Formula Cards

Overview

You can use our Formula Cards gadget to perform calculations on fields, and display the results in an Icon card for numbers or Donut card for percentages. This helps leverage your Jira data because you can’t do this natively in Jira. While Jira let’s you create custom fields, for example, to add the price per hour of your services, you can’t calculate the total amount you should charge for the hours billed in your project.

We also have a Formula Cards gadget for monday.com.

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Display calculations based on your Jira fields

Create variables

Variables store values that can be referenced later in the formula. They are useful to separate data in meaningful sets, so you can refer to them in the formula or as the maximum value for the Donut Card visualization in %.

You can create up to five variables, use existing filters or new JQL queries, and aggregate the results with different functions in your fields.

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The variable a returns the total sum of 49 story points of the Scrum Project

Aggregations

Aggregations are also common in the SQL domain. These functions get the values of grouped rows as the input of that function to return a calculated value. This gadget currently supports seven functions:

• Count. It counts the number of rows/elements in that group/field.

• Count (distinct). It counts the number of only distinct (different) rows/elements in the group/field.

• Sum. It returns the addition of the sequence of the numbers of the group/field.

• Min. It returns the smallest value of the range of values of the group/field.

• Max. It returns the largest value of the range of values of the group/field.

• Mean. The arithmetic mean, sums the values of the grouped rows and divides the result by how many rows are being averaged.

• Median. It returns "the middle" value of the range of values of the group/field. If the number of values is even, then, the mean of the two values in the middle is returned.

Create cards

Cards display the result of a formula expression. This mathematical formula accepts any of the previously created variables, but also integers and float numbers e.g., -5, 100, 23.32, or -1,000,000.2, etc.

To construct the relationship of these elements, formulas accept mathematical operators like + (plus), - (minus), * (multiplication), / (division), and ( ) (parenthesis).

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This formula multiplies the variable value 23 times, divides the result by the variable b, and sums the variable, c, totaling 1.13k (1,130)

To present the result, you can choose between two views:

• Icon Cards, where an icon displays any result of the formula.

• Donut Cards, using percentages to represent the result in a donut chart.

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View type: Icon Card

The Icon Card requires:

• A label (mandatory) to provide a meaningful description of the resulting number.

• A prefix and/or suffix (optional) to add units or extra information to the number.

• An icon (mandatory) to give a visual clue of the provided number.

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View type: Donut Card

The Donut Card requires:

• A label (mandatory) to provide a meaningful description of the resulting percentage.

• A prefix and/or suffix (optional) to add units or extra information to the number.

• A max value (mandatory) to indicate the maximum value of the percentage and paint the donut chart accordingly. If the max value is 100 and the result of the formula is 50, then, half of the donut will be painted in the selected color.

• A color (mandatory) to paint the donut chart.

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Configuration

Give your gadget a meaningful name, so it is clear what it does and when to use it.

Fill out the rest of the fields as applicable, namely:

• The data source, where the source Jira instance is installed.

The variables, where each one:

• The JQL (Jira Query Language) query or filter to filter the list of issues (see the JQL documentation). We recommend adding at least one clause, for example, to list all the issues of the project Teams in Space use the clause project = "TIS”. Remember that the gadget returns the query results, which are not fixed and could change over time.

• The aggregations to perform calculations -Count, Count (distinct), Sum, Min, Max, Mean, Median- over the results. Check the aggregations section.

• The field to select what you want to apply the calculation to e.g., Story Points.

The cards, where each one:

• The view type

  • Icon Cards, where you can visually display any result of the formula with an icon.

  • Donut Cards, where you can represent percentages in a donut chart.

• The formula expression accepts the previously created variables, integers, and float numbers e.g., a, b, -5, 100, 23.32 or -1,000,000.2, etc. And mathematical operators like + (plus), - (minus), * (multiplication), / (division), and ( ) (parenthesis).

• Finally, indicate if you want to use the current settings for all the compatible gadgets in the dashboard. This option eases the pain of configuring one by one the rest of the gadgets with the same default configuration

Integrations

We are working on our growing catalog of https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309915 and https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310010. Let us know if there is something you need.

Dashboards

This gadget is not included in any of our pre-defined dashboards.

See also