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A challenge emerges when integrating these abstract entities with board context to obtain Sprint and or Kanban metrics for larger organizational organisational units, such as Divisions or Product Lines, which often consist of dozens of teams, each with its own team-level boards. The process of selecting numerous boards as data sources every time new charts are created becomes cumbersome.

To tackle this issue, we introduced the 'Board set' feature. This feature simplifies the aggregation of Sprint and Kanban metrics for large units by enabling the selection of multiple boards as a single data source with just one click, thereby streamlining the chart creation process.

Create board set

To start utilizing utilising board sets instead of individually adding boards each time you create a chart, there are two approaches:

  1. As you go, add the boards you need and save them as a board set directly within the settings.screenshot

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  2. In the 'Board sets' tab, recreate your organizational organisational structure and make use of it when creating charts.
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You can create Scrum board sets or Kanban board sets. A mixed set is impractical because each methodology requires specific calculations.

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These settings are applied by default when you add the board set to the chart.(Displayed screenshot)

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  • Display Name: This name will be shown in place of the actual board name in Jira, providing a simplified identification option if necessary.

  • Sprint Filter: This feature allows you to filter sprints based on their names, utilizing regular expressions (regexp).

  • Custom Estimation Field: Enables the use of any numeric field for calculations.

  • Custom Done Status: This setting allows for the designation of one or more statuses to signify completed work.

Edit board set

You can open and edit the board set from the list and the chart settings. screenshotat any time:

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The board set will be automatically updated across all charts, meaning charts with edited board sets will display the updated data.

Ungroup board set

The board set can be ungrouped - as a result, each board will appear on the chart. Meanwhile, adding the same boards as a board set will aggregate all boards into one group on the chart.

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Adding board sets with the same boards

The board set can include any list of your choosing. It is advisable to name board sets with meaningful titles to easily identify the contents. Ideally, these sets should align with your organizational organisational structure, accurately reflecting its components.

However, a set can also represent a major release or a program. These elements tend to be more dynamic and less stable than the organizational organisational framework, potentially leading to a board appearing in multiple board sets within a single chart.screenshot

The board added in different board sets will be counted for all. In the breakdown by boards, the board will be shown as many times as it is added with the board set's name in parentness.

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