Need to better analyze the tasks or information on a board? Want to see how well your team members are doing when completing their tasks or see the progress of your projects? With our Chart View, now you can pull up various reports for a specific project or board in order to enhance your workflow!
What is the Chart view?
Our Chart View is a great way to see the analytics side of your workflow. See how well your team members are performing, how fast your tasks get done, how they change over time and more. Keep reading to find out how to use it.
How to set it up?
To add a chart view, click on the arrow next to the button "main table" located on the top left of your board. Click on "chart" as below:
Once done, you will get the following chart:
On the right, you will find a bunch of different settings allowing you to customize the view the way you want it to be. Let's dive into these settings!
Choose the chart type
Select the type of chart you want to see - choose from either our pie chart, bar graph, or line graph-
Customize your chart
Once you've selected your chart type, select the break down of your chart:
- For the pie chart, select the labels from the different column types in your board.
- For the bar graph, select the x-axis from the different column types in your board. For the y-axis, select the numerical value or any of the other columns in your board. We recommend using the Weight by count of the items in your board :) For budget costs, use your numbers column that represents your budget.
- For the line graph, select the x-axis from the different column types in your board. For the y-axis, select the numerical value or any of the other columns on your board. Similar to the bar graph, you can choose from the Weight by count of the items or for budgeting purposes, you can use the numbers column in your board that represents your budget.
- You can also view multiple y-axises in a bar or line view! This can be a great way to show comparison of actual spend versus budget across departments!
With any chart view, you can always export this as an image or Microsoft excel sheet in order to conduct even more reporting :)
Get the big picture for your projects and see how well your team performs!
Can I choose the way I want to group my dates?
Yes, you can! You can click on the "Group By" drop-down to decide if you would like the dates to be grouped by Day, Week, Month, Quarter, or Year.
Have any other questions about our Chart View or anything else? Reach out to us at Customer Success! Send your questions to firstname.lastname@example.org