Bold BI

Jira Dashboard Example with Bold BI

Jira Dashboard Example with Bold BI

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

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

homepage view of Bold BI for jira dashboards illustration with jira connector.
Homepage view of Bold BI

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 on the homepage and click Start from Template link.

new dashboard tile in homepage of Bold BI
New Dashboard Tile in Homepage

As a result, the Dashboard Templates window displays like the following:

list of dashboard templates for web services
Dashboard Templates Listing

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

list of dashboard templates for Jira
Jira Dashboard Templates

Choose the preferred template from the listing. Currently, only one template is available in Jira. More templates may be available in the future.

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

jira dashboard template of Bold BI with notification banner
Jira Dashboard template with notification banner showing progress

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

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

Once previewed, if you would like to visualize you own data, simply click Connect Your Data at the top of the dashboard. As a result, a window prompt like the one below asks you to input your Jira domain and account details. This step is mandatory to authorize the connection to your account from your dashboard.

authorization window for jira connection with Bold BI 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 Bold BI Dashboards
Jira dashboard preparation with own data after authorization

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

Start with your Jira data connected to a blank dashboard

To start with connecting data, in the homepage view choose Data Sources and click Create Data Source, scroll down to see the supported data sources.

supported web services in homepage of Bold BI dashboards
Highlighted view of supported data connections in homepage

Choose the icon Jira. As a result, Jira connection window prompts like the following:

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

Provide 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 the Jira service) as shown in the image below. Ignore the Header(s) section. Provide a unique name for the data source.

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

Click Preview & Connect. A window will open and display the data results, categorized into table and columns.

jira table schema preview in Bold BI dashboards
Jira Table Schema Preview

Choose the desired columns and click Connect to create a data source with the selected table and columns. The designer page will load 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 on the homepage and select it. The Start from Scratch window opens to create new dashboard.

View in create dashboard window of Bold BI dashboards
View in create dashboard window

Enter the name and click Add and Design. The dashboard designer page opens with a new blank dashboard.

blank dashboard in edit view of Bold BI dashboards
Blank dashboard in editing view

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

empty data source panel in Bold BI dashboards
An empty data source panel

Create a data source through any one of the following ways:

  • From 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 panel. The DATA SOURCES panel lists the data connectors as shown in the following screenshot.

supported data connections in Bold BI dashboards
Supported Data Connections

To more easily discover the Jira connectors in this list, choose the category Project Management.

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

Choose the Jira connector. As a result, the Jira data connection window is displayed.

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

Provide 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) as shown below. Ignore the Header(s) section. Provide a unique name to the data source.

fields of create data source window filled for jira connection in Bold BI 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 Bold BI 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.

edit data source view in Bold BI 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 data source by pressing Save and Exit option at top right corner menu.

The data sources panel lists the created data source in the dashboard design view as shown in the following screenshot.

data source panel with jira data source in Bold BI dashboards
Data Source panel added with Jira data source

Creating new data source from existing/shared data sources

Find 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 all shared or previously created data sources. You can also navigate to this page by selecting the Data Sources icon (highlighted below) at left-side panel.

managed view of data sources in Bold BI dashboards
Managed view of Data Sources

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

create dashboard from data source in managed view of Bold BI 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 Bold BI dashboards
Highlighted view of Use Existing option in Data Source panel

The panel shows the existing data sources.

existing-shared data source view in Bold BI 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. As a result, DATA SOURCES panel will now display the selected data source.

Built-in sample data sources

The built-in sample data sources are available for use by available widgets. This can help beginners understand the functionality of the widgets and learn how these widgets can display the information that is fed to them.

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

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

Choose a data source based on your needs and click ADD. The DATA SOURCES panel will display the selected data source.

built-in sample data sources in Bold BI dashboards
Data Source panel with sample data sources

To further expand your dashboard, you can explore the following links.

Creating dashboard

Adding a widget to design view

Assigning data to widgets

Configuring properties for widgets

Sharing dashboards

We hope this walkthrough helps connect your Jira data to Bold BI Dashboards, build Jira dashboards, and visualize your project and team insights. For more information about the features available in Bold BI Dashboards, please read our blog post on the subject. You can build dashboards focusing on modules such as Jira agile dashboards to monitor activity streams, task assignments, milestones, sprint progress, and more. For any questions or clarifications, please post us through the comments section available below. You can also contact us by submitting your queries here or if you already have an account, please login to submit your support query. Bold BI Dashboards now comes with a 15-day free trial with no credit card information required. We are happy to assist you! Design with smile!

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