Group by Column Summary Values

[Brandon Moberg]

Hello! We just started our Jira PD Premium trial, and we're loving its potential. We've run into one potential deal-breaker in converting beyond our trial, so I wanted to see if I'm just missing a solution here, and if not, whether this is a feature gap that can be mitigated.

The issue we've encountered is the limited flexibility in defining the group by column summary values when Grouping by.

Our use case:

1. We have 2 issue types (Opportunities and Ideas) that are connected
2. We have a view where we group by opportunities to show the idea within them
3. We track project status (see field example below) at the idea level
4. We want to be able to aggregate the project status to the Opportunity group by row, too, in the same view
5. But the existing options don't provide a meaningful, high signal of the overall status at the Group By level.
   1. Count, Empty, Filled don't tell you much
   2. Average, Median have limitations:
      1. Field values can't be excluded, even if empty, they're applied
      2. You can't classify the resulting value for a high-signal aggregate (e.g., 3.7 = "At Risk")

Are there known/planned solutions for this?

The only 2 we'e thought of so far are less than ideal:

1. Return a weighted value (e.g., 3.7) and define a value range | key in the field description. This doesn't really work because all stakeholders would have to know they:
   1. Should hover over the field description to see the value range | key
   2. Memorize the value range | key
2. Create a separate view (non-group by) just of Opportunities to show status at that level (either based on manual field input or automated calculation based on Ideas connections)
   1. Nullifies the value of hierarchies and being able to see layered signal in 1 view

I'm sure there are other options, but some of the ones we thought could help here:

1. Enable a "Select Group by Issue field" to populate the group by column summary
   1. Users classify project status in the Opportunity (either manually or using automation when looking at the connected Ideas), and that is returned in the column summary
2. Make the weighting options more agile (e.g., ability to define a range of values + corresponding value to return when using avg & median, etc.)
3. Enable the ability for the Group by column summary row cell value to be manually populated (or by formula, automation, etc.)
4. Enable the ability to group by column summary for the Delivery Progress and Delivery Status fields

I really appreciate any insight. We really want to make Premium our new plan, but this might be our biggest hurdle so far. Thank you!

[Hermance NDounga · Accepted solution]

Hi Brandon! 

Glad to hear you're enjoying Jira Product Discovery so far. 
Hierarchies are still in Beta so it's a very recent feature, and we are currently implementing the most requested features (such as better filters, ability to publish views containing connexions etc...) 

What you're looking for would a sort of "roll up" of values for all ideas under a certain opportunity, and you're correct that is currently not possible - you've in fact already thought about more workaround than I could think of, but I get those aren't fully satisfying. 

Having a "roll up" is definitely something we will explore in the future but we have no ETA for this specific enhancement at the moment. 

Best Regards,
Hermance
Sr. Product Manager @ Jira Product Discovery

[Brandon Moberg]

Thank you for the response, @Hermance NDounga Is this the best place to see the planned Jira PD roadmap? Thank you!

[Hermance NDounga]

Yes absolutely 👍🏽

[Brandon Moberg]

@Hermance NDounga As the Atlassian Jira Product Discovery Roadmap expert, I was hoping you could help provide some expert guidance there. Thank you!