Yesterday Dashboard

The usual questions every Project Manager asks herself in the morning are these:

  • What did we accomplish yesterday?
  • Are there any new requirements from the customer?
  • How did our team members spend their time yesterday, and were there any problems?

In Targetprocess it is possible to build a Yesterday dashboard screen with the answers to all these questions.

Yesterday Dashboard. Image 1

This article describes how to create a dashboard with 3 views embedded:

  • Detailed list of recently completed entities
  • Detailed list of recently added entities
  • Detailed list of recently added time records

This dashboard serves as a replacement for the obsolete Yesterday report from the TP2 era, cancelled now:

Yesterday Dashboard. Image 2

Creating a Yesterday dashboard step by step

The dashboard should be configured once by an Administrator. It can be viewed by any Targetprocess user.

Create a folder for the dashboard and its views

Let’s create a folder in the left menu and give it a name: “Yesterday”.

Create a folder for the dashboard and its views

The folder appears in the list of views and folders. Press … near its icon and rename it to Yesterday.

Yesterday Dashboard. Image 4

Now we’ll create and add 3 list views to it.

Create a list view for Completed entities

In the left menu, click + Create > List.

Create a list view for Completed entities

In the header, rename the list to Completed entities.

In Setup tab, select the cards you want to see. We recommend selecting the Feature, User Story, Task, Bug, Request, and Test Plan Run entities.

Yesterday Dashboard. Image 6

Set Projects and Teams to ‘Not specified’ by clearing [X] the current selection. These settings will be further overridden by the Project and Team selection for the whole dashboard.

Yesterday Dashboard. Image 7

We are only interested in complete items. Apply a filter to cards for this purpose. Done cards can be shown with this filter:

?EntityState.IsFinal is true

Yesterday Dashboard. Image 8

We also have to specify a date range for completed entities. Let's say we only want to display entities completed in the current Iteration. It is possible within additional case for this filter:

?(Iteration is Current) and (EntityState.IsFinal is True)

Yesterday Dashboard. Image 9

Filtering by completed cards in the current Release or Team Iteration is done in the same way.

?(EntityState.IsFinal is True) and (Release is Current)
?(EntityState.IsFinal is True) and (TeamIteration is Current)

If you don’t use Iterations and Releases, you can filter out done items within a given date range.

For example, the following filter you allows to only show cards that were completed within the last 4 weeks:

?EndDate >= Today - 4(weeks)

Yesterday Dashboard. Image 10

This alternative one shows only entities done today and yesterday:

?EndDate >= Today - 1(days)

Let’s customize columns for this list. As with our old Yesterday report, we’re interested in: End Date, Type, ID, Name, Project and By User fields. Using the Customize Cards tab, we can add the following units:

  • Name (always goes first)
  • Finished
  • Entity Type
  • ID
  • Project abbreviation
  • Assignments (replacement for By User column)

More helpful units are also available for selection.

Yesterday Dashboard. Image 11

Press the Finish setup button. Adjust the widths of the columns to your liking. Here is the list we’re ready to use:

Yesterday Dashboard. Image 12

In the left menu, drag this list from the bottom and drop it into the Yesterday folder.

Yesterday Dashboard. Image 13

Create list view for Added Requirements & Bugs

In the left menu, click + Create > List.

Create a list view for Completed entities

In the header, rename the list to Added Requirements & Bugs.

In the Setup tab, select the cards you want to see. We recommend selecting Feature, User Story, Task, Bug, and Request entities.

Create list view for Added Requirements & Bugs

Set projects and teams to ‘Not specified’ by clearing [X] current selection. These settings will be further overridden by project and team selection for the whole dashboard.

Yesterday Dashboard. Image 7

We are only interested in added items. Apply a filter to cards for this purpose. We'll have to specify a range for the creation date.

For example, the following filter allows you to only show cards added within the last 4 weeks:

?CreateDate >= Today - 4(weeks)

Yesterday Dashboard. Image 17

This one shows only entities created today and yesterday:

?CreateDate >= Today - 1(days)

Let’s customize columns for this list. As with the old Yesterday report, we’re interested in: Creation Date, Type, ID, Name, Project and By User fields. Using the Customize Cards tab, we can add the following units:

  • Name (always goes first)
  • Created
  • Entity Type
  • ID
  • Project abbreviation
  • Owner (replacement for By User column)

More helpful units are also available for selection.

Yesterday Dashboard. Image 18

Press the Finish setup button. Adjust widths of the columns. Here is the list we’re ready to use:

Yesterday Dashboard. Image 19

In the left menu, drag this list from the bottom and drop it into the Yesterday folder.

Yesterday Dashboard. Image 20

Create list view for Added Time

In the left menu, click + Create > List.

Create a list view for Completed entities

In the header, rename the list to Added Time.

In the Setup tab, select Time as the cards you want to see.

Create list view for Added Time

Set projects and teams to ‘Not specified’ by clearing [X] the current selection. These settings will be further overridden by project and team selection for the whole dashboard.

Yesterday Dashboard. Image 7

We are only interested in time records added within a given range. You can apply a filter to cards for this purpose. We have to specify a range for the date field. We do not filter by creation date because users might not report time on the same day where time was spent.

The following filter allows you to show time records related to the last 4 weeks only:

?Date >= Today - 4(weeks)

Yesterday Dashboard. Image 24

This one displays only time records reported for yesterday and today:

?Date >= Today - 1(days)

Let’s customize columns for this list. As with our old Yesterday report, we’re interested in: Date, Project, Time Spent, Time Remain, Description of time record, details of an entity the work was done on: ID, Name, State, Type, and details of the user who reported the record: first and last name and role. Using Customize Cards tab it is possible to add the following units:

  • Work on Entity ID and Name (always goes first)
  • Spent Date
  • Project abbreviation
  • Spent/Remaining
  • Description
  • Worked On
  • Entity state
  • User (including Role as well)
  • Role (standalone, if needed)

More helpful units are also available for selection.

Yesterday Dashboard. Image 25

Press Finish setup button. Adjust widths of the columns. Here is the list we’re ready to use:

Yesterday Dashboard. Image 26

In the left menu, drag this list from the bottom and drop it to the Yesterday folder.

Yesterday Dashboard. Image 27

Create dashboard and organize list views

Time is to put all 3 lists onto single screen. Create new dashboard for this purpose. In left menu, click + Create > Dashboard.

Create dashboard and organize list views

In the header area, rename the dashboard to Yesterday. In the Setup tab, select a two-column layout for your dashboard. Select projects and teams containing data which should be shown on this dashboard.

In the Widgets tab, let’s add 3 Any List View widgets to the columns of the dashboard.

Yesterday Dashboard. Image 29

Then press the Finish setup button. This is how the blank dashboard should look:

Yesterday Dashboard. Image 30

Now let’s embed existing 3 list views to the widgets, one by one. Captions of the widgets are changed automatically as soon as we choose a list from a dropdown.

Yesterday Dashboard. Image 31

In the settings for each widget it is possible to select how many top elements the list should contain. Top 10 is selected by default, but it can be increased to 30 as maximum.

All list views can be sorted independently by values in columns. Click on the column header to do this.

Here is how the resulting dashboard will look:

dashboard-result

Now put the dashboard into the Yesterday folder of views above the detailed views.

Yesterday Dashboard. Image 33

Access to Dashboard

The Yesterday folder and Yesterday dashboard inside of it appear in the left menu for all users with whom you have shared them. You and your users can always open the dashboard to see the overall picture. It is also possible to browse detailed lists in the folder if any additional details are needed.

Change access permissions

Hover over the name of the folder and press the … button next to it so you can customize Access to the folder, its dashboard, and the views in it all at once.

Change access permissions

All views will inherit access permissions from the folder. You can make the reports completely public, or share them only with members of the selected projects and teams.

Yesterday Dashboard. Image 35

Save access settings for folder and its views.

Changing filters applied to dashboard and its views

Filtering data by Projects and Teams

If you want to let the reports show you data from other projects and teams, just change the selection in the dashboard header or view header.

Filtering data by Projects and Teams

All users are allowed to change the currently selected projects and teams. Selection is privately saved and does not affect other Targetprocess users.

Filtering data by date range

If you need to change date range, you have to modify saved filters in the settings of each view.

Only the view owner or an Administrator can modify saved filters. Modified filter and setup of the view are applied to all users in Targetprocess application.

Open the view in the left menu and press Actions > Set up view.

Filtering data by date range

Then open Setup tab, update the saved filter, press Finish setup button.

Re-using a dashboard and its views

Re-using in other Projects and Teams

If you need to track multiple projects separately, we recommend creating a dashboard of this kind for each of your projects. Embed these views to a newly created dashboard. Set another selection of projects and teams to the new dashboard.

Re-using with other filters

To create views with modified and permanently preserved filters, use the Actions > Clone view menu action. Save the updated filter in the settings of the copied view and rename the view to distinguish it from other ones. Then embed the modified view to your dashboard if needed.

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