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Since the 6.0 major version, a new layout is supported to analyze and report saved filter results and all their issue dependencies on a full-featured Pivot Table.
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Locations
The Pivot table is available from two locations:
The Jira main menu
2. As a gadget
NOTE: The Pivot table view can be converted into a gadget in a straightforward way by exporting it to a Dashboard.
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The pivot table is really user-friendly and intuitive, These are the main steps to work with:
Search Filter: Type a saved filter name
Add Custom Fields: to the dimension list (5)
Include linked issues in the resulting domain: check on this option to include any linked issue (subtasks, core links, Epic, and Portfolio hierarchies) first level into the data set returned by the filter.
Apply: Click on this button to execute the filter and get the issues
Dimensions: A list with all the system and custom (2) fields supported to analyze the issues
Rows and Columns: Drag & drop fields from the dimensions into the rows and columns to build you custom pivot table
Zoom: adjust the pivot table content for the best fitting size that a user feels comfortable with
Aggregator: choose among Count issues or Sum a numeric field.
Links Filter: hide/show link types in the pivot table
Search issue: Search for an issue based on its key or summary and highlight the results on the pivot table
Export: the current pivot table configuration to a Dashboard or Excel
Expand/Collapse: the header to increase the working area
The working area allows users to configure the content by drag&drop dimensions to the rows and columns of the pivot table.
Drill down to issues (cells)
The Pivot table supports Count and Sum numeric and work time issue fields (aggregators)
The aggregator can be changed from the select box (8)
The result is displayed on each cell
Clicking on the aggregated result will open and list the issues of the cell on the Issue Navigator
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Hierarchical analysis
The pivot table supports massive analytics of JQL results and it displays the first level (depth =1) of links.
However, the users may want to perform deeper analysis on concrete issues: clicking on the issue key link will open the Tree view dialog for full issue traceability and impact.
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Dealing with large and complex data
Highlighting
Frequently a large number of issues and links make the data difficult to read.
To put the focus on a single issue and all its dependencies simply click on the issue item:
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This will highlight the target issue and all its dependencies.
Alternatively, you can search for the issue from the select box (10):
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Filtering links
The Links filter select (9) also allows showing and hiding links based on their type:
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Hiding rows and columns
It is possible to hide concrete rows and columns by selecting the visible domain values from the select context menu of the dimensions:
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Issue domain
By default, only the issues returned by the filter are taken into consideration. However, sometimes the users might also want to include all the linked issues into the resulting issue set.
This is possible by selecting the option below:
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The included issues not present in the initial filter result are displayed with a light blue bar.
Exporting (to Excel)
The Pivot table view can be exported to Excel for further analytics:
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This exports the full data (all the issues in the domain) to a native Excel file by preserving the users' configuration: dimensions (rows and columns) and their filters. Excel file contains data in 3 tabs:
Pivot table, Data which contain excel table with all columns and rows, and Links - excel table reflecting connections between issues (link types as “split from”, “depends on” etc):
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So, The Pivot Table can be viewed as a data selector deeply integrated with Jira that allows users quickly get the data for further and deeper analytics from Excel.
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