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Sum up numeric field from epic to the higher hierarchy defined.

Yaron Azar_4xsgo0

Hello,

I'm using Advanced Roadmaps (cloud) with the following hierarchy:

Portfolio Initiative >> Initiative >> Epic >> Story >> Sub-Task.

Is there a way to sum up numeric field from all the epics under the initiative to the initiative level?

Automation -

How can I access the parent in higher hierarchy than epic?

How can I sum custom numeric field from all the epics under the initiative to the parent?

Any addons I can use?

If script runner - examples will be appreciated

Thanks,

Yaron

Comments

Andreas Haaken (APTIS)

Hi @Yaron Azar ,
you may use something like Epic Sum Up (our plugin) to summarize whatever you want in a summary panel:

summary panel 1.png

and in the next version (3.10) we will release the support for any roadmap hierarchy..

Rahul_RVS

Hi @Yaron Azar

Welcome to the community !!

To visualize the issue hierarchy and sum up of numeric fields at each hierarchy level, we have created an app to track the progress at each level,

Agile Tools - Epic Tree, Links Tree and Time in Status

You can view the full Jira Issue Type hierarchy of Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks up to 10 levels.

Key features :

Hierarchy upto 10 levels deep
Progress % on "remaining estimate" or "original estimates"
Edit Issue summary, time estimates, story points and assignee on the tree with real time updates in the progress
Rolled up percentage completion at all levels
Ability to add/remove the columns on the report

Along with this there are multiple other features like Time in Status, Worklogs reports etc which the app provides.

Links Hierarchy.png

Yaron Azar_4xsgo0

Hi @Andreas Haaken (APTIS)

Thank you for the update.

I already tried the Epic Sum Up and currently since its still blocked up to epic level it didn't worked for me.
I'll looking for to see the next release.

BTW - if & how can I store the aggregated values in the parent level?

Andreas Haaken (APTIS)

Hi @Yaron Azar ,

what do you have in mind if you say "storing in parent"?

all values are calculated on the fly as they are very volatile. But you can snapshot data by using API on DC/Server.

For the support of Jira Roadmaps: I can send you info about planing and we can test on beta as it is already developed. Juts waitiing for release.
send me an email to: a.haaken@aptis.info for a closer look.

Yaron Azar_4xsgo0

Thank you @Rahul_RVS for this input - I'm investing this add on right now.

Can I limit the hierarchy levels?

Is the sun up saved in the relevant parent level?

Can I override the sum value?

Rahul_RVS

Hi @Yaron Azar

Thanks for your reply and trying out our add-on.

The sum up value is not saved at the parent issue level. The app will add up the time estimates, story points and any custom numeric field from the lowest hierarchy level and display the same at each parent level.

You can definitely override the values at each level as they are editable.

Also the hierarchy is based on your Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks but max up to 10 levels. It can certainly be lower than 10 levels.

Can I request you to spare some time, and we can demo the app including all the features which will be beneficial for you to track your projects.

Our mail id is support@rvsoftwares.in .

Looking fwd to hearing from you.

Thanks

Rahul

Yaron Azar_4xsgo0

@Rahul_RVS

Can custom numeric fields can be editable on in the screen and sum up to the parent level?

Yaron Azar_4xsgo0

Hi @Andreas Haaken (APTIS)

By storing in parent I mean that I need to find a way to save the numeric field sum value from all the child issues (epics in this case) in the parent.

Anthony Kozlov_SaaSJet_

Hi @Yaron Azar

As an alternative, try a Time in Status for Jira Cloud add-on developed by my SaaSJet team. There is a Pivot table function, which supports such additional options for report analysis:

Monitor time for any issue fields, any combination of issue attributes (e.g., assignee time per status, time in status per assignee, compare status time for the whole team).
Manipulate data by math functions (Average, Min/Max, Median, Count, Sum, etc.)
Represent data in numerical or %, etc. Highlight the cells using Conditional formatting, Sorting, and Filtering of three types of Layouts.
Export to CSV and XLSX files.

Discover more about the Pivot Table function.

You can try the trial version or order a demo call. I hope you find it helpful.

chithra madhav

Hi All,

I have an Epic & i have linked multiple existing stories in it.
I need to create a Calculated scripted field from which Estimations of all stories linked in Epic should be summed & display it.
I also have an scripted field for Stories which calculate the sum of all tasks & sub-tasks linked with the stories & provides expected result

I tried to invoke that field in this Epic Script ,to calculate & generate output but it results as 0.

Please find below Script & help me on this requirement ASAP

Script Used-->//Scripted field-->Stories linked with Epic --Original estimate Calculation

import com.atlassian.jira.ComponentAccessor
import com.atlassian.jira.issue.CustomFieldManager
import com.atlassian.jira.component.ComponentAccessor;
import com.atlassian.jira.issue.Issue
def issueLinkManager = ComponentAccessor.getIssueLinkManager()
def cfManager = ComponentAccessor.getCustomFieldManager()
double totalestimate = 0
customField = cfManager.getCustomFieldObject("customfield_14126");

//customField1 =cfManager.getCustomFieldObjectsByName()
log.debug(customField)

if (issue.getIssueTypeId() != "10000") {
return null
}
issueLinkManager.getOutwardLinks(issue.id)?.each {issueLink ->;
if (issueLink.issueLinkType.name == "Epic-Story Link" ) {
def linkedIssue = issueLink.destinationObject
log.debug(linkedIssue)
double originalestimate =(double)(linkedIssue.getCustomFieldValue(customField) ?: 0)
log.debug(originalestimate)
totalestimate = originalestimate + totalestimate;

}}

Thanks in Advance

Regards,
Revathy.M

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