When customizing the Issues portlet, you can select options on the following four tabs:
- Columns - enables you to select the columns of information to display when viewing issues in List format. This tab also lets you select how you want to sort issues.
- Filter - lets you define a custom filter to display issues that meet certain criteria.
- Group - enables you to choose how you want to arrange, or group, issues.
- Chart - lets you choose a chart type and color theme. This tab also displays what group by and filter criteria the chart is based on. This tab applies only when you choose to display issues in Chart format.
Columns
On this tab, in the Available Columns section, select the columns of information you want to display for all issues that appear in the portlet. You can choose to display general information, as well as any issue codes or user defined fields that exist for issues. If you select to display an issue code, the issue code value assigned to each issue displays in the portlet. Similarly, if you select to display a user defined field, the user defined field value assigned to each issue displays.
The top-to-bottom order of the fields in the Selected Columns list determines how the columns display, left to right, in the portlet. To change the column order, use the up and down arrow buttons.
Tip: The Issue Name always displays in the portlet, so it is not included in the Available Columns list. To display the set of default columns, click Default.
Use the Sort by drop-down list to specify how you want
to sort all issues. You can sort by any field listed in the Selected Columns
list, as well as by Issue Name; however, you cannot sort by an issue's Description
or the Issue Count.
From the Sort order drop-down list, you can select to list
issues in either ascending (e.g., A to Z) or descending (e.g., Z to A) order.
For example, if you select to group by Status, and select a descending sort
order, the group of Closed status issues is displayed first, followed by the
group of On Hold status issues, and then the group of Open status issues.
Tip: You can also specify sorting options from the Issues
portlet by clicking the link to the column heading you want to sort by.
Filter
On this tab, you can create a custom filter to display only issues that meet certain criteria. By default, all project issues display, but if you apply a custom filter, you can view only those issues that are important to you. For example, you can specify filter criteria to display only issues with a High priority. Note that the filter criteria you select applies when displaying issues in either List or Chart format.
If you choose to create a custom filter, in the Description field, type a description for the filter. The description appears at the top of the portlet. It is a required field, and you can type up to a maximum of 100 characters.
In the Select Filter Criteria drop-down list, select to display issues that meet all or any of the filtering criteria you specify. If you select Any of the following, any issue that meets at least one of the specified filtering conditions displays in the portlet.
To create a filter criteria statement, in the Parameter drop-down list, select a field. Next, select an operator from the Is drop-down list. In the Value field, type or select a value to complete the filtering criteria statement.
You can create up to three criteria statements for a custom filter.
Group
On this tab, you can select up to three levels, or fields, by which you want to group issues. Grouping gathers, or groups, all of the issues together that contain the same value for the selected field. For example, if you select to group by Status, all issues with an Open status are grouped together, all issues with an On Hold status are grouped together, and all issues with a Closed status are grouped together. To display issues in the Chart format, you must select at least one group by level.
Each selected grouping level appears with a colored band when displaying issues in the List format. From the Band Color drop-down list, you can select the background color you want to display for each grouping level. The Text drop-down list lets you choose the color of the text that displays in the grouping level band.
You can additionally mark or clear the following checkbox options to customize the text that appears in each colored band:
Show field title in band - displays the selected grouping
level field name, followed by the field value. For example, if you select
to group issues by Status, the following text appears in the bands for the
grouping level:
Status: Open
Status: On Hold
Status: Closed
Show field rollups in band - displays summary information for all cost, numeric, integer, start data, and end date fields in the grouping level.
Show ID/Code Value in band - displays the issue code value associated with the grouping level. This option applies only when grouping by an issue code.
Show Name/Code Description in band - displays the issue code description associated with the grouping level. This option applies only when grouping by an issue code.
From the Sort Order drop-down list, you can also select to sort the grouping level values in either ascending (e.g., A to Z) or descending (e.g., Z to A) order. For example, if you select to group by Status, and select a descending sort order, the group of Closed status issues is displayed first, followed by the group of On Hold status issues, and then the group of Open status issues.
Note: The sort order for individual issues is specified on the Columns tab.
Chart
On this tab, you can select the type of chart you want to display and the
color theme of the chart. Additional information in the Chart group
by and Chart filter by sections lets you know what
group and filter criteria the issue count data in the chart is based on. You
can change these grouping and filtering selections on the Group and Filter
tabs. Note that the Chart tab applies only when you choose to display issues
in chart format. The option to display issues in list or chart format is available
on the portlet.
From the Chart Type drop-down list, select one of the following
charts:
- Histogram - a bar chart that displays issue count information
based on your Level 1 and Level 2 grouping selections on the Group tab.
For example, if your Level 1 Group by selection is Status, and your Level
2 Group by selection is Priority, the histogram chart displays the number
of issues for each Status field value: Open, Closed, or On Hold. It also
displays the number of issues for each Priority field value: Top, High,
Normal, Low, Lowest. If you do not have a Level 2 Group by selection, the
chart displays information based only on your Level 1 Group by selection.
The sort order you specify for the Level 2 Group by selection on the Group tab determines the order in which the columns appear, left to right, on the chart; an ascending sort order lists values from lowest to highest, and a descending sort order lists values from highest to lowest. If you do not have a Level 2 Group by selection, the chart displays the sort order you specify for the Level 1 Group by selection.
- Stacked Histogram - a stacked bar chart that displays
issue count information based on your Level 1 and Level 2 grouping selections
on the Group tab. For example, if your Level 1 Group by selection is Status,
and your Level 2 Group by selection is Priority, the histogram chart displays
the number of issues for each Status field value: Open, Closed, or On Hold.
It also displays the number of issues for each Priority field value: Top,
High, Normal, Low, Lowest. Note that you must have both Level 1
and Level 2 grouping selections to display this type of chart.
The sort order you specify for the Level 2 Group by selection on the Group tab determines the order in which the columns appear, left to right, on the chart; an ascending sort order lists values from lowest to highest, and a descending sort order lists values from highest to lowest.
- Pie Chart - displays issue count information based on
your Level 1 grouping selection on the Group tab. Each slice of the pie
chart displays the number of issues assigned to each Level 1 Group by selection
field value. For example, if your Level 1 Group by selection is Status,
the pie chart represents the number of issues for each Status field value:
Open, Closed, or On Hold.
The sort order you specify for the Level 1 Group by selection on the Group tab determines the order in which the slices appear, clockwise, in the chart; an ascending sort order lists values from lowest to highest, and a descending sort by order lists values from highest to lowest.
You can select to display the chart in either Primary Colors or Pastel Colors from the Color Theme drop-down list.