The Bar Chart Dashboard card is a custom card available in our Dashboards feature that allows you to visualize changes to data over time.

What you'll need

• Bar Chart cards are available on the Business Plan and above. 
• The Dashboards ClickApp is enabled in every new Workspace by default. A Workspace owner or admin can disable the ClickApp.
• Bar Chart card data can be exported. 
• Guests can be invited to specific Dashboards with view-only permissions.

Bar Chart cards

The options chosen when creating the card determine the data reported and how it displays on your Bar Chart.

The data displayed on cards depends on the locations you select and the availability and use of features.

For example, the following table outlines how to use Custom Fields, Formula Fields, and Sprint Point with Bar Chart cards:

Create or edit a Bar Chart card

To create or edit a Bar Chart card:

1. Create a new or open an existing Dashboard.
   • From a new Dashboard, click + Add card. From the Add card modal, select Custom, then Bar Chart. Configure your card settings.
   • From the upper-left corner of an existing Dashboard, enable Edit mode. Then hover over the upper-right corner of the Dashboard and click the Settings icon. From the Edit card modal, edit your card settings.

Configure or edit the following settings:

• Name: You can name your card or rename it later. 
• Location: Choose which Space, Folder, or List data to include in the Dashboard. You can also select all locations.

X Axis

Following are the X Axis options:

Bar Charts are time-based when the x-axis is Time. Time-based cards work differently than non-time-based cards.

• Time: Select Time to open the Time range picker, then select from the following options:  
  • By days, by weeks, by months: Select to view y-axis data by day, week, or month for the time range selected in the This dropdown. 
  • Time range: This setting includes two dropdowns that determine the period of time the chart reports on. 
    • This dropdown: Select a time range for the x-axis from the following options: 
      
      • This year, This month, or This week: Select a time range of this year, month, or week.
      • Choose rolling period: Select a relative time range between 1 and 365 days. The card will automatically continue to report on that same range of time.
      • Range: Select a custom range of dates.
    • By dropdown: Select a time range for the y-axis data points of days, weeks, or months.
      
      

• Status: Include only tasks set with a certain status. Use if you have multiple custom statuses set up for each status type. 

• Status type: Include only tasks set with one or more of the four status types.
• Task type: Include only a specific custom task type. 
• Tag: Select one or more task tags.
• Assignee: Select one or more assignees with tasks in the locations.
• Priority: Select one or more task Priorities.
• Custom Fields: Select a Custom Field or a Formula Field.
  • The x-axis supports the following Formula Field types:
    
    • Boolean
    • Date: Bar Chart cards do not support dynamic date functions like TODAY().
    • String

Y Axis

Following are the Y Axis options:

• Tasks: Include tasks.
• Time Estimate: Include Time Estimates. 
• Average age of tasks: Include the average age of tasks. 
• Sprint points: Include Sprint points. 
  To use sprint points, the Sprint Points ClickApp must be enabled at the Space level for each selected Space, Folder, or List. For data to be displayed, at least one task in the selected locations must have sprint points set.
• Custom Fields: Select a Custom Field or a Formula Field.
  • The y-axis supports the following Formula Field type:
    
    • Number

Group by: Group by options help organize your data points. 

For example, when the y-axis is Tasks and the group by option is Status each status will be displayed as a separate bar. Each data point on the bar will reflect the number of tasks that were in that status on that date.

You can't select the Group by option that you chose for the y-axis.

Following are the Group by options:

• None: The default.
• Status: Include only tasks set with a certain status. Use if you have multiple custom statuses set up for each status type. 
• Status type: Include only tasks set with one or more of the four status types.
• Task type: Include only a specific custom task type. 
• Tag: Select one or more task tags.
• Assignee: Select one or more assignees with tasks in the locations.
• Priority: Select one or more task Priorities.
• Custom Fields: Select a Custom Field or a Formula Field.
  • The Group by setting supports the following Formula Field types:
    • Boolean
    • Date: Bar Chart cards do not support dynamic date functions like TODAY().
    • String

These settings are optional:

• • Show tasks with no field set: Show tasks that do not have the chosen value field set.

    For example, you choose Assignees as the value. When this setting is enabled tasks with and without assignees will display.

    This setting is currently in beta. It will gradually be released to all Workspaces on the Business Plan and above. 

  • Show average: Show a red-dotted line to indicate the numerical average of the y-axis data. 
  • Include subtasks: Include subtasks.
  • Include archived: Include archived tasks.
  • Include closed: Include closed tasks in your data.
  • Include Tasks in Multiple Lists: Enabled by default. The Tasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. 
  • Show Subtasks in Multiple Lists: Enabled by default. The Subtasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. 
  • Show changes from day to day (instead of actual values): Display the difference day by day, rather than the value selected in the y-axis and other options listed above.
    For example, your data includes 0 tasks in progress on Monday, 5 tasks in progress on Tuesday, and 3 tasks in progress on Wednesday. The Bar Chart card displays a value of 5 for Tuesday and -2 for Wednesday.
  • Show Y-Axis Values on Bars: Enabled by default. The y-axis values display above each bar and on hover. If disabled, the y-axis values only display on hover. 
  • Keep this enabled if you're displaying the chart in a situation when you can't hover with a mouse, like projecting on a TV monitor.
  • Filter: Use filters to further refine the data included in your chart. 
  • Click Add card to create or update the Line Chart. 

Bar Chart card options

Once your card is created, you can hover over it to reveal several options in the upper-right corner. Your Dashboard must be in Edit mode to see all options. Enable Edit mode in the upper-left corner of the Dashboard.

Options include:

Sort card data

You can sort x-axis data of your Bar Chart in three ways. 

Sorting is not available for Bar Chart cards that have an X Axis of Time.

To sort data:

1. In the upper-left corner of a Dashboard view, enable Edit mode.
2. Hover over the upper-right corner of the card and click Sorting.
   
3. Select a sorting option:
   • Alphabetical: Sort the x-axis from A-Z or Z-A.
     When the x-axis is a Dates Custom Field, this option shows your dates from oldest to newest or from newest to oldest.
   • Values: Sort the x-axis value from highest–lowest or lowest–highest.
   • Manual: Set a custom order.

To change the sort direction for the alphabetical and values options, click the double-arrow icon to the right of the option.

Sorted changes display when looking at Dashboards on the mobile app.