How to create a Team of assignees

[Nina_Blumel]

Hi,

I am trying to group assignees to a Team. Is that possible at all?

I will give you some more insight in my problem.
I have 5 Teams. Lets call them A, B, C, D and E but there is no field where they are named in JIRA. So I want to calculate them form the Assignees. I have 10 diffrent assigness. Lets name them 1, 2, 3, 4, 5, and 6.

In the Team are the following assignees:
Team A: Assignee 1 and 2
Team B: Assignee 3, 4 and 5
Team C: Assignee 6
Team D: All other assigness (7, 8, 9, 10 - but there shouldn’t be the names inside as there are actually around 50 people in the Team)
Team E: “unassigned”

At the end I would like to have a report of all open Tickets per Team and Priority.

Thank you for sugestions how to solve this.

[EdP]

Did you ever figure this out? I have a similar need.

[Nina_Blumel]

I created a new custom field named Team. Still have to update it manually but it does what we need it for.

[EdP]

Thanks for getting back to me.

New field in Jira or did you do data customization in EsayBI?

[Nina_Blumel]

A new field in JIRA.

[zane.baranovska]

Hi there,

Since eazyBI version 6.1 and on eazyBI Cloud there is an option to create a custom hierarchy in the Assignee, Reporter, Logged by, project and Sprint dimensions. How this could be a solution for your use case? You can create a new hierarchy and group users by user teams in the Assignee dimension.

1. Import team information as Assignee property. You can do this with additional data import from Google Sheets, XLS file, REST API or SQL SELECT to some database. The implementation of additional data remains the same regardless of the data source (REST API, SQL, or CSV).
   The source data should contain at least two columns:

   • Name of Assignee as you see it in eazyBI
   • Team name
   • some other user property if you like.

2. The data mapping screen might look like in the picture below. Make sure to fill in Dimension and Level information so eazyBI could find users in the Assignee dimension and create a new property.
   

   

3. After successful data import, you will have a new property for each Assignee user. From my example, it is “Assignee Squad”. Now you can use this property to group users by its value.

4. Go to Assignee dimension, section All hierarchy level members, and chose option “Add custom hierarchy”. eazyBI will offer you available user properties by which you can build the new hierarchy.
   

   

Please see the documentation for more details on how to create a custom hierarchy: Custom hierarchies

Hope this new functionality will give you more freedom on organizing users and projects.

P.S. If you would like to get rockets and unicorns in your report as well, check out the Community post on how to use Markdown in measure formatting

Measure formatting (markdown and custom)

In this article, I will show a few tips and tricks on how it is possible to format the measures. In eazyBI, there are two interesting ways on how to format measures to get a different appearance. First is our newest formatting option, Text->Markdown (available on Cloud and starting from the eazyBI version 6.1), and second is a Custom format with which you can change the formatting of the measure. [eazyBI_Markdown] Markdown You can use Markdown formatting to show a rich text (bold, italic) or…

Best,
Zane /support@eazyBI.com

[MuratOz]

Hi Zane,
I tried above steps, created xls file to import. When it start importing threw an error.

[zane.baranovska]

Hi @MuratOz, you might want to select the mapping criteria Name column and Skip missing as it is shown in the example.

@zane.baranovska

Check out also this post on how to prepare the excel file with correct user names:

Import properties for Jira Assignees and build custom hierarchy

eazyBI allows importing additional properties for dimensions and creating custom hierarchies. In this example, I will walk you through how to define and import property Department for Assignee and build a custom hierarchy in the dimension Assignee. You can use the same steps to add more details for assignees or any other user dimension. Create a list of users for your source data. You can use eazyBI as a basis to create your data source. Create a new empty report in eazyBI. Use Transition Aut…

[zane.baranovska]

In addition there is a training video on how to import additional data (like user team) and build custom hierarchies based on those additional data. You can find video and presentation PDF on eazyBI documentation (Training videos on specific topics) or watch on YouTube:

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