Global Chart Controls
- Julia Wester
- Margaux Fiche
- Eloise Vinson
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Each chart has it's own set of controls that you can use to configure your data. If you find yourself repeating certain things over and over on each chart, it is time to explore the global chart controls.
There are two controls that are available to the right of the chart under the heading "Controls for all Charts":
Item Filter
Workflow Stages
When you use either of these, it will affect what you see on every chart you navigate to without the need to configure the individual charts.
When you filter down the options here, you reduce the options available in the individual chart controls. Keep reading for more information...
Date Range
The Date Range control allows you to select a specific date range for your completed items across all charts.
Selecting the dates opens a calendar window where you can choose the date range that you want to see.
There are presets to select from, such as Last 30 Days, Last Quarter, etc.
Item Filter
If you would like to filter your data view by any attribute other than workflow stage, use the Item Filter control to manage what is shown in your data view. This includes some basic issue data as well as custom fields you chose to import when you loaded the Jira data.
If I choose to filter down to just Issue Type: User Story at this global level, then the Item Filter control for an individual chart will only show the User Story option under "Type". Compare the image to the right, which is an example of an individual chart control after the global filter has been used, with the unfiltered global control image above it.
Workflow Stages
If you would like to filter your data view by workflow stage at the global level so that none of your charts can use that workflow stage, deselect the workflow stages you'd like to exclude.
If I choose to filter out a workflow stage at this global level, then the Workflow Stages control for an individual chart will not show that particular workflow stage. Compare the image to the right, which is an example of an individual chart control after the workflow stage "Backlog" has been filtered out at the global level, with the unfiltered global control image above it.