Create dashboards in Insights

A dashboard helps you display a collection of charts. Charts are the visual building blocks in a dashboard. They let you bring your data together and build the right visualizations to identify trends, patterns, and outliers.

Based on the connected data sources, your charts will query those sources directly to return results, reflecting the most up-to-date data when the charts refresh.

With Insights, creating a dashboard can be as easy as typing a query into Rovo, or you can manually build it using predefined metrics or SQL. In this page, learn the different methods you can use to create dashboards in Insights.

Create a dashboard with Rovo

To create a dashboard using Rovo:

1. Select Create, then Create with Rovo from the global navigation, or simply type a prompt on the For You page. Here are some prompts to create your first dashboard:

   1. “Build a dashboard to monitor my team’s workload. Include a table of open work items per engineer broken down by status, a bar chart of story points by assignee, and a number chart showing total open work items."

   2. “Create a dashboard showing Jira project health for <insert project name>. I want a line chart of work items created vs. resolved per week over the last 3 months, a pie chart of open work items by type, and a bar chart of issues by priority.”

   3. "Build a goals overview dashboard. Include a pie chart of goals by status (on-track, at-risk, off-track), a number showing total active goals, and a table listing each goal with its owner and current phase."

2. Once your charts are built, select Add to dashboard to add the charts to a new or existing dashboard.

3. Select Open editor to make changes to your dashboard. Hover over a chart to see edit options.

   1. Select the pencil icon to edit the metrics within each chart. You can further modify your chart using Rovo. Select Save changes to update the chart.

   2. Select More actions (⋯) to refresh chart data, download or copy the chart as a PNG, or delete the chart.

Create a dashboard using pre-defined metrics

You can create charts on a dashboard using metrics from your catalog, which are defined and tested by Atlassian. To do this:

1. Go to Dashboards on the sidebar, select View all dashboards.

2. A blank dashboard will be created. Select Add chart to create a chart.

3. Select Build with pre-defined metrics.

4. A chart editor will open. Choose a chart type and select the metrics that correspond to your choice.

5. Use the options in the Customize dropdown to further customize your chart.

6. Once you’re done, select to Add to Dashboard.

7. Hover over a chart to see edit options.

   1. Select the pencil icon to edit the metrics within each chart. You can further modify your chart using Rovo. Select Save changes to update the chart.

8. Select More actions (⋯) to refresh chart data, download or copy the chart as a PNG, or delete the chart.

Create a dashboard using SQL

You can create charts in a dashboard using SQL queries. To do this:

1. Go to Dashboards on the sidebar, select View all dashboards.

2. A blank dashboard will be created. Select Add chart to create a chart.

3. Select Query with SQL.

4. A chart editor will open. Select a data source and a table.

5. A SELECT statement will be created for testing. Edit it as required and select Run the query.

6. Once the chart is created, choose a chart type and add in the chart details (such as X-axis and Y-axis) that correspond to your choice.

7. Once you’re done, select to Add to Dashboard.

8. Hover over a chart to see edit options.

   1. Select the pencil icon to edit the metrics within each chart. You can further modify your chart using Rovo. Select Save changes to update the chart.

9. Select More actions (⋯) to refresh chart data, download or copy the chart as a PNG, or delete the chart.

View chart data

You can view the data drawn by each chart. To do this, hover over a chart to see edit options, and select the pencil icon. You’ll the following information here:

• Chart: Provides a view of your chart.

• Results: Shows the results from your chosen metrics.

• SQL: The SQL query used to visualize your chart.

• Lineage: Shows the trace of how the data is transformed into your chart data.