Bar Chart cards

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.

Create or edit a Bar Chart card

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:

  • To use Custom Fields on the x-axis, the Custom Field must be added to each selected Space, Folder, or List. For data to be displayed, at least one task in the selected locations must have a value set in the Custom Field.
  • To use sprint points on the y-axis, 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.

To create a Bar Chart card:

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: Bar Charts are time-based when the x-axis is Time.

Time-based cards work differently than non-time-based cards.

  • Time: Select to open the Time range picker.  
      • 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: 
        Screenshot of the This Dropdown.

        • 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 from the following options: 
        Screenshot of the By Dropdown.

Y Axis: 

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.

  • 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.
  • 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. Dropdowns, for example.

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:

Card setting Description

Refreshed

The time since the last refresh displays. Hover over the label to display the exact refresh date and time.

Refresh card

Refresh the card's data immediately.

View in full screen

View the card in full screen.
Filters Filter the tasks shown on your card.

Time-based cards use filters in a different way than non-time-based cards.

Settings Open to edit the card settings.
Sorting Sort the x-axis alphabetically, by value, or manually. 
Ellipsis ... menu

Click to display the following options:

  • Duplicate: Create a duplicate chart on the same Dashboard.
  • Show legend: Show the values in the x-axis below the bars. 
  • Export: Select from file types PDF, PNG, JPEG, SVG, or CSV.
  • Delete card

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.

Screenshot of the Change Sort Direction icon.

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

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