Control Chart Gadget

Gadget title

Choose what to display in the title bar of the gadget.

Data source

Select the type of Data Source used by the gadget:

• The agile Board of your team.

• A Saved filter containing the work items for which you want the metrics to be calculated. Make sure that the specified filter is shared with the users who will also visualize this gadget. Check Include the sub-tasks if you want the sub-tasks from the selected board, filter or JQL to be included in the calculation.

• A JQL query that returns the work items you want to be processed by the gadget.

Cycle starts

Indicates what to consider as the start event of a cycle.

You can choose between:

• When the work item was created

• When the work item entered a status that has category "New" - the cycle starts when the work item was transitioned to any workflow status of category "New". This includes those gray-colored statuses from Jira, like New, Backlog or To Do.

• When the work item entered a status that has category "In Progress" - the cycle starts when the work item was transitioned to any workflow status of category "In Progress". This includes those blue-colored statuses from Jira, like In Work, In Progress or In Testing.

• When the work item entered this status - cycle starts when the work item was transitioned to the specified workflow status.

Choose also how to handle the case when there are multiple transitions to the start status or to the status category by setting If multiple entries in the start status, consider the ? entry to first or last. See the example below.

Example
You configured the gadget to start the cycle When the work item entered a status that has category "In Progress" and to end the cycle When the work item entered a status that has category "Done" and there was a Jira work item that had multiple entries in the "In Progress" status before being moved to "Done". How should the cycle time be calculated, from the first or from the last transition in the "In Progress" status?

If you set If multiple entries in the start status, consider the first entry, the cycle will start when the work item was transitioned in the "In Progress" status for the first time.

If you set If multiple entries in the start status, consider the last entry, the cycle will start when the work item was transitioned in the "In Progress" status for the last time.

Cycle ends

Indicates what to consider as the end event of a cycle.

You can choose between:

• When the work item entered a status that has category "Done" - the cycle ends when the work item was transitioned to any workflow status of category "Done". This includes those green-colored statuses from Jira, like Done, Resolved or Closed.

• When the work item entered a status that has category "In Progress" - the cycle ends when the work item was transitioned to any workflow status of category "In Progress". This includes those blue-colored statuses from Jira, like In Work, In Progress or In Testing.

• When the work item entered this status - the cycle ends when the work item was transitioned to the specified workflow status.

• When the work item entered its current status

You can also choose how to handle the case when there are multiple transitions to the end status by setting If multiple entries in the end status, consider the ? entry to first or last. See the example below.

Example
You configured the gadget to start the cycle When the work item entered a status that has category "New" and to end the cycle When the work item entered a status that has category "Done" and there was a Jira work item that had multiple entries in "Done". How should the cycle time be calculated, till the first or till the last transition in the "Done" status?

If you set If multiple entries in the end status, consider the first entry, the cycle will end when the work item was transitioned to the "Done" status for the first time.

If you set If multiple entries in the end status, consider the last entry, the cycle will end when the work item was transitioned to the "Done" status for the last time.

Multiple cycles

Decide how the gadget should handle those Jira work items that have multiple cycles. This situation occurs if the work item was transitioned multiple times through the start and the finish statuses of the cycle.

Example
You configured the gadget to start the cycle When the work item entered a status that has category "In Progress" and to end the cycle When the work item entered a status that has category "Done" and there was a Jira work item that was moved from "In Progress" to "Done" multiple times, so it had multiple cycles. What cycle do you want to be displayed?

You can choose between:

• Display all cycles - all the cycles that have ended within the time range displayed by the chart will be displayed having their own dot in the plotting chart and their own entry in the data table.

• Display only the first cycle - only the first cycle of the work items that has ended within the time range displayed by the chart will be displayed, with all the others being ignored

• Display only the last cycle - only the last cycle of the work items that has ended within the time range displayed by the chart will be displayed, with all the others being ignored

• Display as one cycle from the start time of the first cycle to the finish time of the last cycle - a single cycle will be displayed, having as the start time the moment when the first cycle started and as the finish time the moment when the last cycle ended. See the picture below.

• Display as sum of all cycles - a single cycle will be displayed, with the start time being the moment the first cycle started and the end time being the moment the last cycle ended, and its duration calculated as the sum of all cycles.

Time interval

Represents the time interval displayed by the gadget.

You can choose from multiple options:

Custom dates - choose this option if you want to manually enter a Start date and an End date.

A number of days back - By choosing this option, the gadget will use a rolling time interval with a number of days back to the current day.

Dates of a project release - Choose this option if you want the gadget to use the start and end dates of an existing project release (added on the Releases page of a Jira space). Make sure the selected release has a Start date and End date set. Any subsequent changes to the release dates made on the space's Releases page will be automatically reflected in the gadget, without the need to reconfigure it.

Dates of a sprint - Choose this option if you want the gadget to use the start and end dates of an existing sprint. Only the dates are considered (not also the hours). The start of the interval will be the start date of the sprint with time at the start of day, while the end of the interval will be the end date of the sprint with the time at the end of day. When enabled, you’ll need to select the board the sprint belongs to. If you choose the Latest sprint (auto), the date range will automatically match the most recent sprint. If you manually select a specific sprint, any changes made to its dates on the board will be automatically reflected in the gadget, without the need to reconfigure it.

Calculate in

Specify in what time unit measure the results will be displayed.

Don't count weekends

Check this option if you want to exclude the weekends (Saturdays and Sundays) from the cycle time calculation.

Display average line

Check this option if you want the chart to display a line with the average cycle time for the specified time interval.

Exclude breaches from average calculation

Check this option if you want the average calculation to exclude work items that exceeded the set threshold (breaches). This option has no effect if no threshold is set.

Display rolling average line and standard deviation

Check this option if you want the chart to display the rolling average line, which allows visualizing the trend, along with the standard deviation that allows identifying the outliers. You must also specify the odd number of X work items representing the window used for calculating the rolling average and the standard deviation. The rolling average and standard deviation are work item-based, not time-based. For every work item shown on the chart, the rolling average and the standard deviation (at that point in time) are calculated by taking the item itself, X/2 items before the work item and X/2 items after the work item, then averaging their cycle times. For example, if you choose to calculate based on a 15-items window, the calculation will be based on the item itself, with 7 items to the left and 7 items to the right.

Display threshold line

Check this option if you want the chart to display a line representing a threshold. The items that have a cycle time higher than the specified Threshold value will be colored in red.

Display percentile lines

Check this option and enter the values (percents) corresponding to the percentiles to be displayed. A percentile is a value from the data set that splits the data into two pieces: the lower piece contains the percent of the data, and the upper piece contains the rest of the data. For example, the 75% percentile will be displayed as a horizontal line with 75% of the items under it and the rest of the items (25%) over it.

Use logarithmic scale for the vertical axis

Check this option if you want the chart to display a logarithmic scale instead of a linear scale for the Y axis.

Show legend

Check this option if you want the chart legend to be displayed.

Show data table

Check this option if you want a data table to be displayed along with the chart. The Data tab displays the items along with their cycle time details and the average calculation.

Open data tab first

Check this option if you want the gadget to open on the Data tab first (instead of Chart tab as default). Note that the tab order will remain unchanged (Chart, then Data); only the initial view will switch to the Data tab.

Automatically assign colors

Check this if you want the chart to automatically assign colors for the series.

Custom colors

Select any custom color you want the series to be displayed on by either entering the color's hexadecimal code or picking a color.

You can also use the Copy and Import buttons to copy and import the color configuration to gadgets of the same type.