be an item ID field and must have “ID” somewhere in the column name.
- The second column is optional, but if included, it must be be called “link” and must contain a hyperlink. This hyperlink could be to the item’s location in your Agile tool.
- The third column is optional, but if included, it must be the item’s title (or name or description) field and must have the word “title” or “name” somewhere in the column name.
- The next set of contiguous columns must be the sequential steps of your workflow. The contents of these columns are the date the item entered each workflow step. A backlog step is optional, but if you include it, it must be the first column of your workflow, and it must have the word “backlog” somewhere in the column title.
- You can have any number of generic columns after the workflow steps. If included, each of these columns will be treated as an “attribute” field that can be filtered on (e.g., work item type, project id, team name, etc.).
If you are using Excel for your data file, there are a few things you may want to consider:
- We recommend that you use minimal formatting for your file. Things like freezing panes, hiding rows, hiding columns, etc. can from time-to-time cause problems with the data load process.
- If you ever do have problems loading your file, then remember that you can always save your Excel file as a CSV and upload the CSV. This approach fixes many of the formatting errors mentioned above.
Here’s a picture of what the file might look like:
A template file that can be modified for your own data can be downloaded here.
The tool’s demo version data can be downloaded here.