VOOZH about

URL: https://www.cdata.com/kb/tech/asana-spreadsheets-excel-365.rst

⇱ Access Live Asana Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets


Access Live Asana Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

πŸ‘ Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to Asana data from Excel 365 Online (Excel for the web) with Connect Spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Asana data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Asana in Connect Spreadsheets and access live Asana data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


Configure Asana Connectivity for Excel

Connectivity to Asana from Excel is made possible through Connect Spreadsheets . To work with Asana data from Excel, we start by creating and configuring a Asana connection.

  1. Log into Connect Spreadsheets, click Sources and click Add Connection πŸ‘ Adding a Connection
  2. Select "Asana" from the Add Connection panel πŸ‘ Selecting a data source
  3. Enter the necessary authentication properties to connect to Asana.

    You can optionally set the following to refine the data returned from Asana.

    • WorkspaceId: Set this to the globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified workspace. To get your workspace id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your workspace name and Id.
    • ProjectId: Set this to the globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified project. Project IDs can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.

    Connect Using OAuth Authentication

    You must use OAuth to authenticate with Asana. OAuth requires the authenticating user to interact with Asana using the browser. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

    πŸ‘ Configuring a connection (Salesforce is shown)
  4. Click Create & Test

With the connection configured, you are ready to connect to Asana data from Excel for the web.

Access Live Asana Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Asana data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
  3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. πŸ‘ Install the Add-In
  4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. πŸ‘ Open Add in panel
  5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account πŸ‘ Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import πŸ‘ Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. Asana1), Table (e.g. projects), and Columns to import πŸ‘ Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit πŸ‘ Choosing a Connection, Table, and Columns
  9. Click Execute to import the data πŸ‘ Executing the Query

Live Access to Asana Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live Asana data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.

Ready to get started?

Learn more about Connect Spreadsheets or sign up for free trial access:

Free Trial