Adding a trend chart based on field value change history

You can add a trend chart with fields to a Task or Admin View to display the trends of numeric fields over time.

You can select the time period, the fields that you want displayed in the chart, and the colors to represent the trend for each field.

The chart shows data from the currently selected reporting period only. If the time period you select for the chart doesn't overlap with the current reporting period, the chart is empty.

All dynamic date ranges are based on the current date, regardless of selected reporting period.

Procedure

  1. In the View Designer, click the Design tab.
    The palette is displayed.
  2. Perform one of the following actions:
    1. From the list of General items in the palette, drag Trend Chart (fields) into any existing section labeled Section Fields.
    2. Click New Section to create a new section in the view. From the list of General items in the palette, drag Trend Chart (fields) into the new section.
      For more information about creating new sections, see Adding a section.
  3. In the Trend Chart (fields) panel, enter a Label. Click Edit to enter localized values.
  4. To edit the Trend Chart Fields Configuration, click Edit.
  5. Select a Time period for the trend chart.
    You can select one of the following options:
    • Static range to choose a Start date and End date.
    • A dynamic date range that specifies a number of months: 1, 3, 6, 12, or 24 months. A dynamic date range uses the current date as the end date of the range.
    • All time.
  6. Select the Trend fields that you want to see in the trend chart.
  7. Select the Chart colors for each field in the trend chart.
  8. Click Done to finish configuring the trend chart fields. Click Done to finish adding the trend chart.
  9. If you have completed your changes in the View Designer, click Publish.