Project reporting with eazy bi and profields for jira
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This document summarizes a presentation about using eazyBI and Profields for project reporting in Jira. It discusses how Synergy Learning previously used Excel and custom dashboards for reporting but that eazyBI provided a more flexible solution. It overviews how ScriptRunner is used to extract and preprocess data from Profields via endpoints that is then loaded into eazyBI. Calculated members in eazyBI allow filtering and aggregating the data in various ways like by project age, size, and status to create different reports.
![Calculated
Member
Table
Chart
Columns
Filter
And the rest...
-- Change results based on age category
CASE [Profields Project Age Category].CurrentMember.Name
WHEN [Profields Project Age Category].[<31 days].Name THEN
...
WHEN [Profields Project Age Category].[31-120 days].Name THEN
...
WHEN [Profields Project Age Category].[121-365 days].Name THEN
...
WHEN [Profields Project Age Category].[>365 days].Name THEN
...
END](https://image.slidesharecdn.com/projectreportingwitheazybiandprofieldsforjira-190523163027/85/Project-reporting-with-eazy-bi-and-profields-for-jira-27-320.jpg)
![Calculated
Member
Table
Chart
Columns
Filter
And the rest...
WHEN [Profields Project Age Category].[<31 days].Name THEN
Count(
Filter(
-- Filter all projects currently selected
Descendants(
[Project].CurrentMember, [Project].[Project]
),
...
)
)](https://image.slidesharecdn.com/projectreportingwitheazybiandprofieldsforjira-190523163027/85/Project-reporting-with-eazy-bi-and-profields-for-jira-28-320.jpg)
![Calculated
Member
Table
Chart
Columns
Filter
And the rest...
Filter(
-- Filter all projects
...,
-- That are >0 days old in this month
DateDiffDays(
[Measures].[Profields Closed Won Date],
ClosingPeriod([Time].[Day], [Time].CurrentMember).Name
) > 0
AND
-- That are <31 days old in this month
... < 31
AND
-- Not closed
IsEmpty(([Measures].[Closed status],
[Profields Project Age Category].DefaultMember))
)](https://image.slidesharecdn.com/projectreportingwitheazybiandprofieldsforjira-190523163027/85/Project-reporting-with-eazy-bi-and-profields-for-jira-29-320.jpg)
Project reporting with eazy bi and profields for jira
- 1. Project Reporting With eazyBI and Profields for Jira Project Reporting With eazyBI and Profields for Jira Project Reporting With eazyBI and Profields for Jira victor@newverve.scot peter.hinds@synergy-learning.com new_verve Victor Lee Peter Hinds synergylearning
- 2. Agenda Report User ● Who are Synergy Learning ● Before eazyBI ● Quick Wins ● Reports overview Solution Developer ● Solution Overview ● Data Pipeline ● eazyBI ● Calculated Member
- 3. About me From: Scotland Developer At New Veve for ~1.5 years Hobbies 1. Badminton 🏸 2. Indoor Climbing 🧗♂
- 4. About New Verve We inspire effective teamwork We design and implement bespoke Atlassian solutions to meet your specific needs Based in Scotland!
- 6. From: Ireland Head of Operations Synergy Learning ~9.5 years Hobbies ● I’ve heard of them! ● Two Children = No free time! ○ Daniel - 2 years ○ Amy - 6 months
- 7. ● ●
- 9. Excel Reporting: ● Export JIRA issues to CSV ● Export Tempo data to CSV ● Bring into Excel for analysis & charts Custom Dashboards: ● Retrieve data using API's to local database ● Analysis & Charts developed in PHP
- 10. Bottleneck in developing new reports ● Excel Reports were advanced ○ Required specific person to develop them ● Sharing files even with GDrive still a pain! PHP Reports ● Developer required Requirement: A reporting engine not “static” built to spec reports
- 11. Consultancy day / Health Check with New Verve Consulting ● Recommendation: EazyBI ● Quick wins / Simple Reports Attended EazyBI Community Day - May 2018 ● Fascinating to see what was possible ● Realised quickly that we needed help! ● Consultancy with New Verve to define reports ○ Back to basics - “Pen & Paper” specification! ● Development with New Verve to build
- 18. From To
- 19. Solution Overview ScriptRunner eazyBIProfields Extract data and pre-process ReportsProject fields like statuses, revenues etc
- 20. Data Pipeline ScriptRunner Endpoints Get information from Profields to eazyBI Data Pipeline Services Native Profields Import Native Jira Import REST Endpoints Services
- 21. Endpoints ScriptRunner Endpoints Endpoint allows us to extract data from Profields and import it into eazyBI, example: Data Pipeline Services GET <Jira URL>/rest/scriptrunner/latest/custom/getStatusHistory [ { "projectName": "Desk", "date": "2018-10-08", "count": 1 }, ... Response:
- 22. ScriptRunner Endpoints Project Date Status Project X YYYY-MM-DD 1 Project Date Change Project X YYYY-MM-DD +2 Data Pipeline Services Status history Numeric history Project Date Change Project X YYYY-MM-DD 1 Difference history
- 23. Services Pre-process data so that it is easier to use in EazyBI New dimensions: Project Age <31 days 31-120 days 121-365 days >365 days Project Size Small Medium Large ScriptRunner Endpoints Data Pipeline Services
- 24. Sums, counts, averages and linear regressions Including time, measures, assignee, project age and size Internal, status, closeout and issue Native imports and custom endpoints eazyBI 10 Data Sources 25 Reports 69 Members8 Dimensions
- 25. Calculated Member Table Chart And the rest... Columns Filter The following report provides an illustration of the number of projects per each Project Age category.
- 27. Calculated Member Table Chart Columns Filter And the rest... -- Change results based on age category CASE [Profields Project Age Category].CurrentMember.Name WHEN [Profields Project Age Category].[<31 days].Name THEN ... WHEN [Profields Project Age Category].[31-120 days].Name THEN ... WHEN [Profields Project Age Category].[121-365 days].Name THEN ... WHEN [Profields Project Age Category].[>365 days].Name THEN ... END
- 28. Calculated Member Table Chart Columns Filter And the rest... WHEN [Profields Project Age Category].[<31 days].Name THEN Count( Filter( -- Filter all projects currently selected Descendants( [Project].CurrentMember, [Project].[Project] ), ... ) )
- 29. Calculated Member Table Chart Columns Filter And the rest... Filter( -- Filter all projects ..., -- That are >0 days old in this month DateDiffDays( [Measures].[Profields Closed Won Date], ClosingPeriod([Time].[Day], [Time].CurrentMember).Name ) > 0 AND -- That are <31 days old in this month ... < 31 AND -- Not closed IsEmpty(([Measures].[Closed status], [Profields Project Age Category].DefaultMember)) )
- 30. Calculated Member Table Chart Columns Filter And the rest... Measures grew organically, depending on the report requirements, e.g.: ● Number of Projects by Age ● Number of Projects by Age and Size ● Number of Projects by Age, Size and Status ● Number of Projects by Age, Size and Status (with prediction) … and then there are Revenue members So many! But many of them had a similar structure but with different filtering.
- 31. Summary Report User ● Before eazyBI ● Defining requirements ● Reports overview Solution Developer ● ScriptRunner - data pipeline ● eazyBI configuration ● Calculated member example
- 32. Thanks for Listening Any Questions?