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Using insights with projects (beta)

You can view and customize charts that are built from your project's data.

Note: Insights for projects (beta) is currently in private preview and is not yet available to all organizations.

About insights

You can use insights to view and customize charts that use the items added to your project as their source data. The default "Burn up" chart shows item status over time, allowing you to visualize progress and spot patterns over time.

Screenshot showing an example of the default burn up chart for the current iteration

You can apply filters to the default chart and also create your own charts. When you create a chart, you set the filters, chart type, and the information displayed, and the chart is available to anyone that can view the project.

Screenshot showing an stacked column chart showing item types for each iteration

Creating a chart

  1. Navigate to your project.

  2. In the top-right, to access insights, click .

    Note: This feature is currently in a private preview and only available for some organizations. If the icon is not displayed in your project, insights is not yet enabled for your organization.

  3. In the menu on the left, click New chart.

  4. Optionally, to change the name of the new chart, click , type a new name, and press Return.

  5. Above the chart, type filters to change the data used to build the chart. For more information, see "Filtering projects."

  6. To the right of the filter text box, click Save changes.

Configuring a chart

  1. Navigate to your project.

  2. In the top-right, to access insights, click .

    Note: This feature is currently in a private preview and only available for some organizations. If the icon is not displayed in your project, insights is not yet enabled for your organization.

  3. In the menu on the left, click on the chart you would like to configure.

  4. On the right side of the page, click Configure. A panel will open on the right.

  5. To change the type of chart, select the Layout dropdown and click on the chart type you want to use.

  6. To change the field used for your chart's X-axis, select the X-axis dropdown and click the field you want to use.

  7. Optionally, to group the items on your X-axis by another field, select Group by and click on the field you want to use, or click "None" to disable grouping.

  8. Optionally, if your project contains number fields and you want the Y-axis to display the sum, average, minimum, or maximum of one of those number fields, select Y-axis and click an option. Then, select the dropdown that appears beneath and click on the number field you want to use.

  9. To save your chart, click Save changes.