Select items for a chart
Select items for a chart
This guide shows how to select items for a chart. The selection can be based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
If you want include subitems in a chart, they must be imported separately and added as data sources to the charts
This guide shows how to select items for a chart. The selection can be based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
If you want include subitems in a chart, they must be imported separately and added as data sources to the charts
This guide shows how to select items for a chart. The selection can be based on any of the columns on your board, including Status columns, Date columns, or Timeline columns.
If you want include subitems in a chart, they must be imported separately and added as data sources to the charts
Select items based on Status columns
The Status column is special because it is used as a source of your workflow. When you import a board to Screenful, you are asked to pick the status column that contains your workflow. The stages in your workflow are mapped to Not started, In progress, and Done. That allows Screenful to understand your data better and calculate metrics automatically.
Once you have mapped your delivery pipeline or sales funnel like this, you can create charts using the metrics available in the chart editor:
The options in the menu filters the items as follows:
Total (items) -> Include all items
Not started & In progress -> Include items that are in the stages mapped to Not started or In progress
In progress -> Include items that are in the stages mapped to In progress
Created -> Include all items created within a date range, regardless of stage
Completed -> Include all items moved to a stage mapped to Done within a date range.
The content in the Insights section is generated according to the selected status column. Learn more about workflow mapping from this guide.
Select items based on Status columns
The Status column is special because it is used as a source of your workflow. When you import a board to Screenful, you are asked to pick the status column that contains your workflow. The stages in your workflow are mapped to Not started, In progress, and Done. That allows Screenful to understand your data better and calculate metrics automatically.
Once you have mapped your delivery pipeline or sales funnel like this, you can create charts using the metrics available in the chart editor:
The options in the menu filters the items as follows:
Total (items) -> Include all items
Not started & In progress -> Include items that are in the stages mapped to Not started or In progress
In progress -> Include items that are in the stages mapped to In progress
Created -> Include all items created within a date range, regardless of stage
Completed -> Include all items moved to a stage mapped to Done within a date range.
The content in the Insights section is generated according to the selected status column. Learn more about workflow mapping from this guide.
Select items based on Date columns
You can track work based on any of your Date columns. When you create a custom chart, you can pick a date field instead of a workflow state as the primary filter. Let's assume you have a column Close date on your board. When you select by Close date, the chart will include items that have the close date within the selected date range:
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date column. If the date is within the date range, it is included, regardless of the workflow state of that item.
Select items based on Date columns
You can track work based on any of your Date columns. When you create a custom chart, you can pick a date field instead of a workflow state as the primary filter. Let's assume you have a column Close date on your board. When you select by Close date, the chart will include items that have the close date within the selected date range:
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date column. If the date is within the date range, it is included, regardless of the workflow state of that item.
Select items based on Timeline columns
You can track work based on your Timeline column by mapping the column to the Start date and Due date in the custom field mapping. To access the custom field mapping, select Data Mapping under the main menu and navigate to the Custom Fields tab.
The rightmost column shows the the mapping of the column. You can adjust the mapping by clicking the item from the list:
Since Timeline contains both start and end dates, you can map it to either a start date or an end date, and the other date is automatically mapped to the same Timeline field.
Once mapped, you can use the timeline column in the same way as you can use your Date columns. To select items that have timeline end within the selected date range, select By Due date from the menu when creating a chart:
Select items based on Timeline columns
You can track work based on your Timeline column by mapping the column to the Start date and Due date in the custom field mapping. To access the custom field mapping, select Data Mapping under the main menu and navigate to the Custom Fields tab.
The rightmost column shows the the mapping of the column. You can adjust the mapping by clicking the item from the list:
Since Timeline contains both start and end dates, you can map it to either a start date or an end date, and the other date is automatically mapped to the same Timeline field.
Once mapped, you can use the timeline column in the same way as you can use your Date columns. To select items that have timeline end within the selected date range, select By Due date from the menu when creating a chart:
Select items based on Time tracking columns
You can select items for a chart based on when the time was logged on them. If you have added one or more Time tracking columns to your board, they will be shown in the metrics menu:
When you select a Time tracking column from the menu, a date range menu appears:
The Date range refers to when the hours were logged. The items included in the chart are the ones that have time tracking entries within the selected date range.
Select items based on Time tracking columns
You can select items for a chart based on when the time was logged on them. If you have added one or more Time tracking columns to your board, they will be shown in the metrics menu:
When you select a Time tracking column from the menu, a date range menu appears:
The Date range refers to when the hours were logged. The items included in the chart are the ones that have time tracking entries within the selected date range.
Select items based on other columns
Even if you don't have any Status, Date, or Timeline columns on your board, you can still create charts with Screenful. In the chart editor, simply select Total (items):
Then narrow it down to any subset by setting a filter. First, click the filter button next to the menu:
Then select the property you want to filter the data by:
The filter menu contains all the properties that are available for filtering. You can learn more from the filtering guide.
Select items based on other columns
Even if you don't have any Status, Date, or Timeline columns on your board, you can still create charts with Screenful. In the chart editor, simply select Total (items):
Then narrow it down to any subset by setting a filter. First, click the filter button next to the menu:
Then select the property you want to filter the data by:
The filter menu contains all the properties that are available for filtering. You can learn more from the filtering guide.