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Integrating Jira Filters with Excel

Do you regularly download the same Jira filters to Excel to create pivot tables and reports? If you do, you need to know how to use Excel’s built-in ability to retrieve CSV data directly from the Web and how to use it to make updating these reports simple and fast.

For reasons that are not at all clear to me - I can't seem to post the full text of this article on the Community Board. So, if you really want to learn how to create re-usable Excel spreadsheets that can draw their data directly from Jira and be refreshed automatically, follow this link to my other blog area

I hope next week to be able to post another article directly on the Atlassian Community.

9 comments

really nice article, I'm trying to follow your guide by adapting the instructions for Apple Numbers (the ideal would be for Google Sheets to tell the truth, because I do not use Excel and like me many other people).

Hey Derek, using this for a while now and it works like a dream, however there is one issue I need some help with. First of all to paint the situation. We export issues from a project to reconcile this with information we get from another (external) system. This reconciliation is easy, but the number of issues can reach the 1000 limit, therefore we included a parameter in the JQL based on the creation date.

When importing the data into Excel, one the things that will happen, for instance with the Sprint field, is that in excel it will create multiple columns for all the sprints passed, no issue so far. The challenge occurs when I change parameter of the creation date to a later date, the number of sprint columns will decrease in Excel. And it does not like this and I get an error like:

An error occurred in the ‘SearchRequest-35312’ query. Expression.Error: The column 'Sprint_14' of the table wasn't found

How do I resolved this?

Hi Derek,

Helpful article about running it on the Jira server. It worked for a while, but I noticed some problems with different filters. The issue I am facing is not seeing a good final result. That means that I do not see a "correct" preview before loading. Sometimes I see:

Capture.PNGor only tree structure (with document option can be selected ) and after loading, it looks like:

CaptureI.PNG

Any thoughts why and how to resolve?

Thanks

Derek Fields Community Leader Mar 25, 2022

@Kroupova_ Kristyna - It looks like you have a login problem with Excel. If you look at the lines that Jira is returning, you will see

<title>Sign in to your account</title>

This indicates that Jira is returning a login page instead of the output of the filter.

Thanks for a tip, shall I just investigate login issue directly in Jira? Not sure how to fix it

Derek Fields Community Leader Mar 25, 2022

@Kroupova_ Kristyna If you are able to log into Jira and access the filter, then the problem is on the Excel side. You need to make sure that you have set up Basic authorization with your username/password in Excel. Excel needs to pass your username/password as part of the filter request

I got it but not sure where to amend that, I cannot see it in the Setting option

Hello Derek. 

I connected and all the connections are success. But The content of the document I see is only this

Jira issue.jpg

 

And not all the content of the filter.

 

If I open the CSV link it open all the filter data but not here :(

 

Thanks in advance for any help

Derek Fields Community Leader Jun 29, 2022

@Eduardo Reza - Welcome to the community.

I'm glad you raised the question. My example was taken from a Data Center version of Jira. For Cloud, you have to set your security using an API token.

To create the API token,

  • Go to your Avatar picture and select "Account Settings".
  • On that page, select "Security"
  • From the Security page, click on "Create and manage API tokens"
  • Click on "Create API token". Give it a name and make sure you copy it to a safe place. You will not be able to recover this API token if you lose it

Once you have an API token, set your Authentication method using Basic. Use your email address as your username and the token as your password. 

This will allow you to retrieve the data.

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