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Evaluation of Team Performance in Atlassian Confluence: Part 2

Last time we started evaluation of team performance on the basis of tasks stored both in JIRA and Confluence. To get the clear picture of work to be done, we used TaskONE for Confluence add-on. This solution allows you to combine tasks created in JIRA and Confluence, and outputs a single table listing all of them at once.

Table Filter and Charts add-on was chosen as a means for filtration, aggregation, and visualization of this table with tasks. In the first blog post, we applied several filtration criteria to get the list of tasks filtered by specific assignee, due date, and task type.

This time we are going to transform this information into a pivot table, and further visualize it with a dynamically updated chart. This will allow us to better see the work amount planned for each employee and distribute tasks among people who are not occupied at the moment.

Task Aggregation with Pivot Table

Table Filter and Charts add-on bundles the Pivot Table macro that allows you to summarize any table data against specific parameters.

We have a table with team tasks generated by the TaskONE for Confluence macro. It is already wrapped into the Table Filter macro. We just insert the Pivot Table macro on the page, and then move the existing macro structure within it.

confluence_team_tasks_with_task_one_table_filter_pivot_table_macros

After saving the page, you get a pivot table with the total count of tasks per each employee.

confluence_team_task_list_aggregation

As you may have noticed the source table disappeared, but it is not a problem to get it back. On the Pivot Table settings pane, click the cogwheel icon and select Show source table. And the table with tasks will appear again.

In addition, you can select one more column for the Column labels on the Pivot Table settings pane, and get the tasks aggregated against their types. If you apply filtration by employee, your pivot table will be automatically updated too.

confluence_team_task_summarization_issue_type

The table with columns is good, but a lot of numbers can puzzle. Let’s visualize our data and get several charts showing task distribution.

Visualization of Scheduled Tasks in Confluence

Let’s edit the page and insert the Chart from Table macro. This tool will help us with generation of dynamic charts and indication of tasks for completion.

confluence_team_tasks_with_task_one_table_filter_pivot_table_chart_from_tablemacros

Once the page is saved, we get a pie chart showing the overall number of tasks per employee.

confluence_team_task_visualization

Let’s do some transformations to get the distribution of tasks by due dates. We select the Due Dates column as the row labels for our pivot table and save modifications. After this we edit the page and set the correct date format ‘dd M yy‘ in the parameters of the Chart from Table macro. Additionally, we select the Time Line chart type. Once the macro and the page are saved, we get a line chart showing the counts of tasks for every due date.

confluence_team_task_visualization_line_chart

You can always apply some filtration, export the results to a PDF or Word files, and do a lot of other useful and interesting things.

Results

The usage of TaskONE and Table Filter and Charts add-ons can help you with monitoring execution of team tasks from JIRA and Confluence in one place. You can always filter them, aggregate against specific criteria, and, finally, visualize with a bunch of charts or graphs you want. Try new tools to manage your projects much more efficiently.

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