Cloud Migration Resources
Planning a Cloud migration? These resources can help you get started:
→ Dashboard Hub Cloud features – Review Cloud features and understand key differences between DC and Cloud.
→ Migration support from Appfire – Learn how we can help you migrate smoothly.
Adaptive Filters
Overview
This page explains how to use Adaptive Filters in Dashboard Hub. By default, the feature is available to all dashboard viewers, but dashboard editors can customize filters, and admins can disable them for external dashboards in Global Settings.
Real-time data filters
Dashboards provide a centralized view of metrics for specific audiences, such as engineering, leadership, or support teams. Adaptive Filters allow you to refine this data in real-time. This ensures that a single dashboard can serve multiple purposes by allowing users to focus on specific subsets of data without modifying the underlying gadget configurations.
Dashboard Hub provides a default set of filters for dashboards configured with at least one Jira gadget with relevant data. The gadgets can be connected to any Jira instance, whether the current instance, an instance connected using a Connector app, or an instance accessed using an API token.
Adaptive Filters are dynamic by design. The values available in each filter reflect only the data already loaded in your dashboard, not every possible value in your Jira instance. This means the filter options remain relevant and do not expose data outside the current dashboard's scope.
Watch the Adaptive Filters overview video below, or continue reading to learn more.
Who can use Adaptive Filters?
Role | What you can do |
|---|---|
Viewer | Apply and clear filters on a dashboard and individual gadgets |
Editor | Customize the fields that are available on a dashboard |
Admin | Restrict filters on external dashboards |
How to apply filters
To apply a filter, in the dashboard top bar, click Filters to open the filter bar. You can also use filters in dashboards embedded in Confluence pages with a dashboard macro. The filters are available whether you are the dashboard owner or viewing a shared dashboard.
Default filters
Adaptive filters apply to dashboard Jira gadgets. The default filter options include Projects, Work Item Types, Status, Assignee, and Created Date.
You can also use the free text, Contains text field to filter results for text matches.
The Contains text option only returns matches for the Summary and Key fields.
Select the values to display
To apply a filter, select a value from the field drop-down list, for example, a space name or a created date. The filters apply to all gadgets that retrieve relevant Jira data. Gadgets displaying filtered data are highlighted in a blue border. If the filter excludes matching data, the gadget displays the message, No data to show.
The Filters button displays the number of filters currently applied to the dashboard. In the example below, two filters are applied. To clear all filters, click Clear.
Manage filtered gadgets
The selected filters apply to all relevant Jira gadgets in the dashboard. To manage the filters for each gadget, hover over the gadget name to display the filter toggle, then turn the filter on or off. When a filter is on, the filtered status is displayed. If you disable it, the content of that gadget won’t be affected by the selected dashboard filters.
How to customize the filter bar
Dashboard editors can customize which filters are available or restrict filtering altogether. This ensures that viewers only see the most relevant fields and are not overwhelmed by unnecessary options. The customized filter bar applies to the dashboard regardless of who is viewing it.
To change the dashboard filters:
Click Customize filters. The current filters display at the top of the Customize dashboard filters page. Dashboard editors can remove any of the default filters and add fields from 26 built-in Jira fields and supported custom fields.
To add a field, select BUILT-IN or CUSTOM to display a selection list, then select one or more fields. You can add up to five filters in the filter bar.
To remove a selected field, click the corresponding X. To remove all selected filters at once, click Clear all.
Supported products
Adaptive Filters supports data connections to:
Supported fields
Only supported fields are available in the Customize dashboard filters selection list.
Jira built-in system fields
Field types
The list of available fields is pulled directly from your connected Jira instance. Only supported field types appear in the selection menu.