The new data loading module allows you to load from boards, projects, or issue filters based on your desired date ranges and other available criteria.
...
The new board loading experience will launch. It has 3 steps:
Step 1 - Create your data set
Choose your data source (board, filter or projects) and any filters limiting the data (ie. only resolved after X date) that should be imported.
...
Finally, click the
| Status | ||||
|---|---|---|---|---|
|
Load from a saved configuration
Once you have used the board loader to configure and load data, you’ll notice that the most recently created configurations are available to load or edit.
...
| Info |
|---|
By default, they will be named in the following format: BOARD NAME - MM DD, YYYY HH:MM as seen in the image above. But, you can click on that name and change it so that you can differentiate between them when you come back later. |
You can currently save up to 10 configurations. Once you have 10, the next time you create a new configuration, by editing or creating one from scratch, the oldest one will be removed to make place for the new one.
| Info |
|---|
If you want to ensure that certain configurations never get removed, click the star icon to make them a favorite. This ensures it won’t be replaced. You also can’t delete an item while it is a favorite. |
You can currently do 3 things with these saved configurations:
...
Go - choose this to load this data immediately without revisiting the workflow or fields configuration. Filters you set for this data on step 1 will be honored.
Please note that we will put you in edit mode if we find new unmapped statuses that weren’t there when you originally loaded the data. New statuses will have a gold-colored border. Continue through steps 2 and 3 to load your data.
...
Edit - save time by using a saved filter as a starting point. Change what you need. The result will be a new saved configuration (it doesn’t override the one you edited).
...
.
Step 2 - Map your workflow statuses
We automatically import the mapping found in the board settings for the board you’re loading. However, sometimes there are statuses that aren’t mapped and this can cause various issues with your analytics. In this screen, we give you the opportunity to review and decide how to proceed (map them or ignore them).
...
| Note |
|---|
Unmapped statuses can mean missing information in your analytics |
Step 3 - Additional fields
See the default data fields we pull for each issue and choose additional fields to import for your dataset.
...
| Info |
|---|
Please note there is no more “Select All” option. There are significantly more options available now and adding them all can cause performance hits. You’re also not likely to really use all of the data available to you. Therefore, take a few seconds to choose the items you really want because, with saved configurations, you don’t have to choose this every time! |
Load a saved data set
Once you have used the board loader to configure and load data, you’ll notice that the most recently created configurations are available to load or edit.
...
| Info |
|---|
By default, they will be named in the following format: BOARD NAME - MM DD, YYYY HH:MM as seen in the image above. But, you can click on that name and change it so that you can differentiate between them when you come back later. |
You can currently save up to 10 configurations. Once you have 10, the next time you create a new configuration, by editing or creating one from scratch, the oldest one will be removed to make place for the new one.
| Info |
|---|
If you want to ensure that certain configurations never get removed, click the star icon to make them a favorite. This ensures it won’t be replaced. You also can’t delete an item while it is a favorite. |
You can currently do 3 things with these saved configurations:
Go - choose this to load this data immediately without revisiting the workflow or fields configuration. Filters you set for this data on step 1 will be honored.
Please note that we will put you in edit mode if we find new unmapped statuses that weren’t there when you originally loaded the data. New statuses will have a gold-colored border. Continue through steps 2 and 3 to load your data.
Edit - save time by using a saved filter as a starting point. Change what you need. The result will be a new saved configuration (it doesn’t override the one you edited).
Delete - Delete configurations you no longer need so that they don’t take up one of 10 available slots. If you want to delete a favorite configuration, click the star to remove it from your favorites and you will then be able to delete it.
Load external data
You have the opportunity to load a csv file as normal.
...