Rollup is always calculated based on the descendant links. Rollup is only calculated based on linked items from the same project. Linking between projects is not supported. Even if the actual value of Remaining work is greater than The “Progress based on Sum of Remaining work” column assumes the remaining work is set to 0 for any linked items that are closed. If we can’t present accurate data you will see an error indicating the last time data was ingested into the Analytics service.
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If you update a large amount of items from the backlog or your project has a lot of updates going on, you might experience a delay when refreshing rollup columns. For example, for an Epic, it will count all the Features, User Stories, and Tasks. The “Progress by all Work Items” column includes all the descendant items, including custom work item types. Important notes when using rollup columns Notice that in this example User Stories are actually the “Grandchildren” of the Epic. This is an easy way to compare the size of two Epics in terms of engineering work (assuming the team has good practices on breaking down work evenly). If you add the “Total by Count of User Stories” column to the Epics backlog, next to each Epic you’ll see the number of User Stories linked to it. For example, let’s imagine that your team breaks Epics into Features, and Features into User Stories. Totals are state agnostic and can be used to estimate size. For example, if you choose “Progress by all Work Items” then a tooltip will tell you the count of items completed out of all the linked items. Hovering over the bar shows the details of the calculation. This column presents the percentage of completed linked items as a progress bar. Progress is based on the state of the linked items. There are two types of rollup columns you can add. The “Progress by Story Points” column is indicating that 61% of the Story Points were completed (40/65).Note that the same rollup column for the User Stories themselves is showing 0 because they don’t have items with Story Points linked as children. The “Sum of Story Points” column for the “Public Web Rooms” Feature is 65 based on the Story Points of the linked User Stories.Let’s explore an example using the image below: For sum also select the field to summarize. Select the aggregation type: count of work items or sum of field. Select a work item type or a Backlog level for the descendant items.Pick between Progress Bar and Total (More details on types of rollup columns below).Then you’ll then need to define the column’s characteristics: In the “Column options” panel, click “Add rollup column” and then “Configure custom rollup”.
If you want to rollup on numeric fields that are not part of the out of the box process template, you can configure your own column. That means that the list of rollup columns available may vary per project. The rollup options you can add are based on your project’s process template. Like regular columns, this selection will be saved per user and backlog level. You can add one or more rollup columns to any of the backlog levels. In the panel click “Add rollup column” and select from the rollup quick list what you want to rollup on.
Add rollup columns to you backlogĪdding a rollup column is as simple as adding any other column to your backlog view. Rollup is based on the Analytics service, see Analytics latency and rollup for more details. For example, at the Feature backlog you can track progress of each of the Features based on the sum of Story Points for the completed linked User Stories. Rollup is an aggregation displayed on a parent item (like Epic, Feature or even User story) calculated based on parent child relationships.
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