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Report showing all epics with user story status

Johan Holmer Lindell

I'm looking for a way to create an overview report where I can list all epics planned for a release with user story status included. The report should be possible to export to different formats, html for easy sharing and excel for further processing like adding risk assessments etc.

Example:

Epics valid for release 1

----

My first epic

User story X Done

User story Y In progress

My second epic

User story A Done

User story B Done

My third epic

User story L Todo

User story K Todo

Today I'm solving this with plain JIRA and Excel, is evaluating Greenhooper but can't find a way to do this.

(Plain JIRA is adding my own user-story issue type plus an epic project to get the epic->user-story->subtask hierarchy, works fine)

Any ideas?

Thanks

Accepted answers

Igor Sereda [ALM Works]

Johan, Structure plugin can build a hierarchy based on your Epic-Story relationships and export it to Excel.

Create a structure (or use the initially created "Global Structure")
Use Manage Structure page, locate your structure and use "Import" action. Import from "Filter", and use the same filter that defines your Agile board. This will populate the initially empty structure with the issues you have in GreenHopper, but the list will be flat.
Now to get the hierarchy, use "Import" again, and select "GreenHopper". Select applicable projects, specify "Epic Field" to be "Scrum Board Epics". Don't select any Rank field. Run import and you'll have the issues in Structure rearranged as the hierarchy.
Open Structure board and configure grid columns, then press Excel button. You'll get an Excel file with those columns and the hierarchy.

You can also configure the synchronizers to automatically maintain the structure in actual state.

More information in the docs:

Excel export: https://wiki.almworks.com/x/G4KF

Import and synchronization: https://wiki.almworks.com/x/hQBg

Hope this helps!
Igor

Disclosure: I work for the company behind Structure plugin

All comments

Kinto Soft

The Links Hierachy Structure plug-in can provide that report:

https://marketplace.atlassian.com/1211022

1. Create a filter to get all the issues with type = Epic

2. Run the Filter Hiearchy Structure Report and select the filter create above

3. Set the max depth of the structure to 1 and apply any required extra filter until you get just the information you what are looking for.

4. Export to Excel

Or you might create a Traceability Matrix Report to view Epics vs Stories in a matrix view (no export to Excel currently supported)

Igor Sereda [ALM Works]

Johan, Structure plugin can build a hierarchy based on your Epic-Story relationships and export it to Excel.

Create a structure (or use the initially created "Global Structure")
Use Manage Structure page, locate your structure and use "Import" action. Import from "Filter", and use the same filter that defines your Agile board. This will populate the initially empty structure with the issues you have in GreenHopper, but the list will be flat.
Now to get the hierarchy, use "Import" again, and select "GreenHopper". Select applicable projects, specify "Epic Field" to be "Scrum Board Epics". Don't select any Rank field. Run import and you'll have the issues in Structure rearranged as the hierarchy.
Open Structure board and configure grid columns, then press Excel button. You'll get an Excel file with those columns and the hierarchy.

You can also configure the synchronizers to automatically maintain the structure in actual state.

More information in the docs:

Excel export: https://wiki.almworks.com/x/G4KF

Import and synchronization: https://wiki.almworks.com/x/hQBg

Hope this helps!
Igor

Disclosure: I work for the company behind Structure plugin

Natalie Hobson

I second the recommendation for Structure - this plugin is awesome.

kim delgadillo

The AIO plugin easily does the job!

Aron Gombas _Midori_

Use the Better Excel Exporter app to solve this.

You can even create a custom export template that would produce a 100% ready-made report which requires no extra clicks after being exporter.

kapil mehta_z00fpp

If you do not have plugins and still want to do the job anyhow, the below method can be used.

After I stuck in the same issue, I came with one solution using MS Excel.

Export the data in CSV for any project. You must need "Epic Link" in extraction. In my case, it's on the T column in XLS. And, 2 columns I inserted - parent and epic parent.

Then Apply these formulas for the 4th and 5th columns.

The formula for the 4th column (Parent).

IF(J2="Epic",A2,(IF(T2<>0,T2,IF(C2=0,"NA",IF(J2="Sub-task",INDEX($A$2:$A$319,MATCH(C2,$B$2:$B$319,0)),"NA")))))

The formula for the 5th column (Epic Parent).

IF(J2<>"Sub-task",D2,INDEX($D$2:$D$319,MATCH(D2,$A$2:$A$319,0)))

And, then do a custom sort on "Epic Parent" and then by "Issue Type".

Rahul_RVS

Hi All,

I know it is a bit late to answer this, but many people keep looking for an easy solution to this problem. We have built an add-on to manage multiple Epics and their hierarchy on a single page. You may want to try it out.

Agile Tools - Epic Tree and Time in Status

Manage and visualize your Epics with rolled up estimate progress reports.

Key features:

Epic Sum
Configure progress % calculation on either "remaining estimate" or "original estimates"
Epic Tree directly on Issue Screen
Display and manage Epics/Issues of your project
Edit Issue summary, time estimates, story points and assignee on the tree with real time updates in the progress
Rolled up percentage completion and at issue level as well
JQL support for Epic Hierarchy screen
Time in Status report using JQL
Issue Tracker to view complete transitions on your issue screen
- Status Transition : View all the status changes in a single tab along with average time and count in each status. Switch between graphical and tabular view to make more out of the data.
- Assignee Transition : View all the assignees for the issue along with the time for which the issue was with each assignee. Switch between graphical and tabular view to make more out of the data.

Epic Hierarchy Screen_Cloud_Edit.png

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