Pivot Table & Pivot Chart Gadget | Documentation Center

Overview

The Pivot Table and Pivot Chart gadget allows you to create and display pivot tables or pivot charts based on items in your projects using an intuitive drag-and-drop interface, similar to tools like Excel.

A pivot table is a data-summarization tool that helps you organize, group, and analyze data in a clear and manageable way. It transforms large datasets into concise, actionable reports by performing operations such as summing, averaging, or counting values based on selected fields.

With this gadget, you can build multi-dimensional tables directly on your dashboards, making complex project data easier to understand and analyze. It can calculate not only the count of work items, but also sum of numerical fields and percentages.

A pivot chart is a visual representation of the data in a pivot table. It helps you quickly identify patterns, trends, and comparisons by presenting summarized data graphically.

The gadget supports the configuration of multi-dimensional pivot tables, including simple tables and heat maps, as shown in the examples below.

Pivot Table - Work-items-by-assignee-over-years.png

Heatmap pivot table - work items by type.png

The gadget allows you to choose from various types of pivot charts: column charts, line charts, bar charts, stack area charts or pie charts.

Configuration

The settings of this gadget are divided in multiple tabs:

Data tab - contains the required settings of the gadget, such as title or data source
More Settings tab - contains the optional settings
Colors tab - lets you choose the base color of the heatmap table

Follow the steps below to configure the gadget as Pivot Table or Pivot Chart:

Add the Pivot Table & Pivot Chart gadget to your Jira dashboard.
Enter a suggestive Gadget title.
At Data Source, select the Filter or enter the JQL that returns the work items that serve as input data for the pivot table or pivot chart. If you want the sub-tasks from the selected filter or JQL to be included, check Count also the sub-tasks and their estimate.
At Fields, select the work item fields that you need in your pivot table or pivot chart.
The table from the Output configuration section allows you to configure the pivot table or pivot chart.
In the top-right cell, select the type of the output data: pivot table or pivot chart.

If you want to display the results as a regular pivot table, select Table. Or, select Table Heatmap to display the results as a heatmap-capable table where the values of interest are highlighted in shades of red.
If you want to display as a pivot chart, select the appropriate option for the type of chart you want.
By using drag & drop, place the work item fields that you want to be displayed on the columns and the rows of the table.

Choose the calculation criteria. You can choose between various options. For example, to display the number of work items in table, select Count.

If you want to display the sum of an work item field (like Story Points), select Sum and then the select field; make sure the field that you want to sum-up was added to the Fields option above.
A preview of the gadget results is displayed based on the configuration you made and using some randomly generated dummy data.

On the More Settings tab, you can choose the display format for the fields that you selected for being used in the Pivot Table or Pivot Chart.

For example, for date fields like Created or Updated you can choose a format like “MM/dd/yyyy” or “yyyy”, while for time fields like Time Spent or Original Estimate you may choose to display the result in “Hours” or “Calendar Days (24h)”.
Make any adjustments as necessary and when you are done, click Save. The gadget will now display the pivot table or pivot chart that you configured by using real Jira data.

Data tab

On this tab you can configure the required settings of the gadget.

Setting	Description
Data Source	Select the type of Data Source used by the gadget: A Saved filter containing the work items that you want to track. Make sure that the specified filter is shared with the users who will also visualize this gadget. A JQL query that returns the work items you want to be processed by the gadget.
Include the sub-tasks	Check this option if you want the sub-tasks from the selected filter or JQL to be included in the calculation.
Fields	Select the work item fields you need to generate the pivot table or pivot chart. The multi-value fields such as Labels, Fix Version/s or Components are marked with the symbol `[≣]`. Only one field of this type can be selected at a time. If the Sprint field is selected, only the most recent sprint is considered for work items that have gone through multiple sprints. The Parent Epic (on Cloud only) and Epic Link fields can be used to display the parent epics. The epics are displayed in form of key: summary (for example, DEMO-1: My epic summary). See more examples in section Epics Progress. Also, on Cloud you can display statistics at the initiative or theme level if you have these additional hierarchy levels added on top of epics. For this, use Parent of Epic (for work items with hierarchy level 2 work items) or Parent L3 (for work items with hierarchy level 3). See more examples in section Progress of the Initiatives or Themes. You can also select field specific to Jira Service Management projects such as Satisfaction or Sentiment. If you enabled approvals in your Jira Service Management instance, you can generate statistics based on these fields: Approval Status - indicates the overall approval status of the work item Approvers - lists the users that are set (directly, not via an approver group) as approvers to the work item Approver Groups - lists the approver groups of the work item Approvers - Approved - lists the approvers who approved the work item Approvers - Declined - lists the approvers who declined (rejected) the work item through the approval flow Approvers - Pending - lists approvers who have not yet approved or rejected the work item
Output configuration	This is the place where you can configure the pivot table or pivot chart. Allows you to select the type of the output: pivot table or pivot chart. Configure the columns of the pivot table. You can place the necessary fields here using the drag & drop functionality. Configure the rows of the pivot table. You can place the necessary fields here using the drag & drop functionality. The calculation method/formula. For example, to display the number of work items in table, select Count. To display the sum of an work item field (like Story Points), select Sum and then the select field. A sample output of the gadget created using dummy data. Unused fields. Note If you drag & drop a field between the columns area and the rows area or vice versa, it will not be moved. Instead, it will be displayed on both places. This behavior is by design, because the gadget allows you to use a field in both rows and columns areas. To remove it from the columns area or from the rows area, just drag & drop it into the unused fields area .

More Settings tab

On this tab you can configure the optional settings of the gadget.

Setting	Description
Fields formatting mode	For the fields that you selected on the Data tab for being used in the Pivot Table or Pivot Chart you may specify the format to be used for displaying their values. For example, for date fields like Created or Updated you can choose a format like “MM/dd/yyyy” or “yyyy”, while for time fields like Time Spent or Original Estimate you may choose to display the result in “Hours” or “Calendar Days (24h)”. To display quarters of the year, choose a format that contains “Q“, such as “Q yyyy“ or “yy-Q“. To display weeks of the year, choose “Week dd MMM yy“ or “Week of MMM dd, yyyy“. Also, you can choose a format that contains “ww“, such as “ww yyyy“ or “yy-ww“.
Make values clickable when possible	Check this option if you want the gadget to display the calculated values as clickable links. Clicking a value will open a Jira filter that returns the work items contributing to that value. This option applies only when the gadget is configured as a Table, Table Heatmap, Table Col Heatmap or Table Row Heatmap with a maximum of one field per row and/or per column. If multiple fields are used in either area, the clickable functionality will be disabled. In some cases, the values may still not be clickable even if you check this option and only one field is used per row and/or per column. This can happen when: a field that is not supported by the JQL searching is used in pivot table configuration. Examples of such fields are Parent Epic - Type, Parent L3 - Type or Approvals - Approved. a field format that does not support JQL searching was selected on the Fields formatting mode from the More Settings tab. For the date / time fields only these formats allow clickable values: “Week dd MMM yy” “Week of MMM dd, yyyy”
Display the 'Totals' row	Check this option if you want the pivot table to display the 'Totals' row. It takes effect only if the widget is configured as Table, Table Heatmap, Table Col Heatmap or Table Row Heatmap.
Display the 'Totals' column	Check this option if you want the pivot table to display the 'Totals' column. It takes effect only if the widget is configured as Table, Table Heatmap, Table Col Heatmap or Table Row Heatmap.
Display the 'Percentage' column	Check this option if you want the pivot table to display the 'Percentage' column. It takes effect only if the widget is configured as Table, Table Heatmap, Table Col Heatmap or Table Row Heatmap. The percentage value on a row is calculated based on the value of the Total cell from the same row as a fraction of the Grand Total value.
Display the 'Average' column	Check this option if you want the pivot table to display the 'Average' column. It takes effect only if the gadget is configured as Table, Table Heatmap, Table Col Heatmap or Table Row Heatmap. You can choose to Calculate the average based on: all values - the average will be calculated as the sum of cells divided by the number of cells non-zero values - the average will be calculated as the sum of cells divided by the number of non-zero cells
Legend display	This setting only applies to pivot charts. Indicates whether the chart legend should be displayed or not and where exactly.
Refresh interval	Choose how often the gadget will refresh automatically.

Colors tab

On this tab you can choose the base color for the heatmap table.

Setting	Description
Heatmap base color	This option lets you adjust the hue (color tone) used to generate the heatmap color palette. It applies only when the widget output is set to Table Heatmap, Table Column Heatmap, or Table Row Heatmap. The widget also automatically adjusts the text color based on the background color to ensure optimal readability.

Setting

Description

Heatmap base color

This option lets you adjust the hue (color tone) used to generate the heatmap color palette. It applies only when the widget output is set to Table Heatmap, Table Column Heatmap, or Table Row Heatmap.

The widget also automatically adjusts the text color based on the background color to ensure optimal readability.

More Examples

Here are more examples of using this gadget.

Epics Progress

There are various ways for displaying the progress of your epics.

Epics by No. of Tasks in each Status Category

To achieve this, configure the gadget with a filter or JQL that returns work items (stories, tasks, bugs, etc) under the epic. Make sure the filter doesn't return the epics themselves. Then configure the gadget to calculate the Count as in the example below.

Epics Progress By Percentage of Tasks in each Status Category

Epics by Sum of Story Points in each Status Category

Epics by Percent of Story Points in each Status Category

Progress of the Initiatives or Themes

If you have initiatives or themes defined in your Jira Cloud instance as work item types on top of epics, you can easily track their progress. This gadget support stats by two levels above the epic; all you have to do us to use one of these fields:

Parent of Epic - for Hierarchy Level 2 work items (one level above epic)
Parent L3 - for Hierarchy Level 3 work items (two levels above epic)

Initiatives or Themes by No. of Tasks in each Status Category split by work item type

To achieve this, configure the gadget with a filter or JQL that returns the work items (stories, tasks, bugs, etc) under the initiative or theme. This is an example of JQL that returns all the work items from an initiative.

key IN portfolioChildIssuesOf("DEMO-11")

Make sure the filter doesn't return the initiatives or themes themselves. Then configure the gadget to calculate the Count as in the example below.

Progress of Initiatives or Themes By Percentage of Tasks in each Status Category

key IN portfolioChildIssuesOf("DEMO-11")

Make sure the filter doesn't return the initiatives or themes themselves. Then configure the gadget to calculate the Count as Fraction of Rows as in the example below.

Projects Completion

There are various ways for displaying the progress your projects.

Projects by No. of Tasks in each Status Category

To achieve this, configure the gadget with a filter or JQL that returns work items (stories, tasks, bugs, etc) from the projects that you want to track. Then configure the gadget to calculate the Count as in the example below.

Projects by Percentage of Tasks in each Status Category

Sprint Velocity by Team Member

To achieve this, configure the gadget with a filter or JQL that returns work items (stories, tasks, bugs, etc) from the sprints that you want to track. Then configure the gadget to calculate the Sum of Story Points in the example below.

On the More Settings tab, choose to display the ‘Average’ column. If you want the gadget output in form of a chart, choose Stacked Column Chart or Line Chart instead of Table.

The following blog articles provide more information on how to use this gadget.