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Sum up numeric field from epic to the higher hierarchy defined.

Hello,

I'm using Advanced Roadmaps (cloud) with the following hierarchy: 

Portfolio Initiative >> Initiative >> Epic >> Story >> Sub-Task.

Is there a way to sum up numeric field from all the epics under the initiative to the initiative level?

Automation -

How can I access the parent in higher hierarchy than epic?

How can I sum custom numeric field from all the epics under the initiative to the parent?

 

Any addons I can use?

If script runner - examples will be appreciated :)

 

Thanks,

Yaron 

 

3 answers

Hi @Yaron Azar 

As an alternative, try a Time in Status for Jira Cloud add-on developed by my SaaSJet team. There is a function, Pivot tables, which allows you to perform the task.

Pivot Table View allows you to use such functions for reports analysis:

  • Monitor time for any issue fields, any combination of issue attributes (e.g., assignee time per status, time in status per assignee, compare status time for the whole team).
  • Manipulate the data by math functions (Average, Min/Max, Median, Count, Sum, etc.)
  • Represent data in numerical or %, etc. Highlight the cells using Conditional formatting, Sorting, and Filtering three types of Layouts.
  • Export to CSV and XLSX files.

You can discover more about the PivotTable function here:

Documentation

You can try the trial version or order a demo call. I hope I have helped with my tips.

0 votes
Rahul_RVS_Support Marketplace Partner Jan 10, 2022

Hi @Yaron Azar 

Welcome to the community !!

To visualize the issue hierarchy and sum up of numeric fields at each hierarchy level, we have created an app to track the progress at each level,

Agile Tools - Epic Tree, Links Tree and Time in Status 

You can view the full Jira Issue Type hierarchy of Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks up to 10 levels.

Key features :

  • Hierarchy upto 10 levels deep
  • Progress % on "remaining estimate" or "original estimates"
  • Edit Issue summary, time estimates, story points and assignee on the tree with real time updates in the progress
  • Rolled up percentage completion at all levels
  • Ability to add/remove the columns on the report

Along with this there are multiple other features like Time in Status, Worklogs reports etc which the app provides.

 

Links Hierarchy.png

Thank you @Rahul_RVS_Support  for this input - I'm investing this add on right now.

Can I limit the hierarchy levels?

Is the sun up saved in the relevant parent level? 

Can I override the sum value? 

Rahul_RVS_Support Marketplace Partner Jan 11, 2022

Hi @Yaron Azar 

Thanks for your reply and trying out our add-on.

The sum up value is not saved at the parent issue level. The app will add up the time estimates, story points and any custom numeric field from the lowest hierarchy level  and display the same at each parent level.

You can definitely override the values at each level as they are editable.

Also the hierarchy is based on your Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks but max up to 10 levels. It can certainly be lower than 10 levels.

Can I request you to spare some time, and we can demo the app including all the features which will be beneficial for you to track your projects.

Our mail id is support@rvsoftwares.in .

Looking fwd to hearing from you.

Thanks

Rahul

@Rahul_RVS_Support 

Can custom numeric fields can be editable on in the screen and sum up to the parent level?

Rahul_RVS_Support Marketplace Partner Jan 11, 2022

Hi @Yaron Azar 

As of now custom numeric fields are not editable on the screen.

But if its a must requirement for you, I will discuss with team on the feasibility and work on it.

 

Thanks

Rahul

Hi @Rahul_RVS_Support 

Yes - this is the base requirement.

Thanks,

Yaron

Rahul_RVS_Support Marketplace Partner Jan 11, 2022

Sure @Yaron Azar 

Will check with team and get back

Rahul_RVS_Support Marketplace Partner Jan 12, 2022

Hi @Yaron Azar 

We will be able to make the custom fields editable.

We have an upcoming release, where in there are time in status and worklog report enhancements being built.

We will pick up this change post this upcoming release.

And will keep you posted on the progress.

Thanks

Rahul

Hi @Rahul_RVS_Support 

Thank you for the update.
Will it sun the values of the custom filed to the parent level as well?

 

Any estimation on the release date for the cloud version?

 

Regards,

Yaron

Rahul_RVS_Support Marketplace Partner Jan 12, 2022

Hi @Yaron Azar 

it is already summing up the custom field value upto the parent level as shown in screen below.

We will now make it editable as well. We are looking at an early Feb release for his change.

Please do let me know if you have any further queries.

Thanks

Links Hierarchy Custom Field Roll up.PNG

Hi @Rahul_RVS_Support - 

Thank you for the update - will be happy to be notified when released. 

0 votes

Hi @Yaron Azar , 
you may use something like Epic Sum Up (our plugin) to summarize whatever you want in a summary panel:

summary panel 1.png

and in the next version (3.10) we will release the support for any roadmap hierarchy..

Hi @Andreas Haaken _APTIS_ 

Thank you for the update.

I already tried the Epic Sum Up and currently since its still blocked up to epic level it didn't worked for me.
I'll looking for to see the next release.

BTW - if & how can I store the aggregated values in the parent level?

Hi @Yaron Azar , 

what do you have in mind if you say "storing in parent"? 

all values are calculated on the fly as they are very volatile. But you can snapshot data by using API on DC/Server.

For the support of Jira Roadmaps: I can send you info about planing and we can test on beta as it is already developed. Juts waitiing for release. 
send me an email to: a.haaken@aptis.info for a closer look. 

;)

Hi @Andreas Haaken _APTIS_ 

By storing in parent I mean that I need to find a way to save the numeric field sum value from all the child issues (epics in this case) in the parent.

Ok, why do you want to store this value at the Epic? 
(in comparison to show and live calculate it there?)

Hello again,

I need ability to save the calculated sum of numeric field in the parent for hierarchy levels above Epic once defined via advanced roadmaps.

Ok, do you think about something like this:

custome Number.png

Like Andreas Haaken _APTIS_ likes this

Great, so lets have a look at it soon ;) 

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