Creating charts using Jira custom fields
Creating charts using Jira custom fields
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
This tutorial shows how to create charts using data from custom fields in Jira. How you can use them in charts depends on their type. For example, your number fields can be used as units, and your select fields can be used for grouping and filtering.
When you add a new field to a Jira board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime in the integration settings).
Creating charts using Number field
Your Jira Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom number field, you can select it as a unit for a chart.
Screenful will automatically make numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them into a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a single choice field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Number field
Your Jira Number fields can be used as a unit of a chart. For example, if you have assigned estimates for tasks (e.g. hours or story points) using a custom number field, you can select it as a unit for a chart.
Screenful will automatically make numeric fields available in the Unit menu in the chart editor.
What if you have multiple number fields and want to have all of them in one chart? Let’s assume you want to compare the values of three different number fields over time. You can do that by adding them into a multibar chart. First, pick one of the custom fields as the unit for the chart. After that, use the Add custom field button to add the other two fields:
Here’s the final chart with three different metrics grouped by week:
If you have a single choice field that you'd like to use as a unit, you can change the default field mapping.
Creating charts using Select list or Dropdown field
Your Jira Single choice or Multiple choice fields can be used for grouping and filtering. The available fields are shown in the grouping and filtering menus. If you don't see your custom field in the list, you need to map it to group & filter in the custom fields mapping section.
The instructions here apply to all dropdown fields such as User picker, Group picker, Project picker, Version picker, Label, Reporter, Team field, Request type, or Organization.
When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu;
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Select list or Dropdown field
Your Jira Single choice or Multiple choice fields can be used for grouping and filtering. The available fields are shown in the grouping and filtering menus. If you don't see your custom field in the list, you need to map it to group & filter in the custom fields mapping section.
The instructions here apply to all dropdown fields such as User picker, Group picker, Project picker, Version picker, Label, Reporter, Team field, Request type, or Organization.
When you are creating a chart that has a grouping option, you'll find all your select menus in the Group by menu;
When you want to filter the chart content, you'll find your select menus in the Filter window:
Here's a Stacked bar chart stacked by a single select field Component:
If you want to group & filter by Text fields, you can adjust the default field mapping.
Creating charts using Date field
Your custom Date fields can be used for selecting issues to a chart. Let's assume you have a custom date field Date completed on your board. You can create a chart that shows how many items have the date in the past by selecting by Date completed as the metric for the chart.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
Creating charts using Date field
Your custom Date fields can be used for selecting issues to a chart. Let's assume you have a custom date field Date completed on your board. You can create a chart that shows how many items have the date in the past by selecting by Date completed as the metric for the chart.
That will work the same way as if you had selected Completed (within date range), except that it will only look at the value in the date field. If the date is in the past, it is considered completed, regardless of the workflow state of that item.
Here's the resulting chart:
Creating charts using Text field
Your Single-line or Multi-line Text fields can used as columns in a Task list chart, or for grouping and filtering. By default, they are mapped in Screenful to Text type, which means they can only be used as a column in a Task list. If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Text field
Your Single-line or Multi-line Text fields can used as columns in a Task list chart, or for grouping and filtering. By default, they are mapped in Screenful to Text type, which means they can only be used as a column in a Task list. If you want to use your text fields for grouping and filtering, you can change the default mapping at Data Mapping->Custom Fields:
In this example, the Text field Hours Estimation is mapped to Text. Clicking the row opens it for editing:
Selecting Group & Filter from the menu enables using the field for grouping and filtering.
Creating charts using Checkbox field
Your custom Checkbox is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Checkbox field
Your custom Checkbox is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
If the checkbox is checked, the value true is shown. Otherwise, the value is empty.
Creating charts using Radiobutton field
Your custom Radiobutton field is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
The value of the selected option is shown.
Creating charts using Radiobutton field
Your custom Radiobutton field is mapped in Screenful to Group & Filter type, which means they can be for grouping and filtering. They can also be used as a column in a Task list.
Here's the resulting chart:
The value of the selected option is shown.
Creating charts based on work logged (Time tracking)
To create a chart using time tracking data, click Add new chart in the Charts tab. Select the data sources for the chart. To create charts using the time tracking data, select Work logged from the Unit menu:
When Work logged is selected as the Unit, the Metric menu contains only one option: Total (Work logged). Here’s an example configuration of a line chart that shows the total amount of hours logged over time:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts from your top-level issues, subtasks, or both. You can choose between these options by setting a filter (use the filter Issue type).
You can create time reports by selecting Task list as the chart type. To see how many hours have been logged by team member by issue within a time period, select Work logged (within date range) from the menu:
Selecting it reveals a date range menu that allows you to narrow the results to tasks with time logged within the selected period.
Now the Work logged and Work logged (Time logged by) show the total time logged for tasks within the specified date range. You can use the filter feature to narrow the list to any subset of issues.
In the chart settings, you can configure a quick filter that will be shown at the top of the chart. If you set a quick filter for Time logged by (Actual time), you can easily filter the report to see each individual's timesheet.
In the chart settings, use the toggle to enable the quick filter. Clicking the toggle reveals the filter options. Select Time logged by (Work logged) from the list:
Once a quick filter is enabled, you can filter the list by any individual by picking a name from the menu:
Creating charts based on work logged (Time tracking)
To create a chart using time tracking data, click Add new chart in the Charts tab. Select the data sources for the chart. To create charts using the time tracking data, select Work logged from the Unit menu:
When Work logged is selected as the Unit, the Metric menu contains only one option: Total (Work logged). Here’s an example configuration of a line chart that shows the total amount of hours logged over time:
The Date range refers to when the hours were logged. Here’s the resulting chart:
You can create charts from your top-level issues, subtasks, or both. You can choose between these options by setting a filter (use the filter Issue type).
You can create time reports by selecting Task list as the chart type. To see how many hours have been logged by team member by issue within a time period, select Work logged (within date range) from the menu:
Selecting it reveals a date range menu that allows you to narrow the results to tasks with time logged within the selected period.
Now the Work logged and Work logged (Time logged by) show the total time logged for tasks within the specified date range. You can use the filter feature to narrow the list to any subset of issues.
In the chart settings, you can configure a quick filter that will be shown at the top of the chart. If you set a quick filter for Time logged by (Actual time), you can easily filter the report to see each individual's timesheet.
In the chart settings, use the toggle to enable the quick filter. Clicking the toggle reveals the filter options. Select Time logged by (Work logged) from the list:
Once a quick filter is enabled, you can filter the list by any individual by picking a name from the menu: