Dashboards (CMMI)
Product owners and team members can quickly find important information about their team projects by using dashboards. Dashboards show project data, support investigation, and help teams perform common tasks more quickly.
To view a dashboard, choose Go to project portal from the Documents page in Team Explorer.
Required permissions
To view dashboards, your team project must have a project portal enabled and be associated with a SharePoint site.
To update or refresh Excel reports that appear in the dashboard, you must belong to a group that is granted access to the Single Sign-on enterprise application definition, or you must belong to the TfsWarehouseDataReaders security role in SQL Server Analysis Services. For more information, see Excel reports.
To view the dashboard, you must be assigned or belong to a group that has been assigned Read permissions in SharePoint Products for the team project. To create or modify work items from the dashboard, you must be a member of the Contributors group or your Edit work items in this node permissions must be set to Allow. For more information, see Excel reports and Add users to team projects.
Dashboards available to you
The dashboards and dashboard customization features that are available to you depend on the version of SharePoint Products that is installed on your portal, as the following table indicates. Also, the PivotChart reports and Excel Web Access Web Parts that appear in dashboards require that your team project is provisioned with SQL Server Analysis Services.
Task |
SharePoint Foundation |
SharePoint Server Standard Edition |
SharePoint Server Enterprise Edition |
Related topics |
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Quickly access work items that are assigned to you. You can use My dashboard to view and open the bugs, tasks, and test cases that are assigned to you. |
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Review progress with the team. Teams can use the Project dashboard to view its own status and progress and to answer the following questions:
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Track progress toward completing an iteration. Teams can use the Progress dashboard to view its own progress and to answer the following questions:
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Troubleshoot software quality issues with the team. Teams can use the Quality dashboard to view the quality of the software that they are creating and to answer the following questions:
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Monitor test progress and find gaps in test coverage. Teams can use the Test dashboard to track its own progress toward testing user stories and to answer the following questions:
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Monitor bug activity. Teams can use the Bugs dashboard to track its own progress toward finding and resolving code defects and to answer the following questions:
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Monitor code coverage, code churn, and build activity. Teams can use the Build dashboard to track the quality of the builds and to answer the following questions:
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Dashboards and Web Parts
Dashboards use SharePoint Products to display Web Parts. You can add many types of Web Parts to a dashboard. However, the two Web Parts that are specific to the display of project data for Team Foundation are Excel Web Access and Team Web Access Web Parts. Web Parts for Excel Web Access display PivotChart reports or other data that is derived from Office Excel worksheets that access the Analysis Services database for Visual Studio ALM. Web Parts for Visual Studio ALM show lists of work items, work item counts, and other project data that is derived from Team Foundation databases.
The following illustration and table show and describe a sample dashboard, Bugs dashboard. For more information, see Bugs Dashboard (CMMI).
Dashboard element |
Element title |
Source data |
Data displayed |
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Bug Progress |
Bug Progress Excel Report |
A visual representation of the cumulative count of all bugs, grouped by their state for the past four weeks. |
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7-Day Bug Trend Rates |
Bug Trends Excel Report |
Line chart that shows the rolling average of the number of Bugs that the team has opened, resolved, and closed for the past four weeks. The rolling average is based on the seven days before the date for which it is calculated. |
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Active Bugs by Priority |
Bugs by Priority Excel Report |
A visual representation of the cumulative count of all Bugs, grouped by their priority, for the past four weeks. |
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Active Bugs by Assignment |
Bugs by Assignment Excel Report |
A horizontal bar chart with the total count of active bugs, grouped by priority, that are assigned to each team member. |
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Active Bugs |
Web Part for Team Web Access |
A list of active bugs derived from a query. |
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Important Dates |
Web Part for SharePoint Products |
A list of upcoming events |
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Project Work Items |
Web Part for Team Web Access |
A count of active, resolved, and closed work items. You can open the list of work items by choosing each number. This list is derived from a Team Web Access Web Part. |
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Recent Builds |
Web Part for Team Web Access |
A list of recent builds and their build status. You can view more details by choosing a specific build. This list is derived from a Team Web Access Web part. |
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Recent Checkins |
Web Part for Team Web Access |
A list of the most recent check-ins. You can view more details by choosing a specific check-in. This list is derived from a Team Web Access Web Part. |
Using the dashboard toolbar
From the dashboard toolbar, you can create a work item, an Excel report, or a copy of the current dashboard, or you can open a work item based on its ID. The following illustration shows these functions.
Using the work item toolbar
Web Parts for Team Web Access that display a list of work items also provide a work item toolbar. By using this toolbar, you can perform the functions that the following illustration summarizes.
You can perform the following actions by using the work item toolbar in Web Parts for Team Web Access.
Create a task, bug, test case, or other work item.
Refresh the items in the list from the query that it references.
Add or remove columns, and change the sort order of the items in the list.
Run the query behind the work item list.
Copy work items to the Clipboard.
Send work items to Office Outlook.
Create a linked work item.