How to create a KPI report ?

[Laetitia GASTALDI]

Hi All,

I got a question : how do I do to create a KPI to follow my workshops? 

We got a project with thousands of issues, but I only need the ones identified as "workshops" ( I created a filter to search it easier and quicker). They got 3 criterias : 

- Start (planned) : the inital date of the Workshop

- Start (revised) : if we reschedule it

- Start (actual) : the real date of the workshop

All I need is to follow daily with graph the number of workshops done versus the ones scheduled and the ones to do. 

Please, I don't know how to do it and I do not know how to create a report from scratch (maybe this is the solution...?)
Thanks in advance

Best Regards

Laetitia

[Earl McCutcheon]

Hello @Laetitia GASTALDI ,

I am not aware of a native report in Jira that would line up with what you are looking for here, and I do not have an exact step by step but to do this, however I would recomend setting this up in a Google Sheet OR Excel using the Jira Cloud for Google Sheets (Official) add-on or the Jira Cloud for Excel (official) add-on that will allow you to export the live data from Jira to a spreadsheet where you can manipulate the data and generate reports as needed using the external tools (gSheets or Excel) features,  and generate a custom KPI report based on your three custom date fields you mentioned that track the Planned, Revised, & Actual start dates. with something like the following for your data pull formula to the sheet:

=jira("your custom filter","issuekey,Planned_start, Revised_start, Actual_start",0,5000)

Then generating a report in the spreadsheet side where there are a lot of great walkthroughs to create reports for KPI metric, I found the following two articles for an example of doing this in Google sheets and Excel Respectively that sounds like it lines up with what you are looking for:

• HOW TO MAKE A KILLER DATA DASHBOARD WITH GOOGLE SHEETS
• Create KPI Dashboard

Regards,
Earl

[Laetitia GASTALDI]

hello Earl, 
Thanks a lot for your response. I will see that, it seems good !
BR
Laetitia