Is it possible to sum up story points across epics?

Greg Mihailides April 15, 2024

At the epic level we assign story points to determine the amount of work a given project will be. The hope is to be able to report on that field and sum it up to cross-reference with assignee. This will allow us to manage the team's bandwidth easier. I know you can sum up story points within an epic based on issue types at the lower hierarchies, but we want to sum them up across epics. I.e. John Doe is currently assigned to issues totaling 15 story points vs. Jane Doe is currently assigned to issues totaling 25 story points. This would be much more accurate to report on than just total number of epics that they are assigned since our epics have a wide range of how much time they take to work through. 

Has anyone had success doing this or something similar? 

6 answers

0 votes
Marlene Kegel - codefortynine
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
April 18, 2024

Hi @Greg Mihailides,

I am Marlene, product manager of Quick Filters for Jira Dashboards.

With our app you can sum up story points (or any other Jira number field) per assignee on your Jira dashboard. 

On top of that you can filter your dashboard gadgets dynamically to get a better overview about the progress of your team.

You can check out Quick Filters for Jira Dashboards without installation on our demo dashboards. 

quick-filters-jira-dashboards_story-points-per-assignee.png

0 votes
Bloompeak Support
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
April 16, 2024

Hi @Greg Mihailides

You can try Reports - Charts and Graphs for Jira Dashboard app developed by our team to create various reports, charts and graphs for your Jira projects.

  • You can create custom, flexible and colorful bar charts and table views for any data you want/need. As data source, you can choose Projects or Saved Filters or Advanced (JQL).
  • You can set X axis to be any parameter like Created(month), Assignee, Sprint, Fix Versions etc.
  • You can set Y axis to be any parameter like number of issues, sum of remaining estimates, average of story points etc.
  • You can group your data on any field(Sprint, Status, Assignee, Component, Project etc.) you want.
  • You can choose various date ranges like All Time, Last Year, Last 3 Months, Last 6 Months etc.
  • You can modify existing Segments or add new segments.
  • You can order the results by drag and drop.

Here is our live demo dashboard where you can see and modify sample reports and play with them. For your case, you can have a look at the Sum of Story Points by Assignee Report below.

SumOfStoryPointsByAssignee.png

For more detail, you can have a look at Reports - Charts and Graphs for Jira How to Videos and How to Create Custom and Flexible Reports, Charts and Graphs in Jira article.

If you are looking for a completely free solution, you can try the limited version Reports - Charts and Graphs for Jira Dashboard Free.

If you have any questions, feel free to schedule a demo with us.

Hope it helps.

 

0 votes
Amay Purohit_RVS
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April 16, 2024

Hi @Greg Mihailides 

If you would be interested in an add-on for this need, you can try out our plugin.

Issue Hierarchy 

The app shows your hierarchy in a tree format and  provides sum up at each level for time estimates and story points to track your project progress.

The app has multiple other features which are very useful in project tracking and management.

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

Epic Hierarchy.PNG

0 votes
Danut M [StonikByte]
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April 15, 2024

Hi @Greg Mihailides,

As far as I know this is not possible with the Jira's default gadget or reports.

But it can be easily done by using the Pivot Table & Pivot Chart gadget offered by our Great Gadgets app. With this gadget you can easily create multi-dimensional tables and charts with sums, counts, percentages. 

This is just an example of table with sum of story points per epic and assignee: 

image.png 

You could start with the 1-month free app trial. If you have any questions, please do not hesitate to contact support@stonikbyte.com.

Hope this helps.

Thank you,

Danut Manda

0 votes
Hannes Obweger - JXL for Jira
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
April 15, 2024

Hi @Greg Mihailides

if you're open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

With these, you can build a view like e.g. this in just a couple of clicks:

epic-storypoint-sumup.gif

Note how the story points sum-up updates in real time as you enter the data. (This is really just one of a virtually endless number of reports and views - you can also view and sum up any other issue fields, configure different sum-up styles, etc. etc.)

Any questions just let me know,

Best,

Hannes

0 votes
Prakash Murugesan
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April 15, 2024

@Greg Mihailides Once you have identified the relevant epics, you can use JQL to extract the story points from the issues within those epics. This may involve querying for all the issues (tasks, stories, etc.) within each epic and summing up their story points .After extracting the story points from each epic, you can aggregate them to calculate the total story points assigned to each team member. This may involve using reporting tools or custom scripts to perform the aggregation and calculation.Once you have aggregated the story points, you can generate reports or visualizations to present the data in a meaningful way

Greg Mihailides April 15, 2024

Thanks, do you have a recommendation for how to aggregate the story points once they're extracted?

Prakash Murugesan
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April 15, 2024

@Greg Mihailides Once you've extracted the story points for each epic, you can aggregate them in various ways depending on your specific requirements and preferences example the simplest approach is to sum up the story points for each team member across all the epics they are assigned to. This provides a total count of story points assigned to each individual , also assign different weights to story points based on their priority, Calculate the average number of story points per epic for each team member or Calculate the percentage of total story points assigned to each team member relative to the overall total

you can do based on ur customized requirements. 

 

Please let me know if this is helpful 

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