Filtering Items by Grouped Property Values: Chart Format

If you define the scope of items to browse using a public filter, perform the following steps to use grouped property values to further refine the scope of item records listed in the Item Table.

Note: In this example, change requests are filtered by the properties Status and Responsibility, and the chart format of the Refine panel is used to filter the item records listed in the Item Table by grouped property values.
  1. On the Refine panel title bar, make sure that Toggle chart () is selected.
  2. In the Refine panel, select Status: All from the Property list. The Status pie chart shows the graphical distribution information for the property Status.
    Note: Each option in the Property list shows the total number of item records in the Item Table.
  3. Place the cursor over a Status pie slice. A tool tip shows the property value and the number of item records in the Item Table that match it.
  4. Click a Status pie slice. The pie slice is highlighted, and the Item Table lists only those records with the selected Status value, and the option Responsibility in the Property list shows the new number of item records in the Item Table.
  5. Select Responsibility: All from the Property list. The Responsibility pie chart shows the graphical distribution information for the property Responsibility.
  6. Place the cursor over a Responsibility pie slice. A tool tip shows the property value and the number of item records in the Item Table that match it.
  7. Click a Responsibility pie slice. The pie slice is highlighted, and the Item Table lists only those item records with both the selected Status and Responsibility values.
    Note: Click Reset Filter () to restore the original set of item records listed in the Item Table.
Parent topic: Browsing Items