EasyBI on dasboard

[Hiromichi Kikuchi]

I wanted to ask people that have easybi  a question on how the reports that we make on easybis website will show on the jira dashboard. When you add the easybi report on dashboard does this give you the view of your report you made in easybi's website? and does this still bring in the drop down filter that lets you filter things from the drop down? 

[Oskars Laganovskis]

Hi,

You can publish eazyBI reports on your Jira dashboard via the Jira dashboard gadget.

Please read more about publishing your reports here - https://docs.eazybi.com/eazybi/publish-reports/publish-in-jira-dashboards.

regards,

Oskars / eazyBI support

[Abdulghaffar Rashdi]

EasyBI is a powerful business intelligence tool that integrates with various data sources to create insightful reports and dashboards. It is particularly known for its integration with Jira for agile project management reporting. If you're looking to set up or optimize an EasyBI dashboard, here's a step-by-step guide to get you started:

### Setting Up an EasyBI Dashboard

1. **Installation and Setup**
- **For Jira Users**: EasyBI is available as an app in the Atlassian Marketplace. Install it from the marketplace and configure it within Jira.
- **Standalone**: For other integrations or standalone use, follow the installation instructions specific to your environment.

2. **Connecting Data Sources**
- Navigate to the EasyBI interface.
- Go to the "Source Data" tab.
- Select your data source (e.g., Jira, CSV files, databases).
- Configure the connection settings and import the necessary data.

3. **Creating Reports**
- Go to the "Reports" tab.
- Click on "New Report".
- Choose the dimensions and measures you want to include in your report (e.g., issues, projects, users, time, status).
- Use drag-and-drop functionality to arrange data fields in the rows, columns, and pages.

4. **Building Dashboards**
- Navigate to the "Dashboards" tab.
- Click on "Create Dashboard".
- Add your previously created reports to the dashboard by selecting "Add new report" and choosing from your existing reports.
- Customize the layout and appearance of the dashboard to suit your needs (e.g., adjusting sizes, adding titles, descriptions).

5. **Advanced Customization**
- Use calculated measures and custom formulas to create more complex reports.
- Apply filters to your reports and dashboards to focus on specific data sets.
- Schedule automatic data refreshes and report updates to ensure your dashboard always shows the most current information.

6. **Sharing and Permissions**
- Set up user permissions to control who can view or edit the dashboard.
- Share the dashboard with team members by providing a link or embedding it in other tools.

### Tips for Effective Dashboards

- **Keep it Simple**: Start with a clean and simple design. Only include essential reports and metrics to avoid clutter.
- **Interactive Elements**: Use interactive elements like filters and drill-throughs to allow users to explore the data.
- **Consistent Layout**: Maintain a consistent layout and color scheme to make the dashboard visually appealing and easy to navigate.
- **Regular Updates**: Schedule regular updates for your data sources to ensure the dashboard displays up-to-date information.

### Troubleshooting Common Issues

- **Data Import Problems**: Ensure that your data source connections are correctly configured and that you have the necessary permissions.
- **Performance Issues**: Optimize your reports by reducing the complexity of queries and limiting the amount of data being processed.
- **Permission Errors**: Check user permissions and sharing settings if some team members cannot access the dashboard.

If you have specific questions or run into issues while setting up your EasyBI dashboard, feel free to ask!