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.

dashboard-result

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

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 group for the dashboard and its views

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

create-group

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

group-yesterday

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-list

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.

list-complete-setup-cards

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.

list-complete-projects-teams

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

list-complete-filter-final

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)

list-complete-filter-final-iteration-current

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)

list-complete-filter-end-date

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.

list-complete-customize-cards

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

list-complete-ready

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

group-yesterday-1of4

Create list view for Added Requirements & Bugs

In the left menu, click + Create > List.

create-list

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.

list-added-cards

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.

list-complete-projects-teams

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)

list-added-filter-date

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.

list-added-customize-cards

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

list-added-ready

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

group-yesterday-2of4

Create list view for Added Time

In the left menu, click + Create > List.

create-list

In the header, rename the list to Added Time.

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

list-added-time-setup

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.

list-complete-projects-teams

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)

list-added-time-filter

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.

list-added-time-customize-cards

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

list-added-time-ready

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

group-yesterday-3of4

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

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.

dashboard-add-widget-any-list-view

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

dashboard-blank

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.

dashboard-lists-limits

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 group of views above the detailed views.

group-yesterday-4of4

Access to Dashboard

The Yesterday group 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 group if any additional details are needed.

Change access permissions

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

group-yesterday-access

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

access-settings

Save access settings for group 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.

dashboard-selector-projects-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.

actions-set-up-view

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.

  • johnwdoom

    Good job of laying out the process steps for creating a group, a series of lists, and then embedding them into a dashboard. Also, using the dashboard header / view header while keeping the Projects / Teams selection blank, allows for the creation of “generic dashboard lists”, which cuts down on the number of entries, when Add a List or Add a Report widget options are selected . . . and you are trying to find one you wish to use in your dashboard.

Still have a question?

We're here to help! Just contact our friendly support team

Find out more about our APIs, Plugins, Mashups and custom extensions. Join our community of passionate users and even discuss directly with our developers.

Try for free

Account url: *.tpondemand.com
How many people would be using Targetprocess?
  • Myself
  • 2–20
  • 21–100
  • 101–1000
  • 1000+
By clicking Continue you agree to our Terms of service and Privacy policy