Opening items in Microsoft Excel

You can open items in Microsoft Excel to provide information to stakeholders who do not have access to Helix ALM.

1. Display the columns to show in Excel.

2. Select the items to open in Excel

To select more than one item, Ctrl+click each item.

3. Choose Activities > Open in Excel.

Excel starts and the information is added to a new worksheet. If you are working on Windows, Helix ALM Web links for the items are also added.

Note: You may be prompted to confirm opening the items in Excel because Helix ALM creates a temporary file with the .xls file extension to hold the items. Click Yes to open the items.