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Filtered report for a dashboard

Kylie Manning May 14, 2019

We have created custom fields in our Tickets called Estimated Time and Remaining Time. I am trying to create a gadget for the dashboard showing Total Remaining Time for each Assignee for the current week. 

It shows every ticket for that week for each Assignee so I can't get it to Group by Assignee. Is there a way to do this?

 

Thanks, Kylie

1 answer

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Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 17, 2019

Hello Kylie,

Welcome to Atlassian Community.

I understand that you would like to sum the Remaining time for all issues per assignee and display this number in a gadget. Have I understood it properly?

Unfortunately, JIRA does not have the functionality to sum the values of a field based on specific Criteria (Assignee, for example).

However, the add-on sumUp for Jira provides you this exact functionality, including the sumUp Filter Result Gadget that provides you with the sum of the columns in your filter.

Let me know if this add-on would be an option for you.

Kylie Manning May 18, 2019

Hi, 

Thank you so much for your response. I can see the add-on would sum up the totals however does it also allow me to consolidate then by Assignee, so instead of showing 10 tasks for 1 assignee, the individual time and then the sum, could it just show the 1 assignee's name and the total sum of time. 

I am trying to get of how much capacity each assignee has in their schedule. 

Thanks again, 

Kylie

Thorsten Letschert _Decadis AG_
Community Champion
May 20, 2019

Hi @Kylie Manning

I hope you don't mind me stepping in. You can in fact group your results by assignee:

sumup_group-by_assignee.PNG

Just click Edit to access the gadget configuration and choose Assignee in the Group Field Y section.

Cheers
Thorsten

Like Petter Gonçalves likes this
Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 20, 2019

Thank you for providing the required information, @Thorsten Letschert _Decadis AG_ 

Kylie Manning May 20, 2019

@Thorsten Letschert _Decadis AG_ @Petter Gonçalves 

Hi Thorsten, 

Thank You for the above, great so I can group by Assignee if I have the sumUp Filter Gadget, how would I go about getting this add-on, is there a cost involved?

Thank again both Thorsten and Petterson. 

Kylie

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 21, 2019

Hello Kylie,

I believe you are using JIRA Cloud application. Is that correct?

If that's the case, you can navigate to your JIRA Site >  Type GG > type Find new Apps OR navigate to JIRA Settings > Apps > Find new Apps.

Type in the search bar Epic Sum Up to find the add-on and install it.

You can check the cost of the add-on in the link below:

Epic Sum-up Pricing

Let me know if you still have any questions.

Kylie Manning May 21, 2019

Hi Petterson, 

I installed the Epic Sum Up App and it shows a summary panel of remaining hours on tasks, sub tasks and projects however is there a way I can get this into a list view. What I am trying to achieve is to update my dashboard so I can see all my assignees (4 of them) showing a roll up of their estimated time remaining across all jobs so I can see what capacity we have.
Please see the below attachment, I am just trying to group Reece for example so it will just be 1 line item saying Reece - Est. 20 hours remaining, then Dean - Est. 12 hours remaining etc. I thought this Epic Sum Up should do that but it seems to only do a sum up on individual projects and tasks, is that correct?
Thanks, Kylie

https://www.dropbox.com/s/ues9ucd13tjmzbe/Screenshot%20%285%29.png?dl=0

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 22, 2019

Hello Kylie,

Per your screenshot, you are using the default Filter results gadget of JIRA and not the sumUp Filter Result Gadget I mentioned previously.

Please, add the sumUp Filter Result Gadget to your dashboard and you will be able to select a field to sum up (remaining Hours) and another to group (Assignee):

Screen Shot 2019-05-22 at 14.43.50.png

Kylie Manning May 22, 2019

Hi Petterson, 

Yes I saw that however I don't have that gadget, see attached? How do I add that gadget?

Thanks, Kylie

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 23, 2019

Hello Kylie,

The sum-up add-on I mentioned provides four gadgets (Including the sumUp Filter Result Gadget) when you install it, so you should be able to add it as soon as you installed the add-on.

I see that this question is tagged as JIRA Cloud. Can you please confirm that you are using JIRA Cloud and not Server? I'm not sure if the same features are provided on Server versions.

@Thorsten Letschert _Decadis AG_ could you please help us understand why the Gadget is not appearing for Kylie?

Thorsten Letschert _Decadis AG_
Community Champion
May 24, 2019

Hi @Kylie Manning, hi @Petter Gonçalves,

given Kylies last comment, she stated to have installed Epic Sum Up - which is in fact another app. :)

Right before, we were talking about sumUp for Jira. Unfortunately I can't say anything on whether Epic Sum Up is capable doing what is requested.

So @Kylie Manning please install the 'correct' app and give it a try.

Cheers
Thorsten

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 24, 2019

That was my fault, I gave her the wrong plugin name.

I apologize for it, @Kylie Manning . 

Let us know if the sumUp for JIRA has worked for you.

Kylie Manning May 27, 2019

@Petter Gonçalves  @Thorsten Letschert _Decadis AG_ 

Hi both Petterson and Thorsten, 

I installed the SumUp for Jira app and it works perfectly. I want to say Thank You to you both for providing a solution for this and being patient with me.

Thank You, 

Kylie

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 28, 2019

You are welcome @Kylie Manning

Thank you very much for your feedback. I'm glad to know you were able to achieve the functionality you needed. 

Have a nice week! :)

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