Step-by-step examples: List and pivot reports and custom roadmaps

To make your life easier, Aha! generates related views for almost every view. These related views help you instantly generate roadmaps, reports, and charts related to the data you are currently viewing right from the Views dropdown in Aha!

You can also get started quickly with example reports, available to you when you click Add report. These example reports are a great way to start building a report, so you don't have to do it from scratch. There are hundreds of reports you can create with the data available to you, and it always starts with asking, "What question or request do I want to answer?"

For this article, we will use this example scenario. Let's pretend you want to see each product release with all the features with status, score, assignee, and remaining estimates.

In this case, you need a report that:

  • Includes feature assignee.
  • Includes feature status.
  • Includes feature score.
  • Shows how much work remains for each feature.
  • Is organized by product and release.

At its heart, the main data is all about features. Remember that for later. Next, you will determine which report type you want and how to add the data.

1. Determine the type of report you wish to create. For this scenario, the best fit is probably a list, pivot, or chart report.

If you know the specific report type you wish to create, start on that page. If you are not sure, we recommend starting with a list report. This will let you add the required columns and validate that you have the base data required to answer the posed question(s) for the report. As you work on building your report, the data columns that you are adding are simultaneously available across all three report types. This means that you can start with a list report and then click on Roadmaps > Pivot or Roadmaps > Chart to create a pivot report using the same data.

2. Select the base table for the report.

You determine that the report will ultimately contain data columns from the feature, release, and product tables. In referencing the data model, the feature table is the lowest-level table in the hierarchy, so that is where to start.

At this point, you can check the Related views, or example list tables, to see if there is a good match to help get you started. To do this, click to Views dropdown and select Related views. Click the Add report button on the top-left side of the page to see that there is an example called List table: Feature status — let's start with that.

aha-feature-list-report.png

3. Add additional data columns.

Four of the list report's standard columns — Product name, Release name, Feature name, and Feature status — give you four out of the seven data columns you need to fulfill the report request. The additional data columns required are Feature score, Feature assigned to and Feature remaining effort. These are all feature data columns so you find them in the feature table.

Click on the Add data button in the top left of the report or the button at the right side of the report's columns to display the Add data to report modal. From there, select the additional required columns, then click on the blue Save button.

aha-list-report-feature-add-data.png

Create a Pivot report using the same data

For senior level stakeholders, you want a more visually appealing Pivot table view. Click on Roadmaps > Pivot to use the data columns from your List view. All that remains is making a few modifications as to which data columns to include and how to organize them.

1. Click on the Add data button to modify the content and layout.

The Select Data window allows you to perform three primary functions:

  • Add new data columns to your report by clicking on the Add columns button.
  • Organize your data columns into pivot table columns, rows, and cells. Data columns placed in the Columns target are displayed across the top of the table serving as column headers. Data columns placed in the Rows target are displayed on the left of the table serving as row headers. Data columns placed in the Cells target are the values featured in the report grid.
  • Aggregate by determines how the cell data is aggregated.

2. Drag each data column to Rows, Columns or Cells to populate those targets.

  • Any remaining columns will not show in the pivot table report, but can be useful when customizing the report theme and colors.

3. Provide count summaries for assigned features per user, if desired, by choosing Summarize by then Count under Calculate.

4. Click Done and your report appears.

aha-feature-pivot-table-add-data.png

With your report created, you can click Customize view to customize aspects of the report, such as coloring the records as displayed in the report below.

aha-pivot-report-feature-customized-view.png

Sort on cell values 

In both the List and Pivot views, you have the added benefit of being able to sort your data columns using the Sort button to sort on single or multiple cell values in either ascending or descending order. In list reports, use the column header to sort the data. In pivot reports, click Add data, then the appropriate sort button. 

The primary sort for this report is on the feature status field and the secondary sort is by feature score.

aha-pivot-table-sort-cells.png

Create a Custom roadmap using the same data

The Custom roadmap view allows you to create a custom roadmap for viewing deliverables on an intuitive timescale. Use it to create roadmaps on any Aha! data objects that are time-based, such as initiatives, releases, features, and custom fields. Click on Roadmaps > Custom to use the data columns from your list and pivot views as your starting point.

aha-custom-roadmap-add-data.png

Customize the report theme and colors

Both Pivot and Timeline report views can be customized by clicking on the Customize view button on the upper right side of the page.

aha-custom-roadmap-customize-view.png

Add filters

To filter your list report by one of the data or calculation columns that you added earlier, click the More options button on the column to filter by that column. 

Otherwise, click on the Add filter button to add filters for your report. This window is organized in a similar fashion to the Add data window. Filters make it easy to switch report content on the fly by changing products, releases, etc. and are searchable to allow you to find specific details without scrolling through long lists.

Save the view for re-use

Save your views to easily answer commonly asked questions, standardize roadmap communication and save yourself valuable time in the process.


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