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Cross-filtering & drill-down

This is what makes Insights and charts interactive rather than a wall of static gadgets.

Click to cross-filter​

Clicking the Backlog bar cross-filters the whole dashboard — a "Status: Backlog" chip appears and every other chart refilters to match

Click any segment in a chart — a bar, a pie slice, a stacked sub-bar, a pivot cell — and every other widget on the dashboard refilters to that selection. Click a second segment to multi-select. Your active selection appears as chips above the charts; remove one by clicking its ×, or clear everything at once.

This is linked brushing: the chart you clicked becomes a filter for the whole page, so you can answer "of the blocked issues, how are they split by assignee, and what's their cycle time?" in three clicks, without writing a query.

Scope filters vs. cross-filter

Two things narrow a dashboard, and they stay visually distinct:

  • Scope filters (the filter bar) deliberately narrow the whole dashboard — solid chips.
  • Cross-filter (clicking a chart) is exploratory — outlined chips.

Both can be active together. See Concepts.

Drill down through a hierarchy​

Charts can define a drill-down hierarchy — an ordered set of dimensions you click into:

  • Issue type → status — click a type to see its status breakdown.
  • Date: year → quarter → month → day — click a year to zoom into quarters, then months, then days.

A breadcrumb shows where you are and lets you step back out. Set a widget's hierarchy in its ⚙ settings (see Adding charts).

The global filter bar​

The bar at the top filters the whole dashboard independently of any chart click. It offers cascading template variables:

  • Status, Issue type, Priority, Assignee, and Cycle-time bucket — multi-select dropdowns that cascade (choosing one narrows the others to what's still possible).
  • Created-date range — restrict to issues created within a window.

Selections here apply to every widget and combine with any cross-filter.

See the issues behind a chart​

Numbers are only useful if you can get to the issues:

  • Click View N issues to open the list of issues behind the current view (all your scope + cross-filters applied).
  • Drill into a single segment to open just those issues.

The issue list opens in-app in a drawer, so you stay on your dashboard. From there you can jump to any issue in Jira.

Reset​

Reset view clears all scope filters, cross-filter selections, and the date range, returning the dashboard to its default.

Next​