How do I enable the button to use the tree list in excel? (Enable the list type: Tree enabled in Office 2013 - VSTF 2013)

Hi, I was looking to see if anyone knows how I can troubleshoot my connection problem with TFS view in excel. I'm trying to  produce a tree view in Office 2013 as described in the following KB -
https://msdn.microsoft.com/en-us/library/dd286627.aspx
I have followed the instructions on the KB all the way up to : 'Add backlog items and tasks and their parent-child links using a tree list' and at this point I can't seem to get it to work as the button is greyed out.
Note that I have completed steps 1-6 for the previous procedure... all 6 steps work just fine. However on step 2 of the second procedure - the instructions state I should be able to 'Add Tree Level' - However the button is greyed out.
Anyone know what I need to do to enable the button to use the tree list in excel? 
Frank

Frank,
I believe your issue is that you have opened a Flat query and are trying to add tree levels. A flat query is just that and you cannot change the query type from Excel.
The second process is managing a backlog (which is a tree). TFS web access has a link on the backlog view to create a query. That query will be a "tree of work items" query that returns the items in the backlog including their parent-child relationships.
This type of query supports the Add Tree Level and Add Child functionality as does a new Input List (not bound to an existing query).
"You will find a fortune, though it will not be the one you seek." -
Blind Seer, O Brother Where Art Thou
Please Mark posts as answers or helpful so that others may find the fortune they seek.

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