Atlassian Confluence How To

Visualizing JIRA data in Confluence: Round 2

Some time has passed since publication of our first post about the way to visualize JIRA data in Atlassian Confluence with Table Filter and Charts add-on. Development of the add-on has not stopped, so since the previous blog post it has received new features that will allow you to more efficiently work with table data.

In this blog post we will show you how you can apply the newly added feature – two dimensional pivot tables – for creating reports on JIRA data in Confluence.

Showing JIRA data in Confluence

To output data in Confluence from JIRA, you need to configure an application link.

When complete all you need to do is to create a page and insert the JIRA macro on it. Within the JIRA Issue macro, you can either insert the appropriate JQL query to fetch issues from JIRA instance. Otherwise, you can use the pre-defined filters and enter the filter name into the corresponding field. You can also define the additional information showed for issues in the table.

confluence_jira_issues_macro_configuration

As a result, you will get a table with JIRA issues when you save the page. But if you decide to filter these issues in Confluence, you will find a problem with it. Yes, you are right. There are no tools in Confluence for data filtration.

Filtration, Pivot Tables and Charts in One Tool

So what you can do with the list of your JIRA issues? Of course, you can update the JQL query, add new parameters, limit the date ranges or enumerate assignees, and so on.

But is it possible to do this without performing any manipulations with the initial table with issues? Yes, and you can do this with Table Filter and Charts add-on. What capabilities does this add-on give you?

The add-on bundles a set of the three macros:

  • Table Filter macro allows you to add dropdown, free text, date range, number range and icon filters. So you will be always able to filter data of any type in Confluence.
  • Pivot Table macro allows you to summarize your table and aggregate it against specific values.
  • Chart from Table macro allows you to visualize your table data with the set of available charts and graphs.

All these macros allow you to quickly change their settings while viewing the page and save them in the macro bodies. Data is updated automatically once you update the settings or the data source returns updated data.

So what should you do? Just insert your table or the macro outputting table data into one or multiple macros of Table Filter and Charts add-on. And you’re done.

confluence_table_filter_pivot_table_chart_from_table_macros

Getting Insights into Your JIRA Data

So let’s save the page and see what we can do with JIRA issues.

We have created the application link to jira.atlassian.com and we want to see the list of issues that have been created since the beginning of the year and their breakdown by component and resolution status. So we use the following JQL query to get the raw list of JIRA issues:


project = "JIRA Software (including JIRA Agile)" AND createdDate > startOfYear()

Our list includes 477 issues that relates to JIRA Software project.

So our combination of macros generates the pivot table, that you can further filter with the pane. We decided to limit the issues created only in the first quarter of 2016.

confluence_pivot_table_jira_issues

Aggregation is performed against project components and resolution status. You can quickly switch aggregation in your two-dimensional pivot table against any other parameter.

The Chart from Table macro allows you to visualize the table with aggregated values with the help of the stacked bar chart.

confluence_generated_chart_from_table

This macro allows you to select the table columns for chart generation. You can also disable particular parameters from showing in the chart by clicking the corresponding values in the legend. You can always quickly change the data series to another one. You can view the results and try to modify its parameters here.

For example, we want to see the distribution of issues by assignee and issue status, and exclude all unassigned issues and see the amount of completed work by particular employees.

confluence_pivot_table_with_jira_issues

We choose the column chart to visualize the distribution of issues in breakdown by assignee and issue status. You can try this case here.

confluence_chart_visualization_jira_issues

And the last case, that we are interested is the number of issues aggregated against status and resolution with the number of watchers greater than five.

confluence_jira_issues_chart_filtration_pivot_table

So we add the number range filter for the Watchers column and set here ‘5’ as the minimal number of watchers for the issues to include. The pivot table and the column chart showing the distribution of issues are generated automatically.

Benefits

Table Filter and Charts add-on allows you to add more interactivity into your work. Now you can forget for the continuous page edits, just place the JIRA macro within the bundled macros and manipulate data the way you want it. This add-on can become a real alternative to JIRA Charts macro, or for eazyBI Reports and Charts and Arsenale Dataplane Reports add-ons. Explore your issue data from JIRA on Confluence pages and share it with your colleagues with much ease.

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