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This article provides newcomers to the Rich Filters for Jira Dashboards app with a rapid introduction, explaining what it is and can do, how to access it, and how to use it to create a simple dashboard.

Contents:

Prerequisites

• Access a Jira instance with the Rich Filters for Jira Dashboards app installed.

• One or more existing Jira filters will be a base for your rich filters

• A basic understanding of Jira Query Language (JQL)

Why should I use Rich Filters for Jira Dashboards?

Whether you're a casual user or an expert, you'll agree that Jira can sometimes be cumbersome and hard to handle, especially as your querying and reporting needs get more complex. You start to work with larger teams with diverse user requirements.

Rich Filters for Jira Dashboards allows you to take control of your Jira. It provides a powerful and flexible toolset for generating custom data views and reports, delivered in a user-friendly, intuitive package. You can replace multiple Jira dashboards with one rich filter-powered dashboard, keeping all your functionality in one place and drastically improving productivity.

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Key features include:

• Simple and complex filters are combined to generate precise real-time data views.

• Multiple views for different requirements and job roles.

• Several gadgets for sophisticated reporting include charts, gauges, statistics, and metrics.

• Multidimensional data insights with numeric & time-tracking fields, averages & other formulas, and custom values and ratios.

• Intuitive UI that allows easy editing, reordering, and color-coding.

The final result of this tutorial

When you've worked through all the steps in this tutorial, you should have a dashboard that includes:

• A Rich Filter Controller gadget includes two filter buttons to filter the issues in your dashboard.

• A Rich Filter Results gadget to display the list of issues.

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Create and access rich filters

A rich filter is an intelligent layer that sits on top of a basic Jira filter and provides advanced options for filtering and displaying the issues it returns. Let's examine how to access rich filters and create your first one.

1. Once Rich Filters for Jira Dashboards is installed on your Jira instance, you can start to use it by selecting Apps > Rich Filters from the Jira menu.
   
   

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2. You should now be on the Rich Filter Home screen. Click Create rich filter.

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3. In the resulting dialog box, enter a name for your rich filter and choose an existing Jira filter to base it upon.

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4. Click Create.
   This creates the rich filter and relocates you to the Details screen.

5. (Optional) Add the Description and the Administrators of the filter, and click Submit.
   
   

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Create a simple dashboard

1. From the Jira menu, select Dashboards and click Create dashboard.
   
   

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2. In the Create dashboard dialog box, enter a Name for your dashboard and click Save.
   You'll be relocated to the dashboard configuration screen.
   
   

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3. Here, you can add gadgets to your dashboard. The two types of rich filter gadgets you are currently interested in are:

   1. Rich Filter Results gadgets to display your work items.

   2. Rich Filter Controller gadgets to filter the display of data in your rich filter gadgets.

4. Add a Rich Filter Results gadget:

   1. Start typing Rich Filter Results in the Add a Gadget side panel search box to filter for the gadget you want, and click its Add button.

   2. In the Rich Filter Results gadget you just added, for now, select your rich filter in the dropdown menu at the top.

   3. Click Submit to save it (we'll cover the other options available here in other tutorials).

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5. Add a Rich Filter Controller gadget in the same way as above.

   1. Again, once you've added your gadget, select your rich filter in the Rich filter dropdown and click Submit.

6. You can drag and drop the Rich Filter Controller gadget into the left-hand column of the dashboard and the Rich Filter Results gadget into the right-hand column.

7. If you want your dashboard layout to look exactly like ours, select the Left sidebar layout from the Change layout menu at the top of the dashboard.

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At this point, you should have a dashboard in edit mode with two gadgets inserted.

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