Quick Start Guide

Get up and running with Charts - Reports and Graphs for Jira Dashboard in just a few minutes!

Prerequisites

• Jira Cloud instance with admin permissions
• Charts app installed from the Atlassian Marketplace
• At least one project with issues to visualize

Step 1: Access the Charts App

From Jira Dashboard

1. Navigate to your Jira dashboard
2. Click the Edit button in the top-right corner
3. Click Add gadget
4. Search for "Charts - Reports and Graphs"
5. Click Add on the Charts gadget
6. Position the gadget where you want it on your dashboard

Step 2: Configure Your First Chart

Select Data Source

1. In the chart configuration panel, click Data Source
2. Choose one or more projects to include
3. Optionally, filter by:
   • Specific fields: Select custom or system fields
   • Labels: Include only issues with certain labels
   • JQL Query: Use advanced JQL for precise filtering

Choose Chart Type

Select your preferred visualization:

• Bar Chart: Best for comparing quantities across categories
• Line Chart: Ideal for showing trends over time
• Pie Chart: Perfect for showing proportions
• Area Chart: Great for cumulative data over time
• Scatter Chart: Useful for correlation analysis
• Table View: Detailed data in tabular format

Step 3: Group and Analyze Your Data

Grouping Options

Group your data by:

• Status: See issue distribution across workflow states
• Assignee: Track team member workload
• Issue Type: Analyze issue type distribution
• Project: Compare across multiple projects
• Labels: Group by custom labels
• Priority: Understand issue urgency distribution

Analysis Mode

Choose your analysis approach:

• Project Comparison: Compare metrics across different projects
• Data Aggregation: Combine data for overall insights
• Time-based Analysis: Track changes over time periods

Step 4: Customize Your Chart

Visual Customization

1. Branding:

   • Upload your company logo
   • Add a custom chart title
   • Include descriptive subtitle

2. Colors:

   • Choose from preset color schemes
   • Create custom color palettes
   • Adjust opacity for better visibility

3. Layout:

   • Show/hide axis labels
   • Adjust legend position
   • Enable/disable gridlines
   • Set min/max values for axes

Interactive Features

Enable interactive elements:

• Hover tooltips: Show detailed information on hover
• Click-through: Navigate to issue details on click
• Export options: Download chart as image or data as CSV
• Auto-refresh: Keep data current with automatic updates

Step 5: Save and Share

1. Click Save to preserve your configuration
2. Give your chart a meaningful name
3. Optionally, add to favorites for quick access
4. Share the dashboard with your team

Example: Creating a Sprint Progress Chart

Let's create a chart showing sprint progress:

1. Data Source: Select your active sprint's project
2. Chart Type: Choose "Bar Chart"
3. Group By: Select "Status"
4. Filter: Add JQL Sprint in openSprints()
5. Customize:
   • Title: "Current Sprint Progress"
   • Colors: Green for Done, Yellow for In Progress, Red for To Do
6. Save: Name it "Sprint Progress Tracker"

Tips for Success

Best Practices

• Start Simple: Begin with basic charts and gradually add complexity
• Use Meaningful Titles: Make charts self-explanatory
• Choose Appropriate Chart Types: Match visualization to your data story
• Regular Updates: Schedule periodic reviews of your charts
• Test Filters: Verify your JQL queries return expected results

Common Use Cases

1. Sprint Burndown: Track remaining work in current sprint
2. Team Velocity: Monitor team performance over sprints
3. Bug Tracking: Visualize bug trends and resolution rates
4. Project Health: Overall project status dashboard
5. Resource Allocation: Team member workload distribution

Troubleshooting

Chart Not Loading?

• Check your permissions for selected projects
• Verify JQL syntax if using custom queries
• Ensure selected fields contain data
• Try refreshing the dashboard

Data Looks Incorrect?

• Review your filter criteria
• Check grouping configuration
• Verify date ranges if applicable
• Confirm field mappings are correct

Next Steps

Now that you've created your first chart:

1. Explore Features & How To
2. Learn about Chart Types
3. Check Known Issues for troubleshooting
4. Review Release Notes for latest updates

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