Activity One: Add the Program and Program Projects to the EazyBI Data
- Navigate to the source data tab in eazybi and select "edit" next to the Jira Cube Import
- Ensure Category is selected at the top of the project dialogue. Select the Project Category for the program you are adding.
- Select the import button at the bottom of the page.
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Activity 2: Ensure the correct project teams are associated with the category
1) Validate that only the active teams in the program are associated with the project category. - Identify the active teams with the program RTE or other program leader.
- Confirm the right teams are included in the EazyBI data:
- Navigate to the program dashboard
- Open the project select dropdown, and click the "+" symbol next to the new program name.
- Validate the team projects match the list of the active teams confirmed by the RTE or other program leader
- If only and all of the active teams appear, move on to the next activity. Otherwise, continue with the steps in this activity
- If there are extra or missing teams, you must submit an Atlassian request to have the correct team projects associated to the project category.
- Submit an request to the Jira support team in the #help-Atlassian slack channel
- Include thest that the active team projects are associated with the category, and that all other teams are removed.
- Once the request is complete, confirm in Eazybi with the method described above.
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Activity: Update the Project Switch Measure- The project switch measure will update all dashboard reports using PI start dates or boundaries on the dashboard when a program is selected at the top of the dashboard:
- In the edit mode for any report, open the measures panel, and edit the user-defined measure entitled "Motherfuncktion"
- Insert the following code to the measure where indicated in figure 2:
WHEN
Generate( DescendantsSet([Project].CurrentHierarchyMember, [Project].CurrentHierarchy.Levels("Category")), [Project].CurrentHierarchyMember.Name, "," ) MATCHES ".*(^|,)NEW PROJECT CATEGORY NAME($|,).*" AND Cast([Time].CurrentHierarchyMember.Name as string) MATCHES "NEW PROJECT CATEGORY NAME.*" THEN 1 | Image ModifiedFigure 2
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ACTIVITY 3: Add Custom Members to the Time Dimension for the PI Based Reports- Check the program's confluence space and get the Start and End Dates
- Verify the dates are correct with the RTE or Program Manager for the current and upcoming 5 PI's
- Add the Program key, PI numbers, and Start and End dates to this page
- In a
dashboard report using the time dimension , expand the dimension - At the bottom of the report, select "Define new calculated member"(fig. 3)
- For the PI date range members, enter the name at the top of the dialogue(fig. 4), using the following format: Jira Project Key-PI PI Number. The hyphen is necessary for some reports to work properly.
- Add the code with the start end end dates that correspond with the PI number:
Aggregate( [Time].[Day].DateMembersBetween('Jan 19 2022 00:01','Apr 19 2022 23:59') ) - The use the full timestamp shown above. The hours and minutes are critical
- Select the update button to save the calculated member to the dimension (fig. 4), and it will appear in the list of members of the dimension
- Repeat for the subsequent program's upcoming PI's
- For the PI Start Date members, enter the name, using the following format: Jira Project Key PI PI Number. Note the absence of the hyphen
- Enter the code with the date corresponding to the start of the PI number, in the following format:
[Time].[Day].DateMember('Oct 13 2021') - Save the calculated member to the dimension (fig. 5), and it will appear at the bottom of the list of members in the dimension. *note: you will only need to create these once, and they will be available for use in any report with the time dimension
- Repeat for the subsequent program's upcoming PI's
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