Dashboard and analysis tools

Select a predefined dashboard

Click Favorites, expand the Public folder, and select a dashboard for your role – Release Manager, Scrum Master, or Developer. If you use the Storyboard, select the Kanban Dashboard to track the progress of items on the storyboard.

Tip: Some graphs display data based on the current release, sprint, and team. Make sure the correct release, sprint, and team are selected at the top of the page.

Add a graph to a predefined dashboard

Make sure the correct dashboard is selected. The dashboard name is displayed alongside the Favorites label.
Click Add Widgets. The Add Dashboard Widgets dialog box opens.
Choose a category, or type a string in the search box to find a widget.
Select a widget, and click Add to Dashboard. The widget is added to the bottom row of the current dashboard.

Save a dashboard

After you have designed a dashboard, you can save it as a favorite. You can then return to the same dashboard in the future. A favorite stores the graphs and their layout on the page.

Select Favorites > Add to Favorites.

Favorites in the Public folder can be accessed by all users.

By default, only Site Administrators and Workspace Administrators can create, update, and delete public favorites.

Workspace administrators can set permissions to allow Team Members to create public dashboard favorites and widgets. For details, see Permissions configuration.

Create a custom graph

Agile Manager provides an array of predefined graphs in different categories. In addition to these, you can create custom graphs, save them to the widget gallery, and include them in any dashboard.

You can create two types of custom graphs:

Summary Graph

Provides a snapshot view of backlog items (user stories, defects, or both), according to criteria that you specify. For example, you can create a pie chart of user story statuses for a specific sprint, or a column chart of requirements assigned to users, grouped by status.

Summary graphs can also display data defined in custom fields. Add them to your custom summary graph by selecting the custom field in the Filter or Display wizard pages, as needed.

Supported custom field types include: Date, Free Text, Single Value List, Numeric, and Users.
Multi Value List fields are not supported in custom Summary graphs.

Agile Graph

Displays the development of backlog item data over time, according to criteria that you specify. For example, you can track the number of user stories remaining in a team's backlog on any given day during a sprint.

Additionally, define the data used for the X- and Y-axis, and how data is grouped.

Custom Agile graphs can show custom Single Value List and Numeric fields defined for user stories and defects, which are enabled for tracking.

To view these custom fields in Agile graphs, edit the field on the Site > Fields configuration page, and select the Track this field over time... option. For details, see Track custom fields over time.
Date, Free Text, Multi Value List, and Users fields are not supported in custom Agile graphs.

For more details, see Manage custom fields.

To create a custom graph:

Click Add Widgets. The Add Dashboard Widgets dialog box opens.
Click Create Custom Graph. The New Custom Graph wizard opens.
Select a graph type, and follow the wizard steps. Save your graph to the gallery, in a private category to access it again later, or in a public category to enable others to view it too.

Change graph settings

You can change settings of graphs displayed in the dashboard. The basic settings you can adjust include: Title, Description, Release, Team, and Granularity.

Hover over the title banner of a graph, click the down arrow , and select Configure Settings.
Change the settings, and click Save.

Tip: By selecting the Context Sensitive value in the Release, Sprint or Team fields, you can force the graph to display data according to the release, sprint, and team selected at the top of the page.

Dashboard and analysis tools

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