A key feature of Jira dashboards is the ability to display displaying your data through statistics and charts for effective, at-a-glance reporting. This article demonstrates a related feature available in Rich Filters for Jira Dashboards, namely the Rich Filter Flexi Charts gadget. This allows lets you to generate detailed charts on your dashboard and display quick tables on the fly.
Contents:
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Prerequisites
A basic understanding of Jira dashboards and rich filters, as explained in Get started with Rich Filters for Jira Dashboards.
Final result
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When you've worked through all the steps in this tutorial, you should have a dashboard that contains two flexi chart gadgets:
One
containingcontains a donut chart showing the number of story points
-worth of issues reported by each reporter.
One
containingcontains a stacked bar chart showing resolved and unresolved issues for each priority.
The two flexi chart gadgets, which are the focus of this tutorial, can be seen on the right of the image below, and are the focus of this tutorial. The gadgets on the left (Rich Filter Controller and Rich Filter Results) have already been covered in previous tutorials.
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Both flexi chart gadgets can also display quick tables that provide details of the data summarized in the charts: these are accessed by clicking the Show table button in the bottom-right corner of the flexi chart gadgets. The below image shows an example:
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Rich filter and dashboard basic setup
In this section, you'll set up a basic rich filter and dashboard to work with.
If you've already worked through other tutorials in this series, you can base any gadgets you create while following this article on a previously
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created rich filter. Check that you have one available
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(find existing rich filters under Apps > Rich Filters). If not, follow the instructions in Get started with Rich Filters for Jira Dashboards to create a new rich filter before continuing.
Create a new dashboard (Dashboards > Create dashboard).
Make sure it
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uses the
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left sidebar layout. We'll put our charts in the right-hand column, as they benefit from having more display space than other gadget types. You can set this using the Change layout menu at the top of the dashboard.
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| Info |
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If you want a more detailed explanation of creating a new dashboard, see Create a simple dashboard. |
Your first
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Flexi Chart
Rich Filter Flexi Charts gadgets allow you to show one-dimensional charts (single statistic type) or two-dimensional charts (two statistic types), with data points of your choice displayed for each value.
Let's create a simple one-dimensional chart that shows us the showing each reporter's story points for each reporter.
Add a Rich Filter Flexi Charts gadget to your dashboard (
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Learn more on how to create a simple dashboard
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).
Move the gadget to the right-hand column of your dashboard by dragging and dropping it.
There are several fields you should configure in the gadget config form (for the moment, we'll leave the Chart type as the default Donut type):
Rich filter: Set this to your rich filter.
Breakdown by > Statistic type: We'll get this chart to show a breakdown by reporters, so select Reporter in the Statistic type dropdown
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.
Value: For each reporter, let's show the number of story points' worth of issues they have reported. Choose Story Points.
Your gadget config form should look like the following image. Check it is correct, then click Submit.
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Your Rich Filter Flexi Charts gadget should look like the following image.
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| Note |
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If Suppose the selected Statistic type has options for which the matching issues have a total are equal to zero for the selected Value. In that case, those options are still shown greyed out in the legend (and quick tables, as you'll see later) , but they are not included in the chart. For example, in the donut chart above, Chris and Will have no story points set for their issues. |
Manipulate your chart display
If you want to change the default display, there are a few options in theThe Rich Filter Flexi Charts gadget config form to play with.
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offers several options for changing the default display.
Return to your Rich Filter Flexi Charts gadget config form (see Easier configuration with the Rich filter menu).
We haven't discussed the following options previously. Update them as described below:
Filter out None: If this option is selected, issues with the statistic type empty won't be included in the chart (in the Reporter's case
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, this may have no effect, as empty values are unlikely). Check this box if you wish.
Sort by:
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This dropdown offers different values
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depending on the chosen statistic type. Select the Total option. This will sort the chart data in descending order by the number of story points
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rather than ascending reporter
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names in alphabetical order. In the case of donut/pie charts, the data runs clockwise from the top.
Reverse sort order: reverses the default sort order of the option chosen in Sort by. In this case, checking the box would sort the chart data
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by the number of story points in ascending order. We've kept the box unchecked.
Your config form should look like the following image. Check they are correct, then click Submit.
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You should end up with a different display in your chart gadget. Feel free to play around with these settings until you get a display that you are happy with.
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Go back into your gadget config form and look at the different chart types available in the Chart type dropdown.
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The Rich Filter Flexi Charts gadget provides a variety of
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one—and two-dimensional charts to cover all your needs.
One-dimensional chart types:
Donut
Pie
Gauge
Bar
Line
Treemap
Word cloud
Two-dimensional chart types:
Clustered bar
Stacked bar
Multi-line
6. Try out a few different types of one-dimensional chart, charts to see what the variety looks like.
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| Tip |
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You can find more information on the config configuration options available for different gadgets in our Working with Rich Filter Gadgets reference articles, for example, such as The Rich Filter Flexi Charts Gadget. |
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The different chart types all have interactive features. For example:
You can hover over the columns/slices to display exact values as tooltips. This can be especially useful in
cases such asdonut charts when the gadget display is too narrow to show the labels seen in previous screenshots.
You can click the values or their bars/slices to load
uplists of all the associated issues in a separate tab.
Create two-dimensional charts
Let's create a two-dimensional chart. In this case, we'll create a stacked bar graph that shows us showing the number of resolved and unresolved issues for each different priority.
Add another Rich Filter Flexi Charts gadget to your dashboard (
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Click here to learn more on how to add gadgets).
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Drag and drop the gadget to the right
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column of your dashboard
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. Later, we'll add other features to the left
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column
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.
Set the following field values in the gadget config form:
Rich filter: Set this to the same rich filter
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your other
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Flexi chart gadget
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uses.
Chart type: Choose a Stacked bar.
Primary breakdown > Statistic type: Choose Priority in this dropdown.
Secondary breakdown > Statistic type: choose Resolved / Unresolved in this dropdown.
Value:
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We'll show the number of issues for each priority and resolved / unresolved combination. Choose Issue Count in this dropdown.
Your Rich Filter Flexi Chartsgadget config form should look like the following image. Check it is correct, then click Submit.
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Your gadget should look like
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this.
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Filter charts using your controller
As You'll notice how connected everything is as you use Rich Filters for Jira Dashboards more, you'll notice how connected everything is. With this in mind, let's look at how you can filter filtering your chart display using a Rich Filter Controller gadget.
Add a Rich Filter Controller gadget to your dashboard using the Add a Gadget side panel.
Drag and drop it to the left-hand column of the dashboard if it
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hasn't already been placed there.
In the controller config form, set the Rich filter to the same
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Rich filter
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your other gadgets are based on, and click Submit.
If you are using use a rich filter from a previous tutorial, you may already have some filters available on your controller. If you created a fresh new rich filter for this tutorial:
Try creating some static filters, as shown in Add some static filters to your controller.
Try creating some dynamic filters. You can find out how
in
Try applying some filters in the controller. Note how they filter issues inboth flexi chart gadgets. 
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| Tip |
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Bear in mind that controllers filter the information shown in all gadgets based on using the same rich filter as them! |
Display quick tables
Flexi charts have quick tables available to provide details of the data summarized in the chart. Quick tables are displayed by clicking the Show table button in the bottom-right corner of the gadget.
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Click the Show
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Table button to display a tabular representation of your data.
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| Info |
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Click the Show |
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Table button again to hide the quick table. |
As with any other table in rich filters, you can sort the data in a quick table by different columns by clicking the column headings. Click a heading multiple times to toggle between ascending and descending order.
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Tables generated from two-dimensional charts can be sorted by ascending and descending column values, row values, and totals , by clicking the arrow controls in the relevant column and row headings.
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| Tip |
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You After sorting has been applied, you can clear all the applied sorting in a two-dimensional quick table by clicking the x button that appears in the top-left corner of the table after sorting has been applied. |
| Tip |
In a similar manner . Similar to the charts that from which the quick tables are generated from, you can click the header and cell values to load up lists of all the associated issues in a separate tab. |
Further exercises
In order to To add further power to the dashboard, in our final example, we added a Rich Filter Results gadget in the left-hand column, below the Rich Filter Controller gadget, based on the same rich Rich filter (Create a simple dashboard that explains how to do this). To complete the tutorial, we'd like you to You can complete this step on your own dashboard to complete the tutorial.
Your dashboard should look like this:
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As a further exercise, we also encourage you to explore using smart filters in flexi charts. Smart filters allow you to filter and group your issues using configurable smart clauses based on JQL and also have the advantage that, when defined, they become available for use in other places. This includes statistic types in statistics and charts , and columns in views. Use our Smart filters in statistics and charts exercise as a starting point, and try adding a smart filter as a statistic type in a new flexi chart gadget.
Next steps
This is the last topic in our the Fundamentals article series. Each one works as a standalone topic, so you can jump to specific topics of interest if you missed any , or want to revisit ones you've already covered.
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