I'm looking for a way to create an overview report where I can list all epics planned for a release with user story status included. The report should be possible to export to different formats, html for easy sharing and excel for further processing like adding risk assessments etc.
Epics valid for release 1
My first epic
User story X Done
User story Y In progress
My second epic
User story A Done
User story B Done
My third epic
User story L Todo
User story K Todo
Today I'm solving this with plain JIRA and Excel, is evaluating Greenhooper but can't find a way to do this.
(Plain JIRA is adding my own user-story issue type plus an epic project to get the epic->user-story->subtask hierarchy, works fine)
Johan, Structure plugin can build a hierarchy based on your Epic-Story relationships and export it to Excel.
You can also configure the synchronizers to automatically maintain the structure in actual state.
More information in the docs:
Excel export: https://wiki.almworks.com/x/G4KF
Import and synchronization: https://wiki.almworks.com/x/hQBg
Hope this helps!
Disclosure: I work for the company behind Structure plugin
The Links Hierachy Structure plug-in can provide that report:
1. Create a filter to get all the issues with type = Epic
2. Run the Filter Hiearchy Structure Report and select the filter create above
3. Set the max depth of the structure to 1 and apply any required extra filter until you get just the information you what are looking for.
4. Export to Excel
Or you might create a Traceability Matrix Report to view Epics vs Stories in a matrix view (no export to Excel currently supported)
If you do not have plugins and still want to do the job anyhow, the below method can be used.
After I stuck in the same issue, I came with one solution using MS Excel.
Export the data in CSV for any project. You must need "Epic Link" in extraction. In my case, it's on the T column in XLS. And, 2 columns I inserted - parent and epic parent.
Then Apply these formulas for the 4th and 5th columns.
The formula for the 4th column (Parent).
The formula for the 5th column (Epic Parent).
And, then do a custom sort on "Epic Parent" and then by "Issue Type".
I know it is a bit late to answer this, but many people keep looking for an easy solution to this problem. We have built an add-on to manage multiple Epics and their hierarchy on a single page. You may want to try it out.
Manage and visualize your Epics with rolled up estimate progress reports.
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