Here at the product integrations team at Atlassian, we are thrilled to announce the new Jira Cloud for Excel add-in! This add-in lets you export Jira data directly to Excel using existing filters or custom JQL.
It is available for free on the AppSource marketplace and can be installed by any Office 365 user (for both the Online and Desktop version, Excel 2016 and later.) The add-in works with all Jira Cloud products (Jira Software, Jira Core, Jira Service Desk).
(Your Office365 admin might need to grant access to add-ins)
Not using Excel? Check out the Jira Cloud for GSheets plugin.
Jira’s standard reports are great for understanding your team's performance at a glance, but they often don't give you the flexibility you need to answer your specific questions.
With the Jira Cloud for Excel add-in, you get the power of Excel to slice and dice your Jira data and create the custom reports and charts you need to answer your organizations pressing questions such as:
Create a stakeholder report in Excel to provide updates on progress towards project goals
Use pivot tables to analyze the velocity of a development team and figure out where your bottlenecks are
Estimate the quality of shipped code by joining completed stories with bug re-open rates in Excel
Gain a portfolio-level view of your teams work by pulling data from multiple projects
Your saved filters in Jira will automatically appear in the side panel. Simply select a filter and the import will display the corresponding data (The filter must be starred in order for it to appear). You can also use JQL to import and select the exact fields to return. If you already have Jira data in your workbook you can refresh the data with a single click.
This option is the most powerful one as it allows you to write a custom JQL query and specify the list of Jira fields and number of rows you want the query to return. You can also use it to paginate through a large list of issues. Check out our example spreadsheet to see what else the JIRA() function can do.
The easiest way to export Jira data to Excel is by using the brand new `Open in Excel` option under the Export dropdown. With this, you can open any Jira search or filter directly in Excel without the need to download, save and convert CSV files. This functionality will be available in your Jira instance in the coming month.
Note that Excel custom functionals are available on the following platforms:
Office on Windows (version 1904 or later, connected to Office 365 subscription)
Office on Mac (version 16.24 or later, connected to Office 365 subscription)
Office on the web
Excel custom functions are currently not supported on iPad or in one-time purchase versions of Office 2019 or earlier.
Follow the prompts to give the add-on access to your Office 365 account.
Note: If you have trouble installing the add-in, refer to this article for troubleshooting.
Once you’ve downloaded the add-on and followed the prompts to give the add-on access to your Office365 account, you’ll need to connect your Jira instance.
You should see a Jira icon appear in the upper right hand of the Home tab. Click on the Jira logo to begin using the Jira Cloud for Excel add-in.
Want some tips on getting started? Check out our guide here.
Philipp SuchanAtlassian Team
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