Custom Charts for Jira

Data Sources

Owned by Morgan Folsom (Unlicensed)
Last updated: Aug 15, 2022
2 min read

This functionality is available on Cloud only.

Custom Charts has recently introduced the addition of Data Sources. For now, this functionality is limited to only Insight custom fields on Jira Cloud.

Data Sources will allow you to pull data into Custom Charts that is not stored directly on Jira issues. This will often require additional authentication and be restricted so you can limit which users can see the data.

Insight custom fields

Custom Charts now provides the ability to display Insight custom field values directly in Custom Charts. This will display the object names, rather than the ID, allowing users to more accurately report on Insight field data in Jira.

To display Insight custom fields in Custom Charts, you will need to provide a user email address and API token.

The user must have a valid Jira Service Management license and a valid API token.

Once you have enabled the Insight custom field feature, you can complete the following steps:

  1. Navigate to the Custom Charts - Settings page, and open the Data sources tab

    1. From the top navigation bar in Jira, choose Apps > Manage your apps

    2. Choose Custom Charts - Settings in the Custom Charts section of the Apps page

    3. From the Custom Charts - Settings page, choose Data sources

  2. Expand the Insight custom fields panel

  3. Provide the email address of the user whose permissions will be used to load the Insight custom fields

    1. Reminder: This user must have a valid Jira Service Management license. They do not require any additional Insight-specific permissions.

  4. Provide the API token for this user

    1. Atlassian documentation on creating an API token: https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/

  5. Test the connection

  6. Select the groups that contain users who should be able to view Insight custom field data in Custom Charts

    1. Users who are not in these groups will simply see the Insight object ID instead of the object name while viewing charts

 

Troubleshooting

There is an issue with either your API Token or email address. Double check the email address is correct and that you’ve followed the steps to create an API token for that email: https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/

If all users are seeing the object keys instead of the name, that means the Data Source is not fully configured.

Make sure to add groups under the group picker to select which users should be able to view Insight objects in Custom Charts

Navigate to the Data sources tab and click ‘Test Connection’. If this check is green, then the access shouldn’t be the problem.