Dashboards in Jira made easy

[@ramsunku3900]

Straight to the point ! No unnecessary talk neither drama ! Very well done

[@keshavamugulursrinivasiyen5502]

Very nice content

[@DaveFer]

@ramsunku3900 Yeah, I wish I knew how to do that. 🤣

[@noorkhawaja]

Excellent video. Made me a Jira expert 0-80 in 13 minutes. Thank you Florain.

[@prc6075]

This is excellent...and life saver for me. Now i can generate pie charts for my every sprint for every type!! Thank you!!

[@ashishdarji1776]

much easy then expected , specially the way u explained ..nice

[@zemanel7785]

Simple and straight to the issues👌

[@КристиянКичев]

Great content and really nicely put! It's a shame you don't create new videos anymore on Jira :(

[@productivityexchange]

Thanks for the kind words, I appreciate the feedback. I'm working on getting back to making videos. I just released a Jira video on JQL a few minutes ago. I'm hoping to get the time to make more videos going forward.

[@giamor2944]

Florian, you're so good... can you please do a confluence page as well? Your excel and reports via the dashboard is the best tutorial that's quick, easy to understand, and saved me. Some folks said they know Jira, and when I asked them questions it's like, I don't know...duh.

[@productivityexchange]

I'll add it to my list of video ideas. It's been a busy year but I plan on getting back to it. Can't make any promises on when it'll come out, though.

[@exceediance8356]

Thank you for this tutorial. Good work!

[@hamsaganesh7675]

Thanks a lot, short and to the point👍👍

[@giamor2944]

Florian, do you have a video for Gantt Chart or Plan with the timeline?

[@productivityexchange]

Unfortunately not, but I'll add it to the list of video ideas.

[@sheljijose10]

Hi, Is there any options to get individual performance report in company managed projects?

[@productivityexchange]

Depending on what you're after, you should be able to make a custom dashboard using Jira filters to pull the information you want together. If you want to show users of the dashboard their own performance metrics, you can use 'AND assignee = currentUser()' in the Jira filter you are using to pull the data. Alternatively, if you want info about a specific user's stats, you can use 'AND assignee = type-username-here' in your jira filter to pull data for just that user. If you're unfamiliar with Jira filters and JQL, I have videos on those that should help. Some of the other JQL strings that help are filtering by last updated or whether a user was assigned. If you're not familiar with JQL, it's not that hard to pick up and it's a superpower if you use Jira a lot. I have time stamps on my video so you can jump straight to what you need. If that's not quite what you're after you can use the free Excel add-in from Atlassian to pull live data into Excel (I have a video on that too). Depending on how you set that up you can generate reports every time you open the workbook or when you opt to pull in fresh data. For the most part I was able to easily get by with Jira dashboards, filters, and the Excel add-in. If Jira filters and Excel don't let you do what you want to do you may need to do some programming. I've only had to do this on a few rare occasions, on projects with thousands of issues across over a dozen statuses to monitor flow, check for bottlenecks, and generate visualisations of the flow of tickets through the system. I used Python and Jira's APIs to pull data and generate the reports I needed.

[@frillback]

This was a great video. Thanks for sharing. One question, how do you remove the gadget from your dashboard to make room for other metrics?

[@productivityexchange]

Hi @frillback, I'm not infront of a computer right now, but from memory this is how it works: Make sure you've clicked the button named something like 'Edit dashboard' on the top right of the dashboard (this should only be an option for you as an owner-if you're not an owner get the owner to set the sharing permissions so you are). Once in edit mode, on the widget you want to remove, there should be a menu in the top right (three dots). One of those should allow you to remove the widget. I hope this helps.

[@ivonamyrielb9155]

Fantastic video, thanks!

[@KerstinFuchs-j9f]

Where can I find the Filter option for the dashboard in the Jira version Jira v9.4.6?

[@productivityexchange]

Hi Kerstin, Unfortunately, I use Jira Cloud and don't have access to a self-managed version so I can't check if there are any specific differences in how Dashboards are set up. As far as I can tell from the Jira 9.4.6 documentation the 'Filter Results Gadget' should be available to you (confluence.atlassian.com/jirasoftwareserver0906/gadgets-for-jira-applications-1217303502.html) and from what I can see it should be similar to how you add it on Jira Cloud. If you are not seeing the Filter Results Gadget, there may be an issue with your instance of Jira, so it may be worth escalating to whoever manages your Jira instance. Sorry I can't help more.

[@toby9999]

Where can I find "X" option of feature in Jira... probably the most often asked question and it's the one I ask every day. Nothing is easy. Everything is hidden behind layers of menus, links, controls or whatever, and all arranged in a seemingly random unintuitive way. It's diabolical.

[@avinashpradhan5030]

Very nice 😊

[@robdelbuono5843]

How can I automate my dashboard to remove issues from a project dashboard that are marked done or closed

[@productivityexchange]

If you add a condition to the filter along the lines of 'AND (status = Done OR resolution = Closed)' it will exclude those issues

[@4danal]

Great explenation. Short and simple. Is it possible to crearte a dashboard for more than 1 project? (in the same dashboard)

[@productivityexchange]

Yes, you can! There are two ways to do this: 1. Getting multiple projects into one gadget: You can set up your filters using the following JQL 'project in ("project name 1", "project name 2", ...)'. 2. Setting up separate filters for each of the projects and using them on separate gadgets. I have videos on setting up filters and using JQL if you need them.

[@murali8379]

Excellent one..

[@ShilanKaria]

Hey I could use some help on Jira dashboard build out? Would you be free for a zoom call in future? Very helpful video. I could use help on the two dimensional static to add assigne and epic link. . CN you show me a best way to add that? Also how did you add those icons of check ✔️ and stop 🛑 in your description?

[@productivityexchange]

Hi Shilan, The tick and cross are simple emoji. The tick is (/) and the cross is (x) but you can also type add any other emoji you'd like. As for the two dimensional table, when you click on any of the counts for any section and enter the matching filter, you can set the search results to list view and change what columns you see. I cover that in my video on Jira search and filters in detail, but essentially change to the list view with the button on the right towards the top that looks like three horizontal lines, then use the options that appear on the top right of the filter results that let you set the columns you want to see.

[@maxsteel08]

How to present piechart of multiple projects?

[@productivityexchange]

You will need to create a Jira Filter that pulls in all the issues from the multiple projects, then point the pie chart at that filter. I have a video on making simple filters as well as more advanced ones using JQL. If you are sharing the dashboard with others just make sure that you make the filter visible to others in the sharing settings.

[@maxsteel08]

@@productivityexchange I already created filters that pull identified projects using "project in". The problem is, the pie chart does not aggregate same status from different projects. I'll get multiple "To dos", "In Process", and "Done".

[@productivityexchange]

Ah, if you have several team managed projects you're trying to aggregate it does that. It seems that every status created for a team managed project is unique and not shared across projects. I don't know of a way around that except to pull the data out to Excel or a PowerBI dashboard or something of the sort. I ended up having to use the Excel add-in (which is free) or create scripts in Python using the Jira API to deal with similar issues. I have a video on the former but not the latter.

[@sathishjune]

Great. Thank you so much.

[@lancerkind4055]

Nice video on creating dashboards. I noticed that the examples you used figure out the two dimensions based on assignee etc. What I want to do is create a piechart by two specific request types. I can create a filter for each of them. I'm unclear how to get the two to show up in a pie chart. Any hints?

[@lancerkind4055]

I figured it out. The Jira query (JQL) needs to mention the different "request types" you care about. Example: project in ("put project name here") AND type = story AND status = Accepted AND ("Request Type" = "Technical Improvement" OR "request type" = "Feature Improvement") As you add in different Request Types, the piechart will show the different request types. Another thing you may want to do is add to the query about "Resolved" to check for a date range that you care about. community.atlassian.com/t5/Marketplace-Apps-Integrations/How-to-filter-issues-by-dates/ba-p/1706097 Many thanks for this tight video!

[@productivityexchange]

@@lancerkind4055 That's exactly what I would have suggested. Using filters is super flexible and you can do it by any field, tag or text. The Atlassian community has some great help articles. I also have a video on searching Jira and saving these as filters here: kzbin.info/www/bejne/fnmtdYulmtyIaa8 (the bit about date ranges is at 4:00 of that video). I don't have a video on JQL yet, but it's on the list. JQL is just so much easier and much more powerful when you get to learn it.

[@lancerkind4055]

Is there a way to create a dashboard that contains a widget in which I can enter in the project name? This way I can reuse the same dashboard across many teams.

[@productivityexchange]

Unfortunately, there's no such feature that I'm aware of, though that would be fantastic. That's not to say someone hasn't built something like that on the Atlassian Marketplace. What I do is create new filters, then copy a dashboard that's the closest in format to what I want and change what filters the widgets point to. That's the fastest way I know of within Jira. The only way I could think of making this more like what you're suggesting is to use the Jira API and write a script to pull the data you want. I've used Python for that in the past. Doing this method has some benefits, as you have a lot more control over what data you use and how it's shaped. If you're interested in that I suggest checking out 'Automate the Boring Stuff' (automatetheboringstuff.com/ by Al Sweigart), which is free. When you feel comfortable writing scripts, there are plenty of free resources that help you learn how to use APIs.

[@7ooops]

excellent !!!

[@reenakhurana4426]

Hi, very informative video, thanks. Can you help me with query where i need to fetch all the linked issues of an incident? looks like i can use issue in linkedIssues(), do i use a subquery or filter with it? cant really work it out.

[@productivityexchange]

Hi Reena, sorry for the delayed response. Let's say I have issue ABC-1 linked to issues ABC-2 and ABC-3. The JQL query 'issue in linkedIssues(ABC-1)' will return ABC-2 and ABC-3. You might also find it useful to change the filter result columns to show the keys of linked issues. You can add columns to the filter view like I show in my Jira Search & Filters video (kzbin.info/www/bejne/fnmtdYulmtyIaa8), and you are also able to add this as a column for a filter table on Dashboards like at 9:01 in this video. I hope this is helpful.

[@hasanmehmud7250]

Excellent, thanks

[@Ent4041]

Nice vidwo

[@ri44man]

HI! THANKS FOR YOUR VIDEO DUDE! I JUST STARTED TO LEARN JIRA BUT I CAN NOT UNDERSTAND WHY I CANT SEE MY BUGS WHEN I DO SEARCH AS A CURRENT USER?

[@productivityexchange]

That should work. The only thing I can think of is if there are other conditions in the filter that filter out your assigned bugs. Not sure if you're using custom filters, but my Jira Search and JQL videos might help with getting a custom filter set up for the dashboard.

[@sandraosimen2699]

Thank you! Life Saver

[@vv2972]

Well done! Is there a filter for issues that I was tagged?

[@productivityexchange]

Hi V v, As far as I can tell it may be possible. The latest comments on this support page seem to indicate it is possible now, though it may be dependent on whether you use team or company managed projects. There are also some work-around like looking for a specific userid in text fields. Perhaps one of these will work for you. community.atlassian.com/t5/Jira-questions/Find-all-mentions-in-comments-via-JQL/qaq-p/1126099 What I've done in the past so I wouldn't miss a comment was set up email rules so my Jira emails go to a separate folder. I also made sure I had auto-watch off in my personal preferences and changed the reporter of issues I created to a dummy account to avoid getting notifications that were irrelevant to me.

[@mohammadshafiei9016]

what a sound !😁😁🙏🙏🙏

[@fariqhasbie2101]

how to hide unassigned?

[@productivityexchange]

You'll need to set the filters up to hide unassigned items. Adding 'AND assignee != Unassigned' to your filters should do the trick.

[@fariqhasbie2101]

thank you for the trick, i will try it@@productivityexchange

[@sukanyakoppala4970]

Can we do automation to email this dashboard? if yes could you please make a video. or give some tricks

[@productivityexchange]

Hi sukanya koppala, unfortunately not out of the box. There may be something in the marketplace but it looks like that's not a feature Atlassian provides. The only thing I know of that approaches this is a feature that allows users to subscribe to a filter which sends email alerts. I've made a note of this, though, and will investigate this for a possible future video.

[@sukanyakoppala4970]

@@productivityexchange you can plan one tutorial for sending email notifications too if possible in future. Thanks a lot for this video

[@HetJoshi]

Hey where is the JQL video?

[@productivityexchange]

I've just released the JQL video a few minutes ago. See here: kzbin.info/www/bejne/oWaoamaoZdKkf80

[@toby9999]

I dream of a time to come in my life when Jira gets out of it. It's a horrendous piece of software. Positively diabolical. Been struggling with it for 10+ years and it still does my brain in trying find stuff. Massive time waster. It's more of a hindrance than an aid. And the more Jira is integrated into our workflows, the more of a menace it becomes.

[@hikergirly]

It’s the leading work management platform for app dev teams, but requires careful management to avoid information overload. I have not found a better solution. Best used with Confluence for project docs.

[@raniandre]

Thanks so much

[@nithiyanandamravindran7113]

Super :)

[@Ghazalwluv]

thanks