How to present percentage (one number) of multiple issue statuses in the specific Epic?

[Štefan Cvejn]

Hi all, 

I have certain statuses that say that something is done in the ticket even if the ticket is not Resolved yet.

Is there a way how to display one percentage number of e.g. In Review, For Approval, Resolved statuses combined?

Say, I have 100 tickets total, 10 are In Review, 10 in For Approval and 10 are Resolved and I would like to display that 30% is "done"

Thanks a million in advance!!!

[Bill Sheboy · Accepted solution]

Hi @Štefan Cvejn -- Welcome to the Atlassian Community!

Yes, you can do that with a custom field in the epic and automation for Jira rules.  You could count the items in the status values and compute your own percentage for display.

For example:

• trigger: status changes for an issue (transition)
• condition: issue has an epic link value
• action: lookup issues with JQL to find all issues with the same epic link as the trigger issue
• action: create a variable (e.g. named varTotalCount) to save the count  {{lookupIssues.size|0}}
• action: lookup issues with JQL to find all issues with the same epic link as the trigger issue AND the status matches what you mean by "done"
• action: create a variable (e.g. named varDoneCount) to save the count  {{lookupIssues.size|0}}
• branch: on the epic parent
  • action: edit your custom field using math functions to compute the percentage from the created variables

Here are some documentation links and example rules to help you get started:

• https://www.atlassian.com/software/jira/guides/expand-jira/automation
• https://www.atlassian.com/software/jira/automation-template-library#/label/all/1453
• https://community.atlassian.com/t5/Automation-articles/Jira-Automation-all-the-resources-you-need-in-one-page/ba-p/1388465

Kind regards,
Bill

[Štefan Cvejn]

Hi @Bill Sheboy thanks a lot for your help! I even created some other automation for my projects!

But, I am a little bit unsure about the last step. I can create that branch on the epic parent, but then I am lost. Can you help me with that AND how to really display this percentage in Confluence or Jira dashboard?

Thank you!

[Bill Sheboy]

Hi @Štefan Cvejn 

Someone just asked me about a related post on calculating percent done, so you may also want to look there also for some context: https://community.atlassian.com/t5/Jira-Software-questions/How-to-get-Completed-story-points-Story-point-progress-in-a-CF/qaq-p/1763427?utm_source=atlcomm&utm_medium=email&utm_campaign=mentions_reply&utm_content=topic#U1814592

For your percentage value, you could use this math expression to get the percentage:

{{#=}} {{varDoneCount.asNumber}} / {{varTotalCount.asNumber}} * 100 {{/}}

To get this on a dashboard, you would need to use one of the gadgets capable of showing custom fields.  If none meet your needs, please check the marketplace for addon apps.

For Confluence, you could try using a macro to show a JQL filter, or other macros to display the Jira issues.

Kind regards,
Bill

[Štefan Cvejn]

The only, however quite important issue is, that "lookupIssue" can give me max 100 issues which lead to incorrect numbers :-(

[Bill Sheboy]

Sorry to hear that!

A work-around would be to use multiple lookups and more JQL criteria and add up the results.  For example, count the "In Review", "For Approval", and "Resolved" separately into created variables and then sum up the results.

If that still won't work, the other approach is to add counting fields to the epic (for your status values of interest) and decrement/increment based upon child issue transitions in a rule.  Then your epic will always have the data it needs to compute the "% done".

[Barry Ozer]

@Bill Sheboy  Would you mind posting a screenshot of the automation recipe you put together for easier replication. It would help me personally and I am sure others as well.

Thank you in advance.

Barry

[Barry Ozer]

Figured this out. Thank you.

[Barry Ozer]

I've included my expanded version via screenshots of @Bill Sheboy's original recipe as a visual reference.

I got the recipe to work and couldn't be happier with it. Hope this helps everyone who is looking to create robust progress reports that can display an Epic's current progress per Status Category's percentage point and total count using Jira Filters & Dashboards. Thanks for the guidance @Bill Sheboy

Let me know if y'all have any questions.

[Garret Duffy]

@Barry Ozer Thanks so much for posting these screen shots. 
Did you create a second text field for your percentage values?  E.g. Progress % (numeric) and Progress % (text)?  Because I can't replicate the final step in your process...