Module 5: Reports and Dashboards

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  • Contents
    Module overview A-2
    Overview of Jazz Team ReportsA-3
    View a reportA-6
    Create a report from a templateA-8
    Overview of dashboardsA-11
    View dashboards in the web clientA-13
    Customize and share your personal contributor dashboardA-20
    Module summary A-29
    Exercise A: Reports and DashboardsA-30
  • Notes:
    Instructor notes:
    Purpose — List the unit objectives
    Details —
    Additional information —
    Transition statement —
  • Instructor Notes:
    Explain where you are in the course.
  • IBM® Rational Team Concert™ uses the Eclipse Business Intelligence and Reporting Tools (BIRT) reporting engine. BIRT is an open-source reporting system that is based on Eclipse and that integrates with your Java™ or Java Enterprise Edition application to produce reports.
    Jazz Team Server provides a data warehouse that report data is gathered from. The report engine reads a report template, gathers the needed data from the data warehouse, and generates a report.
  • Instructor Notes:
    Explain where you are in the course.
  • In some reports, you can click the data bar and either another report opens or the related work items are displayed in the Work Items view.
    An “About this report” section is at the bottom of each report. That section shows the date and time that the report was generated and includes more information about the intent and purpose of the report.
    Reports can be exported to the following file formats:
    Adobe® (.PDF)
    PostScript® (.PS)
    Microsoft® Office Excel® (.XLS)
    Microsoft® Office PowerPoint® (.PPT)
    Microsoft® Office Word (.DOC)
  • Instructor Notes:
    Explain where you are in the course.
  • To creating custom reports by using report templates, you must have the Standard or Enterprise Edition of Rational Team Concert and a Developer client access license.
  • Instructor Notes:
    Explain where you are in the course.
  • Instructor Notes:
    Explain where you are in the course.
  • To open the All Projects page, click Change and Configuration Management > All Projects. To view the JKE Banking dashboard, click Explore Dashboard.
  • Scroll to the bottom of the JKE Banking dashboard and click a team’s dashboard to view it.
  • By default, you see only your Personal Dashboard until other user share their dashboards.
  • For personal dashboards to be visible to others, the dashboards must be explicitly shared by their users. On the All Personal Dashboards page, you can view other team members' personal dashboards that have been shared.
  • Instructor Notes:
    Explain where you are in the course.
  • Notes:
    Instructor notes:
    Purpose — Summarize the unit
    Details —
    Additional information —
    Transition statement —
  • Instructor Notes:
    This lab should take approximately 20 minutes to complete.
  • Module 5: Reports and Dashboards

    1. 1. Accelerating Product and Service Innovation Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.0 Developing Software with IBM Rational Team Concert Module 5: Reports and Dashboards © Copyright IBM Corporation 2008, 2014
    2. 2. Unit objectives After completing this unit, you should be able to: • Use the Jazz™ team reports component to track the actions, behaviors, and progress of your team or project.  View a report.  Create a report from a resource. • Use dashboards in the web client.  View shared dashboards in the web client.  Customize and share your personal dashboard in the web client. © Copyright IBM Corporation 2008, 2013
    3. 3. Overview of Jazz team reports > Overview of Jazz team reports Viewing a report Creating a report from a resource Overview of dashboards Viewing dashboards in the web client Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    4. 4. Rational Team Concert reports Reports provide a way to view the status, actions, and progress of a team or a project. You can view reports in the Eclipse client or web client. © Copyright IBM Corporation 2008, 2013
    5. 5. The Reports folder in the Team Artifacts view Reports for your project are in the Reports folder. • The My Reports folder contains your private reports. • The Shared Reports folder contains reports that all team members can use. © Copyright IBM Corporation 2008, 2013
    6. 6. Viewing a report  Overview of Jazz team reports > Viewing a report  Creating a report from a resource  Overview of dashboards  Viewing dashboards in the web client  Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    7. 7. Viewing a report To view a report, double- click the report name. In some reports, you can navigate into the information in the report. To edit, click this icon. © Copyright IBM Corporation 2008, 2013
    8. 8. Creating a report from a resource  Overview of Jazz team reports  Viewing a report > Creating a report from a resource  Overview of dashboards  Viewing dashboards in the web client  Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    9. 9. Report Resources IBM® Rational Team Concert™ has report resources that you can use to create a report. The resources include these features:  Report design  Variables that you can modify to customize the report When you create a report, you can share it or make it a private report. © Copyright IBM Corporation 2008, 2013
    10. 10. Creating a report from a resource The Reports Resources folder has many resources to choose from. 1. Right-click the resource to use, and then click Create Report. 2. Select the destination folder for the report, and then click OK. © Copyright IBM Corporation 2008, 2013
    11. 11. Overview of dashboard  Overview of Jazz team reports  Viewing a report  Creating a report from a resource > Overview of dashboards  Viewing dashboards in the web client  Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    12. 12. Dashboards Dashboards provide information about the project status at a glance in the Rational Team Concert web client. As a developer, you use dashboards to complete these tasks:  Share project status with team members  Track your workload Dashboards can be public or private and are customizable. Three types of dashboards exist:  Project  Team  Personal © Copyright IBM Corporation 2008, 2013
    13. 13. Viewing dashboards in the web client  Overview of Jazz team reports  Viewing a report  Creating a report from a resource  Overview of dashboards > Viewing dashboards in the web client  Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    14. 14. Project dashboard Select a project dashboard to view. © Copyright IBM Corporation 2008, 2013
    15. 15. Project dashboard © Copyright IBM Corporation 2008, 2013
    16. 16. Team dashboard The available dashboards for the project are listed. Select a team dashboard to view. © Copyright IBM Corporation 2008, 2013
    17. 17. Team dashboard © Copyright IBM Corporation 2008, 2013
    18. 18. Personal dashboard Select a personal dashboard to view. © Copyright IBM Corporation 2008, 2013
    19. 19. Personal dashboard © Copyright IBM Corporation 2008, 2013
    20. 20. Customizing and sharing your personal dashboard  Overview of Jazz team reports  Viewing a report  Creating a report from a resource  Overview of dashboards  Viewing dashboards in the web client > Customizing and sharing your personal dashboard > = Current topic © Copyright IBM Corporation 2008, 2013
    21. 21. Customizing your personal dashboard Creating a dashboard © Copyright IBM Corporation 2008, 2013
    22. 22. Customizing your personal dashboard (continued) You can select from a template dashboard. © Copyright IBM Corporation 2008, 2013
    23. 23. Adding widgets Customizing your personal dashboard (continued) You can add various widgets to your dashboard to display important information and provide easy access to it. © Copyright IBM Corporation 2008, 2013
    24. 24. Customizing the layout: Tabs and columns Customizing your personal dashboard (continued) Add additional tabs for custom content. Organize the layout of widgets on each tab by selecting the number of columns to display. © Copyright IBM Corporation 2008, 2013
    25. 25. Customizing your personal dashboard (continued) Example: An updated General tab  You might decide to share personal information, such as favorite quotes and links to favorite websites. © Copyright IBM Corporation 2008, 2013
    26. 26. Customizing your personal dashboard (continued) Example: A new My To-Do's tab  Add widgets with links to team dashboards.  Display work items that are "open assigned to me." © Copyright IBM Corporation 2008, 2013
    27. 27. Customizing your personal dashboard (continued) Example: A new Tech News tab  Show your favorite RSS news feeds. © Copyright IBM Corporation 2008, 2013
    28. 28. Sharing your personal dashboard © Copyright IBM Corporation 2008, 2013
    29. 29. Module summary In this module, you learned this information: How to use Jazz team reports to obtain and share current project status How to use project, team, and personal dashboards to retrieve information that is related to your project teams How to customize and share your personal dashboard © Copyright IBM Corporation 2008, 2013
    30. 30. Unit summary Having completed this unit, you should be able to: • Use the Jazz™ team reports component to track the actions, behaviors, and progress of your team or project.  View a report.  Create a report from a resource. • Use dashboards in the web client.  View shared dashboards in the web client.  Customize and share your personal dashboard in the web client. © Copyright IBM Corporation 2008, 2013
    31. 31. Exercise A: Reports and Dashboards In this exercise, complete these tasks:  View a report.  Create a report by using a template.  Explore the Rational Team Concert web client.  Customize your personal dashboard. © Copyright IBM Corporation 2008, 2013

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