Generating statistics such as sum and average from Custom Fields

[Ryan Swimm]

I have created JSM custom fields. Some of the custom fields include dollar amounts and other numeric amounts. I'm trying to generate a sum and average of a custom field for a set amount of tickets in a time frame. For example, I am trying to find the sum of a dollar amount for all tickets in January 2024. I tried leveraging reports, but that is not counting the value within the custom field.

[Marlene Kegel - codefortynine]

Hello @Ryan Swimm,

I am Marlene, product manager of Quick Filters for Jira Dashboards.

With our app you can sum up any Jira number field, using our statistics gadget and the Quick Pie Chart gadget. It is also possible to display averages, minimum and maximum count (as you can see in the screenshot I attached below).

You can check out our app without installation on our demo dashboards.

[Danut M _StonikByte_]

Hi @Ryan Swimm,

as far as I know, this cannot be done with the Jira's native reports or gadgets. 

Your best option here would be to use the Issue Filter Formula gadget and Advanced Issue Filter Formula gadget offered by our Great Gadgets plugin.  

With these gadgets you can apply from simple (SUM, AVERAGE, COUNT, etc) to complex and combined math formulas against the numeric fields from multiple Jira filters. 

Here are some examples.

See also this article with more examples of these gadgets and how this app will help you to better track your projects in JSM: https://community.atlassian.com/t5/App-Central/An-effective-dashboard-for-Service-Desk-and-Customer-Support/ba-p/2360369 

Hope this helps. For any questions, please don't hesitate to contact us at support@stonikbyte.com. 

Danut

[John Funk]

Hi Ryan,

Where are you planning on using the sum? Is there some type of parent that you could place a custom field for "Total Dollar Amount"?

[Ryan Swimm]

Hi John, 

We have different custom fields such as dollar value, and number of questions in the request. We measure our ticket metrics by the month and by the quarter. There are no parent tickets that these roll up to. If we have 100 tickets in a month, and there are various dollar amounts in each ticket, I want to add the sum via the already existing custom field.

Ryan

[John Funk]

The "problem" with having total fields and no parent is where do you actually store that? So if you have 5 issues that have a field with dollar amounts in them and you want to see the total, then you need a field to store the value in. So that same field would need to be in all 5 issues. And as Automation fires and the field is updated, it shows the same value across all 5 issues. 

But then when you are reporting that gets messy because you then have multiple issues over the timeframe. 

I hope I am explaining that in a way that describes the issue. Personally for something like this, you are better off using an add-on like Rich Filters or Great Gadgets above that will do the math for you in the gadget and show you the results - including sums of columns. It's really the only "clean" way to do it.