Tracking the Progress with Statistical Charts

Updated on 2025-01-17 GMT+08:00

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You can use statistical charts to track the progress of work items in a project.

There are two types of charts available: custom and preset. The preset templates include the overview, workloads, work item distribution, sprints, and bug types. Select a template as required.

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.

Access the CodeArts Req homepage.
Access a Scrum project. Choose Work > Statistics. Click Create Report. In the displayed dialog box, choose Custom Chart.

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.

NOTE:

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.

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.

Access the CodeArts Req homepage.
Access a Scrum project. Choose Work Item > Req > Statistics. Click Create Report. In the displayed dialog box, choose Work Item Trend.

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.

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.

You can perform the following operations on created charts.

**Table 3** Basic chart operations
Operation	Description
Switch chart display mode	Click in the upper right corner of a chart card to switch the chart display mode.
View chart in full screen	Click in the upper right corner of a chart card to view the chart in full screen.
Save chart	Click in the upper right corner of a chart card and click the save chart icon to save the current chart as a PNG image.
Export chart	Click in the upper right corner of a chart card and click Export Chart to export the current chart data to an Excel file.
Edit chart	Click in the upper right corner of a chart card and click Edit Chart to edit the chart.
Move chart	Click in the upper right corner of a chart card and click Move Chart to move the current chart to another chart category.
Delete chart	Click in the upper right corner of a chart card and click Delete Chart to delete the current chart. Deleted charts cannot be restored.

You can manage created charts by category. Multiple chart cards are displayed in one view. By default, Non-Categorized charts are displayed. You can create chart categories as required. Each chart category can contain a maximum of 20 chart cards.

Managing Charts by Chart Category

Access a Scrum project. Choose Work > Statistics, and click in the Non-Categorized drop-down list. Enter a name in the Create Chart Category dialog box.
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. After a chart category is deleted, charts under the category are automatically moved to Non-Categorized.
- Within a chart category, you can drag the target chart to adjust its display sequence.