How to get the reports for the historical data

[karina.krasik]

Hi everyone! We are using eazyBI reporting for tracking OKRs for each quarter. We would like to be able to see the progress for previous quarters with the data that was at that moment.

For example, there is Epic 1 with 20 child tickets in the Quarter 1. 15 out of 20 tickets have been completed by the end of the Quarter 1. The remaining 5 tickets have been carried to Quarter 2.

How can I get a historical report for Quarter 1 to see the progress at that period of time? The report will show the actual data and if 5 remaining tickets are completed in Quarter 2 then it will show the completion of 100% for Q1.

Instead, I’d like to see that we were able to complete only 15 out of 20 which is 75% of completion.

The example of the report is below:

Do you have any suggestions on how to achieve this goal? I was thinking about the following:

1. Having a separate account within eazyBI which will never be updated (no data re-import) once the quarter is over. This is not ideal since we will have to have 4 account per year with fixed data for each quarter

2. Somehow to return the historical issue status and quarter for child issues under the epic. But not sure, how to do that. I was able to figure out that we can track the issue history and see how the status has been changed on the specific date but not sure how to retrieve the value for the specific day (e.g. the last day of Quarter 1)

Any help will be appreciated. Thanks!

[nauris.malitis]

Hi @karina.krasik

Thanks for the question and for all the details!

The 1. approach is sub-optimal, but will work. However, we don’t recommend creating these “history” accounts.

To get the Status name for issues on a specific date, use a measure with a formula like this:

Generate(
  Filter(
    Descendants([Transition Status].CurrentMember,[Transition Status].[Transition Status]),
    [Measures].[Issues history] > 0
  ),
  [Transition Status].CurrentMember.Name,
  ","
)

Use this together with the Time dimension, disable the “Nonempty” option in Rows and this should show you all the Status names for a given date.

If the Quarter value is a custom field value, you’ll first need to import the history for it as well.
Please see the “Custom field dimensions” section in this documentation page:
https://docs.eazybi.com/eazybi/data-import/data-from-jira/import-issue-change-history#Importissuechangehistory-Customfieldchangehistory
You’ll need to perform a double-import after changing the settings- 1) Run the import without this field selected (to clear old values). 2) After that, run the import with this field selected to create the new structure and import the values.

After this, you’ll be able to use the members of this dimension together with the “Issues history” measure and the Time dimension to show which value did the issue have during which time period.

​Best regards,
​Nauris