Article sections
- Use the “New search…” item from the left Searches area
- Select the projects/boards that you want to include in your data-set and other parameters, for example include also completed tasks/cards
- Upon “Create” your selected data-set will be displayed within the Grid
- You can additionally add a Filter to the returned dataset to select only the data that you are interested in such as: a range of dates, or values in a field. All fields can be filtered on and use AND/OR parameters.
- Click on the “Charts” item in the header area
- By default multiple pre-defined Charts are displayed. Edit an existing Chart or click on the + Create New Chart button.
- To Edit an existing Chart click on the Chart menu, and select Edit
- From Edit Chart dialogue:
- Choose the chart type from the drop-down setting (1)
- Choose the Category Axis variables, as well as sorting (2)
- Edit the Axis labels and title from the Titles tab (3)
- Click on the Bottom right document icon to create/save a PDF
1 – Move: drag-drop chart to change order
2 – Show/hide: quick access to existing charts
3 – Menu: Edit, Copy (duplicate chart), Export, Delete
4 – Dynamic legend/hide segment
5 – Show/Hide Chart: Use selection drop-down (2) to open/organize
6 – Toggle stacking on/off (stacked charts only)
7 – Show/hide legend
Did you know:
- It is Easy to Duplicate a Chart and have multiple charts of the same variables through the Menu>Copy (for a different representation of the same data)
- You can click on the column to or segment to open a list of the tasks/cards in that column. Also, use it to open the filtered column tasks into the Grid
- You can click on the legend items to hide/show individual values
- Configure the counts to display/show totals on the chart (Menu>Edit – Customize tab – labels option)