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Tags-based Metrics

Corey King_kzm3cs

In JA, the Strategic Driver Allocation pie charts gave me an idea, but I don't know if JA can accommodate it. Any help is greatly appreciated!

Is it possible to generate a pie chart --or any sort of metric-- based upon the tags added to a work item?

I envision running the Strategic Driver Allocation report, but getting another report that allows me to more specifically differentiate what kind of work is being done inside of that Strategic Driver so that I have greater awareness of where my teams' capacity is allocated.

Is this possible?

Accepted answers

Rich Sparks

There currently aren't reports that work off tags. There are at least two options:

1. Export the Features from Align, and create your own reports in Excel or Numbers using pivot tables.

2. Leo, the BI database available with Align, would have this information. So you could use your own reporting tool (PowerBI, Tableau, Excel) to create the custom reports that you're looking for.

(I'm sure there are other options, but these are the two that leap to mind.)

All comments

Rich Sparks

There currently aren't reports that work off tags. There are at least two options:

1. Export the Features from Align, and create your own reports in Excel or Numbers using pivot tables.

2. Leo, the BI database available with Align, would have this information. So you could use your own reporting tool (PowerBI, Tableau, Excel) to create the custom reports that you're looking for.

(I'm sure there are other options, but these are the two that leap to mind.)

Shawn Kessler

Correct, tags are exported with the object in Leo. Leo users have them in both comma list and single value format for report labels or filters.

Corey King_kzm3cs

Thank you @Rich Sparks and @Shawn Kessler I appreciate the quick and helpful response. I'll run an experiment and circle back to let you know how it went.

Corey King_kzm3cs

I'm happy to report that I'm happy

We ran the exports against stories, etc. (more on that in a minute), built a pivot, create V lookups, and lo and behold we have a treasure trove of data that is quite astonishing. So, thank you for the insightful help @Rich Sparks and @Shawn Kessler

Observations / questions:

As I understand the export function (correct me if I'm incorrect), we have to download the data separately (i.e. one report for stories, another report for features, etc.); if that is correct, this seems strange to not offer a report that behaves similar to the "WIP by State" report or "Trace this Epic" functionality.
The functionality described above seems like an obvious report to have in the system under one of the many dropdown questions; e.g. "Are we going to finish this PI on time?"
Is the above functionality in the tool today and I'm just missing it, or is it on the planned roadmap?

Thank you again; I truly appreciate the fantastic help!

Rich Sparks

There are a number of different reports that show progress in the PI, and each support slightly different perspectives. There's the Program Increment Progress report, where you can look at burndowns or burnups for the story and feature level. Here you can drill into specific epics or teams, but it gives you an idea if you're on track to have those work items all accepted by the end of the PI.

Screen Shot 2020-02-17 at 11.26.51 AM.png

You might also look at the Program Tracking report (contact your Align administrator if it is not available in the Program menu.)

https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000122154-10X-Program-Tracking

It shows the status of all the work objects you have, including epics, objectives, dependencies and so on. This view below just shows the state of epics and features (capabilities aren't enabled in this portfolio.) If you're midway through a PI, this view might be acceptable. If you're nearing the end of the PI, this view is quite pessimistic.
Screen Shot 2020-02-17 at 11.15.18 AM.png The Program Increment Cleanup Report shows how much work is remaining. This report is really useful as you're starting planning for the next PI, as it shows you what might need to be moved.

https://agilecrafthelp.zendesk.com/hc/en-us/articles/115004903548-10X-Program-Increment-Cleanup

Screen Shot 2020-02-17 at 11.19.46 AM.png

And, of course, the Program Board gives a great view of how all the features and dependencies are coming together for your program and teams.

https://agilecrafthelp.zendesk.com/hc/en-us/articles/115005049268-10X-Program-Board

Screen Shot 2020-02-17 at 11.23.40 AM.png

Corey King_kzm3cs

@Rich Sparks I appreciate the response; however, I believe I did not articulate myself well, as I know about and use the above reporting. I'll respond to @Shawn Kessler 's question with what I meant by more in-depth reports.

Deja Webb

Hi ! I wanted to add to this. We gather metrics of how much time is spent by developers during Sprints, broad scale, epics with tempo, and we tie our epics all the way down to Sprints to specific clients by way of labels. We utilize the above views, however, our team is trying to compare how much time specific teams, or even more granular, specific developers contribution to specific clients. Is there a current view or a way to create this view?

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