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Setting up cross project reporting

Introduction

This section assumes you already know how to or have created wiki pages or created cards and set-up project charts and tables for reporting.

Once you start to report on multiple projects, the projects that are charted need to be identified. This sections shows you how to add a project identifier to chart and table macros in order to specify which project to report on.

Update charts and tables with a project identifer

  1. Edit wiki page or card that will be used for cross project reporting
  2. Add the project identifier to the chart or table macro using project as a chart level option.

    The project identifier is unique to the project and is usually created from the project name e.g. a project called "Agile One" will automatically be given the identifier agile_one. To find out the project identifier view the project settings.

    The markup below shows how project, as a chart level option, can be added to a pie chart macro to give a pie chart for a specific project. Project can be used as a chart level option on all chart and table macros.

     
                        {{ 
                        pie-chart data: SELECT Feature, Count(*) WHERE Type = 'Defect' 
                        project: agile_one 
                        }} 
                    

    If no project identifier is added the default is the current project e.g. if you are working on a wiki page in project "Agile One" by default all charts and tables created in that project will report data for "Agile One" project unless you specify another project.

  3. Save wiki page or card

Reporting across projects

As multiple charts and tables can be added to a single wiki page or card, multiple macros can be included on a single wiki page to report on multiple projects.

                    
                    {{ 
                    pie-chart 
                    data: SELECT Feature, Count(*) WHERE Type = 'Defect' 
                    project: agile_one 
                    }} 
                    
                    {{ 
                    pie-chart 
                    data: SELECT Feature, Count(*) WHERE Type = 'Defect' 
                    project: agile_two 
                    }} 
               
                
The markup above will give two pie charts, one for project Agile One and the other for Agile Two. These pies report the same data but for two different projects.

The markup below shows how distinct data from multiple projects can also be used on the same view. It shows three different macros; an average query, ratio-bar-chart and a data-series-chart each from different projects using different properties. Any combination of macros and project identifiers can be used on a single view so a comprehensive overview of multiple projects can easily be achieved.

 
                        
                        {{ 
                        average  
                        project: agile_one 
                        query: SELECT 'Story Life' WHERE Type='Story' and 'Status' = 'Accepted' 
                        }}
                        
                                         
                        {{ 
                        ratio-bar-chart 
                        three-d: true
                        totals: SELECT  'Functional split - Functional area' , SUM('Initial estimate') WHERE 'Type' = 'Card'
                        project: agile_two 
                        restrict-ratio-with: 'Card status' > 'Complete'
                        }}
                        
                        {{ 
                        data-series-chart 
                        conditions: 'Planning - Release' = 'Release 1' AND  'Type' = 'Card'
                        cumulative: true 
                        x-labels-start: '2008-01-01'
                        x-labels-end: '2008-06-01'
                        x-labels-step: 21
                        chart-width: 420
                        project: agile_three
                        series: 
                        - label: Scope required by
                        color: green 
                        type: line 
                        trend: true
                        trend-line-width: 2
                        data: SELECT 'Required by', SUM('Initial estimate')  
                        - label: Scope complete by
                        color: blue
                        type: line 
                        trend: true
                        trend-line-width: 2
                        data: SELECT 'Completed date', SUM('Initial estimate')  
                        }}