Visualization Blog

1 month ago

Targetprocess v.3.12.9: API and Visual Reports improvements

Improvements to our API

Users can now reference custom fields directly by their names in API v2. For example, instead of

CustomValues["Risk"] or CustomValues.Number("Risk"), you can simply write Risk. You can use this same syntax in Metrics as well.

Custom fields can also be set directly by their names in API v1. Instead of the clumsy syntax

  CustomFields: [
    { Name: "Risk", Value: 20 }

you can simply write

  "Risk": 20

Please note that if you have several fields with the same name but a different field type for the same entity type, you will not be able to use the new syntax. If this is the case, you can still use the old format.

Visual reports: data difference popup

We have added a data difference table for Burn Up & Down reports. You will now be able to see a list of entities for which the Effort, Effort Completed, or Effort To Do values have been changed in comparison with the previous period. Added or removed entities are also listed here, in case you're creating a Burn Up report by count of records.

To open the data difference popup, just select any point on the chart and click “Data”.
If you have multi-numerics in the Y axis (with the exception of Count of Records), you will be able to switch between them in the data difference popup.

Minor improvements:

  • Increased the number of available custom fields from 60 to 100
  • The info popover about the ability to expand all cards in lists will now only be shown once per user
  • Avatars in the system are now round

Fixed Bugs:

  • Axes counts should take into account axis filter
  • Setup tab for views: when user tries to quickly setup a Board and selects card types and axes - his settings are not applied
  • Fixed an issue where you couldn't open a filter and type because the the focus was on the UI filter
  • Fixed drag-n-drop of lists and reports to a dashboard
  • Fixed an error message that would appear when switching between items that had times posted under different roles
  • Application will no longer hang when a user assigns people to Project and changes Team access
  • The Split Entity action on Boards will no longer be slow when accessed from Boards
  • Fixed Comet (live update) issues related to the Split Entity action
  • Sorting by ForecastEndDate will no longer break views
  • Fixed a problem where users could not edit subversion plugin profiles
  • Fixed an issue where Requests would not be created in the Email plugin because of their content type
  • Redirects to views will after an SSO login will now be successful
  • Visual Reports: fixed an error that would occur when adding a periodic date to color, then changing the grouping option
  • Visual Reports: fixed an incorrect term for Team Iterations for users with custom terms
  • Visual Reports: fixed double chart updates and record duplications in the Source Data popup
  • Visual Reports: fixed wrong color when user changes entity source in a template
  • Visual Reports: error on using aggregated and non-aggregated calculations on the same axis
  • Visual Reports: fixed an unstable error that would occur when manually adding calculations to Burn Up & Down charts
  • Visual Reports: reports will no longer auto-update on inactive tabs
2 months ago

Visual Reports: Chart filter enhancements, terms support, additional calculations, facets improvements, and a lot of bug fixes

Hi there! It has been an unusually long time since the last release from the Targetprocess BI team, but we have been working hard on some significant changes in Visual Reports. We're very excited to share what kind of awesome things we've implemented in these last four weeks.

Chart post-aggregation filters

Many of our users have asked for the possibility to exclude certain values from charts after income source data has been calculated and aggregated. For example, let's say you have a chart that displays developers vs. a count of bugs fixed by these people in some period of time. But, you don't need to see all of the developers; you only need to see people who have fixed more than 10 bugs. This was not possible before, but it is a problem which we have happily solved by implementing post-aggregation filters in reports. You can find them in the chart data panel.


By the way, we have added a section which contains information about the provided chart data and source data filters in the data panel view mode.


Facets rendering

We have improved facets rendering to make it more compact and user-friendly.


Additional calculations

The aggregation function TEXT_AGG(text expression or array[text]) can be applied to categories. It combines all corresponding values of categorical variables for data points into a single value (a comma is used as the values separator). TEXT_AGG can be used for configuring labels without grouping by field, so all text values associated with data points will be displayed as a single value.

Here are some examples of this function for User Stories:

TEXT_AGG([Project]) will give 'Hogwarts, Data Service, TP Pro'
TEXT_AGG([Assigned User]) will give 'Oleg, Ilya'

MEDIAN(numeric expression) returns the median value in a numeric dataset.

PERCENTILE(numeric expression, percentile) returns the value at a given percentile of a dataset. The 50th percentile, that is setting percentile to 0.5, is equivalent to using MEDIAN with the same dataset.

Custom Terms in reports

We have added support for process terms in Visual Reports. You will be able see your own familiar terminology in the source editor, fields catalog, and suggestions.

Team State

We have added a [Team State] field to all assignable sources such as User Story, Bug, etc. The field will be sorted automatically when it is added to an axis, in the same way as it's ordered on your boards.

On-demand chart updates, and a constantly renewing field catalog

Previously, we were updating charts periodically (1 hour for entities and 4 hours for historical reports). We decided to change the way reports are updated. All reports will be updated on-demand now, which means that a report is updated to the latest version once it is loaded in your browser. The system will keep it up-to-date until it is opened in tab. We also decided to update the fields catalog as well, so if terms are changed or custom fields are added, it will be reflected in the fields catalog right away.

We really appreciate your feedback on our Visual Reports Editor. What do you like about it? What could be improved? Let us know what you think at

4 months ago

Visual Reports: Ideal lines, forecasts in burn ups and burn downs

We've added ideal lines and forecast lines for burn up and burn down charts. These lines will be automatically added for new reports created from templates. To add them to existing reports, select the lines you need in the trendline section of the report editor.


Note: Checkboxes for custom chart calculations will not appear. You can use special calculations for annotations.

  1. Ideal Line: IDEAL_LINE(FIRST([Completed Count]), LAST([Total Count]))
  2. Forecast Line: FORECAST_LINE([Completed Count], LAST([Total Count]))
  3. Total Scope: LAST([Total Count])

We really appreciate your feedback on our Visual Reports Editor. What do you like about it? What could be improved? Let us know what you think at

5 months ago

Visual Reports: editable colors, improved autocomplete and dashboard reports

Customizable legend colors

We're pleased to announce the possibility to assign custom colors for your categories with only a few clicks. Just drag the desired field to the color tab, and make your selection.


Autocomplete for chart calculations

We've improved autocomplete for calculations, and added visible explanations to note what's incorrect about invalid calculations. Please note, this is not implemented for Targetprocess formulas.


Usability improvements for reports inside dashboards

Dashboard Reports can now be opened in a popup, rather than opening them in a new browser tab. You can browse source data, update reports, and export data right from the popup.


We really appreciate your feedback on our Visual Reports Editor. What do you like about it? What could be improved? Let us know what you think at