Step by step examples: List and Pivot reports and Custom roadmaps

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

You can also get started quickly with example reports available to you when you click "+ New report". These example reports are a great way to start building a report, so you don't have to do so 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?"

We've provided an example request below to help you understand the approach to creating your own reports in Aha!

Show me 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 - List, Pivot, or Chart

If you know the specific report type you wish to create, start on that page. If you are not sure, the recommendation is to start with the List report to 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 the Pivot tab to create a pivot report using the same data.  

2. Assess what is the base table for starting 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. Click the "+ New report" to see that there is an example called "List table: Feature status" -- let's start with that.

Related-view-feature-status.png

3. Add additional data columns

You already have 5 data columns so now you just need to add the missing ones -- Product name, Release name, Feature name, and Feature status give you 4 out of 7 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 green Add columns button, select the additional required columns, and click on the blue Add column button. 

Add-data-colums-to-Aha-reporting-views.png

1 - The three table names in bold above contain columns in the current report; the order represents their direct relationships in that Features belong to Releases and Releases to Products.  

2 - Tables with relationships to the Features table that can be used in the report. 

3 - If a related table is selected, available columns for that table are displayed here for selection. 

4 - Available Feature table columns that can be added to the report.  

Note: You can multi-select columns by holding the shift key for PCs and the command key for Macs. 

Create a Pivot report using the same data

For senior level stakeholders, you want a more visually appealing Pivot table view. Click on Reports > Analytics > 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 green Select 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 green 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 is a cell setting that determine 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 - > Count under Calculate.

4. Click Done and your report appears. 

The Select Data settings above produce the following Pivot report (using an additional Customize View  coloring by Feature Status).

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 green Sort columns button  to sort on single or multiple cell values in either ascending or descending order. The primary sort for this report is on the Feature status field and the secondary sort is by Feature score. 

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. This roadmap is for creating roadmaps on any Aha! data objects that are time-based such as Initiatives, Releases, Features, and custom fields. Click on Reports > Roadmaps > Custom to use the data columns from your List and Pivot views as your starting point. Customize the Select Data settings to produce the desired results.

The Select Data settings above produce the following Timeline report.

Customize the report theme and colors

Both Pivot and Timeline report views can be customized by clicking on the green Customize view button  on the upper right side of the page. Both reports in the examples above were customized with the following settings:

Add filters

Click on the green Add filter button  to add filters for your report. This window is organized in a similar fashion to the Add new column 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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