Using Analytics and Reporting

Objective

After completing this lesson, you will be able to illustrate the usage of analytics and reporting

Analytics and Reporting

In this lesson, the general out-of-the-box capabilities of Cloud ALM for Reporting and Analytics are discussed. Therefore, two overview apps are available:

  • The Project Overview.
  • The Analytics Overview.

The Project Overview

The Overview page provides a high-level overview of progress in different areas.

Watch the video to learn more about the Overview page.

Screenshot of the Project Overview and Analytical pages. Information about the pages is provided in the following paragraph.

The figure illustrates the Project Overview page and a detailed Analytical page.

The Overview Page provides:
  • Birds eye view of current situation.
  • High level tracking and monitoring of different objects.
  • Overview of scenarios, processes, tasks, and test cases.
  • Quick links to navigate to relevant applications and related information.
  • Focused on what you need to act on.
Detailed Analytical Pages
  • Deeper drilldown capability.
  • Transparency, traceability, and retrospectives.
  • Historical reporting: Trends and patterns.

The Analytics Overview

Screenshot of the Analytics Overview app. Information is provided in the next paragraph.

The second app is the Analytics Overview app.

The Analytics Overview is a container for detailed analytical standalone pages, which helps you with a deeper drilldown into complex details. Here, you find ready-to-use progress reports, historical charts, and traceability matrices.

The app provides:

  • An overview of scenarios, processes, tasks, and test cases.
  • Quick links to navigate to relevant applications and related information.
Screenshot of the integrated analytics functionality. Information about the multiple options is provided in the following text.

SAP Cloud ALM for Implementation offers multiple options to cover the diverse monitoring and reporting needs of different roles and team members. The integrated analytics functionality arches over project management, task management, process management, change and deploy management, and test management applications. Each application sends change events to the Analytical framework, which processes those events and turns them into meaningful information and insights in the form of dashboards and reports.

Analytics and Reporting: Detailed Analytics

Watch the video to learn about Analytics and Reporting.

Exercises in the Lesson: Using Analytics and Reporting

The figure illustrates all steps, performed in the exercises of this training.

In the exercises of this lesson, you perform the following steps:

  • Perform Project Progress Reporting: View summarized reports about project progress by phases or sprints in terms of completed and remaining tasks.
  • Perform Requirements Distribution: Track the progress of requirements using selected dimensions.
  • Perform a Task Trend Analysis: Monitor the task trends based on status over a period of time.
  • Perform Feature Traceability: Analyze the readiness of features based on the status of related user stories and project tasks.

How to Perform Project Progress Reporting

In this demonstration, you prove the following:

The graphic describes how to perform Project Progress Reporting: Use Tile ‘Project Progress Reporting’ in the ‘Analytics Overview’, provide a ‘Burn Down Chart’ of all tasks and their distribution across the ‘Simplify-REP’ project phases, determine the deviation between ‘Planned Total Remaining Tasks’ and the ‘Actual Total Remaining Tasks’ within the ‘Realize’ phase for all task types, and deliver a graphical overview of sprint progress by planned and completed story points. Therefore, use the ‘Sprint’ tab in the same tile.

Perform Project Progress Reporting

Business Scenario

In your role as PMO consultant, you are asked to provide a burn down chart to visualize the project progress in the realize phase of the Simplify-REP project. The project manager is interested in the deviations of planned and actual remaining tasks in Story Points.

Task Flow

Follow these steps:

  • Use the Project Progress Reporting tile in the Analytics Overview.
  • Provide a Burn Down Chart of project only tasks and their distribution across the Simplify-REP project phases.
  • Determine the deviation between Planned Total Remaining Tasks and the Actual Total Remaining Tasks within the Realize phase for all task types.
  • Deliver a graphical overview of sprint progress by planned and completed Story Points. Therefore, use the Sprint tab in the same tile.

Exercise Information

Note

In this exercise, when the values include ## or XX, replace the character with a two-digit number (01–30).

Exercise Options

Perform the exercise by entering the requested values in the fields of the following simulation.

ExerciseStart Exercise

Note

All text input fields can be confirmed by choosing the Tab or Enter key or by leaving the text box.

How to Perform Requirements Distribution

In this demonstration, you prove the following:

The graphic describes how to perform requirement distribution: Deliver a graphical comparison of requirements assigned to team 'PROC Team-REP' and team 'CO Team-REP' in the statuses 'In Approval', 'In Realization', and 'Blocked' of project 'Simplify-REP'.

Perform Requirements Distribution

Business Scenario

In your role as PMO consultant, you are asked to provide a chart to visualize the progress of the requirements of the Simplify-REP project. The project manager is interested in the remaining requirements.

Task Flow

Follow these steps:

  • Deliver a graphical comparison of requirements assigned to:
    • Team PROC Team-REP and
    • Team CO Team-REP.
  • In the statuses In Approval, In Realization, and Blocked of project Simplify-REP.

Exercise Information

Note

In this exercise, when the values include ## or XX, replace the character with a two-digit number (01–30).

Exercise Options

Perform the exercise by entering the requested values in the fields of the following simulation.

ExerciseStart Exercise

Note

All text input fields can be confirmed by choosing the Tab or Enter key or by leaving the text box.

How to Perform a Task Trend Analysis

In this demonstration, you prove the following:

The graphic shows how to perform Task Trend Analysis: Deliver an analysis of User Stories, Project, and Roadmap Tasks in the project ‘Simplify-REP’ with the ‘Task Trend Analysis’, select the right ‘Task Types’ and filter for the ‘Time Period’ from May 8th to June 14th, 2023, and use the ‘Area Chart’ and activate the ‘Value Label’ to provide a graphical comparison of percentages for the different statuses.

Perform a Task Trend Analysis

Business Scenario

In your role as PMO consultant, you are asked to provide a task trend analysis in the realize phase of the Simplify-REP project. The project manager is interested in the percentages of open and done tasks.

Task Flow

Follow these steps:

  • Deliver an analysis of User Stories, Project, and Roadmap Tasks in the project Simplify-REP with the Task Trend Analysis.
  • Select the right Task Types, and filter for the ‘Time Period’ from May 8th to June 14th, 2023.
  • Use the Area Chart, and activate the Value Label to provide a graphical comparison of percentages for the different statuses.

Exercise Information

Note

In this exercise, when the values include ## or XX, replace the character with a two-digit number (01–30).

Exercise Options

Perform the exercise by entering the requested values in the fields of the following simulation.

ExerciseStart Exercise

How to Explore the Traceability of Features

In this demonstration, you prove the following:

The graphic shows how to perform Feature Traceability: Provide an Excel sheet showing the readiness of features based on related user stories and project tasks in the project ‘Simplify-REP’, group the feature based on ‘Feature Status’, only features in status 'Not Planned' and 'In Specifications' must be considered, and ask how many features can you identify with not completed user stories?

Explore the Traceability of Features

Business Scenario

In your role as PMO consultant, you are asked to provide a chart to visualize the readiness of the features in the realize phase of the Simplify-REP project. The project manager is interested in the deviations of the planned and actual remaining user stories and features.

Task Flow

Follow these steps:

  • Provide an Excel sheet showing the readiness of the features based on related user stories and project tasks in the project Simplify-REP.
  • Group the features based on Feature Status.
  • Only features in status Not Planned and In Specifications must be considered.
  • How many features can you identify with not completed user stories?.

Exercise Information

Note

In this exercise, when the values include ## or XX, replace the character with a two-digit number (01–30).

Exercise Options

Perform the exercise by entering the requested values in the fields of the following simulation.

ExerciseStart Exercise

Note

All text input fields can be confirmed by choosing the Tab or Enter key or by leaving the text box.

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