Role Based Dashboard

Document ID : KB000047634
Last Modified Date : 14/02/2018
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Summary

Over the years, a number of dashboards have been created for customers at customer requests and we?ve collected some of those here. Below are some samples of that work, along with the queries and columns required for Custom Lists to support those dashboards. These examples are to give you an idea of what is possible when it comes to creating your own dashboards.

Issue

The list includes:

  • Dependency Status
  • Scrum Developer
  • M4- Program Manager Status
  • M4 - Project Manager Project Health
  • Product Owner
  • Alternative Product Owner
  • QA
  • Scrum Master
  • Kanban Developer
  • ART Program Dashboard
  • Team Retrospective Dashboard

Cause

Dependency Status Dashboard

The Dependency Status dashboard, seen below, incorporates the following apps:

  • Dependency Status Dashboard #2 app

  • Release Dependencies app

  • Custom List - Feature Dependencies for this Release

  • Custom List - Story Dependencies for this Release

  • Custom List - Currently Blocked Stories

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Feature Dependencies for this Release (Feature Object)

Columns: Rank, ID, Name, % Done by Story Count, Actual Start Date, Planned Start Date, Planned End Date, Predecessor/Successor, Project

Query: (((Release.StartDate <= today) AND (Release.Date >= today)) AND ((Predecessors.ObjectID != null) OR (Successors.ObjectID != null)))

Order: Rank,ObjectID

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Story Dependencies for this Release (Story Object)

Columns: Rank, ID, Name, ScheduleState, Predecessor/Successor, Iteration, Project

Query: (((Release.StartDate <= today) AND (Release.Date >= today)) AND ((Predecessors.ObjectID != null) OR (Successors.ObjectID != null)))

Order: Rank,ObjectID


Currently Blocked Tasks for this Release (Task Object)

Columns: Blocked, Rank, Work Product, ID, Name, Owner, State, Blocked Reason

Query: (((Release.StartDate <= today) AND (Release.Date >= today)) AND (Blocked = TRUE))

Order: Rank,ObjectID


Scrum Developer Dashboard

The Developer dashboard, seen below, incorporates the following default apps:

  • My Tasks app, but add the Blocked, Blocked Reason, and Discussion columns

  • My Defects app, but add the State and Schedule State columns

  • My Test Cases app (only in cases where quality is pulled forward)

  • Recent Activity app

  • Iteration Burndown app

  • Iteration Summary app

  • Custom List - Retrospective Notes (Optional - displays previous Iteration Notes field)

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Retrospective Notes (Iteration Object)

Columns: Notes

Query: (EndDate < today)

Page Size: 1 (this limits the display to just the last iteration?s notes field)

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M4 - Program Manager Status Dashboard

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This M4 dashboard, seen below, incorporates the following apps:

  • Release Burnup

  • Release Cumulative Flow

  • Portfolio Item Timeline

  • Custom List - Feature Release Summary

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Feature Release Summary (Feature Object)

Columns: Rank, Parent, ID, Name, % Done by Story Plan Estimate, Accepted Leaf Story Count, Leaf Story Count, Owner, Planned End Date, Predecessor/Successor, Discussion

Query: not required, just add Release filter for entire page

Order: Rank,ObjectID

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M4 - Project Manager Project Health Dashboard

This M4 dashboard, seen below, incorporates the following apps to gain diagnostic insights to Features for a given release. ?Apply a release filter to the entire page. ?Apps:

  • Portfolio Item Timeline app

  • Custom List - Release Risks by Project

  • Custom List - Features Overdue to Start

  • Custom List - Features Running Late

  • Custom List - Features with Blocked Stories

  • Custom List - Completed Features

  • Custom List - Undefined Features (No Child Stories Present)

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Release Risks by Project / Team (Release Object)

Columns: Project, Notes (which is where the risks are captured)

Query: not required, just add Release filter for entire page

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Features Overdue to Start (Feature Object)

Columns: ID, Name, Planned Start Date, State, Owner

Query: ((PlannedStartDate <= today) AND (ActualStartDate = null))

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Features Running Late (Feature Object)

Columns: ID, Name, Planned End Date, Owner, % Done by Story Plan Estimate

Query: ((PlannedEndDate <= today) AND (ActualEndDate = null))
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Features with Blocked Stories (Story Object)

Columns: Blocked, Feature, ID, Name, Blocked Reason

Query: ((Feature != null) AND (Blocked = true))

Completed Features (Feature Object)

Columns: Parent, ID, Name, Actual End Date

Query: (ActualEndDate != null)

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Undefined Features (Feature Object)

Columns: ID, Name, Planned Start Date, Owner

Query: (LeafStoryCount = 0)

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Product Owner Dashboard

The Product Owner dashboard, seen below, incorporates the following apps:

  • Ready to Accept app

  • Iteration Burndown app

  • Release Burnup, Burndown, or Planned vs Actual app

  • Release Scope Change app

  • Portfolio Hierarchy app

  • Release Defect Trend app

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Filter the Portfolio Hierarchy app to the current release only, scoped to Features.

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Alternative Product Owner Dashboard

Another Product Owner dashboard, seen below, incorporates the following apps:

  • Cycle/Lead Time app (Kanban environments)

  • Throughput app (Kanban environments)

  • Blocked Work app (optional)

  • Release Dashboard app

  • Release Defect Trend app

  • Individually scoped Iteration Burndown apps

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QA Dashboard

The QA dashboard, seen below, incorporates the following apps:

  • Custom List - Stories Missing Test Cases

  • My Test Cases app

  • Custom List - User Story Test Case Status

  • Custom App - Test Status by Test Set

  • Last Result by Test Set app

  • Iteration Summary app

  • Defect Summary Matrix app

  • Defect Trend (optional)

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Current Stories Missing Test Cases (Story Object)

Columns: ID, Name, ScheduleState

Query: (((Iteration.StartDate <= today) AND (Iteration.EndDate >= today)) AND (TestCaseStatus = "NONE"))

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Current User Story Test Case Status (Story Object)

Columns: ID, Name, TestCaseStatus, DefectStatus

Query: ((Iteration.StartDate <= today) AND (Iteration.EndDate >= today))

Custom Test App - Test Status by Test Set

Downloading this ?unsupported? app from the repository below and deploy as Custom HTML.

https://github.com/jkrooswyk/Test-Status-by-Test-Set

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Scrum Master Dashboard

The Scrum Master dashboard, seen below, incorporates the following apps:

  • Blocked Work app

  • Unassigned Tasks for Current Iteration app

  • Iteration Burndown app (some prefer Cumulative Flow app instead)

  • Enhanced Velocity Chart app

  • Dependency Status Dashboard #2 app

  • Incomplete Stories for Current Iteration app

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Kanban Developer Dashboard

The Kanban dashboard, seen below, incorporates the following apps:

  • Kanban Board app

  • Cycle/Lead Time app

  • Throughput app

  • Release Cumulative Flow app

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Agile Release Train Program Dashboard

The ART Program dashboard, seen below, incorporates the following apps:

  • One Velocity app per team

  • One Cycle/Lead Time app per team

  • Release and Iteration Burndown app

  • Release Summary app

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Team Retrospective Dashboard

The Team Retrospective dashboard, seen below, incorporates the following apps:

  • Blocking History app

  • Iteration Scope Change app

  • Iteration Burnup or Burndown app

  • Incomplete Stories for Current Iteration app (or Custom List showing last iteration?s split stories)

  • Enhanced Velocity Chart app

  • Custom List - Retrospective Notes

  • Custom List - team capacity (optional)

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Retrospective Notes (Iteration Object)

Columns: Notes

Query: (EndDate < today)

Page Size: 1 (this limits the display to just the last iteration?s notes field)



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