Chart view

Chart view is a real time graph visualization of your dataset with a range of available parameters.

It is a flexible and easy to use tool for measuring and reviewing your team’s performance and project status in an in-depth manner during project curation. You also have the ability to compare data through different charts to help you visualize the information easily.

The visualization is applied to the filtered data. Filtering is done using the updated query syntax (beta).

Enable Chart view

To see the Chart view, you'll need to enable Beta in Explore, which also requires you one-time Resync of dataset.

Select the project you want displayed in Chart view.
In the left panel, click on Explore.
Click Beta in the top right.
Click Resync.
Click Chart view in the top right.

Charts are built by using the following setups: Measure, Breakdown, Compare by and Chart type.

Measure

Through this parameter, you can look into the different measurements of your items, such as count, time spent, and some component values. You can have multiple selections under Measure.

Measure (y-axis)	Aggregation methods
Count	Number of items
Durations	[Role_Name] Time, Admin Time, Total Time Aggregation methods: Sum, mean, median, min, and max.
Components	Component Values can only be viewed for the value of the Number, Slider, and Rating components, as well as the character length of the Text input, Text Area, Markdown, and Code components. This will display the data belonging to each individual component's ID. Aggregation methods: Count, Sum, mean, median, min, and max.

Breakdown

Defines the field used to break down and calculate the selected Measure(s).

Breakdown (x-axis)	Parameter
None	—
Status	The item's current status.
Folder	The item's current folder.
Category	The item’s assigned category.
Approval status	The item's current approval status.
Custom metadata	The item's custom metadata, if any.
[Role_Name] name (Assignees)	Users with the specified role who have been assigned to items.
[Role_Name]name (Updated by)	Users with the specified role that have worked on the item in the editor.
Admin name	Users with the Admin role that have worked on the item in the editor.
[Role_Name] date (Action date)	A timestamp on when a user with the specified role last worked on the item in the editor.
Last action date	A timestamp on when the last action was taken on an item in the editor.
Components	Break down the data by the values of Select, Checkbox, Radio, Voting, Rating, Date, and Web component component options for each individual component's ID.

The date format can be: Hour, Day, Week, or Month.

Compare by

Chart view gives you the ability to compare your metrics in a number of ways and display the differences clearly. The Breakdown parameters, excluding all date-related parameters, are available as Compare by parameters and are presented in alphabetical order in the graph.

Chart types

You can display the information using a number of different chart types: Bar chart (default), Stacked bar chart (available only if comparison is selected), Horizontal bar chart, Stacked horizontal bar chart (available only if comparison is selected), and Line chart (available only when the breakdown selection is [Role_Name] date, or Last action date).

Sorting

You can sort the Measure parameters by highest-to-lowest, or vice versa. You can also sort the Breakdown parameter in alphabetical order, both regular and reversed.

You can only select one of these options at a time.

Download data

To download your data, click the download button in the top right corner. The download file is a CSV file which consists of a table with 2 columns if no comparison is selected.

Column 1: Breakdown parameter
Column 2: Calculation parameter + calculation method

The number of rows is equal to the count of breakdown parameters for each item.

If you have a comparison parameter selected, the downloaded CSV file is a matrix where the rows represent the breakdown parameters and the columns represent the comparison parameters.

The data in each cell of a matrix represents the calculation parameter + the calculation method for each item group of the (breakdown + comparison) parameter.

Bookmarks

When visualizing your project’s data through the Chart view, you can save your Chart settings as a Bookmark. When clicked, a bookmark will apply all of its corresponding filters and preview parameters to save you time from doing it again manually.

To save a bookmark:

In the Chart view tab, click on the Bookmark button.
Type in a name for your bookmark.
Check Save as shared bookmark if you want the bookmark to be visible to other admins (optional).
Click Save.

Edit and delete bookmarks

You can edit or delete a bookmark at any time from its corresponding menu ⋮.

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Team Owners and Team Admins can delete shared bookmarks regardless of who created them.