Is there a way to sum story points in Jira

[Glenn_Riley1]

Is there a way to sum story points in Jira

[Hannes Obweger - JXL for Jira]

Hi @Glenn_Riley1

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:

This is really just one of countless possible views; you can also group by any other issue field(s), configure different sum-up styles, etc. etc.

Any questions just let me know,

Best,

Hannes

[Mary from Planyway]

Hi @Glenn_Riley1 

It's Mary from Planyway for Jira: workload, roadmapping, time tracking

In Jira, while there isn't a built-in feature that directly sums story points across issues based on specific fields like components or labels in real-time within the UI, there are several approaches you can use to achieve a similar outcome for your capacity planning needs. Here are some methods you can consider:

1. Jira Dashboards and Gadgets

• Two-Dimensional Filter Statistics Gadget: You can use this gadget on your Jira dashboard to create a matrix based on two fields, such as assignee, component, or label, and issue counts. While it doesn't sum story points directly, it can help visualize the distribution of issues.
• Filter Results Gadget: Configure a JQL (Jira Query Language) filter to target issues by components or labels and display the sum of story points using the "Σ Story Points" column. This requires manual addition but gives a quick overview.

2. Jira Query Language (JQL) and Filters

• Create advanced JQL filters to segment your issues based on the skills (components or labels). Although JQL by itself doesn't provide a sum function, it can be used to isolate the issues for which you want to calculate story points.

3. Jira Plugins and Add-Ons

• There are several third-party plugins available in the Atlassian Marketplace that extend Jira's functionality to include summing story points and other advanced reporting features. Plugins like eazyBI Reports and Charts for Jira and ScriptRunner for Jira can provide more dynamic and real-time reporting capabilities, including summing story points based on specific criteria like components or labels.

4. Automation

• Jira Automation: You can use Jira's built-in automation rules to calculate and update custom fields with summed story points for specific criteria. For example, an automation rule can trigger upon issue update to recalculate the total story points for a component or label and update a custom field on a linked issue or epic.
• ScriptRunner: With ScriptRunner, you can write custom scripts to sum story points and display them on dashboards or directly within issues. This requires some Groovy scripting knowledge.

[Fernando Eugênio da Silva]

It's possible to sum Story Points in Jira, @Glenn_Riley1 .

We have a sample automation in Automation Playground that can be useful for you. Check here: Automation Playground | Atlassian

Also you can get some support operating math operations in Jira reading this page: Jira smart values - math expressions | Cloud automation Cloud | Atlassian Support

Hope this helps you. Let us know if you facing trouble building your rule.

[Glenn_Riley1]

We use the component field to represent different resources on the team and then assign story point to reflect their capacity.

The use case is to sum the story point  by component of issues in the backlog to determine if a resource constrain exists.

I would need someone with mor JQL skill to write that string for me. This is not something I have found anywhere else.

Glenn

[Danut M _StonikByte_]

Hi @Glenn_Riley1,

What exactly are you trying to achieve? And were would you like the sum of story points to be displayed?

Jira is limited when it is about to sum story points. But with our Great Gadgets app you can easily apply and display SUMs of Story Points in your dashboard gadgets. 

The app offers multiple gadget that sums-up story points for the issues in a filter or JQL. See some examples:

Issue Filter Formula Gadget - allows you sum-up a field (like Story Points) of the issues from a filter. Supports other formulas like Average, Min, Max, etc

Advanced Issue Filter Formula Gadget - allows you sum-up fields from up-to six filters. Besides sum it supports many other math formulas allowing you to calculate percentages and many other key numbers.

Pivot Table & Pivot Chart gadget - Allows you to create multi-dimensional tables that displays sums, counts or other metrics

 

Hope this helps. If you have any questions, feel free to contact us at support@stonikbyte.com.

Danut.

[Mehmet A _Bloompeak_]

Hi @Glenn_Riley1

If you prefer to use a marketplace app, you can try Sum Up Reports for Jira app developed by our team.

This app provides various sum up and average reports. These are table reports which you can create by first choosing the report columns and then grouping and summarizing the ones you want. What is beautiful is that you can add this app as a gadget to your Jira dashboards and reach real time data whenever you open your dashboards.

Here is our live demo dashboard where you can see and modify sample reports and play with them.

Hope it helps.

[Anna Hryhoruk _Appfire_]

Hello @Glenn_Riley1 ,

Is there any chance that you have Power Scripts for Cloud app installed in your environment? 
Above you mentioned that you prefer to do it via JQL approach. With JQL in Power Scripts you may now declare your keywords, attach a script to them, and use that as it was native in your Jira. So, in that script you can write any flexible calculation rules. If you are interested, please check this page Custom Keywords 

Best Regards,
Anna

[Summer Hogan]

Hi @Glenn_Riley1 - if you are trying to sum story points for all stories in a sprint, you can use JQL for that by going to issues and running a query similar to the below and making sure "Story Points" is a column shown.  

project = "project code"

and type in standardIssueTypes()

and status in ("In Progress", "To Do", Backlog)

Also, in the Backlog view there is a sum of story points that is displayed at the top of each sprint that shows three things: Story Points Not Started (black), Story Points In Progress (blue), and Story Points Completed (green). 

[Glenn_Riley1]

I am familiar with these options and they work fine to just sum story points in a sprint. My user case is needed to capture story points for different skills needed on the team for capacity planning.  i.e. Modeler, Developer, UI, UX , Java, Angular... e.t.c  

We use the component field and labels to represent these different skills on our team. During Planning and sprint backlog grooming we need to be able to quickly determine available capacity to pull in the right issue to match available resource skill.   exporting to excel and filtering is too time consuming. Jira should be able to do this in RealTime.

[Amay Purohit_RVS]

Hi @Glenn_Riley1 

If you are open to try out a mktplace app to help you to plan the capacity for your team members and track them, you can have a look at

Capacity Planner

The app allows to store the capacity for individual users and save as templates. which can be mapped to a sprint / fix version to track the allocation and remaining time per user. Do try it out.

Disclaimer : I am part of the team which developed this app