Tracking the Progress with Statistical Charts

Prerequisites

• There is a Scrum project, in which you have permission to create charts.
• There is a Scrum project, in which you have permission to create, rename, and delete chart types.

Creating a Custom Chart

You can use custom charts to analyze the measures from several dimensions, including the Story point, Expected person-hours, Actual person-hours, and Work item.

1. Access the CodeArts Req homepage.
2. Access a Scrum project. Choose Work > Req > Statistics. Click Create Report. In the displayed dialog box, choose Custom Chart.
3. On the page for creating a custom chart, configure the following information.
   Figure 1 Creating a custom chart
   

   Table 1 Creating a custom chart

   Parameter	Description
   Title	Chart title. The value can contain 3 to 128 characters, including letters, digits, underscores (_), and hyphens (-).
   Chart Type	Chart display type. The options include Bar or Pie.
   Analysis Dimension	Data analysis dimension of a chart, that is, data dimension represented by the X axis.
   Comparison Dimension	Data comparison dimension of a chart, that is, data dimension represented by the color block on the Y axis.
   Measure	Data summary item of a chart, that is, data dimension represented by the Y axis. Statistics on the number of story points and work items, and estimated and actual workloads are supported.
   Data Filtering	After clicking Add Filter, you can select a system field or customize a field to filter the range of chart statistics.

   

   • In brief, statistic charts calculate the Measure of each Analysis Dimension in each Comparison Dimension.

     For example, set Analysis Dimension to Handler, Comparison Dimension to Sprint, and Measure to Expected person-hour. The expected person-hours of each handler in each sprint will be calculated.

   • In data filtering, you can add different filter criteria to further filter statistic data. For example, if Sprint is selected, only work items in the specified sprint are filtered.

4. Click Save. Saved charts are displayed on the Statistics homepage for you to easily view and modify.

Using a Preset Chart Template

Select a proper preset chart template based on the service scenario.

• You can use the Work Item Trend, Work Item Due Date Statuses, and Work Item Completion system charts to analyze work items.
• You can use the Person-Hours of Project Members system chart to analyze the person-hours of the project members.
• You can use the Work Items by Handler, Work Items by Priority, and Work Items by Historical Status system charts to analyze the work item distribution.
• You can use the Sprint Burndown Chart system chart to analyze the sprints.
• You can use the Bugs by Handler, Bugs by Creator, Bugs by Priority, Bugs by Work Item Status, and Bugs by Handler and Work Item Status system charts to analyze the work item bugs.

The following describes how to use the preset chart template Work Item Trend to create a chart.

1. Access the CodeArts Req homepage.
2. Access a Scrum project. Choose Work > Req > Statistics. Click Create Report. In the displayed dialog box, choose Work Item Trend.
3. Go to the chart editing page and configure the following information.
   Figure 2 Editing the work item trend overview
   

   Table 2 Creating a chart on work item trend overview

   Parameter	Description
   Title	Chart title. The value can contain 3 to 128 characters, including letters, digits, underscores (_), and hyphens (-).
   Type	Work item type scope. You can select multiple options from all work item types in the project.
   Data Filtering	You can select Sprint or Time Range to filter the data range to be displayed in a chart.

4. Click Save. Saved charts are displayed on the Statistics homepage for you to easily view and modify.

Follow-up Operations

After operations in Creating a Custom Chart or Using a Preset Chart Template are complete, users who have permission to Edit, Delete, Move, and Export charts can perform the following operations.

Managing Charts by Chart Category

1. Access a Scrum project. Choose Work > Req > Statistics, and click in the Non-Categorized drop-down list. Enter a name in the Create Chart Category dialog box.
2. Click OK.
   • Chart cards can be placed under chart categories.
   • To rename a chart category, click on the right of the chart category name and choose Rename.
   • To delete a chart category, click on the right of the chart category name and choose Delete.
   • Within a chart category, you can drag the target chart to adjust its display sequence.
     

     • After a chart category is deleted, the included charts are automatically moved to Non-Categorized.
     • If you delete chart categories, they are permanently deleted and cannot be restored.