Does Jira support sum-up and roll-up functionality natively, or is a custom solution required?

Sonu February 1, 2025

 

Does Jira support sum-up and roll-up functionality natively, or is a custom solution required?

3 answers

0 votes
Rahul_RVS_Support
Atlassian Partner
February 3, 2025

Hi @Sonu 

As suggested by others you can build your own custom solution for this requirement or use a mktplace app for the same. As the summing up features are limited in Jira.

If you are open to try out a mktplace app, do take a look at

Issue Hierarchy 

The shows Epic Hierarchy and progress at each parent level. It rolls up time tracking fields, story points and any numeric custom fields too.

(Disclaimer: I work for RVS, the vendor for this app)

 

Epic Hierarchy.png

0 votes
Danut M _StonikByte_
Atlassian Partner
February 2, 2025

Hi @Sonu,

In general the Jira gadgets and reports are based on issue count, not sum of a field.

If you need stats by sum of fields, a possible solution would be to search for a plugin on Atlassian Marketplace. 

In case you want to try a plugin, our Great Gadgets app offers some dashboard gadgets that allows you to generate stats based on sum of fields, counts, percentages, etc. The gadgets to look at are:

  • Pivot Table & Pivot Chart gadget - lets you generate pivot tables, heatmap tables and charts of various types just like in Excel
  • Advanced Issue Filter formula gadget - lets you apply math formulas by combining the data from multiple filters/JQLs. Helpful to display counts, sum of fields, average or metrics based on custom math calculations
  • Issue Filer Formula gadget - displays count, max, sum of field, average, etc and display the result as a number, colored number or gauge chart.

Danut

0 votes
Bill Sheboy
Rising Star
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February 1, 2025

Hi @Sonu 

There is limited summing capability for dashboard gadgets and the built-in reporting for project boards.  There is no generic "sum any field" capability.

Some possible workarounds include:

  • exporting issues for reporting in external tools
  • using the REST API to pull issue data into external tools
  • using Atlassian Marketplace addons / apps for dashboards, reporting, or to script field summation
  • using custom fields and automation rules

Kind regards,
Bill

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