This guide provides an alternative to our manual workflow for exporting tickets from ADO. Instead, you can export your data using a a Power BI query that pulls work items across all projects in your Azure DevOps organization in a single shot, filtered to the date window Neo.Tax expects, and produces a CSV with column names that match Neo.Tax's expected format.

Once set up, the annual refresh is a one-line change (the tax year) followed by Refresh → Export to CSV.

How it works

• We hit the Azure DevOps Analytics OData endpoint at the organization level (not project level), so a single query returns work items across every project you have access to. No per-project operations required.
• The query filters by ChangedDate to match Neo.Tax's window: 6 months before the tax year start through 3 months after tax year end.
• Power Query expands the OData record fields (AssignedTo, CreatedBy, Project) into flat columns, adds a synthesized Work Item URL column, and renames everything to match the column headers Neo.Tax expects from the native ADO CSV export.
• Final step: export the table to CSV and upload to Neo.Tax along with the user file.

Note on "Tree of work items": the original instructions use that query type to preserve parent → child hierarchy. In OData, every work item carries its ParentWorkItemId, which gives Neo.Tax the same hierarchy information as a column. No tree query needed.

Prerequisites

1. Power BI Desktop installed (free download from Microsoft).
2. Azure DevOps account with read access to all projects you want included. The query will only return data for projects the authenticated user can see.
3. Analytics extension enabled in your ADO organization. It's enabled by default in modern ADO; if your org disabled it, an org admin needs to re-enable it under Organization Settings → Extensions.
4. Your organization name—the slug from your ADO URL: https://dev.azure.com/{Organization}.

Step 1: Create a blank query

1. Open Power BI Desktop.
2. Home → Get Data → Blank Query.
3. The Power Query Editor opens. In the left panel, right-click Query1 → Rename → call it WorkItems.