How-To Enable Reporting Using Multi-Select Custom Fields

How-To Enable Reporting Using Multi-Select Custom Fields
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Navigating the complexities of multi-select fields in Atlassian Analytics can be a daunting task, especially when it comes to integrating these fields effectively into your charts and dashboards. If you’ve ever struggled with the cumbersome nature of non-core Jira fields, our latest video tutorial offers a streamlined solution that you don't want to miss.

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Watch the full video for a comprehensive walkthrough and additional insights!

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Key Steps to Enhance Multi-Select Field Reporting

Step 1: Identify the Fields to Support

Start by identifying the fields you want to support by querying the ‘Issue Field’ table where the ‘Field Type’ is multi-select.

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This solution is also recommended for other field types with similar behavior, such as the multi-checkboxes

Step 2: Create a Custom Tables in Atlassian Analytics

For each multi-select field you want to support, you need to create a custom table using the following steps:

  1. Let's assume the field name is 'Strategic Themes' - create a new custom table named 'view_MultiSelectField_StrategicThemes' - using an SQL query like the one below:
SELECT `Issue field`.`issue_id` AS `Issue ID`,
       `Issue field`.`value` AS `Strategic Themes`
FROM `jira_issue_field` AS `Issue field`
WHERE (`Issue field`.`name` = 'Strategic Themes')
GROUP BY `Issue field`.`issue_id`,
         `Issue field`.`value`

Create Custom Table: "view_MultiSelectField_StrategicThemes"

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 3: Test

Finally, we test our new structure by creating a chart in the visual SQL editor. This step confirms the effectiveness of our setup and showcases the ease of applying filters and creating interactive dashboards.

Start by selecting from the Issue table the Issue Key, Summary, and from the 'view_MultiSelectField_StrategicThemes' table the 'Strategic Themes' field.

  • Add a filter on 'view_MultiSelectField_StrategicThemes'.'Strategic Themes' and notice how easy it is to set filters on this field now.
  • Check the Join Path: This helps confirm that the 'view_MultiSelectField_StrategicThemes' is correctly joining the Issue table.
Join Path

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.

Whether you're looking to improve your dashboard designs or streamline complex data reporting, this tutorial provides the tools and knowledge needed to transform your approach to using multi-select fields in Atlassian Analytics.