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How Can I Display the Sum of Values in a Given JIRA Field on a Confluence Page

Bryan Fitzgerald

Hi there! I am in the process of migrating my team from Excel to JIRA/Confluence for our 2025 roadmap. We have a custom JIRA field for all of our projects, which are defined at the Story level. For help visualizing our capacity to our leadership, I need to be able to display the current sum of our custom field (weighted minutes) against our capacity number.

For a quick example, what I'm looking for would be a way to display the sum of all values in the weighted minutes field shown below. Ideally, it would be in a graph, but even just a simple sum at this point would be fine.

The table is populating using JIRA Issues and a filter.

What we currently have in Excel looks something like this, with blue being what would be the sum of the weighted minutes field, and the red our capacity.

Please let me know if anyone can help here or if this has been answered elsewhere. I looked around but couldn't find anything that fit.

Accepted answers

Stiltsoft support

Hi @Bryan Fitzgerald ,

We develop the Table Filter, Charts & Spreadsheets for Confluence app that supports macro generated Confluence tables (Jira Issues, Page Properties Report, etc.).

You'll be able to perform the following: insert your Jira Issues macro in the Table Toolbox macro. The latter was developed to overcome the limitations of Confluence Cloud - inside its shell you'll be able to nest several macros with bodies.

So, inside the Table Toolbox macro you'll be able to wrap your Jira Issues in the Pivot Table and/or Table Transformer macros for aggregation and calculations. Then on top you may use the Chart from Table macro and visualize your calculated data.

Every time the data coming from the Jira Issues macro changes, the output of our macros will change as well and you'll get an up-to-date dashboard.

Maybe it sounds not clear if you are not familiar with the app, so please book a live demo with us - we'll show you this case.

All comments

Alex Ortiz

@Bryan Fitzgerald Welcome to the Atlassian Community!

You have a few different options, but the bad news is that the way you are trying to do it isn't possible. But here are your options:

1). You can use an app like JXL which I'm told integrates with Confluence and it should perform this rollup for you

2). If you are on Jira Cloud Premium, you can use a Jira Advanced Roadmap (Plans) and pull in your field. There is a rollup function built into that. Of course to use this, your issues need to roll up to a parent. This parent should be any issue that is above your current issue that you are using (not pictured in your screenshot). For example, your stories can rollup to an epic and the epic would have the rolled up number summed up for you.

3). Similar to option 2, you could use an automation rule that sums up your custom field and places the summed up value in a parent issue above your current issue type.

Stiltsoft support

Hi @Bryan Fitzgerald ,

We develop the Table Filter, Charts & Spreadsheets for Confluence app that supports macro generated Confluence tables (Jira Issues, Page Properties Report, etc.).

Every time the data coming from the Jira Issues macro changes, the output of our macros will change as well and you'll get an up-to-date dashboard.

Maybe it sounds not clear if you are not familiar with the app, so please book a live demo with us - we'll show you this case.

Danut M _StonikByte_

Hi @Bryan Fitzgerald,

I don't see an easy way for creating such report in Jira / Confluence.

My advice is to search on Atlassian Marketplace for a plugin that has such capabilities.

If you consider the idea of using a plugin, our Great Gadgets could be helpful because it offers some gadgets that can display this type of info.

Advanced Issue Filter Formula gadget - this gadget lets you sum-up a numeric field (like Weighted Minutes) for the issues in a filter. In addition, it can calculate percentages, so you could use it to display capacity vs planned for a quarter.

Pivot Table & Pivot Chart gadget - can sum-up your Weighted Minutes field for the issues from a filter, and split it by project and quarter (based on a date field, like Created). It works like pivot tables from Excel.

Danut.

Bryan Fitzgerald

Just tried this out and it worked great! The chart is a plus if I can make it work, but for now the pivot table macro was easy enough to insert and get working to find the sum. Thanks so much! I'll be playing around with this more and will request a demo if needed.

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