Custom Charts (Cloud)
Custom Charts (Cloud)
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Build your first Custom Chart

Jira

  1. Click Add gadget while editing a dashboard and type Custom Charts in the search

  2. Select the first gadget from the list, Custom Charts

  3. Go to the newly added gadget, and edit the Source field to choose which issues are included in the chart

  4. Navigate to the Chart By dropdown and choose a Jira field, Custom JQL, Saved Filter, or Date to break that data down further

  5. In the bottom right hand corner of the gadget or macro, click Save

To customize your charts even further, check out these pages.

Confluence

  1. While editing a page, click +˅ in the editor and type Custom Charts in the search

  2. Select the first macro from the list, Custom Charts

  3. Edit the newly added macro, then edit the Source field to choose which issues are included in the chart

  4. Navigate to the Chart By dropdown and choose a Jira field, Custom JQL, Saved Filter, or Date to break that data down further

  5. In the bottom right-hand corner of the gadget or macro, click Insert

To customize your charts even further, check out these pages.

Chart Essentials

Custom_Charts_New_Top_Panel_Overview.png

1: Source

Required

Choose the Jira data to display on your chart.

The options are:

  1. Jira projects - pulls in issues from the selected Jira project(s)

  2. Saved filters - can select a saved Jira filter and the data pulled in will meet the JQL criteria of that filter (used in the chart above)

  3. Custom JQL - write a custom JQL statement and the chart will display issues that meet that criteria

  4. Simple Search - allows users to dynamically filter their charts once a Simple Search gadget/macro is created. As a note, if you Simple Search to a Dashboard or Page first, all Custom Charts and Issue List gadgets/macros added after will automatically connect to it.

  5. Structure - allows users to pull in issues from a specific Structure

2: Chart type

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

The options are:

  1. Pie Chart (Default)

  2. Bar Chart

  3. 2D Grouped Bar Chart

  4. 2D Stacked Bar Chart (used in the chart above)

  5. Line Chart

  6. 2D Line Chart

  7. Funnel Chart

  8. Table Chart

  9. 2D Table Chart

  10. Tile Chart

3: Chart by

Required

Choose how to segment the data on your chart. For example, if you choose a Pie Chart, the Chart By selection indicates the slices of the Pie Chart.

The options are:

  1. Custom JQL - segment the chart by writing a JQL statement directly in the gadget/macro

  2. Saved filter - segment the chart by selecting an existing Jira filter

  3. Dates - segment the chart by dates

  4. Fields - Choose any custom field, system field, or field that comes from another app

4: Group by dropdown

Required for 2D charts

Choose how to group the data on your chart. In our chart above, Sprint is set for the Chart by value, and Status for the Group by value. You can see each vertical bar represents the Sprint, and the groups within each bar represent the Status of the issues in those Sprints.

The options are:

  1. Custom JQL - group the chart by writing a JQL statement directly in the gadget/macro

  2. Saved filter - group the chart by selecting an existing Jira filter

  3. Fields - group the chart by any custom field, system field, or field that comes from another app

5: Calculations

Click this button to open up the Calculations tab in Custom Charts. Here, you can choose which data point to calculate and how to measure it. This will be the primary calculation. You can also add additional calculations to your chart.

The options are:

  1. Count - displays a count of issues or projects in the Chart by and Group by segments. The app defaults to issue count

  2. Sum - adds up a number field of your choice in the Chart by and Group by segments

  3. Average - takes the average of a number field of your choice in the Chart by and Group by segments

The chart above has issue count as the calculation.

6: Live preview

Gives chart creators the ability to see a preview of the chart before saving the gadget/macro to the dashboard/page. Most edits made to the chart can be seen here.

7: Chart settings

Customize the look and feel of your charts. Here, you can adjust chart colors, add a chart title, adjust number and date formats, and more (learn more here).

8: Save button

The Save button will save the chart and any changes to the Dashboard.

In Confluence, users will see the Insert button instead.