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In this section:

  1. About the Rich Filter Flexi Charts gadget
  2. Configuring the Rich Filter Flexi Charts gadget
    1. Statistics on option fields or smart filters
    2. Statistics on date fields
    3. Statistics on time series
    4. Special statistics
  3. Examples of Flexi Charts
  4. Quick tables in the Flexi Charts gadget

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1. About the Rich Filter Flexi Charts gadget

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  • the collection of issues used by the gadget can be further filtered using Rich Filter Controller gadgets;
  • the gadget itself can further refine the results by applying a gadget-specific JQL called working query;
  • the result type displayed by the chart can be Issue Count, a numeric or time-tracking field, or a custom value;
  • each chart type has either one or two breakdowns (the charts are referred to as 1D charts and 2D charts respectively) and each breakdown is based on an issue field or a smart filter. The primary breakdown can also be based on a date or date time field;
  • the gadget can display custom ratios and time series;
  • the gadget can display average age reports;
  • the gadget can also display the values from charts in a tabular format;
  • the content of the gadget can be exported to PDF, Excel (.xlsx), and CSV formats.

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SettingDescription
Rich filter

Select the rich filter the gadget will use.

Click on the Rich Filter button to display the list of rich filters; you can either scroll through or use the search box to find the filter you need.

Info

The gadgets’ configuration forms only show the rich filters you are allowed to view. See the Rights and Permissions documentation page for details.


Working query

The working query is an additional JQL query which is permanently applied on top of the base Jira filter and any active quick filters in the controller to further filter the issues the gadget will work with. The working query is optional: if left empty, only the base Jira filter and the quick filters affect the issues used by the gadget.

Chart type

Select one of the available chart types:

  • 1D charts:
    • Donut chart
    • Pie chart
    • Gauge chart
    • Bar chart
    • Line chart
    • Treemap chart
    • Word cloud chart
  • 2D charts:
    • Clustered bar chart
    • Stacked bar chart
    • Multi-line chart

For 2D charts, two breakdowns need to be configured, one primary and one secondary. Below we describe the breakdown settings only once.

Statistic type

Select the criteria on which the issues will be grouped. In addition to issue fields, the drop-down list includes the smart filters and the time series defined in the selected rich filter, as well as options for special reports:

Note

For the breakdown of 1D charts and for the primary breakdown of 2D charts, there are several types of configuration, depending on the selected Statistic type:

a. Statistics on option fields (e.g. Priority, Status, select custom fields, etc.) or smart filters

b. Statistics on date or date time fields

c. Statistics on time series

d. Special statistics

The secondary breakdown of 2D charts can only be based on options fields or smart filters.

These options are further detailed in the sections below.


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SettingDescription
Sort by

Select the order in which the values are displayed in the chart. The following options are available:

  • Total: this will sort by the value computed for each Statistic type group.
  • Alphabetical: this will use alphabetical order for the Statistic type groups.
  • Natural: this will use the native sorting order of the issue field or smart filter selected as Statistic type, i.e. the order that has been configured for the options of the field or smart filter. This sorting option is available only for the issue fields Priority, Status, and Issue Type and for smart filters.
Reverse sort orderIf checked, the sort order is reversed.
Maximum slices / bars etc.

These settings limit the number of slices / bars etc. to display. In the case of slices, the ones which are not individually displayed due to this limit are represented by one slice called Other.

Tip

The user can still display all the computed slices / bars etc. by clicking on the numbers in rounded rectangles located at the bottom right of the gadget.


Value

Select the value to be computed for each Statistic type group. There are four kinds of possible values:

  • Issue Count: computes the number of issues in each group.
  • Time Tracking: computes the sum of one of the time-tracking fields (i.e. Original Estimate, Remaining Estimate, Time Spent) for the issues in each group.
  • Numeric: computes the sum of a numeric field for the issues in each group. For instance, when using Jira Software, the gadget can show how many Story Points there are for each Statistic type group.
  • Custom values: displays a custom value as configured in the rich filter (aggregation formula, display options, etc.).
  • Custom ratios: displays a custom ratio as configured in the rich filter (percentage or ratio).

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SettingDescription
Aggregation periods

Select the periods on which the issues will be grouped, according to the their values for the date or date time field selected as Statistic type.

The available options are: Days, Weeks, Months, Quarters, Years, Auto.

Tip

If the Auto option is selected, the aggregation periods and time range are adjusted dynamically to produce the most granular yet complete statistics (i.e. with the appropriate aggregation period so that all the relevant issues are included).


Time range









Together with its subsettings, this specifies the total time span for which the statistics should be computed. 

The time range subsettings depend on the option selected in the Time range drop-down as described below.

Time rangeTime range subsettingDescription

Number of days / weeks etc.

Number Enter the number of aggregation periods to be displayed. The time range corresponds to the specified number of consecutive aggregation periods.
Direction

Select how the periods are positioned relative to the current period. The possible options are:

  • Past – the time range includes past periods and the current period
  • Future – the time range includes the current period and future periods
  • Past & Future – the time range includes past periods, the current period, and future periods, with the current period in the middle of the range
Tip

Fields like Created or Resolved always contain values that are in the past. Therefore you should always select Past for these fields as you will never find any issue created or resolved in the future.

Fields like Due Date contain values that can be both in the past and in the future. For this field it is more useful to select Future in order to see statistics for the issues that are due soon, or Past & Future to also see the statistics for overdue issues.


Between dates

From / To

Enter the two dates that define the limits of the time range (both specified dates are inclusive).

The inputscan be selected from a date picker or entered manually as a calendar date ("yyyy/MM/dd" or "yyyy-MM-dd").

All dates


If selected, the time range is determined dynamically to include all the relevant issues (from the first date to the last date occurring in the values of the issues).

Info

All dates is the only possible Time range option if the selected Aggregation period is Auto.


Contextual options


These are predefined Time range options which depend on the selected Aggregation period.

Possible options are: This year, Last year, This quarter, Last quarter, This month, Last month. 

Aggregation type

Select one of the following aggregation type options:

  • Period value: this is the default option – the chart displays the values of each individual aggregation period;
  • Cumulative trend: progressively adds the values from the previous periods, including only the issues starting with the first period of the chart;
  • Cumulative total: progressively adds the values from the previous periods, also including the issues before the first period.

Value

Select the value to be computed for each Statistic type group. There are four kinds of possible values:

  • Issue Count: computes the number of issues in each group.
  • Time Tracking: computes the sum of one of the time-tracking fields (i.e. Original Estimate, Remaining Estimate, Time Spent) for the issues in each group.
  • Numeric: computes the sum of a numeric field for the issues in each group. For instance, when using Jira Software, the gadget can show how many Story Points there are for each Statistic type group.
  • Custom values: displays a custom value as configured in the rich filter (aggregation formula, display options, etc.).
  • Custom ratios: displays a custom ratio as configured in the rich filter (percentage or ratio).

...

SettingDescription
Aggregation periods

Select the periods on which the issues will be grouped, according to the date or date time field on which the selected time series is based.

The available options are: Days, Weeks, Months, Quarters, Years, Auto.

Tip

If the Auto option is selected, the aggregation periods and time range are adjusted dynamically to produce the most granular yet complete statistics (i.e. with the appropriate aggregation period so that all the relevant issues are included).


Time range









Together with its subsettings, this specifies the total time span for which the statistics should be computed. 

The time range subsettings depend on the option selected in the Time range drop-down as described below.

Time rangeTime range subsettingDescription

Number of days / weeks etc.

Number Enter the number of aggregation periods to be displayed. The time range corresponds to the specified number of consecutive aggregation periods.
Direction

Select how the periods are positioned relative to the current period. The possible options are:

  • Past – the time range includes past periods and the current period
  • Future – the time range includes the current period and future periods
  • Past & Future – the time range includes past periods, the current period, and future periods, with the current period in the middle of the range
Tip

Fields like Created or Resolved always contain values that are in the past. Therefore you should always select Past for time series based on these fields as you will never find any issue created or resolved in the future.

Fields like Due Date contain values that can be both in the past and in the future. For time series based on this field it is more useful to select Future in order to see statistics for the issues that are due soon, or Past & Future to also see the statistics for overdue issues.


Between dates

From / To

Enter the two dates that define the limits of the time range (both specified dates are inclusive).

The inputscan be selected from a date picker or entered manually as a calendar date ("yyyy/MM/dd" or "yyyy-MM-dd").

All dates


If selected, the time range is determined dynamically to include all the relevant issues (from the first date to the last date occurring in the values of the issues).

Info

All dates is the only possible Time range option if the selected Aggregation period is Auto.


Contextual options


These are predefined Time range options which depend on the selected Aggregation period.

Possible options are: This year, Last year, This quarter, Last quarter, This month, Last month. 

Aggregation type

Select one of the following aggregation type options:

  • Period value: this is the default option – the chart displays the values of each individual aggregation period;
  • Cumulative trend: progressively adds the values from the previous periods, including only the issues starting with the first period of the chart;
  • Cumulative total: progressively adds the values from the previous periods, also including the issues before the first period.
Value

The gadget automatically fills-in the Value field with the base value of the selected time series.

...

SettingDescription
Aggregation periods

Select the periods on which the issues will be grouped. The available options are: Days, Weeks, Months, Quarters, Years, Auto.

Tip

If the Auto option is selected, the aggregation periods and time range are adjusted dynamically to produce the most granular yet complete statistics (i.e. with the appropriate aggregation period so that all the relevant issues are included).


Time range









Together with its subsettings, this specifies the total time span for which the statistics should be computed. 

The time range subsettings depend on the option selected in the Time range drop-down as described below.

Time rangeTime range subsettingDescription

Number of days / weeks etc.

Number Enter the number of aggregation periods to be displayed. The time range corresponds to the specified number of consecutive aggregation periods.

Between dates

From / To

Enter the two dates that define the limits of the time range (both specified dates are inclusive).

The inputscan be selected from a date picker or entered manually as a calendar date ("yyyy/MM/dd" or "yyyy-MM-dd").

All dates


If selected, the time range is determined dynamically to include all the relevant issues (from the first date to the last date occurring in the values of the issues).

Info

All dates is the only possible Time range option if the selected Aggregation period is Auto.


Contextual options


These are predefined Time range options which depend on the selected Aggregation period.

Possible options are: This year, Last year, This quarter, Last quarter, This month, Last month. 

Value

The gadget automatically fills-in the Value field with the Average issue age value.

...

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4. Quick tables in the Flexi Charts gadget

Quick tables enable users to easily display the values from charts in a tabular format. To toggle the quick table on or off, simply click on the table icon located in the footer of the gadget.