User Guide | 2019.2

Adding dashboard chart widgets

Chart widgets are displayed on dashboards and show graphical representations of data to help you analyze project metrics and status.

For example, to help managers with future release planning estimates, add a column chart to track the actual versus estimated hours to complete a feature. To help team leads make sure work is evenly distributed, add a pie chart to show a breakdown of items currently assigned to users.

Tip:  If you can view or work with reports, you can copy settings from an existing live chart report in the project to use for the widget. Click Copy from Live Chart and select the live chart to copy settings from. See Copying live chart settings to dashboard widgets.

1. Choose Tools > Administration > Dashboards or Dashboard Widgets. The available option depends on your security permissions.

If you can configure dashboards and widgets, the Configure Dashboards dialog box opens. Click Configure Widgets.

If you can only configure widgets, the Configure Widgets dialog box opens.

2. Click Add and select Chart.

You can add a maximum of 100 chart widgets, which also includes burn down and burn up widgets.

3. Specify the basic widget information.

  • Name identifies the widget on the dashboard. You can enter up to 128 characters.
  • Description provides additional information about data the widget displays and is shown in a tooltip when users mouse over it. If you create multiple widgets with the same name, use the description to distinguish them. You can enter up to 255 characters.
  • Security groups are the groups that can view the widget. You can select a specific group, multiple groups, or <All> to let all groups view the widget.

4. On the Type tab, select a chart type in the left pane and then select the chart to use for the widget in the right pane. See Chart types.

5. Click the Source tab to select the data to include in the widget.

  • Select the item types to include. Optionally select a filter for each type to only include specific items in the chart. Interactive filters and filters with <current user> restrictions are not available for widgets. Click Create Filter to create a new filter. See Adding filters.
  • Select Items in folder to only include items in a specific folder. Click Browse to select a folder. Select Recursive to include any child folders.

6. Click the X-Axis tab to specify the data to display on the chart horizontal axis. See Configuring the dashboard chart widget X-axis.

7. Click the Y-Axis tab to specify the data to display on the chart vertical axis. See Configuring the dashboard chart widgets Y-axis.

8. Click the Legend tab to select where to display the legend relative to the chart.

The legend is displayed to the right of the chart by default, but you can also display it at the bottom.

9. Click Preview to preview the widget to make sure you configured it correctly.

10. Click OK to save the widget.

After saving the widget, add it to a dashboard so users can see it. See Configuring dashboards.