How can I use multiple filters in dashboards?

[Malsiner_ Mario _Oerlikon_]

We would like to provide dashboards to our agents globaly.

They should be able to filter the result by different criterias like:

• Date Range (predefined and individual)
• Assigned Team(s)
• Customer Site(s)
• Country

Any idea, how we can manage that?

[Laurie Sciutti · Accepted solution]

hello @Malsiner_ Mario _Oerlikon_ and welcome to the Community!  We use the Custom Charts add-on which has a widget called Simple Search that is used to dynamically refresh the data in other widgets based on your defined criteria (example below).  It's awesome and we use it extensively.

 

[Malsiner_ Mario _Oerlikon_]

Thank you Laurie, yes this is what I'm looking for.  
the only weakpoint -> "Add On" = additional costs

[Laurie Sciutti]

@Malsiner_ Mario _Oerlikon_ ~ I completely understand.  This one is worth every penny though, IMO.

[Mathew Lederman · Accepted solution]

There are very few dynamic fields/options in Jira natively.

• currentUser() which can be used for things like Assignee, Reporter, etc. and dynamically displays based on the currently logged in user
• Date functions like startOf()/endOf()/-30d, etc which can be used to dynamically show the desired date range.

Unfortunately custom fields like Team, Site, Country don't offer dynamic opportunities to the best of my knowledge. 

You have two options with native functionality:

1. Create a dashboard for each Team/Country/Customer site depending on how you want to break it out
2. Create a single dashboard and assign permissions on the filter to each Team, Site, Country, etc.  

The biggest downside for option 1 is, as you've noted, you'll have to manage many filters and dashboards. 

The biggest downside for option 2 is that teams will see a variety of gadgets with no data. This can often cause confusion as most people will assume they're missing permissions. 

[Malsiner_ Mario _Oerlikon_]

Hi Mathew, this solution will be a challange: we have more than 250 sites in 30 countries and more than 100 teams ...

[Eduardo Anflor - MindPro · Accepted solution]

Hi, @Malsiner_ Mario _Oerlikon_ 

Welcome to the community. 

Jira Dashboards may have limitations in reaching your requirements since they do not offer a way to dynamically filter the information to all gadgets at once. If you are open to check a marketplace solution, I recommend Mindpro Graphy. I work as a product leader at Mindpro and this app was designed to cover scenarios like yours.

You can easily build dashboards you can share with users, groups, or the entire company. The internal dashboards have 50+ different gadgets to choose from (including custom and asset gadgets) and they can be dynamically filtered by users even if they are not the owners. The gadgets are interactive, which means you can filter the entire dashboard when you click on a chart segment, for example:

You also have options to share the dashboards via the Customer Portal, so your customers can also have access to their ticket statistics.

I hope that helps.

Regards,

Eduardo

[Malsiner_ Mario _Oerlikon_]

Hi Eduardo, thank you for the hint - looks very interesting!
Have to check additional costs.

[Robert Quinn · Accepted solution]

Build a BOARD rather than a Dashboard - Dashboards are pretty static - Boards can have quickfilters and be more dynamic for what is shown

[Malsiner_ Mario _Oerlikon_]

Hi Robert, I'm pretty new in JSM and know nothing about BOARDS. 
Can you give me a hint?

thank you

Mario 

[Mathew Lederman]

I believe @Robert Quinn is talking about a Kanban board. Which does have quick filters and can be slightly more dynamic than dashboards, but from your previous comment, you're looking at ~300 filters, which is not functional/realistic.

[Marlene Kegel - codefortynine]

Hello @Malsiner_ Mario _Oerlikon_,

I am Marlene, product manager of Quick Filters for Jira Dashboards. 

Unfortunately you cannot dynamically filter the standard Jira gadgets. For your use case you would have to add the same gadget multiple times or create multiple dashboards.

Another option would be to work with a Marketplace app, e.g. Quick Filters for Jira Dashboards. With our app you can add a Quick Controller to your dashboard and filter all Quick Gadgets on your dashboard dynamically. 

We provide most of the Jira standard gadget functionality (and more), so I am pretty optimistic that you can rebuild your dashboard with our app. 

You can try out filtering the dashboard dynamically using the Quick Controller on our demo dashboards. You do not need to install our app or login for that, since these dashboards are public.