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Aggregating numeric fields


I user advanced roadmap in order to plan the work of the teams for a quarter. That seems to be one of the targets of such tools as it supports team capacity for example.


My wise is much more humble thought: I would like to be able to sum the value of the numeric fields under a filter (say estimate effort).

That way I will be able to quickly see how much effort was assigned to a Qtr. 

Any idea how to do that before trying to do it with a chrome add-on?




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Hi @Amir Baruch 

You can see a roll-up of some data...

  • On your Plan - go to View Settings
  • From this drop-down - you can select to visualise a roll-up of...
    • Dates - Show a roll-up of dates in the fields and timeline sections.
    • Others - Show a roll-up of sprints, releases, teams, and estimates in the fields section.


If you mean a custom numeric field though, this isn't possible at this stage.

You could...

  • Either add the custom field to each hierarchical level, or create a second numeric custom field per level as SUM of children
  • Use Automation to aggregate the data between levels
  • Display these custom fields in the Plan


Thanks @Stephen Wright _Elabor8_ .Didn't know about that option.

If I understand correctly it rolls up the numbers to the parent ticket: so for example it aggregates the story points of all user stories and shows it on the EPIC level.

I am more interested with knowing how many user stories have been allocated to a release to make sure that I did not exceed the budget. 

Is there an option to do that?

I am using the following view:

- Team

-- user story 1

-- user story 2


On the team level I would like to see that sum of all user stories of all user stories that appear under that team with that specific team.

Curt Holley Community Leader Apr 03, 2022

@Amir Baruch  you can achieve these things via JQL and using the "Jira" macro on a confluence page or a dashboard gadget.


fixVersion = XXX and "Team[Team]" = 999 

set the display options of the macro to "Total issue count"

display opt.png

Or use the Jira roadmap gadget and get a count of issues per Release/s as well as a progress report.

Screenshot 2022-04-04 085114.png

Like Mauricio GALVEZ likes this

Thanks! and is there an option to aggregate the total efforts or story points? I mean even with a JQL filter.

I am interested with showing budget (total capacity of the team) vs what is planned (all the items that were allocated to the version)

Hi @Amir Baruch 

I think for the release allocation question, what @Curt Holley has suggested is the best option - using JQL to highlight this information on a Confluence page or Dashboard will allow you to review it.


In terms of aggregation - I've seen it done using Automation - where teams aggregate the total effort of story points between hierarchical issues (eg. to Epic level).

But to use these values in JQL, either as a column or to query against, it needs to be metadata. This needs to be listed against an Issue - rather than a Release, where additional information cannot be added at this time.


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