User Interface & main steps

Pivot table interface

Open

The pivot table is really user-friendly and intuitive, These are the main steps to work with:

1. Search Filter: Type a saved filter name

2. Add Custom Fields: to the dimension list (5)

3. Include linked issues in the resulting domain: check on this option to include any linked issue (subtasks, core links, Epic, and Portfolio hierarchies) first level into the data set returned by the filter.

4. Apply: Click on this button to execute the filter and get the issues

5. Dimensions: A list with all the system and custom (2) fields supported to analyze the issues

6. Rows and Columns: Drag & drop fields from the dimensions into the rows and columns to build you custom pivot table

7. Zoom: adjust the pivot table content for the best fitting size that a user feels comfortable with

8. Aggregator: choose among Count issues or Sum a numeric field.

9. Links Filter: hide/show link types in the pivot table

10. Search issue: Search for an issue based on its key or summary and highlight the results on the pivot table

11. Export: the current pivot table configuration to a Dashboard or Excel

12. Expand/Collapse: the header to increase the working area

The working area allows users to configure the content by drag&drop dimensions to the rows and columns of the pivot table.