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Status Future consideration
Categories Reports
Created by Daniel Pokrývka
Created on Oct 7, 2022

Pivots and/or Charts for initiatives and goals could be very powerful

Hello,

I am putting together pivot report showcasing goals and initiatives for 2023. Initiatives are distributed into columns based on initiative timeframe field / in our case smth like 2023/ALL, 2023/Q1, 2022/Q2 and so on.

Considerations
  • Please take into account it is created among 10+ workspaces. This is a cross-workspace idea.

  • Please take into account that such pivot report is quite likely the only way how to visualize initiatives per their timeframe with goals pretty well for the stakeholders.

Goal

To considerably increase usefulness of strategy module in aha.io

Initiative

To enable cross-workspace (cross-product) planning of initiatives

Feature 1

To implement changing of a time frame field in pivot reports via drag and drop action in the pivot report itself

Feature 2

To implement changing of a time frame field in chart reports for initiatives and goals via drag and drop action in the chart itself

Feature 3

To implement changing of value of any field in pivot report via drag and drop action (valid for both rows and columns fields.

Feature 4

To implement customization of charts by choosing X and Y axis dimension based on any native or available finite list based fields

Feature 5

To implement changing of value of any field in charts of goals and initiatives via drag and drop action (valid for both rows and columns fields.

Feature 6

To implement customization of chart report used for initiatives and goals that would allow showcasing more than just a text label of the name of the entities. Currently the view is really not appealing to users (tested on our country representatives at work). Not lovable at all. Maybe you could add alternative to show configurable cards like in planning boards or kanban boards?

Feature 7

To implement chart reports for any existing entity in aha


Example of use

That would be immensely lovable is to have the ability to move initiatives to another cell = to set and see immediatelly change to another quarter as a value in a time frame field of the initiative. Very fast. Very intuitive.


Solution ideas
  1. giving pivot report the ability to enable drag and drop mode ...... "the solution"

Related solutions for consideration

  1. give charts on goals and initiatives the ability to define axis based on existing fields.. e.g. timeframes.. but also complexity estimate.

  2. allow charts to have more then 2x2 matrix

  3. add way more whiteboarding features to the charts. at least colors.. I heard from few business representatives that charts are really ugly compared to what they prepare in other simple and free of charge tools

There is much unrealized value to be exploited. IMHO. Howgh :-).

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