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Working with Analytic Grids

In addition to Quicklist features such as customization, filtering, sorting, and exporting; Analytic Grids give you the ability to group data and aggregate values and provides support for charts and cross tabulation tables. Finally, grid configuration can be saved and shared across the organization.

Analytic Grids are available for Portfolio Items, Backlog Items, Defects, TestSets, Tasks, Test, and Effort.

Accessing the Analytic Grids​

  1. Click the hamburger menu Hamburger icon > Analytics.
  2. Click the Analytic Grids tab and select a tab underneath.

What You Can Do​

  • Step 1. Select a Project and Program
  • Step 2. Customize the Data Presentation and Layout
  • Manage the Page View
  • Save a Grid as a PDF File

Step 1. Select a Project and Program​

  1. Select a Project.
  2. If visible, select a Program.
  3. Select a date in the AsOf Date field. Today's date is populated by default.

Analytics-Grid-Common-Functions

Step 2. Customize the Data Presentation and Layout​

The following sections describe the controls used to customize how data is presented.

FormulaAllows you to add a custom column to the grid that is based on a formula.  The Column Name is specified in the Name field and the Formula is specified in the Formula field.  Use the "Insert a column" dropdown along with the "Insert" button to add columns to the formula.  The "Data Type" and "Display Format" are used to control how the data is presented.  Additional information on supported formula is available on the Formula Help page.
FilterAllows you to filter the data visible in the grid.
Add ChartAllows you to add charts to the grid page.  Once you select a chart type, you are prompted for the data elements to include.  Charts are added below the table by default, but can be moved to the top.
Add CrosstabAllows you to add a cross tabulation, or pivot, table to the page. Crosstab tables are always positioned below the grids.
TableThe Layout configuration panel allows you to show and hide columns on grid.  The column order is changed by dragging the column headers.  You do not open the Layout Panel to change column order.
Columns
Sort
Allows you change how the data is sorted in the grid.
Group
Allows you to control how the grid data is grouped. 
Aggregate
Allows you aggregate the grouped data. The Aggregate functions available are: Sum, Average, Standard Deviation, Count, Distinct Count, Minimum, Maximum.
Paging
Allows you to enable or disable paging and determine the number of rows on a page.  Paging is enabled by default and the default rows per page is 20.

Saving and Managing Grid Views​

After you have configured a grid, you can save it for future use.

Saving a Page View​

  1. Click the Save View button.
  2. Enter a view title in the Name field and click Save.

Accessing a Saved View​

On the My Views tab, you can also delete views that you created.

  1. Click the Select View button. The Select a Saved View dialog box opens.
  2. Click on the My Views or the Global Views tab, and click on a view name.
  • The My Views tab shows the list of views you saved
  • The Global Views tab shows the views saved by others in your organization.

Deleting a Saved View​

  1. Click the Select View button. The Select a Saved View dialog box opens.
  2. Click the delete action button for the view you want to remove.

Analytics-Grid-Delete-SavedView

Resetting a Page View​

Click the Reset View button to change a grid to the default view.

Analytics-Grid-ResetView

Saving a Grid as a PDF File​

If you'd like to save a grid as a PDF file, simply click the PDF button at the top of any grid or report.