How-To Enable Reporting by Team Assignment

Discover how to leverage Atlassian Analytics to enhance your reporting capabilities, particularly when it comes to team assignments in Jira. This guide will walk you through the steps necessary to integrate the 'Team' field into your Atlassian Analytics dashboards, a crucial asset for anyone using Jira Advanced Roadmaps or managing teams across various Jira platforms.

Step 1: Create a Custom Field in JIRA

To kick things off, create a custom field named 'Hidden_Team_Id' as a 'Text Field (single line)' in JIRA (you need site administrator privileges).

Assign this field to all relevant screens to ensure it is accessible across your projects.

Step 2: Create an Automation Rule to maintain the custom field data

Next, set up an automation rule to capture team assignments. This automation activates whenever the Team field changes, whether through the creation of a new issue or updating an existing one. You'll need to:

• Set a trigger for 'Field value changed' for the Team field
• Create a variable named 'teamId' and initially set it to null

• Use a condition to check if the Team field is not empty, and update the 'teamId' variable accordingly

• Finally, update the 'Hidden_Team_Id' value accordingly.

Step 3: Create a Custom Table in Atlassian Analytics

With your data now correctly being captured in JIRA, the subsequent task is setting up a custom table in Atlassian Analytics to make this data more accessible for reporting - you can use the SQL query below:

SELECT `Issue field`.`issue_id` AS `Issue ID`,
       CONCAT('ari:cloud:identity::team/', `Issue field`.`value`) AS `Hidden_Team_Id`
FROM `jira_issue_field` AS `Issue field`
WHERE `Issue field`.`name` = 'Hidden_Team_Id'

Ensure that the new custom table integrates smoothly with the existing data structure by linking it to the primary tables using appropriate SQL JOINs

Step 4: Test

Finally, create a new dashboard and add a chart to validate your setup. Start by selecting from the Issue table the Issue Key, Summary, and from the Team table the Team Name.

• Add a filter: Check the data against a single issue first to ensure accuracy.
• Check the Join Path: This helps confirm that the view_Team_id is correctly joining the Team and Issue tables.

Final Thoughts

This configuration not only simplifies the data structure but also empowers non-technical users to generate detailed and complex reports effortlessly.

Want to see this process in action? Watch the full video tutorial here for a comprehensive walkthrough and additional insights.

This will help you enhance your delivery oversight and strategic planning by creating more tailored, insightful dashboards and reports that reflect your team assignments accurately.