A chart is a diagram that displays project data arranged and broken down by specific criteria. Each chart is a part of a dashboard.

Project members can manage charts in the dashboards that they own. Project administrators can manage charts in all project dashboards. License administrators can manage charts in all cross-project dashboards that are shared with them.

• Chart settings
• Creating charts
• Viewing charts
• Editing charts
• Arranging charts
• Sharing charts
• Deleting charts

Chart settings

This section summarizes all the chart settings. You might need it when you create or edit a chart.

• General
• Lines (timeline chart only)
• Filters

General

These settings specify general chart options.

Lines (timeline chart only)

A timeline chart can include up to ten lines. Each line represents the number of issues that meet the specified conditions.

You can also add a line that represents the total number of objects in the project. This helps you check whether a burst of new issues is related to the addition of new objects.

To add a line:

1. Do one of the following:

• To add a new line, under the last line box, click Add line.

• To copy an existing line, in the line box, click Duplicate.

2. Edit the line properties.

To remove a line:

• In the line box, click Remove.

  You cannot remove the last remaining line.

Each line has the following properties.

Filters

These settings describe the filter conditions that apply to issues.

To add a condition:

• Click Add condition, and then fill the condition fields.

  When selecting items from a dropdown list, you can start typing an item name to find it.

  To create a condition with a blank field value, in the dropdown list, select Not set. This option is only available for fields that can be blank.

To remove a condition:

• In the upper-right corner of the condition box, click Close .

Creating charts

A dashboard owner can add charts to their dashboards. Project administrators can add charts to all project dashboards. License administrators can add charts to cross-project dashboards that are shared with them.

• Creating charts from scratch
• Creating charts by copying
• Importing charts

Creating charts from scratch

To add a chart to a dashboard:

1. Open the dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. At the top, click New chart.

3. In the Chart settings pane, edit the chart settings.

4. At the bottom-right corner, click Save.

Creating charts by copying

You can create a chart by copying another chart in the same dashboard. The resulting chart will have the same settings, with the following exceptions:

• A number is added to the end of the chart name.
• The chart’s scheduled delivery settings are replaced with their default values.

To create a chart by copying:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Find the chart that you want to copy.
3. In the upper-right corner of the chart box, click Actions , and then click Duplicate.

Importing charts

A project dashboard owner or a project administrator can import charts from other project dashboards shared with them across the license. License administrators can import charts from any project in the license.

To import charts to a dashboard:

1. Open a dashboard.

2. At the top, click Import charts.

3. Select a source project and click Next.

4. Select a source dashboard and click Next.

5. Select charts and click Import.

6. Wait until the import is completed and click Close.

7. Review the resulting charts and correct their settings if needed.

Viewing charts

When you view a dashboard, you can see all charts available on the dashboard. If you want to view a detailed list of issues that contribute to the chart, order a report by email. For more information, see the following articles:

• Scheduling chart-based reports
• Generating chart- and dashboard-based reports

To view charts:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Scroll down to find the chart that you need. Then you can do the following:

   • To view details, move the pointer over chart areas and points.

   • To refresh a chart, in the upper-left corner of the chart, click . If this button is unavailable, the chart was built recently and does not require refreshing.

   • To refresh all charts in the dashboard, at the top, click Refresh all.

3. To adjust some of the chart settings, click the chart name, and then do any of the following:

   • In the right pane, edit the chart settings. Depending on your access rights, some settings might be read-only

   • In the bottom pane, select or clear the checkboxes to show or hide data series, or change the colors of the data series.

   • Hide or show the settings pane by clicking Show settings or Hide settings . Hiding the settings enlarges the chart.

   If you have enough rights, you can save your changes. This does not save the filter settings in the bottom pane.

4. (project dashboards only) To open the list of issues that form a chart series, click the chart area that represents the series.

   The list of issues is generated together with the chart. If the chart was built a long time ago, the list of issues might be inaccurate. To correct this, in the upper-left corner, click the refresh button next to the chart building time: .

   In status flow charts, only the parts that represent the final issue statuses are clickable. Also, the resulting list of issues will contain the issues that currently have the selected status, regardless of the time period of the status flow chart.

   In timeline charts, this option is unavailable.

Editing charts

A dashboard owner can edit charts in their dashboards. Project administrators can edit charts in all project dashboards. License administrators can edit charts in cross-project dashboards that they created and cross-project dashboards that are shared with them.

To edit a chart:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Do one of the following:

   • Click the chart name.

   • In the upper-right corner of the chart box, click Actions , and then click Configure.

3. In the Chart settings pane, edit the chart settings.

4. In the bottom pane, select or clear the checkboxes to show or hide data series, or change the colors of the data series.

5. At the bottom-right corner, click Save.

Arranging charts

Arranging charts within a dashboard includes changing their size and order.

A dashboard owner can arrange charts in their dashboards. Project administrators can arrange charts in all project dashboards. License administrators can arrange charts in cross-project dashboards that they created and cross-project dashboards that are shared with them.

To arrange charts:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. To change the chart size, in the upper-right corner of the chart box, click Actions , and then click Full size or Half size.

3. At the top, click Arrange charts, drag the charts, and then click Save.

Sharing charts

You can share a chart with a project member by sending them a link to the chart. Note that they will be able to view it only if they have the right to view the dashboard that contains the chart.

To copy a chart link to a clipboard:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. In the upper-right corner of the chart box, click Actions , and then click Copy link.

Deleting charts

A dashboard owner can delete charts in their dashboards. Project administrators can delete charts in all project dashboards. License administrators can delete charts in cross-project dashboards that they created and cross-project dashboards that are shared with them.

To delete a chart:

1. Open a dashboard.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Do one of the following:

   • In the upper-right corner of the chart box, click Actions , and then click Delete.

   • Open the chart for editing and then, in the bottom-left corner, click Delete.

3. Confirm the deletion.