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Reporting in TFS
Reporting in TFS

Reporting in TFS: Create and customize reports in Team Foundation Server using Excel and SQL Server Reporting Services

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Reporting in TFS

Chapter 2. Work Item Querying

Work items are the primary element project managers and team leaders focus on to track and identify the pending work to be completed. A team member uses work items to track their personal work queue. In order to achieve the current status of the project via work items, it's essential to query work items based on the requirements.

This chapter will cover the following topics:

  • Team project scenario
  • Work item queries
  • Search box queries
  • Flat queries
  • Direct link queries
  • Tree queries

Team project scenario

Here, we are considering a sports item website that helps user to buy sport items from an item gallery based on their category. The user has to register for membership in order to buy sport products such as footballs, tennis rackets, cricket bats, and so on. Moreover, a registered user can also view/add sport-related articles or news, which will be visible to everyone irrespective of whether they are anonymous or registered. This project is mapped with TFS and has a repository created in TFS Server with work items such as user stories, tasks, bugs, and test cases to plan and track the project's work.

We have the following TFS configuration settings for the team project:

Work item queries

Work item queries smoothen the process of identifying the status of the team project; this helps in creating a custom report in TFS. We can query work items by a search box or a query editor via Team Web Access.

Note

For more information on Work Item Queries, have a look at following links:

There are three types of queries:

  • Flat queries
  • Direct link queries
  • Tree queries

Search box queries

We can find a work item using the search box available in the team project web portal, which is shown in the following screenshot:

Search box queries

You can type in keywords in the search box located on top right of the team project web portal site; for example master, will result in the following work items:

Search box queries

The search box content menu also has the ability to find work items based on assignment, status, created by, or work item type, as shown in the following screenshot:

Search box queries

The search box finds items using shortcut filters or by specifying keywords or phrases, specific fields/field values, assignment or date modifications, or using the equals, contains, and not operators.

Note

For more information on search box filtering, have a look at http://msdn.microsoft.com/en-us/library/cc668120.aspx.

Flat queries

A flat query list of work items is used when you want to perform the following tasks:

  • Finding a work item with an unknown ID
  • Checking the status or other columns of work items
  • Finding work items that you want to link to other work items
  • Exporting work items to Microsoft Office, Microsoft Excel, and Office Project for bulk updates to column fields
  • Generating a report about a set of work items

As a general practice, to easily find work items, a team member can create Shared Queries, which are predefined queries shared across the team. They can be created, modified, and saved as a new query too.

The following steps demonstrate how to open a flat query list and create a new query list:

  1. In the team project web portal, expand Shared Query List located on the left-hand side and click on the My Tasks query, as shown in the following screenshot:
    Flat queries
  2. The resulting work items generated by the My Tasks query will be shown in the Work item pane, as shown in the following screenshot:
    Flat queries
  3. As there are now...

Direct link queries

There are work items that are dependent on other work items such as tasks, bugs, and issues, and they can be tracked using direct links. They help determine risks and dependencies in order to collaborate among teams effectively.

Direct link queries help perform the following tasks:

  • Creating a custom view of linked work items
  • Tracking dependencies across team projects and manage the commitments made to other project teams
  • Assesing changes to work items that you do not own but that your work items depend on

The following steps demonstrate how to generate a linked query list:

  1. Open My Tasks List from Shared Queries.
  2. Click on Editor.
  3. Click on Work items and direct links, as shown in the following screenshot:
    Direct link queries
  4. Specify the clause for the work item type: Task in Filters for linked work items:
    Direct link queries
  5. We can filter the first level work items by choosing the following option:
    Direct link queries

    The meanings of the filter options are described as follows:

    • Only return work items that have the specified links: This option...

Team project scenario


Here, we are considering a sports item website that helps user to buy sport items from an item gallery based on their category. The user has to register for membership in order to buy sport products such as footballs, tennis rackets, cricket bats, and so on. Moreover, a registered user can also view/add sport-related articles or news, which will be visible to everyone irrespective of whether they are anonymous or registered. This project is mapped with TFS and has a repository created in TFS Server with work items such as user stories, tasks, bugs, and test cases to plan and track the project's work.

We have the following TFS configuration settings for the team project:

Work item queries


Work item queries smoothen the process of identifying the status of the team project; this helps in creating a custom report in TFS. We can query work items by a search box or a query editor via Team Web Access.

Note

For more information on Work Item Queries, have a look at following links:

There are three types of queries:

  • Flat queries

  • Direct link queries

  • Tree queries

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Description

This book is intended for developers, testers, architects, and project managers who want to explore and make use of the reporting facilities of Team Foundation Server 2013. Although no previous experience of reporting is required, a basic understanding of the Team Foundation Components and project templates would be a plus.

Who is this book for?

This book is intended for developers, testers, architects, and project managers who want to explore and make use of the reporting facilities of Team Foundation Server 2013. Although no previous experience of reporting is required, a basic understanding of the Team Foundation Components and project templates would be a plus.

What you will learn

  • Get to know about TFS 2013, Reporting Architecture, and Application Lifecycle Management (ALM)
  • Generate work item reports
  • Explore Excel standard reports (bugs, tracking, and test)
  • Create reports based on SQL Server data using Report Designer
  • Manage SSRS reports in Report Manager
  • Display visual reports as charts and graphs in Team Web Access
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Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 09, 2015
Length: 164 pages
Edition : 1st
Language : English
ISBN-13 : 9781782176138
Vendor :
Microsoft
Category :
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Publication date : Apr 09, 2015
Length: 164 pages
Edition : 1st
Language : English
ISBN-13 : 9781782176138
Vendor :
Microsoft
Category :
Tools :

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Table of Contents

6 Chapters
1. Team Foundation Server Primer Chevron down icon Chevron up icon
2. Work Item Querying Chevron down icon Chevron up icon
3. Excel Reporting Chevron down icon Chevron up icon
4. SQL Server Reporting Chevron down icon Chevron up icon
5. Team Web Access Reporting Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

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