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.

23 comments

Deleted user June 12, 2020

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).

Albert van der Vlis July 3, 2020

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?

Kroupova, Kristyna March 25, 2022

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

C_ Derek Fields
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March 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.

Kroupova, Kristyna March 25, 2022

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

C_ Derek Fields
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March 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

Kroupova, Kristyna March 25, 2022

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

Eduardo Reza June 28, 2022

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

C_ Derek Fields
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June 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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Eduardo Reza July 7, 2022

Thanks Derek.

It worked. But I am only able to export 1000 fields .

 

Is there a way to export more than 1000?

 

Thanks again

 

C_ Derek Fields
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July 7, 2022

@Eduardo Reza - No, 1,000 records is the maximum in Cloud in a single download. In order to download the next 1,000, you need to add "&startAt=1001" to the URL and then keep updating it.

I am sure that there is a way to automate it in Excel so that you can download everything 1K records at a time, but I haven't had a chance to work on that.

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lihi marzuk August 1, 2022

thanks @C_ Derek Fields  works great! any tips to make my issues key to present as link to the ticket and not only the number? 

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C_ Derek Fields
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August 1, 2022

You can add a new column with this formula

="https://<jira_url>/browse/"&A2

Replace <jira_url> with your actual URL and A2 with the correct cell for where the Issue Key is displayed. Excel should display it as a link.

You can either do this manually after you refresh the data or you can update the transformation to add this column as a step when the data is refreshed.

Hope this helps.

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Oleksandr Chalyi November 14, 2022

@C_ Derek Fieldsgood day.

You mentioned "You need to make sure that you have set up Basic authorization with your username/password in Excel" - does it mean that with SSO implemented current Jira server - excel integration is not possible?

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C_ Derek Fields
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November 14, 2022

@Oleksandr Chalyi I don't think that there is any way to use SSO because of the way that SAML works. I believe that you need to use Basic Authorization. 

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Oleksandr Chalyi November 14, 2022

Thanks, @C_ Derek Fields , for super prompt response!

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Samuli Miettinen March 22, 2023

Hey. Link to the article does not seem to work. Is it possible to update it?

C_ Derek Fields
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March 22, 2023

@Samuli Miettinen - Thanks for pointing this out. My company is apparently making updates to the website and didn't tell me. Let me see what I can do. I'll post here when I get it sorted out.

C_ Derek Fields
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March 22, 2023

@Samuli Miettinen Just a thought - Jira Cloud now has a built in export to Excel button on the Advanced Filter that will export your data to an excel spreadsheet. 

Martin Maida December 11, 2023

I have the same issue in JIRA CLoud, we just migrated and i can not reuse the filters that i have in the previous version.

We have SSO and i couldn't integrate the filter in excel  


I tried to adapt it and no way.


Karthik mvp
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February 2, 2024

@C_ Derek Fields  hi Derek,  I'm following the same steps cvs link and basic auth, but I'm getting Access to the resource is forbidden error, can you please guide me 

C_ Derek Fields
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February 2, 2024

@Karthik mvp Can you post a screen shot of the error message that you are getting?

Martin Maida February 7, 2024

hello All,

I have found a Pulg-in to install in Excel to integrate Excel-Jira
Thanks

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