Custom Charts User Guide

This article provides an overview of how to add, configure, and manage Custom Charts.

If you need inspiration, or want to see what’s possible with Custom Charts, go to our Custom Charts Showcase or Use Case Library.

Adding a new chart

To add this gadget to a Jira dashboard:

1. Open the dashboard and select Edit.

2. Select Add gadget.

3. Scroll to the gadget and select Add.
   You can also enter the name of the gadget in the search field to find it.

After you add a gadget, go to the Details tab to give it a Title and an optional Description.

Configuring a chart

Data source

Select a source to pull data from to use in your charts.

• Projects: Pulls data from one or more selected Jira spaces.

• Saved filters: Uses the selected custom filter to pull data.

• Custom JQL: Pulls data using the provided JQL query.

The following options are also available depending on your configuration:

• Simple Search Gadget: If you add a Simple Search to your dashboard, select this option to use that search. If a Simple Search exists before you add a chart, it will be selected by default.

• Structure: If Structure is installed on your Jira instance, you can select one or more structures to use as the data source.

Chart type

Choose how the data is visually represented on the Dashboard or page. You can change the chart type at any time.

Go to our Chart Types article for more details on each type and to view examples.

Chart Style	Description
Standard charts
Pie Chart	Represents your data as slices based on the Chart By segments. Use this chart when your data points need visual distinction while showing their correlation to the data as a whole.
Bar Chart	Represents your data as vertical bars, with each bar corresponding to a Chart By segment. Use this chart to visualize the differences between similar data points.
Line Chart	Represents your data as a line connecting individual points of data based on Chart By segments. Use this chart when you need to track data points across a set period of time.
Funnel Chart	Represents your data with stacked horizontal bars, sorted from largest to smallest. Each bar corresponds to a Chart By segment. Use this chart when you want to display data that shows a gradual decrease in value.
Table Chart	Represents your data in a table, with each column representing a Chart By value. Calculations are displayed in a separate column if your chart has any. Use this chart when you want to display data in a simplified format for comparison.
Tile Chart	Represents your data in individual tiles, with each tile corresponding to a Chart By segment. Use this chart when you want to display data in a visually pleasing format without the need for comparison.
Two-dimensional charts
Grouped Bar Chart	Represents your data as vertical bars. Each bar corresponds to Chart By segments, and those bars are grouped according to the Group By segments. Use this chart to visualize the differences between similar data points across multiple sets of data.
Stacked Bar Chart	Represents your data as vertical bars with horizontal slices of data. Each bar corresponds to Chart By segments, and each slice corresponds to Group By segments. Use this chart to visualize the differences between similar data points across multiple sets of data, especially if you have a lot of points to compare.
Line Chart	Represents your data as multiple lines that connect individual points of data based on Chart By segments. Each line corresponds to a Group By segment. Use this chart when you need to track multiple data points across a set period of time.
Table Chart	Represents your data in a table, with each row representing a Chart By segment and each column representing a Group By segment. Use this chart when you want to display data in a simplified format, but don’t need to compare the data.

Segment data sources

Select Chart by to pick a data source for your chart’s segments.

You can select from any field available in your Jira instance. This includes custom fields, system fields, and fields provided through app integrations.

The following advanced fields are also available:

• Custom JQL: Each segment of the chart uses a custom JQL query.

• Saved filters: Each segment of the chart uses a custom Jira filter.

• Dates: Each segment of the chart represents a date. The amount of segments is determined by the Range and Grouping options.

Data grouping sources

If your chart is two-dimensional, you must select a Group by source to organize your chart’s segments.

You can select from any field available in your Jira instance. This includes custom fields, system fields, and fields provided through app integrations.

The following advanced fields are also available:

• Custom JQL: Uses a custom JQL query to determine the chart’s groups.

• Saved filters: Uses a custom Jira filter to determine the chart’s groups.

• Dates: Each segment of the chart represents a date. The amount of segments is determined by the Range and Grouping options.