Dashboard with Filter for all Tickets with specific Label and StatusCategory?

Jan G_ April 19, 2024

Hello

We would like to do the following: Basicly we do a big room planning and would like to keep track of the tickets that where planned during that big room planning.

Our idea was to give all those tickets across all projects a label (something like "big_room_planning_q2_2024") and then we could use a dashboard to get a feeling how much has been achieved so far.

I am really struggling finding the right gadget and the right fields to use here. We have to many different status in the organization. I thought it was possibly to filter for the "status Category" (ToDo, Work in progress and Done) but can't find that in the fields I get to use with Gadgets. 

I think the best thing would be having a chart that tracks these status categorys over time, but would honestly just be happy to get the "now" state with a two-dimensional filter.

Does anyone have an idea how I could do something like that (without installing/buying a plugin)

 

3 answers

2 accepted

1 vote
Answer accepted
Ragavendran S April 20, 2024

@Jan G_ seeing your question, i guess you're trying to create a dashboard which filters the data by using the label

 

We have achieved the same by following the below ways

In Jira Search

  1. Create a Filter (project = A and label = big_room_planning_q2_2024") and save this with some name [Q2_Filter]
  2. Create a Rich Filter and assign the Q2_Filter to it and save it with some name (Rich_Q2_Filter)
  3. Extra
  • You can add dynamic values to this filter to show by what field you need the dashboard to get update - but we can skip as of now

In Jira Dashboard

  1.  Use any rich filters to get the dynamic dashboard
  2.  Add rich filter controller to and rich filter results 
  3. After adding these 2 macros, you have to provide the (Rich_Q2_Filter) in it
  4. If you save and view the dashboard, it will show the data based on your condiitons

 

 

Let me know if it worked

1 vote
Answer accepted
Bill Sheboy
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
April 19, 2024

Hi @Jan G_ 

Many of the built-in dashboard gadgets cannot filter / group-by the Status Category.  Some work-arounds you could try are...

  • use three filters
    • create three filters, each checking for a specific Status Category value and filtering on your label (if needed)
    • use three different gadgets to visualize the different results
  • add a custom field
    • add a custom field, with single selection to represent the Status Category values
    • use an automation rule to update issues to set the field
    • use that custom field in your dashboard gadgets
    • Why this is probably a bad idea: after the changes to the automation packaging model, such a rule would fire for every issue transition.  Depending upon your Jira licensing level / volume that could use up your usage limits.  A work-around would be to use a scheduled trigger rule that only updates once per day.
  • look for a free marketplace addon to help

If that does not help, would you please clarify how you want to visualize this information?  That may help reveal other solution approaches.  Thanks!

Kind regards,
Bill

0 votes
Danut M _StonikByte_
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
June 11, 2024

Hi @Jan G_,

Very helpful for your case would be the Pivot Table & Pivot Chart gadget offered by our Great Gadgets app. By using this gadget you can create multi-dimensional tables based on the issues from a filter/JQL.

So you can use it as a two-dimensional table. And it supports the Status Category field. 

You can configure it to display count of issues: 

image.png

... or percentages:

image.png

You can start by installing the 1-moth free trial. If you have any questions, feel free to contact us at support@stonikbyte.com.

Danut.

Suggest an answer

Log in or Sign up to answer