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Export data to Excel & Refresh

I am looking to simply export filtered data to excel & have the ability to refresh the data within excel, I am aware of this plugin https://marketplace.atlassian.com/plugins/pl.com.tt.jira.plugin.excel2jira however it is very slow my excel instance keeps crashing because of it.

Another way I tried was from excel using Power Query -> From Web and entering this link: 
http://<server>/secure/IssueNavigator.jspa?mode=hide&requestId=<issue number>&os_username=<username>&os_password=<password>

This worked for me and it actually exported the data but that was a one off, When i try to do the same thing now i get the following information? Which is bizarre..

KindNameChildrenText
ElementHTML[Table] 

I would like to know if there is any other way of doing it: It's quite a simple concept but can't seem to find anything on it on the internet.

Thank you.

4 answers

2 votes
Midori Rising Star Apr 01, 2016

Better Excel Plugin does a great job with the first problem of the problem (export to Excel), but it isn't bi-directional (will not re-import your changes).

This feature is in our backlog, however, so you may want to watch the add-on on Atlassian Marketplace for the updates.

Hi Jaafar,

With JExcel, you can export your JIRA data to Excel.

Like this: export excel.jpg


It is also possible to use Ctrl C + Ctrl V. Refresh it in Excel, and import it back to JIRA the same way. smile


But you can ignore the whole import/export procedure and edit your issues directly in JExcel.
It totally feels like an Excel in JIRA. And Its totally free!

You can download it from the Marketplace: 
https://marketplace.atlassian.com/plugins/com.moresimp.jexcel

Hope this helped.

Regards, Mark

 

Hi all,

 

I am using Excel in Mac, version 16.30, and I cannot import the information from Jira directly 

I create a .iqy file with the url "https://mycompany.atlassian.net/sr/jira.issueviews:searchrequest-csv-current-fields/11940/SearchRequest-11940.csv"  but Excel show me an error, the data source not respond with data :S

 

Can I help me?

 

Thanks,

I am cross posting this solution because I couldn't find any answers online.  You can easily and automatically import Jira Cloud data directly into Excel by following these steps:

 

1. Create a filter view in Jira with all of your desired columns, save it, and make a note of the path.  Example: https://mycompany.atlassian.net/issues/?filter=11940

2. Change the path to https://mycompany.atlassian.net/sr/jira.issueviews:searchrequest-csv-current-fields/11940/SearchRequest-11940.csv

Note that going to this URL in your browser returns a CSV file.

3. Start Excel, and select Data menu, New query, From Other Sources, From Web

4. A dialog will appear asking you for the URL. Paste in your CSV URL from step 2, and click OK

5. You will be prompted with a permissions dialog.  Select Basic authentication, enter your Jira username and password, and click Connect.

6. After Excel connects, you will see a dialog with a preview of the table.  Click Load to load it into the current worksheet.

 

From this point forward, your Jira credentials will be cached, and you can update the query at any time by clicking Data/Refresh all.

Hi, 

I am trying to use this option but I can't find the new query option in Excel/ Google sheet ( I am using Excel 365 ON mac) Do you have any suggestions? 

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