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Total Story Points from a Filter?

stephan.lewis

Is there a way to get the Total Story points when appling a Filter?

I can see a list of the Story Points - I just want to see the total.

I did try APPS > Open in Microsoft Excel.

Unfortunately the story points come in as Text so you have to grab all the cells and Convert to a Number. You can then do an AutoSum or if you want to get fancy use the Analyze Data option.

But this is too much work to just get a simple total of Story Points based on a Filter.

Is there an easier way?

Accepted answers

All comments

Josh_Unito

Hi @stephan_lewis

The easiest way is through the Backlog. You've got the point totals there with or without filters, including active sprints.

Otherwise you'll need to get an app from the marketplace.

You can also view past discussions on the same topic here, here and here.

Hope that helps!

stephan.lewis

Hi @Josh_Unito ,

I'm not trying to use a filter for Sprints or with regards to a backlog.

In my case I am looking for past closed tickets based on a date range (either for a project/program or based on an Assignee).

statusCategory = Done AND project IN (XxxX)

AND "Jira End Date" >= 2024-01-01 AND "Jira End Date" < 2024-02-01

ORDER BY assignee ASC, created DESC

The "Jira End Date" is a custom field that I added to my workflows to keep track of when an issue is closed (don't like resolution field).

This is just a quick check that I can run with a filter (I have a more complex scenario that I use with the Jira connector and Smartsheets to create Program/Project and people reports)

Josh_Unito

Right, so if you're not using Jira's sprint or backlog calculations, I think you'd need to either get a third party app or export a CSV to a spreadsheet. I just tested it myself though and didn't have the story points come out as text.

From the search/filter: Export Issues > Export CSV (all fields)

It's a bit tedious, but it works if you're looking a solution that doesn't require paying for another app!

Screenshot 2024-05-26 at 1.26.28 PM.png

Hannes Obweger - JXL for Jira

Hi @stephan_lewis,

if you're open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for sum-ups.

This is how it looks in action:

As every sheet is powered by either a JQL statement or a saved filter, you can sum up any issues that you might be interested in.

Sum-ups can also be combined with JXL's many other advanced features, such as support for (configurable) issue hierarchies, issue grouping by any issue field(s), or conditional formatting

Any questions just let me know,

Best,

Hannes

Mehmet A _Bloompeak_

Hi @stephan_lewis

If you prefer using a marketplace app, you can try Sum Up Reports for Jira app developed by our team. This app provides various table reports based on the fields you choose.

You can list the issue fields you want and sum up the values at the bottom.
You can group your data on any field (sprint, status, assignee, component, project etc.) and sum up the field values (story points, time estimate etc.) or take averages.
You can add this app as a gadget to your Jira dashboards.

Here is our live demo dashboard where you can see and modify any sample report and play with it.

For further details, you can have a look at Sum Up and Average Reports in Jira Dashboards article.

If you have any questions, feel free to schedule a demo with us.

Hope it helps.

Vikrant Yadav

Hi @stephan_lewis You can do this via Project Automation rule. Create Manual trigger automation rule, to get Sum of Story points.

Put JQL in User Input Box and hit continue to get Sum of story points based on the JQL issues. But it's limited to 100 issues.

Screenshot 2024-05-27 110935.png

Danut M _StonikByte_

Hi @stephan_lewis,

Our Great Gadgets app offers some gadgets that allows you to calculate SUM, COUNT or any other math formulas on the issues from Jira filters and display them on your dashboards.

Here are some concrete examples.

Issue Filter Formula - lets you apply a SUM, AVERAGE, COUNT, MIN, MAX, etc on a filter or JQL

Advanced Issue Filter Formula gadget - lets you apply a from simple (SUM, AVERAGE, COUNT, etc) to complex math formula by combining the issues from up to 6 filters. With this gadget you will be able to calculate not not only the SUM of story points, but also percentages.

Pivot Table & Pivot Chart gadget lets you calculate the sum of story points and split is by multiple criteria (like project, issue type, assignee, etc) and display as a table, heat-map or chart of various types. Just like in Excel.

You could start with a 1-month of free trial. If you need any help, please contact support@stonikbyte.com.

Hope this helps.

Danut.

Valeriia_Havrylenko_SaaSJet

Hi @stephan_lewis 👋

You can do it with Time in Status pivot feature.

Знімок екрана 2024-04-29 о 19.32.45.png

For Tim and Robert summary is not open, so you can see sum of SP, for Mykola you can see SP for his each task.

But primer propose of Time in Status is showing how long an issue has been in each status, assignee or group.

With our add-on, you have the power to tailor your team's work schedule, ensuring that the calculation is based solely on productive working hours.

Frame 1021.png

Dashboards gadgets feature will keep your finger on the pulse and track team productivity in real-time.

Frame 1028.png

Add-on have 30-day free trial, free up to the 10 users and developed by my team.

I hope you find this helpful 🚀

Amay Purohit_RVS

Hi @stephan_lewis

If you would be interested in a mktplace app, pls try out

Issue Hierarchy

The app also shows your issue hierarchy in a tree view and help you easily Sum up values (time tracking/story point/custom numeric fields) to see overall progress for your Issues at each parent level. Also it provides excel like editing for all the values right on the report and see real time progress updates. The screen grab below shows the total SP of all issues in the filtered results.

Do give it a spin.

(Disclaimer: I work on RVS, the vendor for this app)

Epic Hierarchy - Total Row.PNG

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