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VSTS Rollup Service

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 Hi All, if you are worrying how to calculate sum of the effort fields in VSTS, here is the solution. I’m going to explain you how our VSTS Rollup Service works. Here is the entire thing you need to know

VSTS Rollup is a Web Service which provides summed values of select fields for all child work items of a parent. Most project managers are interested in getting rollup of estimated or completed work, effort etc. Hence Rollup will automate the process of summing up the Effort fields, viz., Original Estimate, Remaining Work and Completed Work from child work item Tasks and show it at Requirement level, in the same fashion show summation of effort fields of all child Requirements (PBI/User Story) at Feature level and continues for Epic level.

RollUp service also does calculation of effort fields

While creating a task, you should just enter value into Original Estimation field, the remaining and completed work will be updated .

When you update a task with completed hours, remaining is automatically calculated based on the formula Original Estimate – Completed work = Remaining Work

 

vstsrollupSignUp

Fig 1.Home page

 Before you start

 

Below few Pre-requisites to get your VSTS Team Project registered for this RollUp web service:

  • You will need a Visual Studio Team Services (VSTS) account – if you do not have one, you can create one now
  • You will need a Personal Access Token for the account. An overview of Personal Access Tokens (PAT) with instructions to create PAT is available here
  • Create web Service hook using this tool, please refer below section.
  • Once web service is created using this tool, test the service hooks once to activate them. Please refer below section

signin

Fig 2. Sign In page

If you have already signed in to the VSTS account in your browser, it will be redirected to Grant access page. Rollup requests these accesses from the user account

signedin

Fig 3. Grant Access

Once you click on accept it will take you to account selection section, where all VSTS account associated with your ID will be loaded. Select an account and provide Personal Access Token(PAT) associated with that account and click on continue button. If you don’t know how to create PAT, click here

account_select

Fig 4. Account Selection

Once you click on continue, service internally validates for the account and the PAT provided, if it validates to true you will be redirected to project selection page, which will be loaded based on your account selection

project_selection

Fig 5. Project Selection

Select a project from the list and click on Create Service Hooks button, which intern takes a few seconds to create service hooks for Work Item create, Update and Restore. You can click on the link provided in the success message and check for the service hooks created.

Success

Fig 6. Success message with link for service hooks page.

service_hooks

Fig 7. Service hooks created.

Please activate your service hooks as the steps provided below

Step 1. Click on Ellipse (…)

ellipse

Step 2. Click on Edit

Edit

Step 3. Click on Next in your Trigger dialog.

trigger1

Step 4. Click on Test in your action dialog

action1

Step 5. Test Success

testSuccess

Repeat the same steps for the remaining service hooks and activate them.

Rollup service internally creates a Dashboard to show the Rollup values and a Rollup View Query in the Shared Query folder. Below us RollUp Dashboard.

Dashboard

Fig 8. RollUp Dashboard.

 

query

Fig 9. Rollup View Query.

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