Chart Settings allows for the Metrics' charts to be customized. This includes the type of chart, trends, aggregation, and axis groupings. The options available within Chart Settings will dynamically update based on the metric you are on, the chart type you select, and the fields you select for your axes.

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Standard Metric and Chart Type Settings:

• For special case metrics, click here. For all others, continue on to “Chart Types” below.

  • Special case metrics include: Active Issues, Burndown, Committed Vs Completed, Issue Label, Issue Type and Team Sentiment

Chart Types

Common 2D Charts

Includes: Stacked Column, Stacked Column Percent, Grouped Column, Line, Area, Stacked Area, and Area Spline.

Available Configuration Options:

• Y-Axis: Always has a numeric data type. Uneditable at this time.

• Series Selector: Determines what displays in the chart’s legend.

• X-Axis: Independent axis that determines data grouping.

Stacked Bar

Stacks segments making it easy to see the individual segment without overlap. Similar to stacked column, but with the X-Axis as the dependent axis. Averages are not available when using this chart type.

Available Configuration Options:

• X-Axis: Always has a numeric data type. Uneditable at this time.

• Series Selector: Determines what displays in the chart’s legend.

• Y-Axis: Independent axis that determines data grouping.

Heatmap

Use to create metric views that show three dimensional data, such as number of actions taken within a specific window of time on a specific day.

Available Configuration Options:

• Z-Axis: Always has a numeric data type. Uneditable at this time.

• Y-Axis: Independent axis that determines data grouping.

• X-Axis: Independent axis that determines data grouping.

Pie Chart

Used to display the composition of a set of data over the selected time period.

Available Configuration Options

• Data Axis: Always has a numeric data type. Uneditable at this time.

• Series Selector: Determines what displays in the chart’s legend.

Axis Data Types

Axis menus dynamically update the available options based on the underlying selection's data type.

Data / Numeric

The data / numeric data type is what is plotted for every metric. Dependent on the starting metric view selected.

Options:

• Data: Required for all metrics and fixed based on initial metric view.

• Aggregation: These options configure how data is combined when grouping by some parameter.  For example, if you wish to see all commits by week, you can elect to see the count of all commits [Count] during that time or the total number of lines committed [Sum].

  • Average - The average of the summed values within a series

  • Count - The total number of instances within a series

  • Count Unique - The number of unique instances within a series

  • Min - The smallest individual value within a series

  • Max - The highest individual value within a series

  • Sum - The Total of the values within a series

  • Median - Finds and displays the median value within a series.

Time

Data type used to show historic trends. Most commonly used as the x-axis on metrics.

Options:

• Grouping: Causes the axis to be grouped by standard time increments, such as weeks, days or months.

  • There is also a Custom grouping option, allowing you to select a pivot date and period duration. Use this to replicate sprint windows.

• Trailing Aggregation:

  • Static - The default for most metrics, when using static aggregation all items in a time grouping will belong to that time grouping.

  • Trailing - Useful when looking to normalize data over time and find trends for metrics where weekly activity can be difficult to interpret.

• Trailing Weeks:

• Week Start Day:Active when time axis grouping is set to Weeks, Week Start Day allows users to choose what named day of the week their weekly grouping starts on.

• Average Overlays (Note: Only available when X-Axis is time and for certain chart types.)

  • Average: Choose whether to overlay a dotted line showing the average. In charts with subseries, the average is calculated across the subseries rather than from the total for each interval.

    • On

    • Off

  • Mode:

    • Cumulative - Shows the sum value of all series in a data column.

    • Individual - Looks at each individual data point within a column and plots the average.

    • Series - Averages the sum of series within a data column.

  • Trailing Average:

    • Off - Creates a standard average based on the data points of the associated x-axis grouping.

    • On - Creates an average based on the data points of the current week and x number of trailing weeks.

  • Trailing Weeks: Only available when Trailing Average is set to “On”

Time Part

Allows data to be grouped by a standard segment of time, such as a named day of the week or hour of the day. Often used to find trends, such as work patterns over a time range.

Parent Property

Parent Property allows you to group child data, such as individual cards, commits, or pull requests by the parents they belong to via linking. Parent types include, but are not limited to, epics, initiatives, releases and projects.

User

A user selection determines the relationship between data and people. For example, assignee in the context of card data

Tags allow users to group metrics based on individual users into various categories instead. For any metric based on people in the series or as an axis, you can select a tag category to group by. The example scenario below shows velocity by developer role, but this concept can be applied to most other metrics.

Note: Putting users into multiple tags in the same tag category can cause duplicate in metrics and it will give credit for the same work to both tags.

String

Often the data type used for custom fields.

Special Filters

The following special filters are only usable in the context of certain metrics. They either expand or reduce the base data set.

Exclude Tickets Without Merged PRs:

• Only available on card/issue based metrics, this option will filter out cards that have no affiliated Merged Pull Requests linked.

Include Disabled Team Members:

• This setting expands the metric data set to include users that are disabled in Team Management. This setting is not available for custom metrics.

Annotations

We introduced the ability for you to add annotations to metric visualizations. Utilize this functionality to:

• Quickly set goals or baselines with additional context.

• Annotate critical events or process changes at the source for cross-team visibility.

• Put in motivational quotes and lines from Anchorman for your team to enjoy.

Custom Metric and Chart Type Settings:

Customized Metrics:

Active Issues, Burndown, Issue Label, and Issue Type

• Only allows the “Burndown” custom chart type.

• Only allows the editing of X-Axis time grouping and the week start day.

• Averages are disabled.

Committed Vs Completed

• Only allows editing of the chart type.

Team Sentiment

• Only allows the “Sentiment” custom chart type.

• Requires “Time” on the X-Axis.

Customized Chart Types:

Sentiment

• Exclusively used for the Team Sentiment metric. A line chart with a fixed y-axis range of 0 to 5.

Burndown

• Used specifically on the Active Issues, Burndown, Issue Label and Issue Type metrics.

Forecast Trend

• Used on a subset of views within the burndown metric where it shows how the selected works’ forecasted end date has changed over time.