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# Project Planning and Tracking (PPT) graphs

This section describes how to generate Project Planning and Tracking graphs.

In this topic:

## PPT graphs overview

When working with PPT, you can create and customize graphs in the Analysis View module, relating to KPI data in the Releases module. Creating graphs in the Analysis View module enables you to filter the data, set various configurations, and organize the graphs in folders.

When viewing graphs, you can drill down to the records represented by each bar or segment.

After you have created graphs in the Analysis View module, you can select and arrange multiple graphs, and view them side-by-side in a dashboard page.

Editions: Functionality related to PPT is available with the ALM edition only. For information about editions and their functionality, see Editions and lifecycle. To find out which edition you are using, ask your site administrator.

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## Generate a PPT graph

This task describes how to generate PPT data using graphs.

To generate a PPT graph:

1. Prerequisites: Under Management, select Releases. Define a release, release scope items, milestones, and KPIs. For task details, see Project Planning and Tracking (PPT) releases.

2. Create a PPT graph in Analysis View.

   1. On the sidebar, under Dashboard, select Analysis View.

   2. Right-click a folder under the Private or Public root folder, and select New Folder.

   3. Right-click the folder. Select New Release Analysis and choose a PPT graph. In the New Graph dialog box, enter the graph name and click OK.

3. Configure the graph.

   In the Analysis View module, select the graph, and click the Configuration tab.

   KPI Graphs

   UI Element (A - Z) | Description
   --- | ---
   Aggregation Function | The aggregation function used in grouping the data by time resolution. Possible values are last, average, max, and min.
   Breakdown | Select a field to determine the information by which data is grouped in the graph.
   Data updated to | Displays data results based on selected date.
   KPI | The KPI name.
   Milestone | The milestone name.
   Period | The time period for which you want to view data.
   Release | The release name.
   Resolution | The time resolution of the data. Possible values are day, week, month, year, auto select (the server determines the optimal time resolution).
   Scope Item | The scope item name.
   Show Last Result | Displays data results based on last run date.

   Scorecard graphs

   UI Element | Description
   --- | ---
   Release | Select the target release.
   Rows | Lists rows that are currently displayed in the scorecard table.
   Columns | Lists columns that are currently displayed in the scorecard table.
   | Sets the order in which row or column names appear in scorecard table.
   | Moves selects fields between Rows and Columns.
   Display Planned KPI Target | Displays the acceptable threshold value for each KPI in the Planned column of the scorecard table. Note: The Planned column is displayed only when this option is enabled.
   Group Scope Items by Field | Groups according to a specified scope item field.
   | Set Filter/Sort. Enables you to narrow and sort the Milestone, Scope Item, or KPI data according to your chosen criteria. For more details on filtering, see Filter dialog box.
   | Clear Filter. Clears the defined filter.
   | Restores default filter definitions.
   Show Last Results | Displays data results based on last run date.
   Data Updated to | Displays data results based on selected date.

4. View the graph

   Select the graph in the analysis tree, and click the View tab.

   UI Element (A - Z) | Description
   --- | ---
   | Generate. Refreshes the graph so that it displays the most up-to-date information.
   | Bar Chart. Switches the chart format to a bar chart.
   | Pie Chart. Switches the chart format to a pie chart. In pie charts, the x-axis categories are displayed as pie segments. The y-axis quantities are represented by the size of the segments. Note: Pie charts do not display the Grouped By field.
   | Line Chart. Switches the chart format to a line chart.
   | Data Grid. The grid creates a matrix of the graph's x-axis and Grouped By categories. A Total row is added that displays the total of each Grouped By category.
   | Show/Hide Total Values. Shows/hides a <total> category to the graph, representing the sum of all the other Grouped By categories. Tip: After showing the <total> category, click its label in the legend to hide the category.
   | Scroll to the Left/Right. Scrolls the graph to the left or right. These buttons are enabled when the Zoom In and Zoom Out buttons are in use.
   | Show All. Restores the graph to its normal size. This button is enabled when the Zoom In and Zoom Out buttons are in use.
   | Zoom In/Out. Changes the magnification of the graph.
   | Save Graph Image. Saves the graph image. You can select from a variety of graphic file formats. Save Graph Data. When viewing a data grid, saves the graph data. You can save the data as an Excel spreadsheet, a Word file, an HTML document, or a text file.
   | Set Graph Appearance. Opens the Graph Appearance dialog box, enabling you to customize the graph title, graph color, and graph display. For details, see Set graph appearance.
   | Copy Graph to Clipboard. Includes the following options: Copy Graph (Color). Copies the graph in color to the Clipboard. Copy Graph (Monochrome). Copies the graph in monochrome to the Clipboard. Copy Full Screen Graph (Color). Copies the graph in color to the Clipboard, enlarged to fit full screen. Copy Full Screen Graph (Monochrome). Copies the graph in monochrome to the Clipboard, enlarged to fit full screen.
   | Print Graph. Includes the following options: Print Graph (Color). Prints the graph in color. This is the default button option. Print Graph (Monochrome). Prints the graph in monochrome. Print Graph and Details (Color). Prints the graph and its description in color. Print Graph and Details (Monochrome). Prints the graph and its description in monochrome.
   | Full Screen. Opens the graph in a new window and maximizes its display. Note: The toolbar remains visible in full-screen mode. Tip: To return to the standard view, click the Close button in the top-right corner of the window.
   <graph area> | You can perform the following actions in the graph area: Hover over a graph segment to view a tooltip containing additional information. Click the Break Over Time link to drill down to the graph's data and show specific points during a period of time. Opens a breakdown over time graph. Available from: View tab - KPI Breakdown
   <KPI cell> | You can perform the following actions in a KPI cell: Click a KPI cell to display a graph representation of this cell. Hover over a KPI cell to view a tooltip containing the KPI's threshold values. Available from: View tab - Release Scorecard
   <legend> | Displays the chart categories and their corresponding color. Click a category to show or hide the category in the graph.

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