Comparison Bar Chart - want to use history but only created works

BackEndTester · January 10, 2025, 2:46pm

Hi, I (newbie) hope someone can tell me if what I’m trying is possible or not and if my approach was somewhat correct.

I wanna do two bars next to each other for 5 years in a row.

Such as:

           [KPI 1] [KPI 2]    [KPI 1] [KPI 2]    [KPI 1] [KPI 2]    [KPI 1] [KPI 2]    [KPI 1] [KPI 2]

X- Axis: 2020 2021 2022 2023 2024

Under Measures in Columns
KPI 1: Calculated Measure: Aggregated Measures (Custom Numberfields) such as '20 Q4 created + '21 Q4 created + '22 Q4 created…
KPI 2: Calculated Measure: Calculated Measure (Total of X) + Calculated Measure (Total of Y)
X: Calculated Measure: Measure X for 2020 created + … + Measure X for 2024 created
Y: Calculated Measure: Measure Y for 2020 created + … + Measure Y for 2024 created

Under Rows in Status
Calculated Member “2020”:

IIF(
(
[Measure].Current Member IS X for 2020
OR [Measure].Current Member IS Y for 2020
OR [Measure].Current Member IS '20 Q4
),
[Measure].CurrentMember,
NULL
)

Calculated Member “2021”: Same as above, just with different year
Calculated Member “2022”: Same as above, just with different year
Calculated Member “2023”: Same as above, just with different year
Calculated Member “2024”: Same as above, just with different year

So I get the view I want this way, but I can’t use a Time Filter really and I wanted to do this with history not created since it doesn’t make a lot of sense this way.

Info:
In Jira the first KPI is entered by Users as a total and then split with a Listener to a ramp up over customfields which start with Q1 Year 1 up to Q4 year 5. X and Y have for each year one custom field respectively, were Useres enter the data.

My Goal:
Useres wanted now a Bar chart where for each year KPI 1 had a bar and KPI 2 (X+Y) had also a Bar over five years. They also wanted a functioning Time filter (down to Quarters), which I not even sure how to implement.

If anybody can help me, I’d really appreciate it.
Have been trying a lot of different things for a couple weeks now.

zane.baranovska · January 17, 2025, 3:41pm

Hi @BackEndTester,

I understand you want to create a bar chart comparing two KPIs side by side over 5 years.

Your current approach seems more complex than necessary. Instead of using multiple calculated measures and members, you might want to use historical measures for KPI1 and KPI2 Custom Numberfields and use them with the “Time” dimension in the report.

First, import value changes for Custom Numberfields KPI1 and KPI2.
During data import, eazyBI will create several measures, including historical measures “KPI1 history” and " KPI2 history" which you will need for your report.
See the documentation for more details on how to import and user numeric custom fields: Jira custom fields.
In the report, set new measures “KPI1 history” and " KPI2 history" in the report columns and the "Time " dimension on report rows.
See the documentation for more details on how to analyze data over time: Time dimension
Set the “Time” dimension also on pages so users can choose one or several years for the reporting period. As the result, the Time dimension should be on rows to show data by quarters and also on pages for filtering years.
See the documentation on how to do this: Create reports.

If you want to compare the same quart, like Q1, but between different years, then you might want to select only one quarter in the filter, for example, 2025 Q1, and add standard calculations for comparing results between years. Click on measure “KPI1 history” name → Add calcauted → Time ago → year ago.
See the documentation for more details on standard calcutions: Create reports - Add standard calculations based on a selected measure.

Best,
Zane / support@eazyBI.com