I have installed the Excel plug in and am using it to export data. I am able to export much of the data I need but two fields yield no results on export: WSJF Score and Milestones. Do these fields require special treatment in order for their data to be properly exported using the Excel plug in?
WSJF Score is a custom field that's not available in the Excel Add-In but you can get it easily by including it in the fields on the Portfolio Items page or a Custom List app (among others) and then exporting to CSV. Milestones aren't custom but the Excel Add-In hasn't been updated yet to query them as I recall so you'd want to use the CSV export for that as well. Hope that helps.
I am not surprised that it is a custom field although it wasn't showing up in section marked "Custom" in the version I access. The challenge I have is that I want to create an export at one level that includes the parent WSJF Score for each item. I am not aware of a method to display a column that contains parent info using the Custom List app (have yet to see a column selection that includes parent info and not sure if you can create columns that are not in the list of choices). If someone has a method for showing parent info in a Custom list, I would be glad to hear it.