The Rich Filter Smart Gauges Gadget

Owned by Cristian Oancea
Last updated: May 15, 2024 by Praveena Manohar
5 min read

Contents:

About the Rich Filter Smart Gauges gadget

The Rich Filter Smart Gauges gadget displays proportions from issue counts, numeric and time-tracking issue fields, custom values, and custom ratios. The gadget is based on a rich filter and provides, among others, the following features:

  • the collection of issues used for the aggregation 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 proportions can be displayed in one of three ways: as a gauge, as a percentage and fraction, or as a percentage only (for simplicity, called gauges, regardless of the way they are displayed);

  • the gadget displays one gauge for each clause of a smart filter;

  • the value used for the calculation can be the number of issues (Issue Count), a numeric or time-tracking field (such as Story Points or Original Estimate), or a custom value;

  • the content of the gadget can be exported to PDF, Excel (.xlsx), and CSV formats.

Configuring the Rich Filter Smart Gauges gadget

Add a new or edit an existing Rich Filter Smart Gauges gadget in your Jira dashboard. The configuration form of the gadget will be displayed:

Edit the gadget configuration as described in the following table:

Setting

Description

Setting

Description

Rich filter

Select the rich filter the gadget will use.

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

The gadgets’ configuration forms only show the rich filters you can view. For more details, see the Rights and Permissions page.

Working Query

The working query is an additional JQL query that 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.

Smart filter

Select the smart filter on which the gadget is based. The drop-down list shows the smart filters defined in the selected rich filter.

The gadget displays one gauge for each clause of the selected smart filter. 

Show none

If checked, the gadget displays an additional gauge corresponding to the issues that don't match any of the clauses of the selected smart filter.

Computation mode

Select one of these two options:

  • Use smart clauses as gauge filters
    The clauses of the smart filter are used to compute the gauge levels relative to all the issues included in the gadget. All the gauges have the same total value.

  • Use smart clauses as gauge totals
    The clauses of the smart filter are used to compute the gauge total for each gauge. All the gauges use the same filter to compute the gauge level. This gauge filter needs to be selected separately (see below).
    A custom ratio may be used instead of a gauge filter and a value for this computation mode.

Value
Applies only if computation mode is Use smart clauses as gauge filters

This setting is applicable only if the selected computation mode is - Use smart clauses as gauge filters.

Select the value to base the gauges on. There are four kinds of possible values:

  • Issue Count: the gauges are based on the number of issues.

  • Numeric: the gauges are based on a numeric field (e.g., Story Points or Votes).

  • Time Tracking: the gauges are based on one of the time-tracking fields (i.e., Original Estimate, Remaining Estimate, Time Spent).

  • Custom values:  the gauges are based on a custom value.

Gauge filter & value
Applies only if computation mode is Use smart clauses as gauge totals

This setting is applicable only if the selected computation mode is - Use smart clauses as gauge totals.

For this computation mode, the gauges can be configured in one of two ways: with a filter & value pair or with a custom ratio.

Two drop-downs are used to configure the gauges:

  1. The first drop-down contains:

    • Three predefined filters: Resolved Issues (resolution is not EMPTY), Unresolved Issues (resolution = Unresolved), Status category: Done (statusCategory = Done)

    • The static filters defined in the selected rich filter

    • The custom ratios defined in the selected rich filter

  2. The second drop-down is displayed only if a filter (predefined or static) is selected in the first drop-down; the second drop-down contains four kinds of possible values:

    • Issue Count: the gauges are based on the number of issues.

    • Numeric: the gauges are based on a numeric field (e.g., Story Points or Votes).

    • Time Tracking: the gauges are based on one of the time-tracking fields (i.e., Original Estimate, Remaining Estimate, Time Spent).

    • Custom values:  the gauges are based on a custom value.

To sum up, to configure the gauges:

  1. Select a filter or a custom ratio. If a custom ratio is selected, the gauge definition is complete.

  2. If a filter was selected in step 1, select a value to complete the gauges definition.

Layout

Select one of the following display options:

  • Gauge:

  • Percentage & fraction:

  • Percentage only:



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