The Flag Data Analyzer is a powerful data summarization feature which you can use to quickly summarize the organization or board data of the flags in a tabular or chart format.

Using this highly scalable analytics, you can extract voluminous data either from your board or organization, and visualize them in a tabular or chart format to monitor the data trends. Moreover, you can refine the data based on a specific period and also design the analytics based on various attributes like Flag type, Flag by, Flag reason and so on.

Key features of the Flag Data Analyzer:

  • Visualize the data both at an individual board and organization level. So, the information at the organization level can be aggregated from the various boards, whereas the same at the board level provides you more specific information.
  • Define the period of the analytics by specifying the start and end date.
  • Select the type of table or chart from the variety of options, such as Table, Bar Chart, Line Chart, Bar Chart, Heatmap, Row Heatmap, and so on.
  • Select the method of summation such as Count, Sum, Average, Minimum, Maximum, 80% Upper Bound, Sum as Fraction of Total, and so on.
  • Drag and drop attributes like Card Types, Priority, Release and others to the Row or Column label and render the table or chart according to your requirement.
  • Save your table or chart with a unique name and reuse it later to visualize a similar type of information.
  • Access the analytics offline by exporting the tabular graph into Microsoft® Excel.

Flag Data Analyzer at the Organization Level

1. To access the Flag Data Analyzer at the organization level, go to Module menu, click  Dashboard, and then click the Flag Data Analyzer link.

2. Select the Board Status for which you would like to generate the report. You can select any of the options: Active, Closed Boards or both of them.  Read this Help page to know more about a Closed Board.

3. Select the Boards and the Card Types from the list. Both of them will be available based on the selection you made for the Board Status field. For example, if you have selected Active Boards only, then all the active Boards and their Card Types will be available in the drop-down.

4. To view the analytics for a specific period, enter the Start and End dates. All the cards that are flagged between the Start and End date will be considered in the Analytics.

5. Select the Custom Fields checkbox if you want to fetch the custom fields to the Pivot table to be added in row or column and click Go. 

flag data analyzer

6. Select the table or chart format from the drop-down list.

7. Select the summarization method such as count, average, sum from the drop-down list.

count method

8. To plot the table or chart, drag and drop the required attributes to the Row and Column level.

9. You can further refine the data by selecting the specific values of an attribute. To filter and select the required values, click the arrow icon in the attribute box, select the required options, and then click OK.

10. To save your current table or chart, click the Filter Settings icon,  enter a unique name in the Save as New field, and click Save As.  You can access the same table or chart later by selecting that name from the Filter drop-down list.

11. To drill down any number to view the cards contribute to it, click the number. The associated cards are displayed as a list. To get the details of any card, click the card id or title from the list.

12. To modify an existing table or chart, select the same from the Filter drop-down list, make necessary changes, and then click Save. To delete the table or chart, click Delete.

13. To export the table into Microsoft® Excel, click the Export icon.

  • Note 1: From the exported table, you can click any of the card IDs to indicate the card in the SwiftEASe application.
  • Note 2: For quicker loading of the data, it is recommended to apply the filter.
  • Note 3: The export option is available for the tabular graph only.

Flag Data Analyzer at the Board Level

1. To access the Flag Data Analyzer at the Board level,  go to Main menu > Analytics.

2. On the Analytics page, navigate to the Flag Data Analyzer.

3. To view the analytics for a specific period, enter the Start and End date and click Go. All the cards that are flagged between the Start and End date will be considered in the Analytics.


5. Select the table or chart format from the drop-down list.

6. Select the summarization method such as count, average, sum from the drop-down list.
count method
7. To plot the table or chart, drag and drop the required attributes to the Row and Column level.

8. You can further refine the data by selecting the specific values of an attribute. To filter and select the required values, click the arrow icon in the attribute box that you have dropped into the row or column, select the required options, and then click OK.

9. To save your current table or chart, enter a unique name in the Create New Filter field, and click Create.  You can access the same table or chart later by selecting that name from the Filter drop-down list.

10. To drill down any number to view the cards contribute to it, click the number. The associated cards are displayed as a list. To get the details of any card, click the card id or title from the list.


11. To modify an existing table or chart, select the same from the Filter drop-down list and make necessary changes. It will autosave the filter.

12. To delete the table or chart,  select the filter, and click Delete.


13. To export the table into Microsoft™ Excel, click the Export icon.

Note1: From the exported table, you can click any of the card IDs to indicate the card in the SwiftEASe application.
Note2: The export option is available for the tabular graph only.

Set Global Filters at Board Level

A global filter can only be set by a user having “Manager” role. As compared to a “Member” or “Reader” role users, the “Manager” role user is able to view an option Mark as Global beside the Filter option at the top as highlighted below.

Once you if having the manager role user save the filter option, you can check mark the Mark as Global option that modifies the saved Filter name by adding a suffix after the unique name of the filter. For example, if you save a filter name as Team Spartans and mark it as Global filter than the name will modify to “Team Spartans(Global)” as shown above. This helps all the team members distinguish between as normal saved filter, which is user specific against the filter that is set to global by the manager and can be used by all users at Board level.

Note:

  • The check mark beside the option “Mark as Global” is enabled only for the manager role user who has saved the filter as Global filter. All other managers defined for the Board don’t have the access to disable the filter from Global to normal filter.
  • All Manager role users have the access to Delete the Global user. This specifically helps when the manager who had set a filter as Global is no more a member of the enterprise. In such scenarios, any other manager has the access to delete the Global filter created by the inactive user.
  • Other role users can only view and use this Global filter for their data analytics.
  • You cannot set same named filter as Global at a Board level. The Global filter should have a unique name.
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