Visual Reports Based on Tags | Targetprocess - Visual management software

Visual Reports Based on Tags

Tags are small pieces of text or icons that can be assigned to almost all entities in the system. They are the recommended way to categorize information in free form. It is possible to build advanced Visual Reports that display entities distributed per assigned tags.

Count of Entities Per Category

Let's build Visual Report showing a count of entities per assigned Tag in the system.

Count of Entities Per Category

How to Create the Report

Click +Create > Report to start building a new Visual report.

How to Create the Report

Create the report from a Blank template.

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We recommend using the following Sources settings initially:

Select the Entity Reports source type. Select Projects and Teams, and Entities you would like to include to your chart.

Add a Filter to narrow the scope of your data. For instance, it makes sense to include only items with assigned tags to the source.

?Tags.Count > 0

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More information on Advanced Filters: Filters for Assigned Tags

When you're done with Sources Settings, press the Create Report button.

Now let's set up axes for the report. We'll need to define a special Tag Objects field for this purpose. Use the formula below:

TagObjects.Select(Name)

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The default Tags field helps to distribute entities per category when just single tag per entity is added. Multiple tags are not supported by this field.

Now add this Tag Object field to horizontal axis, and add Count of Records field to the vertical one.

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To order categories by popularity, click the Tag Objects field and change its settings. On the Data tab, Set Descending Sort order by the following sorting expression:

COUNT([Tag Objects])

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On the Appearance tab, you can rename the axis or hide its label.

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To show entities with different colors according to their types (User Stories, Bugs, etc.), set the Color option to Type. Switch Chart Type to Stacked-bar mode.

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Done! Now we have a report that displays the number of entities per category in the system.

Further Customization

Instead of Count of Records, many other data fields can be used for aggregation on the vertical axis. For instance:

  • Effort
  • Time Spent
  • Cycle Time
  • Bugs Count (for User Stories only)

See Also

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