Create a Pie Chart

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Basics

To create a pie chart:

  1. Create a new chart.

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

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

    • 1/4 width tile = the chart will take up 1/4 of a row (ie. you could fit 4 separate pie charts across)
    • 1/2 width will take up half of the row (Recommended - this width allows more space for Label titles so it will be easier to read in the reports.)
  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. Next you can select how to group your data. This will allow you to group your data for display based on your Board set up. Below are some examples.

    • Labels - this will group your data based on labels assigned to Cards.
    • Member - this will group the data by team members.
    • Lists - this will group your data by the lists you have created.
    • Custom Fields - this will group your data by the custom fields you are using on your boards. Note: Only checkbox, dropdown and text options are available for data grouping.
  7. 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.
  8. 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 adding a filter for Lists to only show the Open Cards in the Lists you are interested in. For example you may only want to show cards in your 'Doing' Lists...

    • 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.
  9. 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.

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