How to create a rich filter to sum up to different numeric fields: Story Points and Test Estimation

[Richard Milea]

I need to know how to sum up to different numeric fields using a rich filter and which rich filter gadget to use.  I want to sum up the total story points using the "Story Point" field and then sum up the "Test Estimation" numeric field.  To give me a total story point including test estimation.  So I can display one number: total story points in a gadget on a dashboard. 

[James Gamble]

Hola Richard,

Yes, Rich Filters can do this, but the cleanest way is to create a Custom Value rather than having the gadget add two separate displayed counters. Your goal is effectively:

sum(Story Points) + sum(Test Estimation)

for the same set of work items.

In the Rich Filter configuration, go to Rich Filters > your rich filter > Custom Values > Create custom value. Configure an aggregation formula that combines the Story Points numeric field with your Test Estimation numeric field, then use that custom value in a Rich Filter Simple Counter gadget. Appfire’s Cloud documentation confirms that Custom Values support aggregation formulas based on numeric fields, and that Simple Counter can display a custom value as a single dashboard result.

I’d use the Simple Counter rather than a gauge because you’re asking for a single absolute total, not a percentage or progress relative to another value. The counter gadget is specifically designed to display field sums or custom-calculated values as standalone numbers.

One thing I’d check before building it is whether Story Points and Test Estimation are genuinely expressed in the same unit. If Test Estimation represents hours while Story Points are relative estimates, adding them mathematically will produce a number, but it won’t have a meaningful planning interpretation.

Thanks,

James