Visualize assets data using Assets Dashboards
10 min
By the end of this lesson, you鈥檒l be able to:
- Visualize assets data and trends with Assets dashboards and chart widgets
- Manage and share Assets dashboards
Visualize your assets data
The new Assets Dashboards in Jira Service Management provide a clear, visual overview of your assets and configuration data. Assets Dashboards help your teams quickly understand asset usage, identify trends, and make informed decisions about maintaining and optimizing your asset ecosystem.
Assets Dashboards use near real-time data, but recent changes to your assets may take a few minutes to appear in charts and visualizations.
You can configure Assets Dashboards using dashboard templates and filters to focus on specific asset types or relationships. Each dashboard displays charts and visualizations of your objects, their related work items, the spaces they belong to, and how long they鈥檝e been in use. You can save these configurations as reusable dashboard views so you can quickly return to the same insights whenever you need them.
馃憞Click the tabs below to explore what you need to view or edit a dashboard.
You need view or edit permissions for that specific dashboard.
Dashboard access controls who can open or edit an Assets dashboard, while schema permissions control which asset data is visible on it.
Create a new dashboard
To create a new custom dashboard in Assets:
- Using the app switcher or the space sidebar, navigate to Assets.
- On the left sidebar, select Dashboards.
- On the top right of the page, select Create dashboard.
- Select Custom dashboard, then select Create. You鈥檒l see a blank dashboard grid layout called New dashboard. Use the grid layout to add rows and choose how many columns you want in each row.
- In any empty cell, select Add widget to create a chart or table. You can choose a chart type (for example, vertical bar, donut, or data table) and then select the schema, object type(s), and metrics you want to show.
- When you have configured your dashboard, rename it using the title at the top, then select Done.
Narrow your dashboard display using global filters
You can add filters at the top of each dashboard. These are top-level filters applied to all charts in the dashboard.
馃憠 For example: The IT Employee Assets schema stores the team鈥檚 information about laptops, software, and servers. A dashboard viewer can then use global filters, such as Laptop status and Warranty expiry, to refine the charts displayed on the dashboard.
馃憞Here鈥檚 how you can use global filters for your dashboard.
Different charts for your data appear on an Assets dashboard
Each dashboard template will provide you with a different set of charts. The chart widgets available are the vertical bar, horizontal bar, donut, line and data table widgets. You can customize a dashboard to add, remove or edit the chart widgets. Each chart widget can use a different chart metric.
馃憞 Click the boxes below to learn about five different chart widget metrics.
The bar and line chart widgets can analyze data over time are when they use a date attribute on the x鈥慳xis.
Share your Assets dashboard
When you鈥檝e finished configuring a dashboard, save it and adjust its settings to control who can view and edit it.
Each dashboard has its own access settings, so you can decide whether it鈥檚 private, shared with specific users or teams, or available more broadly across your service spaces. Depending on their permissions, teammates may be able to view the dashboard, apply their own filters, or edit chart widgets to suit their needs. This helps your whole team work from a shared, up-to-date picture of your assets.
To share an Assets dashboard:
- Using the app switcher or the space sidebar, navigate to Assets.
- On the left sidebar, select Dashboards.
- Select the More actions (represented by 路路路) menu for your dashboard.
- Select Manage access.
- Set who can view or edit the dashboard.
- Select Save.
Dashboard owners can use Manage access to choose who can view or edit each dashboard, while schema permissions still govern which asset data those viewers can actually see.
From the dashboard鈥檚 More actions (represented by 路路路) menu, you can also archive dashboards you no longer use (so they鈥檙e hidden but can be restored later) or delete dashboards you鈥檙e sure you don鈥檛 need anymore.
You can embed Assets data in Confluence pages using the Assets macro. For safe sharing with a wide audience, give people the object viewer role on the relevant schema. In Jira work item descriptions and comments, you can use the same macro to show object details to people who don鈥檛 have an Assets license, as long as they have the right schema access.
You can鈥檛 directly export or download data from an Assets dashboard widget itself, but you can export the underlying Assets data (for example, by exporting objects from a schema to CSV) that powers your dashboards.