Como Crear Gráficos de Jira en Confluence

Crear Gráficos de Jira en Confluence

Los gráficos de Jira en Confluence para informar al resto de su equipo:

1.) Agregar asunto de Jira o filtrar macros a las páginas de Confluence

2.) Utilice el plano del informe de Jira para crear un registro de cambios o un informe de estado

3.) Utilice el macro de gráfico de Jira para mostrar datos como un gráfico, incluidos gráficos circulares, gráficos creados vs resueltos y gráficos bidimensionales

4.) Utilice los gadgets de Jira para mostrar gráficos e informes detallados de Jira en las páginas

5.) Utilice los complementos de Jira Charts para Confluence para personalizar y agregar funciones a sus gráficos

Ya sea que esté compartiendo el progreso de un sprint con marketing, la alta gerencia o toda la compañía, probablemente querrá compartirlo en Confluence. Si Jira es la herramienta de colaboración para los equipos de software, Confluence es el mejor lugar para compartir actualizaciones con todos los que no utilizan Jira en el día a día.

La siguiente es una guía práctica de las diferentes opciones, herramientas, trucos y mejores prácticas para las integraciones de informes de Jira y Confluence de Atlassian. Comenzaremos con las integraciones e informes más simples, y gradualmente nos volveremos más complejos. Existen algunas diferencias significativas entre la funcionalidad del servidor Confluence y la nube. En este blog usaremos Confluence Cloud para las capturas de pantalla y agregaremos notas a las diferencias encontradas en Confluence Server.

Integraciones de Jira y Confluence listas para usar:

Servidor y Centro de Datos: antes de que pueda usar cualquiera de estos macros, sus aplicaciones Jira y Confluence deben estar conectadas a través de enlaces de aplicaciones .

Nube: los enlaces de aplicaciones se configuran automáticamente entre Jira y Confluence, por lo que no es necesario que haga nada

Agregar un macro de asunto / filtro de Jira a las páginas de Confluence

Puede mostrar una lista de asuntos o un solo asunto, según la búsqueda, el filtro o la URL de Jira Query Language (JQL) que ingrese en el macro. También puede crear un nuevo asunto de Jira desde el macro, sin salir de la página de Confluence. Aquí también tendrá la opción de seleccionar y mostrar un asunto visto recientemente. Finalmente, incluso existe la opción de mostrar un recuento de asuntos.

Para insertar este macro, o cualquier otros macros en Confluence, tiene algunas opciones:

Insertar un macro de Jira en Confluence Pages

Ver todas las macros del menú completo

Top Tip: Puede accesar directamente a la página de macros con el atajo en el teclado ⌘+⇧+A en Mac o Alt+⇧+A en PC

Si ya sabe el nombre del macro que quiere usar, la manera mas sencilla de insertarlo es teclear el corchete { en la página y comenzar a escribir el nombre del macro.

Nube: El nuevo editor de la página Nube utiliza barra inclinada / para abrir busqueda rápida

Cree un plano reporte de Jira a partir de una plantilla

Si quiere mantener las cosas sencillas,puede crear un cambio de registro o un reporte de estado sin usar Jira Query Language.

Para crear una página de Confluencia desde una plantilla haga click en crear página, buscar Jira y después seleccione reporte de Jira.

Crear un cambio de registro estándard estático no podría ser más fácil, solo selecciona el proyecto de Jira que desea y ponga un título.

Tan pronto como pulse crear, vera una lista estática de asuntos de Jira mostrando el cambio de registro.

Si desea crear un cambio de registro dinámico de Jira, vuelva a la pantalla de ajustes de cambio de registro y cambie a avanzado.

Después inserte su consulta o peguela en la URL de búsqueda de Jira (aprenda más sobre usar JQL en la documentación de Jira).Esto crea un página de reporte dinámica en Confluence, resumiendo los asuntos de Jira definidos por su Query de Jira.

Este macro dinámico de Confluencia se actualizará automáticamente cuando quiera que los asuntos relevantes sean actualizados.

Para un resumen más detallado, consulte la página de documentación de Atlassian para los asuntos del macro de Jira.

Cree un reporte de estado de Jira en Confluence

Como anteriormente, dé click en crear página, buscar Jira y seleccione reporte de Jira, pero esta vez seleccione reporte de estado.

El reporte de estado de Jira muestra el progreso del proyecto de jira seleccionado y la versión corregida en gráficas circulares.

Puede representar mefiante asignado, proyecto, componente, reportad, resolución, sprint, prioridad o tipo de asunto. The Jira status report displays the progress of your chosen Jira project and the fix version in pie charts. El estado de reporte utiliza el macro de gráficas de Jira y está basado en la información que inserte.También es una gráfica dinámica asi que su reporte de confluence se actualizara cuando sea que sus tickets de asunto de Jira sean cambiados.

Para crear sus propias gráficas, puede simplemente editar una pagina de confluence y escribir:

{Jira Charts

Esto le dará una selección de gráficas a escoger:

  • Gráfica circular: La cual ya hemos cubierto.
  • Creado vs Resuelto: La cual compara el número de asuntos creados con el numeto de asuntos resueltos en una gráfica de lineas
  • Bi-dimensional: la cual muestra un cuadro de estadísticas. Elija por : estado, versión corregida, nombre de asignado, prioridad, componente, tipo de asunto y más.

Personalizar gráficas de Jira en Confluence reportando plantillas de plano

Listas para usar las únicas personalizaciones que puede hacer a las plantillas de plano son:

  • Moverlas alrededor de la página o borrar cualquier gráfica que no quiera incluir.
  • Ajustar el ancho de cada gráfica
  • Poner o quitar el borde de la gráfica
  • Escoger mostrar información de la gráfica.
  • Cambiar el nombre de algunos encabezados y modificar el texto con las instrucciones.

Si estos ajustes de personalización parecen limitados, hay un número de apps de Macro que ofrecen muchas más opciones de personalización.

Gráficas Personalizadas de Jira para Confluence

Las gráficas personalizadas de Jira para confluence ofrecen las siguientes opciones:

  • Escoja los colores de los segmentos de la gráfica circular,embudo o gráficas de barras usando un seleccionador de color o un codigo hex
  • Reorganize el orden de los segmentos de alto a bajo o de bajo a alto con un click, o bien, arrastre y deje cualquier orden personalizada.
  • Represente con graficas por asignado, proyecto, componente, reportado, resolucion, sprint, prioridad, o tipo de asunto y campos creados por usuarios.
  • Mostrar/ ocultar segmentos que no desee ver.

una vez instalado introduzca {Custom o search para Charts

Gráficos de Confluencia personalizados para informes de Jira

Para empezar y verlo por usted mismo, revise las gráficas personalizadas de Jira para Confluence Playground aquí. Disponibles en la Nube, Server y Data Center!

Visite Atlassian Marketplace para gráficas personalizadas de Jira para Confluence y saber más.

Hacer una grafica de Jira en Confluence para tareas resueltas dentro de un intervalo de tiempo específico

Para este reporte avanzado necesitará una app como Table Filter y Charts de Stiltsoft.

Primero, combine sus graficas desde el macro Table y del Pivot Table Macro.

Ahora puede visualizar la distribución de las tareas que fueron resueltas dentro de las fechas que usted definió para su proyecto.

O puede encontrar los reportes de asuntos más activos para un proyecto específico dentro de un período de tiempo y mostrar su número de asuntos en forma de gráfico de barras.

Vea el video a continuación para ver una demostración:

Este movimiento combinado avanzado de macros permite muchas opciones de informes personalizados para usuarios avanzados. Si sabe lo que está haciendo, puede aplicar rápida y fácilmente los filtros correctos y elegir el conjunto de datos correcto desde el modo de vista de página, sin necesidad de presionar el botón editar página.

Como puede ver, hay una gran cantidad de opciones para informar y registrar los asuntos de Jira en Confluence, según sus necesidades.

Ni siquiera hemos entrado en muchas herramientas excelentes de hoja de ruta que vinculan a Jira con Confluence.

Pero esa es otra historia para otro blog. Por ahora, eche un vistazo a los gráficos personalizados de Jira para Confluence Playground y descubra lo que podría hacer con algunas opciones más personalizables en su informe de gráficos de Jira.

Why are Jira Dashboards Useful?

When you open up Jira, the Jira Dashboard is the first thing you see. That’s why making sure it displays the information most relevant and useful to your day-to-day operations can help keep teams focused, motivated and efficient.  

The following is a simple guide to making useful Jira Dashboards for those new or relatively new to Jira Software. It also offers tips and tricks for how to get the most out of them.

A successfully growing organization will have an expanding volume of projects, and programs, many of which will be launched in parallel. This makes it vital to have a Interactive Jira Dashboards that put all the information you need in one place.

What are Jira Dashboards?

Your Jira Dashboard appears on your home screen when you log in to Jira. It’s your at-a-glance picture of what’s going on across all of your projects without having to click on one or open an email.

A Jira Dashboard displays blocks called gadgets. Each gadget provides dynamic and very visual summaries of Jira project and issue data. Jira comes with a set of standard, pre-installed gadgets out of the box. A few examples are:

  • Activity Stream Gadget—displays a summary of your recent activity
  • Assigned To Me Gadget—displays all open issues in projects assigned to the user viewing the dashboard
  • Filter Results Gadget—displays the results of an issue filter
  • Pie Chart Gadget—displays issues from a project or issue filter in pie chart format (issues are grouped by statistic type, e.g. status, priority, assignee)
  • Administration Gadget—displays a checklist of common admin tasks and links to admin functions and documentation

You can also download more gadgets from the Atlassian Marketplace. More on that later.

The default dashboard

The default dashboard, called the system dashboard, is the screen Jira users will see the first time they log in. It comes loaded with gadgets from Jira’s pre-installed selection and is limited to only one dashboard page. 

Jira administrators can add, remove, reorder and in some cases configure the gadgets displayed on the default dashboard. The layout, such as the number of columns, can also be changed. You can do this by clicking Administration > System and then User Interface > System Dashboard to open the Configure System Dashboard page.


There is a limit of 20 gadgets on a single dashboard page, which means that’s all you can display on the default dashboard. If you need to, you can raise the 20-gadget limit by editing the jira-config.properties file in the Advanced Settings page of Jira’s administration area.

Just set jira.dashboard.max.gadgets to your preferred value and restart Jira. That said, we recommend a maximum of 6 gadgets per dashboard for ease of use and clarity.

David Berclaz from Apwide has helped compile an overview of some of the best apps for Interactive Jira Dashboards. Let us know if we missed any, and we’d be happy to keep this list growing!

A Project Manager’s Living Nightmare

If your projects are being managed according to a template that senior management got on a training course crammed with acronyms, it’s SAFe to assume different teams will regularly be forced to shove a lot of square peg data into round holes.

Anyone that’s worked alongside a Jira power user, sees the true potential of interactive Jira Dashboards unleashed directly in Jira.

Sadly, these organisations will often then force these subject matter experts to export the reports into Excel, and then Powerpoint.

These are exactly the sort of organisations what will forward round the data in an email chain cc’ing everyone, or if they’re hip and cool with the kids, they’ll upload the spreadsheets to a shared folder, and a master weekly report called july_reports_ulitmate_merged_final_3.pptx

Some are able to resign themselves to this minor and unnecessary evil, some complain, but few are able to challenge the growing avalanche of reports.

Unsurprisingly admin that’s considered an unnecessary and burdensome chore by most, isn’t always promptly, and fully completed. This makes the reports even less valuable as their accuracy is uncertain. Sometimes management will try and fix this by tying performance reviews to the results in the reports. Thankfully, this fixes all the problems, and doesn’t make the reports even more resented.

Sigh. As no one is now sure whether the reports are accurate or not, management will send a Slack or Whatsapp message, whenever they need information for the impending meeting.

So why would busy team members update the official reports, when a new data black market has emerged? Only the most acquiescent are still complying with the semi legalized bad data wasteland.

Eventually, the digital transformation consultants will come in, they will suggest migrating to a new platform for collaboration. Some key information will get lost in the move, and the people who embraced the old process the most zealously will be most punished for their compliance.

Now the cycle can repeat!

So before we get stuck in this groundhog day, let’s go back to basics, and get the fundamentals right!

Custom Jira Dashboards 

It’s really easy to create and customise your own dashboards. 

In Jira Cloud, just go to Dashboards > Create dashboard. 

In Jira Server & Data Center, click Dashboards > Manage Dashboards. Then click Create new dashboard in the top right of the page. 

Give your dashboard a name and description so your team knows when to use it. Fill out the remaining fields, then click save

You’ll now have an empty dashboard in front of you. Click Add gadget and choose from the available gadgets to populate your dashboard. Custom dashboards are not limited to one dashboard page. You can also edit the layout; there are five options to choose from.

You can create a different dashboard for each project you’re working on, or even multiple dashboards for a single project. However, less is quite often more, and setting up more dashboards than you need can create clutter and confusion. 

Note: some of the gadgets require filters. This means that if you share your dashboard with people who aren’t able to view the results of your filter, it means they’re not going to see any data on the dashboard. So if you want them to see any of the gadgets that have filter results, make sure the filter is turned on for those people.

Tip: you can save time creating a dashboard from scratch by copying an existing dashboard and simply changing a few of the gadgets. Just click Copy dashboard from the More menu (…) on the top right of any dashboard. 

Standard Jira Dashboard Gadgets

Filter Results

This gadget gives you easy access to the results of commonly used filters. If you find that you are constantly trawling through menus, dropdowns and individual filter screens to find the filters you use all the time, Filter Results gives you immediate visibility of them.

Issue Statistics

This gives you a breakdown of issues on a particular project, so you can track workloads, flag bottlenecks in the system and identify where you should allocate resources. 

Road Map

This list versions due for release and displays progress bars for each, showing resolved versus unresolved issues. This lets you visualise how you’re doing on each release.

Created vs Resolved Chart

This lets you see whether the overall workload is being addressed or if issues are being created faster than they are being completed. It’s one of the few actual Jira Reports that gets imported over into Gadgets. (Another is the Sprint Burndown.)

Two-Dimensional Filter Statistics

This shows the data for a particular issue filter in a configurable table format. It lets you zoom in on key areas of interest. For example, you can select a filter to retrieve all closed issues on a certain project or display the workloads of individual team members. 

Sprint Health

This gives you a snapshot of your sprint dynamics. It tells you what’s in your ‘to-do’ category (which is blue), what’s in your ‘in-progress’ category (which is yellow) and what’s in your ‘done’ category (which is green). It also tells you what percentage of time has elapsed and what percentage of work is complete. It makes for a great conversation starter; you can how see you’re doing, what the scope changes are, if any issues have been flagged, etc. It acts as a great heads-up for your Scrum master when it comes to removing roadblocks.

Useful Jira Dashboard Add-ons

I’m not saying all your problems will be solved by a good project management software stack, but let’s have a look at some of the options, and see how they could at least make things better.

Jira’s utility comes from its ubiquity, it’s expanded well past its bug tracking software days.

It’s never been easier to make useful reporting dashboards in Jira that can be presented to all stakeholders, anywhere. 

Out of the box, vanilla Jira Reports are somewhat limited, which is why there are a plethora of options on the Atlassian Marketplace with all of the options your reporting dashboards might need.

To take your Jira Reporting to the next level, embrace best practice, and set up a functional, automated, integrated, and non siloed interactive Jira dashboards that will aggregate everything you need in one place.

Check out the following add-ons on the Atlassian Marketplace, they may be just what you need to enhance your Jira reporting.

Idalko’s Jira Pivot Gadget

Idalko’s Jira Pivot Gadget provides spreadsheets and business intelligence functionality, allowing you to take a multi-dimensional view of your data and aggregate or drill down into any information you like. 

Supported dimensions include basic issue fields, all custom fields that can be enumerated, and table grid data.

Panorama – Scale Project Management.

Panorama for Jira lets you make multi-level structure of your work in Jira crossing project tree hierarchies to better plant and monitor progress, and summarize epic story points of everything you need.

Digital Toucan's Panorama for Scaled Project management in Jira hierarchies.

Find out more about Panorama Hierarchy and Structure for Jira

Panorama is available for cloud only, if you’re on Server or Data Center, you’ll need to try Structure for Jira

eazyBI – Reports and Charts for Jira

If you have a lot of data in Jira as well as other sources, and need extensive reporting options, consider eazyBI. This will export data from your Jira overnight so you can splice and visualize a snapshot of the data in your Jira. At its simplest, it’s like a pivot table for Jira data. For the more complicated reports, you’ll have to hire a full-time dedicated expert to code on behalf of the teams that need them.

Check out eazyBI for yourself 

eazyBI Reports and Charts for Jira

Jira Project Tracking With Profields

Vanilla Jira as standard offers limited reports with regards to Jira Projects.

Deiser’s Profields allows your Jira reports all the project fields they’d ever need. These powerful reporting gadgets directly inside Jira dashboards, which provides crucial insights, and works nicely with your other reporting dashboards, no need for a silo, and a bunch of reports on another tab.

Find out more about Profields for Jira

Profields for Jira Dashboards

Golive – Release and Environment Hub for Jira

If you need a simple way to publish your Release Plan, or a single source of truth for all activities taking place on your Test Environments. Display a project level timeline on a on a Jira on a timeline is important to you, I’d strongly recommend you check out Golive. It’s the best way to display and manage information on releases, test environments, and deployments.

Once again, it has the benefit of being local on the Jira Dashboard, or Confluence pages, so it’s exactly where you need it.

More info about Find out more about Golive’s Environment Hub.

Apwide's golive Test environment management dashboards for Jira

Custom Charts for Jira and Confluence

Custom Charts simply makes customizable Jira reports and charts, directly on Jira Dashboards. The customization options are broad, but more importantly, they’re easy to use. Find out more about how Custom Charts for Jira helps with enhanced Jira Reports.

Custom Jira Dashboard Rerporting

With the right addons, building a live user-friendly dashboard within Jira with all of the information you need is a relatively straightforward task for most of your team.

In Conclusion: The Importance of Jira Dashboards

Jira Dashboards enable you to walk into a status meeting knowing whether things are on track before anyone says a word. They let you come back off holiday and get a quick project update without having to trawl through emails. They also let you know the moment something goes wrong, like when a growing bug fix pile overtakes current velocity, as well as identify potential bottlenecks ahead of time.

As most users aren’t Jira experts and don’t want or need to be exposed to all of its powerful but complex features, Jira Dashboards are essential for helping technical and non-technical teams find the information they’re looking for quickly. The dashboard is the first thing users see and it’s the place where they expect to be able to find all the relevant information for their role, such as a list of issues assigned to them or the progress of the team on a version. The goal of your Jira Dashboard is to incite emotion or action. Providing the right information in the right way is the key to making sure that happens.

Of course, it’s not always possible to get your dashboard right first time. It may not be clear to your audience why the data you’ve included is relevant, in which case, take their feedback and change it. It may take a few iterations to get your dashboard properly tuned to your team and stakeholders. But remember, that’s what agility’s all about.

One final piece of advice: Is to take the time to show your team your reports, and how to use them. There’s no point in having the perfect place to share and collaborate data visualization if it’s a best-kept secret.