How to create dynamic dashboards using Enhanced Search filters
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How to create dynamic dashboards using Enhanced Search filters
In this tutorial, you can learn how to leverage Enhanced Search filters to optimise your dashboards and discover best practices for setup, maintenance, and sharing.
How to create dynamic dashboards
1. Key functions for dashboard optimisation
2. Set up and maintainance
3. Best practice
Whether you are managing a single project, or multiple complex and overlapping projects, having access to real-time insights is crucial for making informed decisions and keeping stakeholders updated. However, extracting meaningful data from Jira can sometimes be challenging and time-consuming, particularly when the pressure is on. This is where Enhanced Search for Jira Cloud comes in. With advanced search capabilities, you can create dynamic dashboards with a comprehensive view of your project's status. In this tutorial, learn how you can leverage these powerful search filters to optimise your dashboards, and discover best practices for setup, maintenance, and sharing with your stakeholders.
Key functions for dashboard optimisation
issuesInEpics: Epic-level tracking
- Use case: Track epic progress in real-time.
- Tip: Create widgets displaying completion percentages for each epic to provide stakeholders with a visual progress update.
- Example:
issueFunction in issuesInEpics("EPIC-123 AND project = 'YourProject'")
epicsOf: Contextualising tasks
- Use case: High-level reporting for stakeholder presentations.
- Tip: Show epics in progress with issue status breakdowns (completed, in progress, blocked).
- Example:
issueFunction in epicsOf("status = In Progress AND project = 'YourProject'")
subtasksOf: Detailed work breakdown
- Use case: Resource allocation and detailed management.
- Tip: Add widgets for sub-task completion percentages for key issues to track progress comprehensively.
- Example:
issueFunction in subtasksOf("key = 'ISSUE-456' AND project = 'YourProject'")
Dashboard setup and maintenance tips
- Define goals: Start with clear objectives to guide widget and filter setup.
- Colour coding: Use consistent colours for easy status identification.
- Hierarchy: Present high-level information first, with drill-down options for the details.
- Regular reviews: Periodically update dashboards to keep them relevant.
- Automate updates: Use JQL and Enhanced Search for dynamic, self-updating dashboards.
Sharing best practices
- Audience-specific views: Tailor dashboards to different stakeholders and their needs.
- Provide context: Include descriptions to clarify any widget data.
- Enable self-service: Allow team members to customise views with shared filters.
By using Enhanced Search functions and these best practices, you can create insightful dashboards that enhance decision-making and streamline project management. Remember: continuous refinement and adaptation are key to maintaining effective dashboards!
Happy dashboard building!
Published on 12 March 2025
Authors
Reece Smith
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