New dashboard for Initiative

[dboodhram]

Good day
We would like a report on eazybi that shows Initiatives which we have introduced as a parent of an epic. So it needs to show all initiatives in a current backlog status, the next level needs to show all epics linked to that initiative and the epic status

[gerda.grantina]

Hi @dboodhram,
Welcome to the eazyBI community!
In case you are using “Advanced Roadmaps” then there is an option to import “Parent Link” custom field as property. “Parent Link” custom field import will create a new hierarchy “Portfolio” in “Issue” dimension.
For more details, please see the documentation: data import from “Advanced Roadmaps”: https://docs.eazybi.com/eazybijira/data-import/data-from-jira-and-apps/portfolio-for-jira-custom-fields

If you don’t use “Advanced Roadmaps” there is an option to build a custom hierarchy in eazyBI “Issue dimension”. See an example here:

Looking to get all issues by initiative

Hello eazyBI has an option to build new hierarchies in Issue dimension. You can build new Issue hierarchy over basic levels Parent>Sub-task or Epic>Parent>Sub-task. You would like to pick one and then build some more levels above. eazyBI requires a separate custom field with Issue key for any level above default levels. In your case, you should create new custom fields for Theme and Initiative. You could create those custom fields with Issue link import. For hierarchy: Theme>Initiative>Epic>P…

Also, check eazyBI documentation page on how to create a custom hierarchy in “Issue” dimension: Additional Issue hierarchies

best,
Gerda // support@eazyBI.com