Track progress by creating status and trend query-based charts
VSTS | TFS 2018 | TFS 2017 | TFS 2015 | TFS 2013
You can quickly view the status of work in progress by charting the results of a flat-list query. You can create several types of charts—such as pie, column, or trend—for the same query. Charts support viewing a count of work items or a sum of values for select numeric fields, such as Remaining Work or Original Estimate.
For example, the following image illustrates four different charts created from the same flat-list query. The pie chart groups the 146 active bugs by priority, and the bar chart groups the bugs by team and their triage status. The last two chart show two different trend views of the active bugs over the last two weeks.
- All valid users, including stakeholders, can view charts
- All members who belong to the Contributors group can create charts
- For on-premises TFS 2015, you can pin charts to a team homepage. From VSTS or TFS 2015.1 and later versions, you can add charts to multiple team dashboards and get access to the widget catalog
- To add a chart to a team dashboard, you must be a team admin or have dashboard permissions (for VSTS or TFS 2017.1 or later versions).
To learn more about default groups, see About permissions and groups.
Create a query-based chart
From the Queries page, open the chart editor for a flat list query. You must belong to the Contributors group to create charts. Stakeholders can view charts but not create them.
Select the chart type and field for grouping values. When you use pie, bar, and column charts, select a single field to view a count of work items.
If you don't see the field you want in the Group by drop-down list, add the field as a column to the query and save the query. You can group by any field except date-time and free-form text fields. For example:
- To group by iterations, include the Iteration Path in the query or column options
- To group by team, include the Area Path or Node Name in the query or column options
- To group by a custom field, include it in a query clause or column options (See Customize your work tracking experience to learn about adding a custom field.).
If you receive an error message when you close the chart editor, you need to request Basic access.
To sort the results, choose value or label as the sort option and then ascending or descending.
To change a color, simply click a color on the chart and pick a new color from the color picker.
Charts automatically update when you edit the query or refresh the query results.
Stacked bar chart
A stacked bar chart lets you track progress against two field values. Node Name will display the last leaf within the hierarchy of area paths. Use this when you want to show data across teams.
Trend charts let you view progress over time. You can select a rolling period ranging from the last week to the last year (earlier versions of TFS may have limited selections).
Trend data is extracted from the work tracking operational store. Like most operational stores, the schema of the relational database is designed and optimized for the online transactional processing of data. As the tool or plug-in performs an activity, it writes the latest information to the operational store. Therefore, data in the operational store is constantly changing and being updated, and all data is current.
Choose the Sum operator for Remaining Work to view a burndown chart of tasks.
Add a chart to a team dashboard
Select your option from the chart's context menu.
To add a chart to your team's home page, you must be a team administrator. You can only add charts defined for shared queries.
To add other types of charts, such as test results and build summary charts, see Add widgets and chart to a dashboard.
Add chart widget to a dashboard
Feature availability: The widget, Chart for Work Items, is available from VSTS or TFS 2015.2 or later version. You add it to a team dashboard from the widget catalog.
If you've already defined your flat list query, you can add and configure a chart to a team dashboard using the Chart for work items widget.
From the web portal for VSTS, open the team dashboard you want to add the chart to.
Click to modify a dashboard, and then click to access the widget catalog.
If you don't see these icons, then you need to be added as a team administrator or a member of the Project Administrators group.
Choose the Chart for work items widget and then click Add.
Click the widget's or the configure icon to open the configuration dialog.
Give the chart a title, select the flat list query on which the chart is based, and choose the chart type.
Based on your chart type, specify values for the remaining fields. Change a chart color simply by choosing another color from those shown.
All rules for configuring charts described previously in this topic apply to configuring the chart for work items widget.
After you save your changes, you'll see the new chart has been added to the dashboard.
Drag the tile anywhere on the dashboard to put it where you want it.
When you're finished with your changes, click to exit dashboard editing.
Now you know how to create status and trend charts for work items. A few things to keep in mind...
- To create similar charts for tests, see Track your test results
- Charts you create for queries that are saved under Shared Queries are viewable by all team members and can be added to team dashboards or pinned to a team homepage
- Charts that you create for queries under your My Queries folder are visible only to you
- You can copy and email the URL of any chart page to share it with a team member
- For additional examples of charts created from numeric fields, see Query by a numeric field.
Also, from the web portal, you can view the following charts:
- Cumulative flow diagram
- Team velocity
- Sprint burndown charts
- Test progress and test results
- Add widgets and chart to a dashboard
- Widget catalog charts
The images you see from your web portal may differ from the images you see in this topic. These differences result from updates made to VSTS or your on-premises TFS, options that you or your admin have enabled, and which process was chosen when creating your team project—Agile, Scrum, or CMMI. However, the basic functionality available to you remains the same unless explicitly mentioned. For an overview of changes in the navigation experience and working within the user and administration contexts, see Work in the web portal.
Fields that show up in the chart editor
For fields to appear in the chart editor, you must add the field to either the query filter criteria or a displayed column.
You can't select fields for groupings that aren't supported, such as ID, Title, Tags, date-time fields, Description, Repro Steps, and other HTML and long text fields.
Charts and the display of areas and iterations
When you select Area Path or Iteration Path, only the leaf node appears in the chart. The leaf node is the last node of the full path. For example,
Phone is the leaf node of
FabrikamFiber/Fabrikam Website/Phone. If your query contains a mixed level of leaf nodes, your chart might not reflect expected results.
Node Name, the area path leaf node, to see if that improves your results.
Charts display in browsers that support Scalable Vector Graphics (SVG). This includes Internet Explorer 9 and Internet Explorer 10, Chrome, Firefox and Safari on Mac. Charts have not been optimized for mobile or touch displays.
Why some charts don't show all the field values in the results
When a chart contains more than seven items within the data series, values in the eight-plus items are consolidated into a set labeled "other"?
Widgets and the Analytics Service (VSTS)
If you have a VSTS account, you have access to a number of widgets based on the Analytics Service.
Additional charts (TFS)
- If your team project has a project portal and SharePoint site configured, you can access several Excel charts. These include charts to monitor code quality, testing, and bug tracking activity.
- If your team project has SQL Server reports added, you can access several reports that include status and trend activities. If you need to add reporting, see Add reports to a team project.
- If your team project has reporting services added, you can create an Excel chart from a work item query.
Query-based charts versus Excel-generated PivotCharts (TFS)
Query-based charts generate data from the work item tracking data store and therefore displays the most recent data. Excel PivotCharts access data published to the Analysis Services cube, which is refreshed every two hours by default. Also, Excel PivotCharts are only available to users of an on-premises TFS.