Grouped Filter Results

The Grouped Filter Results gadget calculates sums of multiple fields grouped or aggregated by a custom field.

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Essential configuration

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Work item source

Select an existing filter or Custom JQL to define the work items that you want to analyze.

Using Custom JQL allows you to narrow down the result set ad-hoc without the need to create a filter.

Field to sum

Select the fields that you want to display and/or sum up in columns and reorder them using drag & drop.

Only certain fields can be summed up (e.g., numeric fields, text fields with numeric values, etc.).

See Supported Fields for a full list of supported fields.

If you just want to count the number of work items (e.g. per status or assignee), then you must select Work item count which will be selected by default.

Group by

Select the field that will be used to group or aggregate the results by on the y-axis such as Project or Priority.

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Click a column heading on the table to sort field ascending or descending. Status, Priority, and Resolution use the order defined on their Jira pages.

You only see the following options if you have picked a date or date-time field to show/group by.

Time period

Set a default time period for date or date-time fields (e.g., Due Date, Created): Current week, Current month, Current quarter, Current year, All-time.

Time interval

Set a default aggregation level for date or date-time fields: Daily, Weekly, Monthly, Quarterly, Yearly.

Additional options

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Rows per page

Choose how many results (rows) you want to display when viewing the gadget. Additional results will be paginated.

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The sum row will show the total of all results regardless of the page they are on.

Time format

For duration fields like Original Estimate, Time Spent, etc. you can now choose a custom format such as Pretty, Compact, Days, Hours, or stick to System settings.

Reload every 15 min

Enabling this option is useful when displaying information that needs a periodic and automatic refresh, particularly when the gadget is displayed on a wallboard.

Show work items links

Enable link to All work view for the data values on the gadget table.

Group by name

By default, results are grouped by their internal ID, which may result in some values/options (like Versions, Components, Work item type, Severity, Sprint, Status (especially in team-managed projects), option-based fields) showing up multiple times since they might have unique IDs.

When checked, options with the same name are treated as one.

before

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after

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Show zero if empty

By default, empty numeric or time-based fields are displayed as blank. Enable this option if you prefer to show those values as zero.

Gadget features

🧠 Formula column

You can also add a calculated column by defining your own formula or choose one from the examples. To get started, click on “Add formula column“

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In the “Add formula” section, insert fields from the picker or type to get auto-suggestions. Combine fields with operators to build your formula. When you click outside the Formula builder, the calculated data appears automatically in the preview table.

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Important considerations

  • By default, the formula column uses the sum aggregation mode applied to the grouped data of the referenced fields.

  • Spreadsheet logic applies when empty fields combine with non-empty fields.

  • If all fields referenced in a formula are empty, the result remains empty.

  • Division by zero is not allowed and is marked as an error in the table.


📅 Date drill down

Understand how your work evolves over time. Drill down when you are grouping the work items by a date or date-time based field. Focus on a relevant time period and break results down into intervals to compare activity, spot trends, and identify busy periods: for example, tracking how many work items are due each month this year.

To see the drill down, select the date or date-time field you want to group the result. Afterwards, select the time period and the time interval.

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Once you save it, you can also change the parameters from the table view.

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Explore one of our use case with drill down.


🔽 Advanced column filtering

Unlock deeper insights and eliminate manual searching with our new intelligent column filters. Instead of scrolling through endless rows, you can now isolate critical information in seconds using filtering logic tailored to your specific data.

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Pro tip: Apply filters to multiple columns to narrow your results further. The gadget automatically combines your criteria using logical AND, displaying only the records that meet all specified conditions.

Good to know
Filters are saved per user and remain persistent even after a page refresh.

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🖌️ Conditional cell highlighting

Identify important data quickly without filtering, isolating, or losing the context of your current gadget view. Shed light on what matters most in your gadget data. Define highlight rules for a column, such as marking priority values like “Highest” or “High,” and matching cells will be visually emphasized using your chosen highlight color.

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Pro-tip: You can define up to 3 highlight rules per column and can add highlight to as many columns that are present on the gadget table.


➗ Percentage share

Besides absolute cell values, you can view a cell as a percentage or as a progress bar relative to its column total. To enable percentage share view, click the cog wheel icon for that field in the gadget configuration.

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On the next screen, choose to show the cell value as a percentage, the progress bar, or both.

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Your selection will appear immediately in the preview table after you pick and save your preferred percentage-share visualization.

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↔️ Manual column resize

Resize the column manually to improve readability and better accommodate the longer values.

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To resize a column, move your cursor over the column header. A gray vertical bar will appear between the columns, indicating that the column can be resized. When you hover over this bar, it will turn blue and the cursor will change to a resize icon. You can then click and drag the bar to the left or right to adjust the column width as needed.

Note

Since the cell values are right-aligned, the resize direction is opposite compared to Filter Results gadget.


✍️ Quick Rename

To align fields with your company glossary or preferred terminology, hover over a field and click to edit its name. To revert changes, hover over the field again and select “Restore to original name”.

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Bring on the 🚀 ✨! We now offer full emoji support while renaming, so you can express fields yourself however you like.


📥 Export / download CSV

You can now download the gadget table as a CSV file directly from the gadget. Simply open the in-app menu and select Download CSV to export the full table for offline use, sharing, or further analysis.

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📚 Use cases

Title Description
Software development – Delivery effort by epic

Identify epics consuming the most capacity, detect estimate overruns, and unfinished works

ITSM: Incident impact by priority

Focuses on identifying, resolving, and recovering from service disruptions in an ITSM setting.

Quarterly comparison of budget vs. total costs

Compare the actual costs of a marketing campaign with the budget, broken down by quarter.

📚 Use cases (formula column)

Title Description
(fx) Revenue gap by owner

(fx) See revenue gap across sales opportunities grouped by sales owner

(fx) Remaining campaign budget by marketing channel

(fx) See the state of the available budget grouped per marketing channel.