Using Excel to manage projects can lead to some challenges in tracking the true performance of your sprints. By utilizing Baseliner AI's Excel Integration, it is possible to quickly solve this issue without having to re-create your data in another system, learn a new system from scratch, or do a total manual data migration.
With Baseliner AI, you can take your existing Excel project data and upload it in 7 quick and easy steps, allowing you to begin tracking your sprints and the progress made, timelines, and team performance immediately without having to re-create any of the data!
Why Connect Excel to Baseliner AI?
Many organizations currently use an Excel spreadsheet to manage timelines, task lists, and sprint data, but cannot use that same format to assess if a project is at risk, predict delays, or provide a clear performance dashboard.
Baseliner AI provides the solution by allowing you to leverage the functionality of your current Excel file as an intelligent project tracking system. This way, you can maintain your existing file's format and just layer on the AI portion on top of your existing data, so that you can provide your team with real-time visibility and prediction into how the project will perform without having to start from scratch.
How to Set Up Excel Integration with Baseliner AI in 7 Steps
Step 1: Import Your Excel Project
Log into Baseliner AI and click the Add+ button in the top navigation. From the dropdown, select Import Excel Project. This is your starting point for bringing your existing project data into the platform.
Step 2: Download the Required Template
Once you open the import dialog, click on download template to download the necessary excel format. It is always necessary to download the newest template since Baseliner AI releases updated templates continuously to improve usability and not cause compatibility issues.
Step 3: Open the Template — Do Not Edit Header Rows
You will see that the downloaded template has the top rows filled out; these will be pre-filled header rows; do not change or delete any of these rows as they tell Baseliner how to properly map your data and if you change them your import may fail or you may not be able to load your project correctly.
Step 4: Fill In Your Project Data Starting from Row 4
Begin entering your project data from Row 4 onwards. Leave the first three rows as they are. When entering dates, use the DD-MM-YYYY format to ensure Baseliner AI reads your timeline tracking data accurately. Fill in all relevant task, sprint, and timeline information your team needs to track.
Step 5: Upload Your File
Go back to Baseliner AI and open the Import File dialog. Click Browse or simply drag and drop your completed Excel file into the upload area. Once your file appears, click OK to confirm the upload.
Step 6: View Your Project in Structured View
Once you upload a project with Baseliner, that project will show up on Baseliner's dashboard as well organized and organized. The project will show in a list of currently active projects, along with the risk status of each project
Step 7: Start Tracking Sprint Performance
Once your project is live, Baseliner AI will begin to work immediately. Each project card will show you:
Project name - a circular progress chart with current completion metrics.
Risk Status - an at-risk or on track metric based on your imported sprint data.
More Info button - click on this button on any project card to view detailed sprint analytics, timelines and performance insight.
Here your team will be able to see everything related to the progress of the sprints, delays and delivery timelines all using the data you already had in excel.
Benefits of Excel Integration with Baseliner AI
Baseliner AI performs a significant function beyond showcasing your tasks and features upon entering your Excel data into its system by continually monitoring your defined project and presenting you with the insight that your spreadsheet could never afford:
Sprints against velocity - You will now understand how much your team is producing each sprint.
Prediction of future delays - You'll receive notifications before your timeline problems manifest into genuine problems.
Accuracy of estimates - You'll have historical data of previous produced sprints to compare your planned vs actual delivery.
AI Project Tracking - Every stage of the project can have intelligent data/information to assist you when making decisions.
Real-time dashboard of projects - One simple view of all of your current projects with their status and risk level.
Also Read Our Blog: 12 Principles of Agile Methodology
Conclusion
The setup of Excel integration with Baseliner AI does not require technical expertise and can be completed in minutes. By taking 7 simple steps, you will turn your existing project information into a live intelligence that tracks sprint performance, predicts delays, and delivers transparency so that your team can be consistent.
You do not need to change how you work. You just need better visibility into what is actually happening - and that is exactly what Baseliner AI provides.
Upload your Excel to Baseliner AI today and start tracking your sprints with the clarity your team deserves.
FAQs
Q1. How do I integrate Excel with Baseliner AI?
To create a new project in Baseliner AI, use the Add Project > Import Excel Project option, then download the template, fill in all your project data from Row 4, and upload it. Your project will show on the dashboard as “live” immediately after uploading the file.
Q2. What format should dates be in when uploading to Baseliner AI?
When using the Excel template, you must enter dates in a DD-MM-YYYY format in order for Baseliner AI to read your timeline tracking records correctly and to display accurate progress towards each sprint.
Q3. What happens after I upload my Excel file to Baseliner AI?
Your project appears in a structured view on the dashboard with a project card, risk status, and progress metrics. From there, Baseliner AI starts tracking sprint performance, predicting delays, and surfacing AI-powered project tracking insights in real time.
