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The  Grouped Filter Results  gadget calculates sums of multiple fields while the source issues are  grouped  by one custom field.


Configuration

What is the name of your gadget?

Add a custom title to the gadget for easier identification. If nothing is set, the title will be generated by combining the gadget name and the selected filter/ JQL.

Which issues do you want to analyze?

Select whether you want to use a predefined JQL Filter or a custom JQL to get the issues.

Which fields would you like to display?

Add fields to be displayed as columns and reorder them using drag and drop.

The sum/ average of a field will only be displayed, if a calculation rule has been created.


If there are multiple calculation rules for a single field, they all are selectable from the dropdown list.

The field name will be written in parentheses behind the rule name.

How do you want to group the results?

Select a field that will be used to group the results on the Y-axis.

Examples:

grouped by Project grouped by End Date

Grouping by name instead by ID

SINCE VERSION 3.6.0

When selecting one of the following fields, it is possible to group by their name instead of the ID:

  • Version fields (Affected version, Fix version)

  • Components field

  • Option select custom fields

By default, the values will be grouped by their ID, meaning that there might be several options that have the same name (e.g. 2 components from different projects) but since they don't have the same ID in the database, they will be treated as two different values.

When checking the checkbox, options with the same value will be treated as one option, even though they are saved as different values in the database.

How many rows do you want to display per page?

Choose how many results you want to display on your dashboard.

Which time period do you want to display as default?

SINCE VERSION 3.8.0

If you have chosen to group the data by a date (e.g. Due date), you can set a default time period for the displayed data when the gadget is loaded or refreshed.

You can choose between: 

  • Current week
  • Current month
  • Current quarter
  • Current year
  • All-time
Which default for the date aggregation level do you choose?

SINCE VERSION 3.8.0

If you have chosen to group the data by a date (e.g. Due date), you can set a default time period for the displayed data when the gadget is loaded or refreshed.

  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Yearly
Refresh Interval

 You can choose between: 

  • Never

  • Every 15 Minutes

  • Every 30 Minutes

  • Every 1 Hour

  • Every 2 Hours

If Never is selected, the gadget will only be refreshed on page reload.

View mode 

Sorting
The colums can be sorted by clicking on the small arrows next to each colum header. 
Date filter

SINCE VERSION 3.8.0

The gadget displays an additional filter at the top when a date field is selected in the configuration.

Initially, it is pre-populated with the value set in the configuration and the data is displayed accordingly. 





Option

Description

Time period

The drop-down menu contains the options in the following order:

  • Current week
  • Current month
  • Current quarter
  • Current year
  • All-time

Date picker

The picker allows you to override the "Time period" selection.

You can select the start and end dates of the aggregated data by clicking first on the start date and then on the end date.

To enter your chosen date, click next to the expanded calendar.

If the date range is not customized, the appropriate Time period will be displayed according to the option. For example, the period selection would display 01/Jan/24-31/Dec/24 if the Current year option is selected. If the date range is adjusted, the Date Filter View changes to Customized.

Date grouping

The drop-down menu contains the following options:

  • Daily shown as separate dates. 
  • Weekly shown as W1, W2, W3,...
  • Monthly shown as M1, M2, M3,...
  • Quarterly shown as Q1, Q2, Q3, Q4
  • Yearly shown as Y/22, Y/23, Y/24, ...

 

Info icon

The tooltip displays information about the data displayed in the gadget.


∑/Ø total

SINCE VERSION 3.8.0

You can choose between the overall ∑ total or the total of the ∑ page. Or you can choose between the Ø total or the Ø page, if you have selected average fields. 

Use cases and examples 

Use caseDescriptionGadget
Comparison of Budget and Total CostsCompare previous year's budgets and costs on a quarterly basis.Grouped Filter Results

If you still have questions, feel free to refer to our support team.