- [Instructor] Welcome to this tutorial
on how to create a report in eazyBI for JIRA.
In the last video
we got an overview of how to import data
into eazyBI and this video
we will dig into creating a report.
Previously we learned that all Jira issues data
are imported either as dimensions or as measures.
Report creation means combining both of them
in a meaningful way.
Reports are built on the analyze step.
Before creating your own reports,
you may want to explore some sample reports
as a way to see
what's possible with eazyBI.
When you are ready,
click on the new report button.
Before we get started,
let's take a short tour
of what is available in the report creation screen.
All available dimensions are grouped
in the dimension section.
Measures are already moved to the report.
Below the dimensions area.
The report builder contains
rows, columns, and pages.
Anything move to the rows and columns
will be visible as headers of the report.
If two or more dimensions are selected,
all combinations of elements of them
called dimension members,
would appear in the report.
Dimensions added in the pages
will be used to filter the report data.
For example, if we move the project dimension
into pages and then select a single project,
only issues from this project
will be used in the report.
All selected values in rows, columns and pages
form what's called the report context.
This means each cell is calculated separately.
Taking into account
what value is selected in the corresponding row,
the column and pages.
We are now ready to start creating a report
this will demonstrate the basic rules
of report creation.
In this example,
we are creating a timeline
that counts, stories and bugs in a specific project
resolved in each particular month
as well as time spent on them.
As an added bonus,
we would like the ability to see trends over time.
We always suggest starting the report creation as a table.
Even if you need the chart at the end.
Don't worry, we will show how to represent table data
as a chart in a later redo.
When creating a report,
it's important to first understand
what metrics need to be represented.
These will determine the measures
we select for the report.
Are you interested in getting the number of issues,
account of transitions,
the total logged hours.
Once these are decided,
we select them from the list of predefined measures.
In our case we need the number of resolved issues
and how much time in hours was spent.
We add the time dimension to the reports,
organize measures according to when they were captured
and to filter by a specific time period.
After adding a dimension to the rows,
the report table is created
and the total number of resolved issues
and spent hours is shown.
Dimensions offer a built in hierarchy
and that each level of the hierarchy
there are members that can be used to group measures
in different ways.
All dimensions contain an all-level member
usually called the default member.
It shows the aggregated value of all the members below.
You can access all dimension members
by expanding the default member.
For the time dimension,
the hierarchy level members include
years, quarters, months and days.
There's also a weekly hierarchy
with years, weeks and days.
Because the time dimension
has more than one hierarchy level,
it maybe necessary to expand the dimension panel
and select the needed level directly.
Let's select months for our report.
To limit the months by a specific year,
add another instance of the time dimension
into pages to set up a filter.
As soon as a dimension is moved in pages
and the values selected,
it limits what appears in the report rows.
In our example,
we select the year 2019
and we see the months of this year.
Next we add our other filter criteria to the report.
We need to filter our report
by a specific project or projects.
There is an option to select several values
from the same dimension as well,
using the option multiple.
Which would cause the report to retrieve issues
from one or more projects.
Only issues that match all the selected dimensions
or filter criteria
are included in the report.
Sometimes it's useful to select the all-level
or default member when adding a dimension in pages.
This enables other reports users
to select their own filter criteria later.
While the default member is selected
the filter does not affect the report data.
Next, we need our values represented
only for bugs and stories.
For that we need to add the issue type dimension
somewhere in the report.
When a dimension is added together with the measure
the values are automatically calculated
for each dimension member.
Well there are no hard rules
about where a dimension be added.
Longer dimensions with more dimension members
like time and issues
are usually moved into report rows.
You may want to narrow down visible dimension members.
A quick way to select only one dimension member
to be included in the report
is to use the 'select this option'.
If the result is not the one you desired,
use the redo and undo options.
The easiest way to add just a few select members
is by using the search and bookmark option.
Then unselect the collapsed all level member
and select the bookmarked ones.
Well, we have a report about resolved bugs and stories
and hours logged on them
split by months.
Now we want to see a trend of how things went over time.
Use the option 'add calculator'
to draw a trend line
for issues resolved.
Use the same option for hours spent
to calculate the cumulative sum.
You may want to explore other calculations
that you can quickly add to your report.
If the report gets too complicated,
you can try to move the dimensions and measures
around at any time.
The result won't change.
For instance, changing the sequence of dimensions
in the column section
would change how data are grouped
in the table by measures
or by issue types.
Don't be afraid to experiment
while creating the report.
Notice you can always see what is behind the total number.
Click on the cell
and select drill two issues
and open the list of them.
You can even open them in JIRA.
Drill across is another way,
how to explore this total by other dimensions.
Let's see how resolved stories in May
are split across priorities.
Use the redo option to get back to the initial report.
Depending on the report,
it may be better displayed as a table or a chart.
A timeline chart based on the stable
will be created in the next video.
For now, remember to save the report
to the home folder or another specified location.
Note that saving the reports saves it structure,
not the snapshot of data.
When the report is open,
the values will automatically recalculate
based on the most recently imported information.
Now the report is visible in the report list.
Before you go,
let's take a short quiz.
What does mandatory to add to the report?
Measures, false.
Well, measure is a treasure.
It's not enough to create a nice report
based purely on measures.
Something else is needed.
Dimensions, false.
Dimensions are a list of values
and measures are not stored within them.
Both, true.
Report creation means combining measures
or quantitative values with dimensions.
Or in other words,
numbers and the context of them.
It's pretty clear what rows and columns are on the report.
What are pages for?
For adding new values, false.
Well, changing the values
in pages affects numbers in the report.
New values are not added in opposite.
Values are filtered.
Oops, did the correct answer just slip out?
For filtering, True.
Dimensions added to pages will be used
to report filters.
To enter a parallel world, False.
I know report creation sometimes seems it will do,
but pages are not a portal to a parallel world.
And this video,
we created our first report by combining dimensions
and measures and adding some calculations.
Go to the next video
to see how to create a timeline chart
based on this stable report.