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Sum a custom number field in a Dashboard or sumif a custom number field in an Epic

Yochi Danino June 18, 2023

Hey! I have created a leads/deals project with a custom campaign value number field and am looking to find the sum of this custom field per status and issue type.

I am open to various solutions.

What I currently have in place is I export the project via the Jira add-on for Sheets but it only updates every hour or manually, when I need to update it immediately. (After it is exported to sheets, I have a Dashboard using Google Looker/data studio).

Possible solutions I thought of but need help with:

1. use Jira's built-in dashboards and sum the campaign value using a widget - I couldn't figure out how to do this - maybe I need a paid one? if so, any recommendations?

2. Creating an epic / main jira issue for each category I need to sum and use a jql automation to update that single issue using a sumif formula - here, I am not sure how this would work or how I can set this up.

3. using a different google sheet extension that updates every minute or so - any recommendations?

Thanks in advance everyone!

 

2 answers

0 votes
Thorsten Letschert _Decadis AG_
Atlassian Partner
June 20, 2023

HI @Yochi Danino ,

If an additional app is a valid solution for you and displaying your totals on your Jira dashboard is sufficient, you might want to have a look at sumUp for Jira, since it provides a set of lightweight gadgets, e.g. a two-dimensional one - see https://apps.decadis.net/x/8ofrAQ

Cheers,
Thorsten

P.S. I'm part of the team behind the aforementioned app.

0 votes
Danut M _StonikByte_
Atlassian Partner
June 18, 2023

Hi @Yochi Danino,

You can sum-up the field and display the result on the dashboard by using Issue Filter Formula gadget offered by our Great Gadgets app:

image.png

Or, if you have multiple numbers to display, by using the Advanced Issue Filter Formula gadget, which looks like this:

This app offers many other gadgets that you will find useful. If you have questions, please don't hesitate to contact us at support@stonikbyte.com. 

Thank you,

Danut Manda 

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