Creating Jira dashboards with Syncfusion Dashboards

Jira Software is a great tool for software teams and organizations to plan, track, and deliver the solutions effectively. With Jira data, project and issues can be tracked and business decisions can be taken. To identify the actionable insights, the Jira data need to be visualized. Syncfusion Dashboards lets you turn your data into actionable insights through showcasing the key metrics like, issues resolved and created over time, status of issues, into individual visualization widgets organized as Jira dashboards for your agile teams. This blog article will walk-through the steps to connect your Jira data with Syncfusion Dashboards. The sample data used throughout this blog post is focused on the issue tracking module in Jira project management tool.

First of all, if you are new to Syncfusion Dashboards, register a site. Log into the site to see the homepage.

homepage view of syncfusion dashboards for jira dashboards illustration with jira connector.
Homepage view of Syncfusion Dashboards

Create a new dashboard through any of the following ways.

  • Built-in dashboard template
  • Data connected to a blank dashboard
  • Blank dashboard

Start with a built-in Jira dashboard template and connect to your Jira data

To create a new dashboard with Jira dashboard template, navigate to the “New Dashboard” tile in the above-mentioned homepage and click Dashboard Templates Gallery link.

new dashboard tile in homepage of syncfusion dashboards
New Dashboard Tile in Homepage

As a result, the Dashboard Templates window displays like below.

list of dashboard templates for web services
Dashboard Templates Listing

Select Jira in the Data Sources listing at left. Doing so, will list the available Jira dashboard templates at right.

list of dashboard templates for Jira
Jira Dashboard Templates

Choose the preferred template from the listing. Currently, one template is available under Jira. Probably more templates to come in near future.

To preview the dashboard template, click Load with sample data. The notification banner at top right shows the dashboard preparation progress with sample data.

jira dashboard template of syncfusion with notification banner
Jira Dashboard template with notification banner showing progress

As a result, the Jira dashboard loads with sample data like below.

jira dashboard with sample data in syncfusion dashboards
Jira dashboard with sample data

Once you previewed, if you would like to visualize you own data, click Connect Your Data at top of the dashboard. As a result, a window prompts like below to feed your Jira domain and account details. Above all, this step is mandatory to authorize the connection to your account from your dashboard.

authorization window for jira connection with Syncfusion Dashboards
Authorization page for jira connection

Enter the requested details and click Continue. As a result, the notification banner at top right shows the dashboard preparation progress with your own data.

jira dashboard with own data using Syncfusion Dashboards
Jira dashboard preparation with own data after authorization

Once the preparation process ended, the current page renders the Jira Dashboard with your own data. Furthermore, to share this dashboard with others, enable access permission to it for concerned users, copy the URL from address bar and share.

Start with your Jira data connected to a blank dashboard

To start with connecting data, in the homepage view, scroll down to see the supported data sources.

supported web services in homepage of syncfusion dashboards
Highlighted view of supported data connections in homepage

Choose the last icon Jira. As a result, Jira connection window prompts like below.

default view of create data source window for jira connection in syncfusion dashboards
Default view of Create Data Source window for Jira connection

Feed your Jira domain name, account details, JQL or Raw Query, custom fields (if any you have) and authentication type. Also define the refresh settings (to refresh the dashboard with latest data updates as per the schedule) and data format (format of the result returned by the query from Jira service) like below.  Ignore the Header(s) section. Give a unique name for the data source.

fields of create data source window filled for jira connection in syncfusion dashboards
Create Data Source window for Jira connection with required fields filled

Click Preview & Connect. As a result, a window opens and list the data result categorized into table and columns.

jira table schema preview in syncfusion dashboards
Jira Table Schema Preview

Choose the needed columns and click Connect to create a data source with selected table and columns. As a result, designer page loads to proceed designing new dashboard with this data source.

Starting with a blank dashboard and connecting to your Jira data

Navigate to the New Dashboard card in the homepage and select. Now Create Dashboard window opens with two thumbnails: Blank Dashboard and Templates.

templates view in create dashboard window of syncfusion dashboards
Templates view in Create Dashboard window

Select Blank Dashboard. As a result, the dashboard designer page opens with a new blank dashboard.

blank dashboard in edit view of syncfusion dashboards
Blank dashboard in editing view

To create a new data source with Jira data connection, select the data source icon at right. Doing so, will expand the data source panel like below.

empty data source panel in syncfusion dashboards
An empty data source panel

Consequently, create a data source through any of the following ways.

  • Scratch
  • Existing/Shared data sources
  • Built-in sample data sources

Creating new data source connection from scratch

To create a new data source connection from scratch, select CREATE NEW in the above-mentioned panel. As a result, the DATA SOURCES panel lists the data connectors like below.

supported data connections in syncfusion dashboards
Supported Data Connections

To find out the Jira connector in this list easier, choose the category as Project Management like below.

supported data connections under project management category in syncfusion dashboards
Supported Data Connections under Project Management Category

Choose the Jira connector. As a result, the Jira data connection window part displays like below.

default view of jira data source window in syncfusion dashboards
Default View of Jira Data Source window

Feed your Jira domain, account details, JQL or Raw Query, custom fields (if any you have) and authentication type. Also define the refresh settings (to refresh the dashboard with latest data updates as per the schedule) and data format (format of the result returned by the query from Jira service) like below.  Ignore the Header(s) section. Give a unique name for the data source.

fields of create data source window filled for jira connection in syncfusion dashboards for jira dashboards illustration with jira connector
Create Data Source window for Jira connection with required fields filled.

Click Preview & Connect to get a window listing the data result categorized into table and columns.

jira table schema preview in syncfusion dashboards for jira dashboards illustration with jira connector
Jira Table Schema Preview

Choose the needed columns and click Connect to create a data source with selected table and columns like below.

edit data source view in syncfusion dashboards
Editing view of Data Source

Drag and drop the table, perform data modeling operations like column type conversion, column renaming, column hiding and save the data source by pressing Continue to Dashboard button at top.

As a result, the data sources panel lists the created data source in the dashboard design view like below.

data source panel with jira data source in syncfusion dashboards
Data Source panel added with Jira data source

Creating new data source from existing/shared data sources

Find the existing or shared data sources through any of the following ways:

  • Navigating through the URL
  • Data Sources listing
Navigating through the URL

With the URL, https://<your-site-name>>/bi/en-us/data-sources, you can access the shared/previously created data sources. You can also navigate to this page through selecting the Data Sources icon (highlighted below) at left-side panel.

managed view of data sources in syncfusion dashboards
Managed view of Data Sources

From this view, you can also create a new blank dashboard with respective data source chosen through the menu option available as shown below.

create dashboard from data source in managed view of syncfusion dashboards
Create dashboard ability from data source in managed view
Data Sources listing

The Data Sources listing exists in the dashboard design page at right-side panel. Select Use Existing at the bottom of this panel to navigate to the already created or shared data sources.

existing data source option highlighted view in syncfusion dashboards
Highlighted view of Use Existing option in Data Source panel

As a result, the panel shows the existing data sources like below.

existing-shared data source view in syncfusion dashboards
Existing/Shared Data Source View

Above all, the search box helps to filter out the specific items based on the owner or the data source name from a larger list.

Select the data source and click ADD at the bottom of the panel. Consequently, the DATA SOURCES panel displays the selected data source.

 

Built-in sample data sources

The built-in sample data sources are available widget-wise. Certainly, it helps starters to easily get with a visualization widget and understand what kind of data the respective widgets can showcase.

To explore these sample data sources, select EXPLORE SAMPLES in the DATA SOURCES panel.

explore sample data sources option highlighted in syncfusion dashboards
Data Source panel with option to explore sample data sources

Choose a data source based on your need and click ADD. Consequently, the DATA SOURCES panel displays the selected data source.

built-in sample data sources in syncfusion dashboards
Data Source panel with sample data sources

Also find below some useful links to support creating a new Jira dashboard.

Creating dashboard

Adding a widget to design view

Assigning data to widget

Configuring properties to widget

Sharing dashboard

 

Therefore, we hope this walkthrough helps you connect your Jira data with Syncfusion Dashboards, build Jira dashboards and visualize your project & team insights. Here is a blog that gives you an overview of the features available in Syncfusion Dashboards. Above all, Syncfusion Dashboards comes with 30-day free trial for every plan with no credit card information request. You can also cancel anytime. Hence, feel free to give it a try. You can even build dashboards focusing other modules, for instance, Jira agile dashboards, yourselves to monitor the activity stream, task assignments, milestones, sprint progress, etc. If you have any questions or require clarification, please let us know in the comments section below. You can also contact us through this page. We are happy to assist you! Design with smile!

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