> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yamuno.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Step-by-step guide to create your first chart in Jira Dashboard

## Prerequisites

* Jira Cloud instance with admin permissions
* Charts app installed from the Atlassian Marketplace
* At least one project with issues to visualize

## Step 1: Access the Charts App

### From Jira Dashboard

1. Navigate to your Jira dashboard
2. Click the **Edit** button in the top-right corner
3. Click **Add gadget**
4. Search for "Charts - Reports and Graphs"
5. Click **Add** on the Charts gadget
6. Position the gadget where you want it on your dashboard

## Step 2: Configure Your First Chart

### Select Data Source

1. In the chart configuration panel, click **Data Source**
2. Choose one or more projects to include
3. Optionally, filter by:
   * **Specific fields**: Select custom or system fields
   * **Labels**: Include only issues with certain labels
   * **JQL Query**: Use advanced JQL for precise filtering

### Choose Chart Type

Select your preferred visualization:

* **Bar Chart**: Best for comparing quantities across categories
* **Line Chart**: Ideal for showing trends over time
* **Pie Chart**: Perfect for showing proportions
* **Area Chart**: Great for cumulative data over time
* **Scatter Chart**: Useful for correlation analysis
* **Table View**: Detailed data in tabular format

## Step 3: Group and Analyze Your Data

### Grouping Options

Group your data by:

* **Status**: See issue distribution across workflow states
* **Assignee**: Track team member workload
* **Issue Type**: Analyze issue type distribution
* **Project**: Compare across multiple projects
* **Labels**: Group by custom labels
* **Priority**: Understand issue urgency distribution

### Analysis Mode

Choose your analysis approach:

* **Project Comparison**: Compare metrics across different projects
* **Data Aggregation**: Combine data for overall insights
* **Time-based Analysis**: Track changes over time periods

## Step 4: Customize Your Chart

### Visual Customization

1. **Branding**:
   * Upload your company logo
   * Add a custom chart title
   * Include descriptive subtitle

2. **Colors**:
   * Choose from preset color schemes
   * Create custom color palettes
   * Adjust opacity for better visibility

3. **Layout**:
   * Show/hide axis labels
   * Adjust legend position
   * Enable/disable gridlines
   * Set min/max values for axes

### Interactive Features

Enable interactive elements:

* **Hover tooltips**: Show detailed information on hover
* **Click-through**: Navigate to issue details on click
* **Export options**: Download chart as image or data as CSV
* **Auto-refresh**: Keep data current with automatic updates

## Step 5: Save and Share

1. Click **Save** to preserve your configuration
2. Give your chart a meaningful name
3. Optionally, add to favorites for quick access
4. Share the dashboard with your team

## Example: Creating a Sprint Progress Chart

Let's create a chart showing sprint progress:

1. **Data Source**: Select your active sprint's project
2. **Chart Type**: Choose "Bar Chart"
3. **Group By**: Select "Status"
4. **Filter**: Add JQL `Sprint in openSprints()`
5. **Customize**:
   * Title: "Current Sprint Progress"
   * Colors: Green for Done, Yellow for In Progress, Red for To Do
6. **Save**: Name it "Sprint Progress Tracker"

## Tips for Success

### Best Practices

* **Start Simple**: Begin with basic charts and gradually add complexity
* **Use Meaningful Titles**: Make charts self-explanatory
* **Choose Appropriate Chart Types**: Match visualization to your data story
* **Regular Updates**: Schedule periodic reviews of your charts
* **Test Filters**: Verify your JQL queries return expected results

### Common Use Cases

1. **Sprint Burndown**: Track remaining work in current sprint
2. **Team Velocity**: Monitor team performance over sprints
3. **Bug Tracking**: Visualize bug trends and resolution rates
4. **Project Health**: Overall project status dashboard
5. **Resource Allocation**: Team member workload distribution

## Troubleshooting

### Chart Not Loading?

* Check your permissions for selected projects
* Verify JQL syntax if using custom queries
* Ensure selected fields contain data
* Try refreshing the dashboard

### Data Looks Incorrect?

* Review your filter criteria
* Check grouping configuration
* Verify date ranges if applicable
* Confirm field mappings are correct

## Next Steps

Now that you've created your first chart:

1. Explore [Features & How To](/charts-for-jira-dashboard/how-to-and-features)
2. Learn about [Chart Types](/charts-for-jira-dashboard/how-to-and-features/chart-types)
3. Check [Known Issues](/charts-for-jira-dashboard/known-issues) for troubleshooting
4. Review [Release Notes](/charts-for-jira-dashboard/release-notes) for latest updates

***

Need help? Visit our [Support Portal](https://yamuno.atlassian.net/servicedesk/customer/portal/2/group/2/create/51) for assistance.