Assets Analytics User Guide: Managing and Visualizing Asset Data in Jira
Assets Analytics is a powerful Jira plugin designed to help you manage and visualize your asset data through advanced queries and interactive dashboards. This guide will walk you through all the key features and functionalities.
- 1 Global Asset Query Management
- 2 Dashboard Gadgets
- 2.1 Adding a Gadget
- 3 Gadget Configuration
- 4 Data Visualization (View Page)
- 4.1 Filter Gadgets
- 4.2 Chart Gadgets
- 4.3 Available Chart Types :
- 4.3.1 Table View
- 4.3.2 KPI (Key Performance Indicators)
- 4.3.3 Sankey Flow Diagram
- 4.3.4 Treemap Chart
- 4.3.5 Pie Chart
- 4.3.6 Bar Chart
- 4.3.7 Metrics Builder
- 4.4 Config Options:
- 4.5 Query Context
- 4.6 Interactive Controls
- 4.7 Export to CSV
- 5 Admin Page
- 6 Best Practices
- 7 Getting Help
- 8 Support
Global Asset Query Management
The Global Query Management page is your central hub for creating and managing advanced queries across your asset data.
Creating a New Query
Navigate to the Global Query Management page
Click Create Query or the + New Query button
Define your query using the advanced query builder:
Select the schemas, asset types or attributes you like to include
Add filters and conditions on the selected attributes
Use logical operators (AND, OR, NOT)
Name your query for easy identification
Click Create to store your query
Note: only the name and the schema is required for the query creation.
Managing Existing Queries
You can perform the following actions on your saved queries:
Edit: Modify query parameters and conditions
Delete: Remove queries you no longer need
Important Note: Deleting a query will affect any gadgets that use it. If you delete a query that is being used by one or more dashboard gadgets, those gadgets will no longer display data and may show an error message. Before deleting a query, make sure to check if it's being used in any dashboards, or be prepared to reconfigure affected gadgets with a different query.
Data Flow Visualization
The Global Query Management page includes a graph that visualizes the flow of data through your queries. This graph helps you:
Understand how data moves through your query logic
See relationships between different query components
Identify bottlenecks or inefficiencies in data processing
Visualize the query execution pipeline
The flow graph updates dynamically as you build or modify your queries, providing real-time insight into your data structure.
Dashboard Gadgets
Dashboard gadgets allow you to visualize your query results directly on your Jira dashboards.
Adding a Gadget
Go to your Jira dashboard
Click Add Gadget
Search for Assets Analytics
Select the Assets Analytics gadget
When you select the Assets Analytics gadget, you'll be taken to the Edit page.
Gadget Configuration
The edit page is where you configure your gadget before it displays on your dashboard.
Configuration Steps
Add Description: Enter a description for your gadget to help identify its purpose
Choose Gadget Type: Select between two types:
Chart: Display data visualizations
Filter: Create interactive filters that affect all gadgets on the dashboard
Select Query (Chart Type Only): Choose a saved query from the Global Query Management page
Additional Configuration (Filter Type Only):
If you selected Filter as the gadget type, additional inputs will appear:
Schema: Select the asset schema you want to work with
Object Type: Choose the specific object type from your schema
Attributes: Select which attributes you want to use as filters (you can choose multiple)
The number of attributes you select determines how many filter dropdowns will appear on the View page.
Save Configuration: Click Save to apply your settings
After saving, you'll be taken to the View page where your configured gadget will display.
Data Visualization (View Page)
After saving your configuration on the Edit page, you'll see the View page where your data comes to life through various chart types.
Filter Gadgets
If you configured a Filter type gadget, the View page will display dropdown select menus based on the attributes you chose:
Multiple Dropdowns: One dropdown appears for each attribute you selected in the Edit page
Attribute Values: Each dropdown displays the available values for that attribute
Cross-Gadget Filtering: When you select values from these filter dropdowns, they filter data across all gadgets on the dashboard, not just one
Dynamic Updates: All chart gadgets update in real-time as you apply filters
Example: If you selected "Department" and "Product Status" as attributes, you'll see two dropdowns. Selecting "Engineering" in the Department filter and "Active" in the Status filter will update all chart gadgets to show only active engineering assets.
Chart Gadgets
For Chart type gadgets, you can choose from different chart types to visualize your data.
Each chart type has a Config tab to customize its behavior and appearance to your needs.
Available Chart Types :
Table View
Perfect for detailed data inspection with sortable columns and inline editing capabilities.
Best for: Detailed analysis, data verification, bulk operations
KPI (Key Performance Indicators)
Display critical metrics in a clear, prominent format with trend indicators.
Best for: Executive dashboards, at-a-glance performance monitoring
Sankey Flow Diagram
Visualize the flow and relationships between different asset categories or states.
Best for: Process flows, state transitions, relationship mapping
Treemap Chart
Show hierarchical data using nested rectangles sized by value.
Best for: Portfolio distribution, capacity planning, hierarchical structures
Pie Chart
Display proportional data as segments of a circle.
Best for: Category distribution, percentage breakdowns, simple comparisons
Bar Chart
Compare quantities across different categories with vertical bars.
Best for: Comparisons, rankings, time-based trends
Metrics Builder
Create custom metrics by combining multiple data points and calculations.
Best for: Complex KPIs, calculated fields, custom reporting
Config Options:
Aggregation Method: Select how to aggregate data (Count, Sum, Average, Min, Max, etc.)
Attribute: Choose which attribute to apply the aggregation to
Group By: Select attributes to group results by for multi-dimensional analysis
Combine multiple metrics in a single view
Query Context
Each gadget displays the name of the query used to generate its data.
Clicking on the query name redirects you to the Global Query Management page, where the query is defined.
This allows you to:
Review the query logic and conditions
Edit or optimize the query
Understand exactly how the displayed data is generated
This direct link ensures full transparency between dashboard visualizations and their underlying data sources.
Interactive Controls
Drill Down: Click on chart elements (bars, segments, nodes, or KPI values) to view more detailed information related to that data point.
Change Chart Type: Switch between available visualization types to analyze the same query results from different perspectives.
Refresh Data: Manually refresh the gadget to re-run the query and display the latest available data.
Filter Integration: Chart gadgets automatically respond to any active Filter gadgets on the dashboard, updating results in real time.
Export to CSV
Every gadget includes an Export CSV feature that allows you to download your data:
Locate the Export CSV button on any gadget
Click to download the data
The exported CSV will include:
All data currently displayed in the gadget
Any filters that have been applied from filter gadgets
Data formatted based on your current view settings
Filter-Aware Export: The CSV export respects all active filters, so you only export the data you're currently viewing. This ensures your exports are always relevant to your filtered context.
Admin Page
The Admin page provides administrators with oversight tools to monitor system health and manage critical situations.
Overview Statistics
Administrators can view:
Overall Asset Statistics
Total number of assets in the system
Asset distribution across schemas and object types
Asset status summaries
Key metrics and trends
Overall Query Statistics
Total number of queries created
Query execution statistics
Most frequently used queries
Query performance metrics
Critical Case Management
Purging Failed Queries
In cases where queries fail or become problematic, administrators have the ability to purge them:
Navigate to the Admin Page
Review the list of failed queries
Select the query/queries causing issues
Click Purge to remove them from the system
This emergency action helps maintain system stability and performance when queries encounter critical failures.
When to Purge Queries
Consider purging queries when:
Queries are stuck in a failed state
Queries are causing system performance issues
Queries contain corrupted data or invalid configurations
Emergency cleanup is needed to restore system functionality
Best Practices
Name Queries Clearly: Use descriptive names that explain what the query does
Regular Maintenance: Review and clean up unused queries periodically
Document Complex Queries: Add descriptions for queries with complex logic
Monitor Performance: Keep an eye on slow-running queries and optimize them
Leverage Filters: Use filter gadgets to create interactive dashboards that allow dynamic data exploration
Export Strategically: Apply filters before exporting to CSV to get exactly the data you need
Getting Help
If you encounter issues or need assistance:
Contact your system administrator
Check the Jira plugin documentation
Submit feedback through the plugin interface
Reach out to your support team
Support
For further assistance with the Assets Analytics plugin, please reach out through the following channels:
Support Portal: Visit our Support portal to submit tickets or browse existing support topics.
Contact Us: You can email us at support@jaanga.ca.
We are committed to ensuring that your experience is seamless and productive. Don’t hesitate to reach out for any support needs.
Thank you for choosing Assets Analytics! We hope this guide enhances your experience and helps you manage your asset data effectively.
Start exploring your asset data today and unlock valuable insights for better decision-making!