Rollup child work item values to parent sample report

Azure DevOps Services | Azure DevOps Server 2020 | Azure DevOps Server 2019

This article shows you how to generate the rollup count of User Stories and total Story Points for a given set of Features. An example is shown in the following image.

Note

This article assumes you've read Overview of Sample Reports using OData Queries and have a basic understanding of Power BI.

Prerequisites

• You must be a member of a project with Basic access or higher. If you haven't been added as a project member, get added now. Anyone with access to the project, except stakeholders, can view Analytics views.
• For Analytics data to be available, the corresponding service must be enabled. For example, to query work tracking data, Boards must be enabled. If it is disabled, Analytics views won't be displayed. To re-enable a service, see Turn an Azure DevOps service on or off
• To use Analytics views, enable the Analytics Views preview feature either for individual users or for the organization.
• Also, you must have your *View Analytics permission set to Allow. For more information, see Grant permissions to access the Analytics service.
• To use Power BI for Azure DevOps or to exercise an OData query for Analytics, you must must have your View Analytics permission set to Allow. By default, all Contributors with Basic access are granted access. To edit shared Analytics views, you must have your *Edit shared Analytics views permission set to Allow. For more information, see Grant permissions to access the Analytics service.

• You must be a member of a project with Basic access or higher. If you haven't been added as a project member, get added now. Anyone with access to the project, except stakeholders, can view Analytics views.
• Verify that Analytics is installed, and if not, then enable it. You must be an account owner or a member of the Project Collection Administrators group to add extensions or enable the service.
• For Analytics data to be available, the corresponding service must be enabled. For example, to query work tracking data, Boards must be enabled. If it is disabled, Analytics views won't be displayed. To re-enable a service, see Turn an Azure DevOps service on or off
• To use Analytics views, enable the Analytics Views preview feature either for individual users or for the organization.
• Also, you must have your *View Analytics permission set to Allow. For more information, see Grant permissions to access the Analytics service.
• To use Power BI for Azure DevOps or to exercise an OData query for Analytics, you must must have your View Analytics permission set to Allow. By default, all Contributors with Basic access are granted access. To edit shared Analytics views, you must have your Edit shared Analytics views permission set to Allow. For more information, see Grant permissions to access the Analytics service.

Sample queries

Power BI query

You can paste the Power BI query listed below directly into the Get Data->Blank Query window. For more information, review Overview of sample reports using OData queries.

let
    Source = OData.Feed("https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?"
            &"$filter=WorkItemType eq 'Feature'"
            &" and State ne 'Cut'"
            &" and startswith(Area/AreaPath,'{areapath}')"
            &" and Descendants/any()"    
        &"& $select=WorkItemId,Title,WorkItemType,State,AreaSK"
        &"& $expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),"        
            &"Descendants("
                &"$apply=filter(WorkItemType eq 'User Story')"
                &"/aggregate($count as CountOfUserStories, StoryPoints with sum as TotalStoryPoints)"
            &")", 
        null, [Implementation="2.0",OmitValues = ODataOmitValues.Nulls,ODataVersion = 4])  
in
    Source

OData query

You can use the following OData query code to modify or test the query prior to using it in Power BI. For more information, see Connect using Power BI and OData queries.

https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?
    $filter=WorkItemType eq 'Feature'
        and State ne 'Cut'
        and startswith(Area/AreaPath,'{areapath}')
        and Descendants/any()
    &$select=WorkItemId,Title,WorkItemType,State,AreaSK
    &$expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),
        Descendants(
        $apply=filter(WorkItemType eq 'User Story')
        /aggregate($count as CountOfUserStories, StoryPoints with sum as TotalStoryPoints)
        )

Substitution strings

Each query contains the following strings that you must substitute with your values. Don't include brackets {} with your substitution. For example if your organization name is "Fabrikam", replace {organization} with Fabrikam, not {Fabrikam}.

• {organization} - Your organization name
• {project} - Your team project name, or omit "/{project}" entirely, for a cross-project query

• {areapath} - Your Area Path. Example format: Project\Level1\Level2.

Query breakdown

The following table describes each part of the query.

Query part

Description

$filter=WorkItemType eq 'Feature'

Return Features.

and State ne 'Cut'

Omit Closed bugs.

and startswith(Area/AreaPath,'{areapath}')

Work items under a specific Area Path. Replacing with Area/AreaPath eq '{areapath}' returns items at a specific Area Path.

To filter by Team Name, use the filter statement Teams/any(x:x/TeamName eq '{teamname})'.

and Descendants/any()

Include all Features, even the ones with no User Stories. Replace with "any(d:d/WorkItemType eq 'User Story')" to omit Features that don't have child User Stories.

&$select=WorkItemId, Title, WorkItemType, State

Select fields to return.

&$expand=AssignedTo($select=UserName), Iteration($select=IterationPath), Area($select=AreaPath),

Expand Assigned To, Iteration, Area entities and select entity fields.

Descendants(

Expand Descendants.

$apply=filter(WorkItemType eq 'User Story')

Filters the descendants. Only include User Stories (omits Tasks and Bugs).

/aggregate($count as CountOfUserStories, StoryPoints with sum as TotalStoryPoints)

For all Descendants matching the filter clause above, count them, and sum the StoryPoints field.

)

Close Descendants().

Query filters

To determine available query filters, query the metadata as described in Explore the Analytics OData metadata. You can filter your queries using any of the NavigationPropertyBinding Path values listed under an EntitySet. To learn more about the data type of each value, review the metadata provided for the corresponding EntityType. Each EntitySet corresponds to an EntityType.

For example, the EntitySet Name="WorkItemSnapshot" corresponds to the EntityType Name="WorkItemSnapshot". The OData metadata for EntitySet Name="WorkItemSnapshot" is as shown below for v4.0-preview. You can add filters based on any of the listed NavigationPropertyBinding Path values.

<EntitySet Name="WorkItemSnapshot" EntityType="Microsoft.VisualStudio.Services.Analytics.Model.WorkItemSnapshot">
  <NavigationPropertyBinding Path="Date" Target="Dates"/>
  <NavigationPropertyBinding Path="RevisedOn" Target="Dates"/>
  <NavigationPropertyBinding Path="Teams" Target="Teams"/>
  <NavigationPropertyBinding Path="Processes" Target="Processes"/>
  <NavigationPropertyBinding Path="Project" Target="Projects"/>
  <NavigationPropertyBinding Path="Area" Target="Areas"/>
  <NavigationPropertyBinding Path="Iteration" Target="Iterations"/>
  <NavigationPropertyBinding Path="AssignedTo" Target="Users"/>
  <NavigationPropertyBinding Path="ChangedBy" Target="Users"/>
  <NavigationPropertyBinding Path="CreatedBy" Target="Users"/>
  <NavigationPropertyBinding Path="ActivatedBy" Target="Users"/>
  <NavigationPropertyBinding Path="ClosedBy" Target="Users"/>
  <NavigationPropertyBinding Path="ResolvedBy" Target="Users"/>
  <NavigationPropertyBinding Path="Tags" Target="Tags"/>
  <NavigationPropertyBinding Path="ChangedOn" Target="Dates"/>
  <NavigationPropertyBinding Path="ClosedOn" Target="Dates"/>
  <NavigationPropertyBinding Path="CreatedOn" Target="Dates"/>
  <NavigationPropertyBinding Path="ResolvedOn" Target="Dates"/>
  <NavigationPropertyBinding Path="StateChangeOn" Target="Dates"/>
  <NavigationPropertyBinding Path="InProgressOn" Target="Dates"/>
  <NavigationPropertyBinding Path="CompletedOn" Target="Dates"/>
</EntitySet>

Power BI transforms

Expand Area, Iteration, AssignedTo columns

The query returns several columns that you need to expand before you can use them in Power BI. Any entity pulled in using an OData $expand statement returns a record with potentially several fields. You need to expand the record to flatten the entity into its fields. Examples of such entities are: AssignedTo, Iteration, and Area.

After closing the Advanced Editor and while remaining in the Power Query Editor, select the expand button on the entities you need to flatten.

1. Choose the expand button.

   

2. Select the fields to flatten.

   

3. The table now contains entity field(s).

   

4. Repeat steps 1 through 3 for all fields representing entities: Area, Iteration, AssignedTo.

Expand Descendants column

1. Choose the expand button, and select the columns to report on:

   

2. Check all the columns and choose OK.

   

3. The Descendants entity is flattened to the selected columns:

   

Replace null values in rollup fields

If a work item doesn't have any children, the rollup value may be null. For example, Descendants.CountOfUserStories is "null" if a Feature doesn't have any child User Stories.

For easier reporting, replace all nulls with zero by following these steps.

1. Select the column by clicking the column header.
2. Select the Transform menu.
3. Select Replace Values. The Replace Values dialog appears.
4. Enter "null" in Value to Find.
5. Enter "0" in Replace With.
6. Choose OK.

Repeat for all the rollup columns.

Rename fields and query, then Close & Apply

When finished, you may choose to rename columns.

1. Right-click a column header and select Rename...

   

2. You also may want to rename the query from the default Query1, to something more meaningful.

   

3. Once done, choose Close & Apply to save the query and return to Power BI.

   

Create the report

Power BI shows you the fields you can report on.

Note

The example below assumes that columns are renamed as indicated in the corresponding images.

For a simple report, do the following steps:

1. Choose the Power BI Visualization Table.
2. Add the following fields to Values
   • WorkItemId, choose Don't summarize to show ID
   • WorkItemType
   • Title
   • State
   • Count of User Stories
   • Total Story Points

The example report displays:

Pull in data from multiple teams

Oftentimes, you want to aggregate and compare data from multiple teams. If you are pulling in items from multiple teams, consider adding a Team slicer to your report. A Team slicer allows you to filter the existing report by Team Name.

Additional queries

You can use the following additional queries to create different but similar reports using the same steps defined previously in this article.

Filter by Teams, rather than Area Path

You can generate rollup reports filtering by Team Name rather than Area Path.

Power BI query

You can paste the Power BI query listed below directly into the Get Data->Blank Query window. For more information, review Overview of sample reports using OData queries.

let
    Source = OData.Feed("https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?"
            &"$filter=WorkItemType eq 'Feature'"
            &" and State ne 'Cut'"
            &" and (Teams/any(x:x/TeamName eq '{teamname}) or Teams/any(x:x/TeamName eq '{teamname}) or Teams/any(x:x/TeamName eq '{teamname})"
            &" and Descendants/any()"    
        &"& $select=WorkItemId,Title,WorkItemType,State,AreaSK"
        &"& $expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),"        
            &"Descendants("
                &"$apply=filter(WorkItemType eq 'User Story')"
                &"/aggregate($count as CountOfUserStories, StoryPoints with sum as TotalStoryPoints)"
            &")", 
        null, [Implementation="2.0",OmitValues = ODataOmitValues.Nulls,ODataVersion = 4])  
in
    Source

OData query

You can use the following OData query code to modify or test the query prior to using it in Power BI. For more information, see Connect using Power BI and OData queries.

https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?
    $filter=WorkItemType eq 'Feature'
        and State ne 'Cut'
        and (Teams/any(x:x/TeamName eq '{teamname}) or Teams/any(x:x/TeamName eq '{teamname}) or Teams/any(x:x/TeamName eq '{teamname})
        and Descendants/any()
    &$select=WorkItemId,Title,WorkItemType,State,AreaSK
    &$expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),
        Descendants(
        $apply=filter(WorkItemType eq 'User Story')
        /aggregate($count as CountOfUserStories, StoryPoints with sum as TotalStoryPoints)
        )

Rollup Story Points to Epics

You can rollup story points to Epics using the following query.

Power BI

You can paste the Power BI query listed below directly into the Get Data->Blank Query window. For more information, review Overview of sample reports using OData queries.

let
    Source = OData.Feed("https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?"
            &"$filter=WorkItemType eq 'Epic'"
            &" and State ne 'Cut'"
            &" and startswith(Area/AreaPath,'{areapath}')"
            &" and Descendants/any(d:d/WorkItemType eq 'User Story')"    
        &"& $select=WorkItemId,Title,WorkItemType,State,AreaSK"
        &"& $expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),"        
            &"Descendants("
                &"$apply=filter(WorkItemType eq 'User Story')"
                &"/aggregate(StoryPoints with sum as TotalStoryPoints)"
            &")", 
        null, [Implementation="2.0",OmitValues = ODataOmitValues.Nulls,ODataVersion = 4])  
in
    Source

OData

You can use the following OData query code to modify or test the query prior to using it in Power BI. For more information, see Connect using Power BI and OData queries.

https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?
    $filter=WorkItemType eq 'Epic'
        and State ne 'Cut'
        and startswith(Area/AreaPath,'{areapath}')
        and Descendants/any()
    &$select=WorkItemId,Title,WorkItemType,State,AreaSK
    &$expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),
        Descendants(
        $apply=filter(WorkItemType eq 'User Story')
        /aggregate(StoryPoints with sum as TotalStoryPoints)
        )

Rollup Tasks Remaining Work to Features

Power BI

You can paste the Power BI query listed below directly into the Get Data->Blank Query window. For more information, review Overview of sample reports using OData queries.

let
    Source = OData.Feed("https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?"
            &"$filter=WorkItemType eq 'Feature'"
            &" and State ne 'Cut'"
            &" and startswith(Area/AreaPath,'{areapath}')"
            &" and Descendants/any()"    
        &"& $select=WorkItemId,Title,WorkItemType,State,AreaSK"
        &"& $expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),"        
            &"Descendants("
                &"$apply=filter(WorkItemType eq 'Task')"
                &"/aggregate(RemainingWork with sum as TotalRemainingWork)"
            &")", 
        null, [Implementation="2.0",OmitValues = ODataOmitValues.Nulls,ODataVersion = 4])  
in
    Source

OData

You can use the following OData query code to modify or test the query prior to using it in Power BI. For more information, see Connect using Power BI and OData queries.

https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?
    $filter=WorkItemType eq 'Feature'
        and State ne 'Cut'
        and startswith(Area/AreaPath,'{areapath}')
        and Descendants/any()
    &$select=WorkItemId,Title,WorkItemType,State,AreaSK
    &$expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),
        Descendants(
        $apply=filter(WorkItemType eq 'Task')
        /aggregate(RemainingWork with sum as TotalRemainingWork)
        )

Rollup Bug count to Features

Power BI

You can paste the Power BI query listed below directly into the Get Data->Blank Query window. For more information, review Overview of sample reports using OData queries.

let
    Source = OData.Feed("https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?"
            &"$filter=WorkItemType eq 'Feature'"
            &" and State ne 'Cut'"
            &" and startswith(Area/AreaPath,'{areapath}')"
            &" and Descendants/any()"    
        &"& $select=WorkItemId,Title,WorkItemType,State,AreaSK"
        &"& $expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),"        
            &"Descendants("
                &"$apply=filter(WorkItemType eq 'Bug')"
                &"/aggregate($count as CountOfBugs)"
            &")", 
        null, [Implementation="2.0",OmitValues = ODataOmitValues.Nulls,ODataVersion = 4])  
in
    Source

OData

You can use the following OData query code to modify or test the query prior to using it in Power BI. For more information, see Connect using Power BI and OData queries.

https://analytics.dev.azure.com/{organization}/{project}/_odata/v3.0-preview/WorkItems?
    $filter=WorkItemType eq 'Feature'
        and State ne 'Cut'
        and startswith(Area/AreaPath,'{areapath}')
        and Descendants/any()
    &$select=WorkItemId,Title,WorkItemType,State,AreaSK
    &$expand=AssignedTo($select=UserName),Iteration($select=IterationPath),Area($select=AreaPath),
        Descendants(
        $apply=filter(WorkItemType eq 'Bug')
        /aggregate($count as CountOfBugs)
        )

Full list of sample reports

• Open bugs
• Bug trend
• Rollup
• Feature progress
• Work items and direct links
• Release burndown
• Sprint burndown
• Cumulative Flow Diagram (CFD)
• Lead/Cycle Time

Related articles

• Add a Team slicer to an existing report
• Overview of sample reports using OData queries
• Connect using Power BI and OData queries
• Analytics OData query quick reference