Camille.Pack

Create Masterful Jaspersoft Charts | Project Count, Stage, Status

Discussion created by Camille.Pack on Mar 4, 2016
Latest reply on Apr 6, 2017 by navzjoshi00

blog-jaspersoft-chart.png

Reporting is never more powerful than when you can get people excited about the data in charts. Today we'll walk through how to create an Ad Hoc Jaspersoft Chart on the fly to see project count, stage, status, and filter these criteria based on portfolio.

 

In recent Jaspersoft posts, we’ve shown you how to start your ad hoc report from scratch , email Jaspersoft reports to anyone, create a table for an active project report, add status indicators to Jaspersoft reports, and create a crosstab report for allocations and assignments by project in CA PPM. Today’s tutorial comes from Atul Kunkulol, who shared this trick in Part 1 of our Free Jaspersoft Webinar series.

 

To get in depth training on Jaspersoft and CA PPM, join Rego at regoUniversity in Tempe, April 25-27.

 

Jaspersoft Reports | Create an Ad Hoc Chart

 

Step 1 | Start a Jaspersoft Chart

The beginning of this should start to be familiar. From the Advanced Reporting Home, select “Create” beneath Ad Hoc Views.

Screen-Shot-2015-11-13-at-3.55.57-PM

Select your domain, such as Project Management. Click Choose Data.

 

Select Project Management Data Warehouse
Select Project Management Data Warehouse

 

Select your source by dragging and dropping the data files into the selected fields. Click on OK.

 

 Drag applicable data folders from Source to Selected Fields
Drag applicable data folders from Source to Selected Fields

 

Click on the three-option dropdown.

 

Choose Crosstab Report
3 Ad Hoc Reporting Options

 

 

Select Chart
Select Chart

 

Step 2 | Select Jaspersoft Chart Type

There are quite a few different Chart formats available here. From the gears, icon, select Chart Types to see the variety.

 

Use the gear icon to select Chart Types
Use the gear icon to select Chart Types

 

You may be looking for a chart type that’s not listed, but this gives you a good start. We’ll start with the first Column and Bar chart.

 

32 Jaspersoft Chart Variations
32 Jaspersoft Chart Variations

 

Step 3 | Get a Project Count

Now let’s say we want to get a count by project. To do that, right-click on Project ID from Fields > Projects > Project ID and select “Use as Measure” from the dropdown.

 

Use the Project ID as a Measure via right-click
Use the Project ID as a Measure via right-click

 

Now the Project ID will be available from your purple Measures section directly below, where you can drag and drop it onto the Rows of your New Ad Hoc View. It will give you a project count, depending on the chart you select.

 

Put the Project ID into Rows
Put the Project ID into Rows

 

Step 4 | Drill into Project Stage and Status

From the gears icon, select Chart Type to see rendering options.

 

Change Chart Type to see Project ID rendering options
Change Chart Type to see Project ID rendering options

 

You might select a pie chart, to show different slices.

 

Select a Pie Chart, Jaspersoft in CA PPM
Select a Pie Chart, Jaspersoft in CA PPM

 

In this case, it shows us we have a total of 158 projects.

 

Pie Chart, Project Count
Pie Chart, Project Count

 

To slice and dice our pie chart, we can add fields, such as Stage from the General section of Fields into your Rows.

In a popup above the pie chart, or on the right hand side in the Filters section, you can see a Rows slider titled Select Data Level. Slide this to the far right, and depending on your various row levels, the pie chart will respond with slices by stage.

 

Slide your Data Level to the far right
Slide your Data Level to the far right

 

Suddenly there's life. Note the presence of "Stage" next to "Project ID" in your Rows.

 

Stage and Project Count
Drill down on the Stage by Project ID

 

Let’s try adding a Status Field into the Rows section of your New Ad Hoc View, via Fields > General > Status. This shows us a combination of status of stage.

 

Add a Status Field to Rows to see status and stage combined
Add a Status Field to Rows to see status and stage combined

 

Step 5 | Examine Approved vs. Unapproved Projects

There are multiple ways to look at this information. To see Approved vs. Unapproved Projects, we can remove Stage, so there’s just Status and Project ID remaining.

When we slide our Data Level rows slider to the far right and hover over a section, we can see 78 Unapproved Projects, 79 Approved Projects, and one project on hold.

 

Approved vs. Unapproved Projects
Approved vs. Unapproved Projects

 

Step 6 | See Project Status Indicator

Now you might be more interested in the Status Indicator, so you can see how many projects are red, green, or yellow, and go talk to the people who have projects in trouble.

To look at that, add the Status Indicator to the rows, via Fields > General > Status Indicator, and eliminate all but the Project ID. Now drill down your Data Level by moving the rows slider within your Filter to the far right.

 

Status Indicator by Project ID, Jaspersoft in CA PPM
Status Indicator by Project ID, Jaspersoft in CA PPM

 

Step 7 | Filter by Portfolio

Let’s return to the Stage and Project ID view and add the Portfolio field to Filters, by dragging and dropping Portfolio Name across the screen and selecting the “is one of” from the “equals“ dropdown carrot. Hit Apply.

 

Add Stage to Rows, Delete Status, and filter on Portfolio Name
Add Stage to Rows, Delete Status, and filter on Portfolio Name

 

 

Filter by Portfolio
Filter by Portfolio

 

If you have a manager who prefers another format, like column charts or duel pie charts, you can quickly convert it, via the gears icon and Chart Types at the top left of your chart.

 

Step 8 | See Project Stage and Status

Let’s add the Status Indicator back into our Rows and move the Project ID into the Columns. You’ll notice it won’t let you drag and drop the Project ID, so simply delete it and move it back in from the Measures column.

 

Delete the Project ID from Rows and add it to Columns
Delete the Project ID from Rows and add it to Columns

 

Now your chart looks like a pizza, sliced by type. The big yellow slice is Initiation, and as you hover over its thick crust, you can see the various status levels: On Track, At Risk, and Critical. It’s a nice chart.

 

Hover over Initiation to view On Track, At Risk, and Critical
Hover over Initiation to view On Track, At Risk, and Critical

 

Step 9 | Try a Stacked Column Chart

You can take the same chart and flip it over to a Stacked Column Chart, via the gears icon and “Chart Types.”

 

Stacked Column Chart
Stacked Column Chart

 

If we move our Status Indicator into the Columns section, via drag and drop, and adjust the Data Level sliders in our Filters to high, the chart gets more informative.

 

Stacked Column Chart, with Data Level Adjusted
Stacked Column Chart, with Data Level Adjusted

 

To save, click the disc icon, select “Save Ad Hoc View As,” and choose a Data View Name. For our purposes, we’ll save within the Shared folder of Ad Hoc Components and push Save.

 

Save Ad Hoc View As
Save Ad Hoc View As

 

And that’s all there is to it.

 

Tip | A list of all the Jaspersoft Charts

Looking for a particular chart? Here's a list of the available Ad Hoc Chart Types.

 

Change Chart Type to see Project ID rendering options
Change Chart Type to see Project ID rendering options

 

The categories include Column and Bar, Line and Area, Dual and Multi-Axis, Time Series, Scatter and Bubble, Pie, and Range.

 

Select a Pie Chart, Jaspersoft in CA PPM
Select a Pie Chart, Jaspersoft in CA PPM

Within those categories you’ll see 32 Chart Types: Column, Stacked Column, Percent Column, Bar, Stacked Bar, Percent Bar, Spider Column, Line, Spline, Area, Stacked Area, Percent Area, Area Spline, Spider Line, Spider Area, Column Line, Column Spline, Stacked Column Line, Stacked Column Spline, Multi Access Line, Multi Access Spline, Multi Access Column, Time Series Line, Time Series Spline, Time Series Area, Time Series Area Spline, Scatter, Bubble, Pie, Dual-Level Pie, Heat Map, and Time Series Heat Map.


We just created an Ad Hoc Jaspersoft Chart reporting on Project Count, Status, Stage, and filtered by Portfolio.

 

Stay tuned for creating dashboards. And check out regoUniversity for onsite CA PPM training at a price you can afford.

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