Create a Historical Chart

basics
Updated:

A Historical chart will show you data over time. This can be useful to identify trends or show progress over a specified time frame.

To create a Historical chart:

  1. Create a new chart.

  2. Select "Historical Chart" from the menu options.

  3. Select your chart width preference. This is how much space your chart will take up on your dashboard.

    • 1/2 width tile = the chart will take up 1/2 the row (ie. you could fit 2 across)
    • 3/4 width tile = the chart will take up 3/4 of the row
    • Full width tile = the chart will take up the entire row
  4. You can now select which types of Cards you would like to show in your chart.

    • Open Cards - all those Cards from your Board that are visible. This includes completed Cards as well.
    • Completed Cards - all Cards on your Board that have been moved to your "Done" List(s).
    • Cards Added to Board - this is all Cards added to your Board.
  5. Select which Board you would like to report on.

  6. Now you must select how to total your data. There are several options

    • Cards - count the number of Cards.
    • Sum - sum a custom field value. This will be useful for numerical custom fields only.
  7. Now you can choose to apply a filter. Filters can also be applied after the report is created.

    Note: If you have selected to report on Completed Cards we recommend the "No Filter" option as a default.

    If you have selected to report on Open Cards, we recommend using a filter and filtering by List at a minimum.

    • No filter - this will show all Cards on your Board.
    • Filter - you will be able to select the data you'd like to see in your report.
  8. Give your chart a name. Hit the "Save" button, or press enter.

After you're finished...

Once you're chart is complete you can do the following:

  • Hover your mouse over different parts of the chart to show further details on your specified data.

  • Drag and drop this chart tile anywhere you like within your dashboard.

  • Drill down (by clicking on the chart) and see full details of completed Cards and the time they took.

    Note: Drilldowns are only available once you click 'Done' in the top right.

  • Change the period for display (daily, weekly, monthly, yearly)

More like this