Creating charts using Trello custom fields
Creating charts using Trello custom fields
This tutorial shows how to create charts using data from custom fields in Trello. All your custom fields are automatically imported and made available for charts. How you can use them in charts depends on their type. For example, your Number fields can be used as units, and your Dropdown fields can be used for grouping and filtering.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Trello. All your custom fields are automatically imported and made available for charts. How you can use them in charts depends on their type. For example, your Number fields can be used as units, and your Dropdown fields can be used for grouping and filtering.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Trello. All your custom fields are automatically imported and made available for charts. How you can use them in charts depends on their type. For example, your Number fields can be used as units, and your Dropdown fields can be used for grouping and filtering.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
Creating charts using Number field
Your Trello Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom numeric field, you can select it as a unit for a chart.
Screenful will automatically make all numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them to a multi-bar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a Dropdown field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Number field
Your Trello Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom numeric field, you can select it as a unit for a chart.
Screenful will automatically make all numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them to a multi-bar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a Dropdown field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Dropdown field
By default, your Trello Dropdown fields are available for grouping and filtering. When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu:
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
By default, your Dropdown fields are available for grouping and filtering. If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Dropdown field
By default, your Trello Dropdown fields are available for grouping and filtering. When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu:
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
By default, your Dropdown fields are available for grouping and filtering. If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Date field
All your Trello Date fields are automatically imported and made available for charts. Let's assume you have a custom date field, Date completed, on your board. By selecting Date completed as the metric for the chart, you can create a chart that shows how many items have the date in the past.
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 field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
Creating charts using Date field
All your Trello Date fields are automatically imported and made available for charts. Let's assume you have a custom date field, Date completed, on your board. By selecting Date completed as the metric for the chart, you can create a chart that shows how many items have the date in the past.
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 field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
Creating charts using Text field
Your Trello Text fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Text field
Your Trello Text fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Checkbox field
Your Trello Checkbox fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Checkbox field
Your Trello Checkbox fields are automatically imported and available for charts. By default, they are mapped in Screenful to Text type, which means they can be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.