User Guide | 2019.2

Configuring the dashboard chart widgets Y-axis

When you create a dashboard chart widget, you need to specify the fields to display data for on the vertical chart axis (Y-axis). You can use the left and right vertical axis to display different series.

You can also configure options for each series in the chart, such as the name used in the legend, the Y-axis scale, and data fields for axis labels.

Note:  Pie charts only support one series. When you select a field on the X-Axis tab, it is automatically selected on the Y-Axis tab. You can configure series options for these charts on the Y-Axis tab.

1. Click the Y-Axis tab when adding or editing a chart widget. See Adding dashboard chart widgets and Editing and deleting dashboard widgets.

2. Enter a Y-Axis Left Title and Y-Axis Right Title.

Pie charts do not have Y-axis titles.

3. Select a Field Type to indicate the type of fields to display in the Fields list. The available field types depend on the item types selected on the Source tab and the chart type.

Field type Displays
All field types All available fields for the selected item types.
Date Date/time fields, such as Created Date, for the selected item types and workflow events related to the items.
List Pop-up menus, such as Version and Product, and other drop-down lists for the selected item types and workflow events related to the items.
User/Customer User and customer fields, such as Assigned To User and Created By User, for the selected item types and workflow events related to the items.
Boolean Check box fields and other Boolean fields, such as Is Marked As Suspect and Issue Has Links, for the selected item types and workflow events related to the items.
State attribute State of the selected item types (Open or Closed).
Numeric Integer and decimal number fields, such as Actual Hours and Percent Done, for the selected item types and workflow events related to the items.
Folder name Folder Name field selected in the Items in folder field on the Source tab.
Item type Item type: Issue, Requirement, Requirement Document, Test Case, or Test Run.

4. Select a field in the Fields list and click the Add Field to Series button to add it to the Series list. The available fields depend on the selected field type and your security permissions.

If a list, Boolean, user/customer, or state attribute field is selected on the X-Axis tab, it is automatically added to the Series list.

Note:  To search for a field, enter the characters to search for in the Search field. Matching fields are displayed in the list as you type. Enter additional characters to narrow the results. To filter the field list, select All Fields, Common Fields, or an item type from the drop-down list. You can only filter the field list if multiple item types are selected on the Source tab.

5. Arrange the fields in the Series area. Options selected in the Configure Series area are displayed in parentheses after the series.

  • The order that series are displayed reflects the layering order on the chart. The series at the top of the list is displayed as the top layer or left-most item in the chart. To reorder the series, select a series and click Top, Move Up, Move Down, or Bottom.
  • To remove a series from the chart, select it and click Remove.

6. Select a series and then select any Configure Series options. The available options depend on the selected series.

Field Description
Name Series name displayed in the chart legend.
Type Chart type for the selected series.
Y-Axis Axis scale the selected series is associated with (left or right). Bar and column charts can only use the left axis.
Style Color, line type, and symbol to use for the selected series.
Trend Line Plots a trend line on the chart for the selected series and specifies the line style and color.
Average Line Plots an average line on the chart for the selected series and specifies the line style and color.
Y-Value Value type used to display data on the Y-axis, such as Count, Percent, or Sum. The Y-value number is displayed in conical, meter, and pie charts.
Field Value Data field to use for the Y-axis.

7. Click Add or OK to save the changes.