Pivot Table & Pivot Chart Gadget
On this page
- 1 Overview
- 2 Configuration
- 2.1 Data tab
- 2.2 More Settings tab
Overview
This gadget allows you to generate and display pivot tables or pivot charts based on issues in your Jira instance using drag & drop functionality, as you do it with tools like Excel, for example.
A pivot table is a data summarization tool used in data analysis and business intelligence. It enables you to organize and group data from Jira in a more readable and manageable format. Essentially, pivot tables turn extensive data into concise reports by performing operations like summing, averaging, or counting table data based on columnar fields. You can use this tool to create and display multi-dimensional tables on your Jira dashboards.
A pivot chart is a graphical representation of the data in a pivot table. It allows you to visualize the summarized data, making it easier to understand and identify patterns, trends, and comparisons.
The gadget allows you to configure multi-dimensional pivot tables, simple or heat-map, as in the examples below.
The gadget allows you to choose from various types of pivot charts: column charts, line charts, bar charts, stack area charts or pie charts.
Configuration
The settings of this gadget are divided in 2 tabs:
Data tab - contains the required settings of the gadget, such as title or data source
More Settings tab - contains the optional settings
Follow the steps below to configure the gadget as Pivot Table or Pivot Chart:
Add the Pivot Table & Pivot Chart gadget to your Jira dashboard.
Enter a suggestive Gadget title.
At Data Source, select the Filter or enter the JQL that returns the issues that serve as input data for the pivot table or pivot chart. If you want the sub-tasks from the selected filter or JQL to be included, check Count also the sub-tasks and their estimate.
At Fields, select the issue fields that you need in your pivot table or pivot chart.
The table from the Output configuration section allows you to configure the pivot table or pivot chart.
In the top-right cell, select the type of the output data: pivot table or pivot chart.
If you want to display the results as a regular pivot table, select Table. Or, select Table Heatmap to display the results as a heatmap-capable table where the values of interest are highlighted in shades of red.
If you want to display as a pivot chart, select the appropriate option for the type of chart you want.
By using drag & drop, place the issue fields that you want to be displayed on the columns and the rows of the table.
Choose the calculation criteria. You can choose between various options. For example, to display the number of issues in table, select Count.
If you want to display the sum of an issue field (like Story Points), select Sum and then the select field; make sure the field that you want to sum-up was added to the Fields option above.
A preview of the gadget results is displayed based on the configuration you made and using some randomly generated dummy data.
On the More Settings tab, you can choose the display format for the fields that you selected for being used in the Pivot Table or Pivot Chart.
For example, for date fields like Created or Updated you can choose a format like “MM/dd/yyyy” or “yyyy”, while for time fields like Time Spent or Original Estimate you may choose to display the result in “Hours” or “Calendar Days (24h)”.
Make any adjustments as necessary and when you are done, click Save. The gadget will now display the pivot table or pivot chart that you configured by using real Jira data.
Data tab
On this tab you can configure the required settings of the gadget.
Setting | Description |
|---|---|
Gadget Title | Choose what to display in the title bar of the gadget. |
Data Source | Select the type of Data Source used by the gadget:
|
Include the sub-tasks | Check this option if you want the sub-tasks from the selected filter or JQL to be included in the calculation. |
Fields | Select the issue fields you need to generate the pivot table or pivot chart. The multi-value fields like Labels, Fix Version/s or Components are not available because the pivot table cannot be generated if a field has multiple values. The only multi-valued field supported is Sprint, but if an issue has multiple sprints, only the last one is used. |
Output configuration | This is the place where you can configure the pivot table or pivot chart. Note If you drag & drop a field between the columns area
|
More Settings tab
On this tab you can configure the optional settings of the gadget.
Setting | Description |
|---|---|
Fields formatting mode | For the fields that you selected on the Data tab for being used in the Pivot Table or Pivot Chart you may specify the format to be used for displaying their values. For example, for date fields like Created or Updated you can choose a format like “MM/dd/yyyy” or “yyyy”, while for time fields like Time Spent or Original Estimate you may choose to display the result in “Hours” or “Calendar Days (24h)”. |
Legend display | This setting only applies to pivot charts. Indicates whether the chart legend should be displayed or not and where exactly. |
Refresh interval | Choose how often the gadget will refresh automatically. |