View or refresh an Excel report that is opened from the Documents node of Team Explorer

Readers

Visitors

To access the Documents node for a team project, you must belong to theTeam Foundation Valid Users security group. If the required security permissions are set explicitly, your View project-level information permission on the team project must be set to Allow.

Run a work-item query, and use the Open in Microsoft Excel feature

Readers

In addition, you may require permission to open a team query. For more information, see Organize and Set Permissions on Work Item Queries.

Create a Microsoft Excel report

Readers

To modify work items from Microsoft Excel, you must belong to theContributors group, or your Edit work items in this node permissions must be set to Allow.

Manage Excel reports in the Documents node

Readers

Members

To view the Documents node, you must have access to the team project. To manage files under the Documents node, you must be a contributing member for the SharePoint site. For more information, see Managing Documents and Document Libraries.

Open the Documents node in Team Explorer, and view or refresh a Microsoft Excel report

Readers

Visitors

TfsWarehouse DataReader role

To access the Documents node for a team project, you must belong to the Team Foundation Valid Userssecurity group. If the necessary security permissions are set explicitly, your View project-level information permission on the team project must be set to Allow.

View or refresh a Microsoft Excel report that appears in an enterprise dashboard

Visitors

In addition to Visitors or Read permissions, you must belong to a group that is granted access to theTfsWarehouseDataReader role or the Single Sign-on enterprise application definition for the SharePoint web application.

For more information, see Excel Reports (Agile) orExcel Reports (CMMI).

Run a work item query, and then use Create Report in Microsoft Excel

Readers

TfsWarehouse DataReader role

In addition to these permissions, you may require permission to open a team query. For more information, see Organize and Set Permissions on Work Item Queries.

Use the New Excel Reportfeature from a dashboard

Visitors

TfsWarehouse DataReader role

The New Excel Report button is available only if reporting is configured for the project collection that hosts the team project.

Create a report from Microsoft Excel that connects to the Analysis Services cube

TfsWarehouse DataReader role

If you want to save the resulting workbook to the project portal, you must belong to the Members group for SharePoint Products.

Manage Microsoft Excel reports in the Documents node

Readers

Members

You must be a contributing member of the SharePoint site to save files under the Documents node. For more information, see Managing Documents and Document Libraries.

View or refresh a report 

Browser

Create a report that accesses data from the Analysis Services cube

Browser

TfsWarehouseDataReader role

Create a report that accesses data from the relational data warehouse

Browser

TfsWarehouseDataReader role

Manage reports

Team Foundation Content Managers group