Start with the video first to get a better grasp of the topic!

Skip Ahead to:

Performing Contextual Actions

Drilling

Pivoting

From the Analytics landing page, you can open the Analytics pages. Within each of these Analytics pages, widgets are added. This section covers the basic activities performed on widgets.

Performing Contextual Actions

The following contextual action is present upfront while all the others are available in the ‘More’ menu.

  • Refresh
  • Toggle Chart/Table
  • Carousel View

Contextual Menu Icon

Description

Refreshing Widget

Refreshes/ reloads the widget to reflect current data.

Toggling Between Chart and Table

View Chart or Table at a given time.

Carousel View

Switch to the carousel view of the widget.

Back

Takes back to the previous drill level after a drill-down is performed.

Home

Takes back to the home page of the widget if you have drilled-down multiple levels.

Settings

Data, Chart settings for the widget.

Inverting Axis

Inverts the X-axis to Y-axis.

Note: This option is disabled for Agile Analytics (Sprint Velocity/ Burndown Chart) widgets.

Toggle Legend

Opens a sidebar with all the Legend (labels) in the chart. Also, has the option to pin it, if it should be visible always.

Copy Widget

Creates a copy of the widget on the same page.

Move Widget

Moves the widget across pages.

Export

It exports the widgets data into  Excel, Word, or PDF  format.

Accessing Widget Help

Opens the help page for the widget.

Delete

Deletes the widget.

Drilling

In widgets such as Item status, you can set the parameters such that it drills down the data accordingly. For example, you want to plot the tickets raised as per the version number. Then, you want to further drill down as per the ticket status (closed/ open). Finally, you want to further narrow down the ticket priority to Medium.  You can drill down even further to get the exact ticket Ids.

Once you click on the data to drill it down, it shows the data in the list view. If there are multiple types of the workitem in the data, then a list view of all workitem types is generated similar to Execution Board listing along with the All Types list. You can modify any value (row-level editing) in the list view of a specific workitem type by directly clicking the value and entering the new value. Once you modify the values, click the Refresh icon to see the updated list of values.

Note: The row level editing is not allowed in the All Types list.

Widget drill down

Analytics Drill Down

Drill Down Analytics

Note: The same drill-down level persisted across the sessions.

Pivoting

Similar to performing a drill down on a chart, you can further filter down the results pertaining to a detailed category in the table form. When the drill-down is done from a table format, it is termed pivoting.  To pivot the required data, select the table/ chart toggle icon to switch to table format. Then click on the underlined data, to further drill down the information until you get a list of required items.

  • Was this helpful?
  • Yes   No