Help loading stories in Dashboard

[Mike Thomas]

Hello, 

I am fairly new to Kanban and have been building out multiple charts/graphs in Dashboards that our upper leadership can quickly load and review everything. So far all is well and is producing everything we need. There is however one graph I'd like to create and are having difficulties getting one very important data point to load. 

Background: We have 2 projects. 1 used for creating "Features" and the other "Stories". Feature being the main project and stories are used for creating sub-issues that are linked to a feature. In the attached screenshot#1, you'll see this is a main issue (feature, end with JF) and where the red arrows are you'll notice "Issue Links" (which I can load into my graph just fine). Main issue here is that all of the stories (ones that end in BM which is under Issues in feature), those I'm not having any luck pulling in.

*I added Screenshot#2 just to show how the chart looks like in my dashboard and the results I'm getting.

Lastly, from a Filters perspective I am using basic formatting and not advanced. I do have both projects selected. I have tested dozens of columns to try and see if it would load these stories, but nothing has worked thus far. There are over 100 columns so it's very possible I've simply chosen the wrong one. 

Does anyone know of a way I can generate the stories when creating a filter? Screenshot#3 will show how the filter looks. 

Thanks in advance for any assistance with this. 

-MT

[Jehan Bhathena]

Hi @Mike Thomas 

To see if I've understood thought ask Correctly,

you're trying to filter all issues from both projects that have a certain link type and are assigned to a specific user in both projects?

Please feel free to add more details to the above statement if this isn't the use case you're trying to get.

[Mike Thomas]

Say you have 5 users involved within a project. 

I am the project manager (so user1) assigned to a brand new/main project request (Type=Feature, one ending in JF).

User 2 creates an issue within project#2 (Type=Story) on a topic that’s related to the main project, and this one (ending in BM) gets linked to the main. 

Then as the project is kicking off, you may have user 3, user 4 and user 5 all create separate issues (Stories- ending in BM) that end up also getting attached to the main (JF) case.

So now there’s the main project (JF) that will be managed by a single project manager over the next few months+, and at any point any other user could create more stories (BM) that end up getting linked to this main project. These stories will close out as they are completed, while the main (JM) project im overseeing remains open until everything is complete.

I want to see in the dashboard a graph/chart that not only gives me a summary of all of my main projects (JM), but also a column that would populate these stories just so we could see just how many sub-stories are associated to each main project. 

Does this help better explain? Thank you for your help

-MT

[Jehan Bhathena]

Hi @Mike Thomas 

Thanks for the explanation.

Have you tried using the Parent and Child linking?

It would make this use case much easier for you to manage. And the epic shows a progress bar for each child story or ticket attached under it

Reference: https://community.atlassian.com/t5/Jira-articles/Introducing-the-new-Parent-field-in-company-managed-projects/ba-p/2377758

Coming to the dashboard I'm assuming you want to see something like below:

* JM-1 (In Progress) : Sub Stories Progress 50%

For this view, it isn't available out of the box from what I've seen, you'll need to automate a custom field to calculate the value based on ticket count and how many have been completed.

[Mike Thomas]

Take one JM issue for example…i have 10 stories linked to it. Of those 10, 5 are completed and done and the other 5 are still pending research. Again, when you navigate to the main issue (JM) and scroll down you will see all 10 of these linked stories including the status. 

in dashboard I’m not so concerned about wanting to see the status of each story. I simply want to have a snapshot view of all my main issues (JM) and to the right somewhere, it generates all stories linked. Having a hyperlink to each story so i could click from the chart and it route me directly into that particular would be ideal. 

In order to accomplish this are you saying I would need to create some sort of automation? I’m a bit puzzled as to why this data isn’t generating regardless. If you click on the main issue (JM) and scroll down, if there’s a linked story it will show (see first screenshot in original msg). They generate under “Issues in feature”. 

Thank You,

-MT