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Practices at a Glance: Reporting

 

patterns & practices Developer Center

Team Development with Visual Studio Team Foundation Server

Retired Content

This content is outdated and is no longer being maintained. It is provided as a courtesy for individuals who are still using these technologies. This page may contain URLs that were valid when originally published, but now link to sites or pages that no longer exist.

J.D. Meier, Jason Taylor, Prashant Bansode, Alex Mackman, and Kevin Jones
Microsoft Corporation

September 2007

Applies To

  • Microsoft® Visual Studio® 2005 Team Foundation Server (TFS)
  • Microsoft Visual Studio Team System

Index

Administration

Creation / Customization

Viewing

Administration

  • How to set up a report dashboard
  • How to set permissions on reports

How to Set Up a Report Dashboard

Modify the team project Microsoft® Office SharePoint® portal site in order to create a report dashboard that enables you to display a variety of project information in one location.

For example, a useful reporting dashboard could contain the following reports:

  • Remaining Work
  • Quality Indicators
  • Bug Rates
  • Project Velocity

You can add new reports to your SharePoint portal page by adding a Report Viewer Web Part for each report you want displayed on the page.

To modify the team project portal and create a reporting dashboard

  1. Install the Report Viewer Web Part on your report server by using the stsadm.exe tool and RSWebParts.cab, both of which are included with SharePoint and the Report Services installation package.
    • STSADM.EXE can be found in the following path: C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN
    • RSWebParts.Cab can be found in the following path: C:\ Program Files\Microsoft SQL Server\90\Tools\Reporting Services\SharePoint
    • Example: STSADM.EXE -o addwppack -filename "C:\ Program Files\Microsoft SQL Server\90\Tools\Reporting Services\SharePoint\RSWebParts.cab" -globalinstall
  2. In Team Explorer, right-click your project.
  3. Click Show Project Portal.
  4. Click Modify Shared Page.
  5. Point to Browse and click Add Web Parts.
  6. Click Virtual Server Gallery.
  7. In the Web Part List, select Report Viewer.
  8. Click Add.
  9. Enter the Report Manager name, such as http://<report server>/reports.
  10. Enter the path for the report you want to display, such as <my project>/Quality Indicators.

Additional Resources

How to Set Permissions on Reports

You can modify report permissions to define who can edit or view reports. You must be a member of the Microsoft SQL Server™ Reporting Services Content Manager role in order to be able to set report permissions.

To set permissions for all reports in your team project

  1. In Team Explorer, expand you team project node.
  2. Right-click Reports and then click Show Report Site.
  3. Click the Properties tab.
  4. Click Security.
  5. Click Edit Item Security.
  6. If you want to edit security on a role that is already defined for the report, click Edit.
  7. If you want to define security for a role that is not listed, click New Role Assignment.

To set permissions on a single report

  1. In Team Explorer, expand you team project node.
  2. Right-click Reports and then click Show Report Site.
  3. On the report site, select the report for which you want to set permissions.
  4. Click the Properties tab.
  5. Click Security.
  6. Click Edit Item Security.
  7. If you want to edit security on a role that is already defined for the report, click Edit.
  8. If you want to define security for a role that is not listed, click New Role Assignment.

Additional Resources

Creation / Customization

  • How to customize an existing report
  • How to create a new report in Visual Studio
  • How to create a new report in Excel
  • How to create a scheduled report snapshot
  • How to create a report subscription
  • How to add a new report to an existing process template

How to Customize an Existing Report

You can modify reports by using the SQL Server 2005 Reporting Services Designer inside Visual Studio (Business Intelligence Development Studio), which ships with the SQL Server 2005 client tools. Modifying an existing report is often easier than creating a new report.

To customize an existing report in TFS

  1. Create a reporting project as follows:
    1. In Visual Studio, click File, click New, and then click Project.
    2. Select the Business Intelligence Project type.
    3. Select the Report Server Project template.
    4. Set your project’s Name and Location and then click OK.
  2. Export the report you want to customize as follows:
    1. Right-click your team project and then click Show Project Portal.
    2. In the Quick Launch bar on the left side of the portal Web site, click Reports.
    3. Click the report you want to customize.
    4. Click Properties.
    5. Select Edit.
    6. Save the report .rdl file into the reporting project folder you created in step 1.
  3. Add data sources as follows:
    1. To create the warehouse data source:
      1. In the Visual Studio Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsReportDS
      3. In the Type combo box, select Microsoft SQL Server.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
    2. To create the OLAP data source:
      1. In Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsOlapReportDS
      3. In the Type combo box, select Microsoft SQL Server Analysis Services.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
  4. Add the report to your project as follows:
    1. In Solution Explorer, right-click Reports and then click Add->Existing Item.
    2. Browse to the rdl file you exported in step 2.
  5. Modify the report as follows:
    1. Modify query statements in the Data Pane.
    2. Drag new measures or members into the Data Pane.
    3. Modify the report layout in the Layout Pane.

Note: Although you can use the Report Builder that is available from the team reporting site, this tool is not well supported for Visual Studio reporting scenarios and therefore is not recommended.

Additional Resources

How to Create a New Report in Visual Studio

You can create reports by using the SQL Server 2005 Reporting Services Designer inside Visual Studio (Business Intelligence Development Studio), which ships with the SQL Server 2005 client tools.

Create a new report if there are no existing reports that can be modified to meet your needs. Modifying an existing report is often easier than creating a new report.

To create a new report in TFS

  1. Create a reporting project as follows:
    1. In Visual Studio, click File, click New, and then click Project.
    2. Select the Business Intelligence Project type.
    3. Select the Report Server Project template.
    4. Set your project’s Name and Location and then click OK.
  2. Add data sources as follows:
    1. To create the warehouse data source:
      1. In Visual Studio Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsReportDS
      3. In the Type combo box, select Microsoft SQL Server.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
    2. To create the Online Analytical Processing (OLAP) data source:
      1. In Solution Explorer, right-click Shared Data Sources and then click Add New Data Source.
      2. On the General tab, in the Name text box, type TfsOlapReportDS
      3. In the Type combo box, select Microsoft SQL Server Analysis Services.
      4. Click Edit.
      5. Fill in your data tier server name.
      6. Select the TFSWarehouse database.
      7. Click the OK button twice to add the data source.
  3. Create a new report as follows:
    1. In Solution Explorer, right-click Reports, point to Add, and then click New Item.
    2. Select the Report template.
    3. Name the report and then click OK.
  4. Modify the report as follows:
    1. If the Report Designer does not open automatically, open the report for modification by double-clicking it in Solution Explorer.
    2. In the Dataset drop-down list, select <New Dataset...>
    3. Name the dataset; for example TestDataSet.
    4. Select TFSOlapReportDS (shared).
    5. Click OK.
    6. Click the ellipsis (...) button next to Build (just below the Dataset drop-down list), and then select Team System.

You can now modify your report by dragging measures and dimensions from the Dataset tree into the Query Pane and Filter Pane. You can modify the report’s layout by clicking the Layout tab. You can preview your report by clicking the Preview tab.

Note: Although you can use the Report Builder that is available from the team reporting site, this tool is not well supported for Visual Studio reporting scenarios and therefore is not recommended.

Additional Resources

How to Create a New Report in Excel

You can create ad-hoc reports by connecting Microsoft Office Excel® directly to the TFS Reporting OLAP cube. By using Excel, you can display report data in the form of pivot tables or pivot charts.

To create an Excel pivot table report

  1. Ensure that you have the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider installed. You can install it from http://www.microsoft.com/downloads/details.aspx?FamilyID=d09c1d60-a13c-4479-9b91-9e8b9d835cdc
  2. Start Excel.
  3. Select the worksheet to which you want to add the pivot table report.
  4. On the Data menu, select PivotTable and PivotChart Report.
  5. Select External Data Source.
  6. Click Next.
  7. Click Get Data.
  8. Click the OLAP Cubes tab.
  9. Select <New Data Source> and then click OK.
  10. Enter a name for the data source.
  11. Select the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB provider.
  12. Click Connect.
  13. Select Analysis Server.
  14. Enter the name of your reporting server; for example, TFSRTM.
  15. Click Next.
  16. Select TFSWarehouse and then click Finish.
  17. Select the cube from which you want to build a report (e.g., Code Churn, Work Items, and Test Result) and then click OK.
  18. Click OK again to return to the Pivot Table and Pivot Chart Wizard.
  19. Click Finish to add the pivot table to the worksheet.

Use the PivotTable Field List to drag and drop columns and measures into the pivot table. For example, to see a line count for each Team Project on your server:

  1. Choose the Code Churn cube in step 17 above.
  2. Drag TeamProject.TeamProject into the Column Fields section of the pivot table.
  3. Drag Total Lines into the Data Items section of the pivot table.

Additional Resources

How to Create a Scheduled Report Snapshot

You can use scheduled report snapshots to better understand trends over time, or to remember important data points throughout the duration of your project.

To create a scheduled report snapshot

  1. In Team Explorer, right-click Reports for your team project, and then click Show Report Site.
  2. Open a report from the report site.
  3. Click the Properties tab.
  4. Click the History link.
  5. Set up a schedule for when you want the snapshot to run.

After the schedule has been set up, you can find the snapshots on the History tab for that report. You can also create manual snapshots on the History tab.

How to Create a Report Subscription

You can use report subscriptions to generate reports and export them to a file share for further use. You can set the subscription to overwrite old reports, or you can build a set of reports over time to view snapshots of project data.

To create a report subscription

  1. In Team Explorer, right-click Reports for your team project, and then click Show Report Site.
  2. Open a report from the report site.
  3. Click the Subscriptions tab.
  4. Click New Subscription to create the report subscription.

How to Add a New Report to an Existing Process Template

You can use the Process Editor tool, available with the latest version of the Team Foundation Server Power Tool, to add new reports to an existing process template. You can download the Team Foundation Server Power Tool from http://msdn.microsoft.com/en-us/vstudio/aa718351.aspx.

To add new reports

  1. Download the process template that most closely meets your requirements as follows:
    1. In Visual Studio, click Team and then select Team Foundation Server Settings.
    2. Click Process Template Manager.
    3. In the Process Template Manager dialog box, select the process template you want to modify, and then click Download.
    4. In the Download Process Template dialog box, select the folder location on your local drive, and then click Save.
  2. Open the Process Template in the Process Editor as follows:
    1. In Visual Studio, click the Team menu.
    2. Click Process Editor, and then click Open Process Template.
    3. In the Open Process Template fileset dialog box, navigate to the downloaded process template and then click Open.
    4. This opens the ProcessTemplate.xml file in Visual Studio.
    5. Set the Name of the methodology to which you are applying customizations.
  3. In the Process Template Explorer, click Reports.
  4. On the toolbar, click Add.
  5. In the Report dialog box, on the Report Detail tab, enter a name for the report.
  6. Browse to the .rdl file you want to add in the File Name field. Leave the other fields unchanged and do not make any changes to the data on the Properties and Parameters tabs.
  7. On the DataSources tab, enter the appropriate data sources. The default data sources for process templates shipped with TFS are /TfsOlapReportDS and /TfsReportDS.
  8. Click OK.

Additional Resources

Viewing

  • How to analyze the status of a project
  • How to analyze application quality
  • How to review remaining work
  • How to review build status
  • How to review bugs and test results
  • How to review scheduled work versus actual work on an iteration
  • How to determine the owner of the last edit on a file
  • How to discover all the code changes made by a developer
  • How to discover all the code changes made to a file
  • How to discover all the code changes associated with a specific work item
  • How to generate code churn metrics
  • How to generate workspace metrics such as number of files, lines of code, and number of projects

How to Analyze the Status of a Project

You can use the Velocity report to analyze the status of a project.

To review application status

  1. In Team Explorer, expand your team project node, right-click Reports, and then click Show Report Site.
  2. On the report site, select the Velocity report.

This report shows how quickly the team is completing work and indicates rates of change from day to day.

How to Analyze Application Quality

You can use the Quality Indicators report to analyze application quality.

To analyze application quality

  1. In Team Explorer, expand your team project node, right-click Reports, and then select Show Report Site.
  2. On the report site, select the Quality Indicators report.

This report collects test results, bugs, code coverage, and code churn into a single report that you can use to track project health.

How to Review Remaining Work

You can use the Remaining Work report to review remaining work.

To review the remaining work

  1. In Team Explorer, expand your team project node, right-click Reports, and then select Show Report Site.
  2. On the report site, select the Remaining Work report.

This report shows work that is remaining, resolved, and closed over time. By projecting remaining work trends forward, you can predict the point at which you will be code complete.

How to Review Build Status

If you are using the Microsoft Solution Framework (MSF) for CMMI® (MS CMMI) process template, you can view the Builds report in order to see BVT results.

To review build status

  1. In Team Explorer, expand your team project node.
  2. Right-click Reports and then click Show Report Site.
  3. In the report site, select the Builds report.

This report provides a list of available builds and includes build quality and other detailed information.

How to Review Bugs and Test Results

You can use the Bugs by Priority report to review bugs. This report shows you the rate of high-priority bugs found versus low-priority bugs.

You can use the Quality Indicators report to view test results, bugs, code coverage, and code churn in a single report.

To view either the Bugs by Priority or Quality Indicators report

  1. In Team Explorer, expand your team project node.
  2. Right-click Reports and then click Show Report Site.
  3. Select the Bugs by Priority report to review bugs, or select the Quality Indicators report to view test results.

How to Review Scheduled Work versus Actual Work on an Iteration

You can use the Unplanned Work report to review scheduled work versus actual work. This report charts total work versus remaining work and distinguishes planned from unplanned tasks.

To view the Unplanned Work report

  1. In Team Explorer, expand your team project node.
  2. Right-click Reports and then click Show Report Site.
  3. In the report site, select the Unplanned Work report.

How to Determine the Owner of the Last Edit on a File

You can use source file history from Source Control Explorer to determine the owner of the last edit on a file.

To determine who made the last edit on a file

  1. In Source Control Explorer, select the file of interest.
  2. Right-click the file and then click View History.
  3. In the History pane, review change history, including the owner.

Additional Resources

How to Discover All the Code Changes Made by a Developer

You can use the TF History command to find all the code changes in your project that have been made by a specific developer.

For example, the following command shows you all changes made by the user Mario:

tf history $/ /r  /user:Mario

In the preceding example, $/ is used to search the entire repository. You can replace this with $/TeamProjectName to restrict your search to a specific team project.

Additional Resources

How to Discover All the Code Changes Made to a File

You can use source file history from Source Control Explorer to determine the changes made to a file.

To determine all changes made to a file

  1. In Source Control Explorer, select the file of interest.
  2. Right-click the file and then click View History.
  3. In the History pane, review change history to see all changes that have been applied to this file.

Additional Resources

How to Discover All the Code Changes Associated with a Specific Work Item

If a work item has been associated with a set of code changes at the time of check-in, you can view these changes from the work item Links tab.

To view code changes associated with a work item

  1. Open the work item in question.
  2. Click the Links tab.
  3. If a changeset is associated with this work item, it will be listed in the Links pane in the work item.
  4. Double-click the linked changeset to view the files and comments that were checked in.

Additional Resources

How to Generate Code Churn Metrics

You can use the Quality Indicators report to view code churn details.

To view the Quality Indicators report

  1. In Team Explorer, expand your team project node.
  2. Right-click Reports and then click Show Report Site.
  3. Select the Quality Indicators report.

This report collects test results, bugs, code coverage, and code churn into a single report that you can use to track project health.

Alternatively, you use Excel to generate a report on code churn. To learn more, see “How to Create a New Report in Excel” in this document.

How to Generate Workspace Metrics Such as Number of Files, Lines of Code, and Number of Projects

Create reports on various workspace metrics by connecting Excel directly to the TFS Reporting OLAP cube. By using Excel, you can display report data in the form of pivot tables or pivot charts.

To create an Excel pivot table report

  1. Ensure that you have the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider installed. You can install it from http://www.microsoft.com/downloads/details.aspx?FamilyID=d09c1d60-a13c-4479-9b91-9e8b9d835cdc
  2. Start Excel.
  3. Select the worksheet to which you want to add the pivot table report.
  4. On the Data menu, select PivotTable and PivotChart Report.
  5. Select External Data Source.
  6. Click Next.
  7. Click Get Data.
  8. Click the OLAP Cubes tab.
  9. Select <New Data Source> and then click OK.
  10. Enter a name for the data source.
  11. Select the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB provider.
  12. Click Connect.
  13. Select Analysis Server.
  14. Enter the name of your reporting server; for example, TFSRTM.
  15. Click Next.
  16. Select TFSWarehouse and then click Finish.
  17. Select the Code Churn cube from which to build a report, and then click OK.
  18. Click OK again to return to the Pivot Table and Pivot Chart Wizard.
  19. Click Finish to add the pivot table to the worksheet.

You can use the PivotTable Field List to drag and drop columns and measures into the pivot table. 

To view a file count for each team project on your server

  1. Drag TeamProject.TeamProject into the Page Fields section of the pivot table.
  2. Drag File Name.FilePath into the Row Fields section of the pivot table.
  3. Use the Team Project drop-down list in the Page Fields section of the pivot table to filter each team project.

Note the number of rows displayed. This will give you your file count.

To view a line count for each team project on your server

  1. Drag TeamProject.TeamProject into the Column Fields section of the pivot table.
  2. Drag Total Lines into the Data Items section of the pivot table.

 

To view a team project count for your server

  • Drag TeamProject.TeamProject into the Row Fields section of the pivot table.

Note the number of rows displayed. This will give you your project count.

Additional Resources

Team Foundation Reporting Resources

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