Breakdown by custom fields

Owned by Olexiy Artemenko
Last updated: Jul 25, 2024 by Tetiana Kamenkova
2 min read

When you need a more tailored and insightful view of your team's progress, you want to segment your charts using any field of your setup. You can select the fields you want to break down the data to uncover patterns, trends, and insights unique to your workflow:

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Also, you can use the Breakdown User Preferences to play with the breakdown view:

  • Change the order of applying fields and switch levels on or off.

  • Select other fields to break down the data without reloading the chart.

    • Note that only default fields are available here.

    • To use other custom fields, go to the main chart settings because data for custom fields is only loaded when selected.

  • Reset the user preferences to revert the chart back to the main breakdown settings.

Note:

  • If a field is deleted, it reverts to the default in both main settings and user preferences.

  • To see accurate cumulative data for multiple teams, ensure that there are no duplicate custom fields in your instance.

  • The application supports mostly all standard field types and most advanced.

    • Supported field types: text, numeric, user picker (single user), date/time picker, radiobuttons, select list, group, checkboxes.

    • If you do not see your field in the list, please contact us.

Tips:

  • Collaborate with the team and play with options to find what makes sense for you.

  • Regularly review and update selected fields in the main settings to ensure they reflect the most relevant and current data.

  • Keep track of frequently used fields and consider how they align with your overall project goals and KPIs.

Benefits:

  • Enhanced Insights: Gain deeper insights by analyzing data through the lenses that matter most to your team.

  • Customization: Customize your view to focus on the metrics and fields that are most relevant to your workflow.