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Jira Project Reporting Academy 1: Setting up the flow of data from Profields to eazyBI

Fabio Genovese
02-may-2019 16:30:00

The Jira Project Reporting Academy has begun, welcome to the first lesson of a series of articles that will show you how to build a dashboard of project reports in Jira using the integration between eazyBI and Profields, as it's the most effective and organic way to centralize project data and visualize it.

Besides what you'll learn on this lesson which is about how to set Profields as a source for project and cross-project information in eazyBI, throughout the 4 fascicles you’ll learn:

In this first lesson we’ll explain how to create the first report on eazyBI with data from Profields. Every article is designed as a step-by-step guide. By enrolling to the Academy, you'll additionally receive a DIY Checklist to help you create your own set of project reports, independently of my particular choices.

Enroll in the Jira Project Reporting Academy now! >

In future classes I’ll show how to create different graphs and grids to represent Jira+Profields data and combine them into a dashboard that helps you with project planning and decision-making. Here’s the full syllabus:

  1. Keeping your budget under control.
  2. Combining different project variables in one chart.
  3. Creating gantt chart views of your project portfolio.
  4. Entering different charts in a project Dashboard.

If you're a newbie...

You can start by discovering how to leverage the Atlassian marketplace to transform Jira into a project tracker. Independently of whether you are a project manager, a product manager, or any other type of role with Jira projects, you should know that Profields will help you centralize and manage your project level data.

For example, you can store important information about your projects, including:

  • Budget.
  • Start Date/End Date.
  • Time spent.
  • Team members.
    … or any additional information required at project level we need.

The immediate win is to have that information displayed in the Project Navigator.Jira Projects searches enhanced with Profields Jira app - Project Navigator.

With good data comes good Reporting

Having information that is accurate and permanently updated is important, but probably not and end in and of itself. The real need is... reporting.

How to build live project reports in Jira and Confluences

Put succinctly, one of the main needs of a project manager is:

"To have reports that can be used to keep projects under control"

It’s so easy to miss something important in a project when you’re not the only person running it! Additionally, your boss will likely want to see objective data about the project that explains how the project is doing and whether it will be successful.

That’s why having a dashboard like this is the dream for every project manager: with it, anyone can see the evolution of a project at a glance and take corrective actions when needed.

Jira dashboard with project visualizations for project managers with eazyBI and Profields

Why eazyBI?

eazybi for Jira project reporting alongside Profields

There’s a bunch of reporting apps in the Atlassian marketplace, but eazyBI is the must-have tool for Business Intelligence: it’s flexible, versatile, and sophisticated.

If you ever get lost with eazyBI (particularly if you don't follow my exact steps because you want to implement different metrics), feel free to browse eazyBI's amazing documentation. Here's the article on the main terms and concepts.

Combining eazyBI with Profields, project managers are allowed to:

  • Read information from Jira and use it for Business Intelligence.
  • Leverage Profields’ data to create reports at project  and cross-project level.
  • Enjoy the visual cues of different kinds of charts.
  • Combine multiple dimensions in one chart to create new insights and compare.

Ok, let’s get started with what’s probably the most important dimension for controlling projects:

Keep your budget under control

If you have a project for a client, probably the first thing you’re looking at is the budget line... and how you’re going to spend it. In this section we’ll see all the steps required to configure a project with all required data so that we can then configure eazyBI to show the results!

We start by defining the following Profields fields:

  • Estimated Budget.
  • Cost per hour.

Below you can see the field page of Profields with those two fields.Create Costs and Budget Custom Fields in Jira at project level with Profields app


Next, we create a project Layout with both fields. This layout is already associated with my projects.Project Layouts in Jira with Budgets, Costs, and total Worked Hours with Profields appNow let’s switch to eazyBI and define how we want to import data and define which Profields fields we want to manage in eazyBI.

Since Profields is already integrated with eazyBI, you can simply go to the apps tab in the Jira import options.

First we’ll set the two Profields fields to be imported both as measure and property. You can check the documentation here for other available options.>

After the import, we’ll define our report with the measures eazyBI makes available.Project Budget and Project Cost in the final data load in eazyBI by the integration with Profields...and include all this information:

  • Total hours spent.
  • Cost per hour.
  • Total cost spent.
  • Total Budget.
  • Difference: aka Usable budget. This is a calculated measure. Use the code in the following image to define it.

Jira project level dashboard by eazyBI and Profields integration

Finally, we’ll place the report in our own dashboard, where we can see immediately how the project is progressing.

Project status table with Profields and Jira data

Next steps

This is the first step of this journey. In the next article you'll see how to create the first chart and other pieces of the Project Manager dashboard.

mockupe_checklist

Enroll in the Jira Project Reporting Academy


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