[Portfolio] How to create a calculated member with only Epics with specific prefix and all it's children and it's parent

I’m quite new to eazyBi so apologize if this is a trivial question.

I’d like to create a calculated member in Issue dimension with only Epics with specific prefix and all it’s children and it’s parents.

For now I have below script and can only get the Epics and it’s children. Can’t figure out how to get it’s parents.

CoalesceEmpty([Issue.Portfolio].CurrentHierarchyMember.getString(‘Summary’), ‘’) MATCHES ‘^[E2E].*’

If I start from it’s parents, then I can’t filter out Epics without the prefix, anybody have a sample to reference?

Hi @aaron_chu

Welcome to the eazyBI community!

Creating an MDX calculation in the Issue dimension to aggregate issues by a part of Epic’s summary together with its children and parents would be a very slow and complex thing to do.

In such a case, I suggest precalculating, for each epic, a value E2E in a separate JavaScript custom field, import it as a property and a dimension with the option to pass it down to the children (for that, advanced option update_from_issue_key must be used):

The settings for such a custom field would be:

name = "E2E Epics"
data_type = "string"
dimension = true
update_from_issue_key = "epic_key"
javascript_code = '''
{Your JavaScript that returns value E2E or Yes if the epic has "E2E" as a prefix in its summary}

(You can give another technical and visible field name for the field).

After importing the custom field, add this dimension in Pages and filter by value E2E (or Yes, regarding what the values this custom field have in your case): if you use Portfolio hierarchy, epics automatically will be grouped by their parents (even if they do not have this value), while children will be filtered because the epics value was passed down.

There are similar conversations about passing down epic field value, for instance, Count Issues in Sprint Where Parent Epic's Custom Field = x.

Ilze / support@eazybi.com