Knowledge Base

Intro to Dashboard Widgets: Creating Bar & Pie Charts

By Ryan posted 07-26-2021 14:37

  

Introduction

A best practice for managing projects within Jama is to create and maintain project dashboards. Project dashboards leverage dashboard widgets for tracking key project metrics and may be modified as the project progresses.

Creating a Project Dashboard has (but is not limited to) the following benefits:

- Visibility for tracking statuses

  • Bar graphs and pie charts are leveraged to display important project metrics
  • Dashboard widgets are interactive:
    • Easily click into a specific status (i.e. requirements in “draft” state or requirements in “approved” state)
    • Allows for team members to quickly access content areas requiring attention

Track artifacts missing traceability/coverage

  • Easily track the number of artifacts missing traceability
  • Quickly display lists of artifacts missing relationships by drilling into widgets

 
This article will provide step-by-step instructions for creating a few common Dashboard Widgets.  Advanced filters are used to power dashboard widgets. Project Administrator permissions are required to create and modify project dashboards. More on project administration permissions may be found here

 

Next, we’ll walk through the necessary steps to create bar & pie graphs via dashboard widgets in Jama as follows:

  • Creating Advanced Filters
  • Creating Dashboard Widgets
  • Modifying Dashboard and Dashboard Widgets as needed

How to Execute:

Creating Advanced Filters

For this article, we will show you how to create advanced filters & dashboard widgets for:

  • Displaying the overall status of an item type
  • Displaying items missing downstream traceability

Advanced filters are managed by accessing the funnel icon within a Jama Project

Click on “Add Filter” to begin creating a new advanced filter


Stakeholder Requirements Status Filter Criteria

Begin by entering the filter criteria:

  1. Give the filter a name
  2. Decide whether this filter should be public (making the filter public allows other users to view and leverage the filter)
  3. Select which project the filter should be querying (“Current Project” will always point to the project you are currently in, which allows you to easily use the filter across projects)
  4. Create your rule by selecting which item type(s) you would like the filter to query
  5. Select criteria for consideration for the specific item type(s)
  6. “Preview Results” displays how many items the query is returning (If displaying 0, this indicates your filter is not working properly or is not returning any results)
  7. Click “Save” to save your filter





Missing Downstream Traceability Filter Criteria

  1. Give the filter a name
  2. Decide whether this filter should be public (making the filter public allows other users to view and leverage the filter)
  3. Select which project the filter should be querying (“Current Project” will always point to the project you are currently in, which allows you to easily use the filter across projects)
  4. Create your rule by selecting which item type(s) you would like the filter to query
  5. Select criteria for consideration for the specific item type(s)
  6. “Preview Results” displays how many items the query is returning
  7. Embedded Filters are leveraged for creating “sub-rules”. In this example, we are specifying an item type (i.e. Stakeholder requirements that have no downstream items of the “Product Requirements” item type
  8. Click “Save” to save your filter

 



How to Execute:

Creating Dashboard Widgets

Now that you have created advanced filters, dashboard widgets may be leveraged to disseminate the information.

We are going to create a pie chart for displaying the overall status of our requirements, and a bar chart for displaying items that are missing traceability.

Navigate to the project dashboard area and select the “Add” button



A pop-up window appears allowing you to select what type of Dashboard Widget you would like to create. First, we will create a pie chart to display the overall status of our stakeholder requirements


The new dashboard widget configuration window displays in the project dashboard




Standard Widget Configuration:

  1. Give the dashboard widget a name
  2. Select the advanced filter you would like to display
  3. Select what element will drive your chart (What you select here will be represented in pie “slices” of the pie graph)
  4. Select limit of how many elements to display
  5. Save your dashboard widget once the configuration is complete

Stakeholder Requirements Status Dashboard Widget Configuration


Criteria for Stakeholder Requirements Status:

Give the dashboard widget a name
    1. “Stakeholder Requirements Status”
Select the advanced filter you would like to display
    1. “Stakeholder Requirements” filter (Criteria which we defined above)
      Select what element will drive your chart (What you select here will be represented in pie “slices” of the pie graph)
        1. Each “pie slice” or “wedge” of the pie chart will represent a unique status for stakeholder requirements
      Select limit of how many elements to display at once
        1. In most cases, you will want to display all returned results
      Save your dashboard widget once the configuration is complete

                                                                         Resulting Pie Graph for Stakeholder Requirement Status





                                                                Missing Downstream Traceability Dashboard Widget Configuration


      Criteria for Missing Downstream Traceability:

        Give the dashboard widget a name
          1. “Missing Downstream Traceability”
        Select the advanced filter you would like to display
          1. “Missing Downstream Traceability” filter (Criteria which we defined above)
        Select what element will drive your chart (What you select here will be represented unique “bars” of the bar graph)
          1. Each “bar” of the bar chart will represent a unique item type that is missing downstream traceability
        Select limit of how many elements to display at once
          1. In most cases, you will want to display all returned results
        Save your dashboard widget once the configuration is complete

        Resulting Bar Graph for Missing Downstream Traceability





        With a few simple dashboard widgets, you are able to display metrics that provide powerful insight to project health and progress. Update the dashboard as needed throughout your project lifecycle. 

         

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