Honestly, this was the best quick tip. OMG, saved me big time cause I had trouble with the reports setup. But, I've discovered the dashboard gadget from the column dropdown....I'm telling you, can't get any better using that functionality. Now I'm going to look at the Dashboard gadget Video to learn even more; will let y'all know the feedback.
Excellent Video Please advise how to add custom fields and save them for future exports like you have your custom ones and typed custom and u found them
It should remember what fields you imported last time, but you can also filter the fields to just the project you're looking for with the drop down at the top. It should automatically have all custom fields that are available in the Jira instance you're searching.
Hi there! I am trying to import data from Jira, but I still want some columns to not be replaced when I input data. I.e I want to import data to specific columns so only them are updated and replaced. There is a Jira function I saw, but I do not know where and what to write for this to work. Do you have any idea about this? Cheers
You could do something custom using vba or a python script using openpyxl and the jira api, but I'd suggest using the Excel import tool to pull the data into a separate sheet, then using xlookup to populate the columns you want to add data to. This has the benefit that you can always refresh the jira data (or set it to auto refresh each time you open the sheet) and get the latest values in your original sheet's columns. It also prevents potential accidental data loss or a script issue from overwriting the original sheet.
I forgot to mention that there's also one for Google Docs, though I haven't used that much before. You can get it using the Sheets icon to the right of the one I click at 1:11. If you have, let me know how it went and if you found it as easy to use. Did you find there was a max row limit?
I have watched this video several times but did not understand how you have brought up 2nd excel sheet with count.. I want only count from my Jira filters to be fetched in excel. How can i do that?
Good catch. I think that might have been accidentally cut from the video. I used the COUNTA and COUNTIF functions in Excel to get those. To pull in the Statuses I used the UNIQUE function. I have a video that explains these functions here: th-cam.com/video/1NNAp3YaaLo/w-d-xo.html Unfortunately, there's no way to just fetch counts using this tool. You could use a Jira dashboard or filter to get those counts. I have videos on these too.
Is there a job number generator software that links with Jira I receive multiple tasks on jira without job numbers so it's difficult for me to track tasks
Unfortunately, I'm not aware of any software that does this, though I have also not have need of it. The Atlassian Marketplace might be worth a look if you use Jira Software Cloud. For tracking tasks I have found labels or custom fields work well in concert with filters and dashboards for the work I do. If you definitely need a job number and you have stakeholders creating tasks in your backlog you could make use of the form feature and make a custom field for job number compulsory. Alternatively, assuming you use Jira Software Cloud, you might be able to set up an automation using a tool like Zapier or Microsoft PowerAutomate to trigger when a new issue is created in your project. You can pull new Jira issues into a spreadsheet, look whether the job ID field contains a (valid) value, generate a value by formula in the spreadsheet. Then, using a second automation, look up that value and write it to the Jira issue. This is fiddly, but should be doable.
Hi dharm dutt, sorry for the delay in response. The easiest way is to click the icon at the top right and download the file, then open that file. I show how at 1:11 in the video. You can also get it on the Atlassian Marketplace here: marketplace.atlassian.com/apps/1221301/jira-cloud-for-excel-official?hosting=cloud&tab=overview
Hi abhi tyagi, I'm not aware of any way to do this in Jira as I haven't needed to restrict things like this before. I suggest setting up a dashboard with filters that only show the user's assigned issues. Ideally, you shouldn't have to resort to permissions to prevent someone from working on issues not assigned to them, or are making changes where they shouldn't. It could be that there is an issue with the process or a lack of training or understanding with the individual in question. Simplifying and clarifying the process and making work easy to find with a dashboard have usually been enough for the teams I've worked with in the past. If it's just one person causing problems, though, I suggest a discussion of the problem, additional training, or performance management over restricting access. Messing with permissions and being restrictive can break trust on a team. It sounds like a messy situation, so I wish you luck with it.
Hi Thiago, Its not as easy to find as it should or could be. You'll need to go to the Insert tab, click on My Add-ins in the Add-ins section (third from the left by default). Then find and hover over the Jira add-in and click on the three dots and select Remove. I hope that helps!
Hi Dgs 488, I was able to get it free as shown in the video at 1:11. If that's not the case, can you please share what you're seeing and I'll add an amendment to the video or description. I've hopped onto Jira to check and as far as I can tell it should still be free.
On digging a bit further it appears you may be referring to a different thing called the Excel Connector for Jira, from Transition Technologies PSC, which is not free. The one in my video was created by Atlassian an is definitely free.
Honestly, this was the best quick tip. OMG, saved me big time cause I had trouble with the reports setup. But, I've discovered the dashboard gadget from the column dropdown....I'm telling you, can't get any better using that functionality.
Now I'm going to look at the Dashboard gadget Video to learn even more; will let y'all know the feedback.
very nice, this tutorial help me!
Great video
Thanks
Great video as always
Thanks
Excellent Video
Please advise how to add custom fields and save them for future exports like you have your custom ones and typed custom and u found them
It should remember what fields you imported last time, but you can also filter the fields to just the project you're looking for with the drop down at the top. It should automatically have all custom fields that are available in the Jira instance you're searching.
Hi there!
I am trying to import data from Jira, but I still want some columns to not be replaced when I input data.
I.e I want to import data to specific columns so only them are updated and replaced.
There is a Jira function I saw, but I do not know where and what to write for this to work.
Do you have any idea about this?
Cheers
You could do something custom using vba or a python script using openpyxl and the jira api, but I'd suggest using the Excel import tool to pull the data into a separate sheet, then using xlookup to populate the columns you want to add data to. This has the benefit that you can always refresh the jira data (or set it to auto refresh each time you open the sheet) and get the latest values in your original sheet's columns. It also prevents potential accidental data loss or a script issue from overwriting the original sheet.
hello it is possible to import different sql queries in the same sheets?
Confirming, only works with Jira Cloud, not server, right?
Looking at the Atlassian Marketplace page for the add-in it's only available for Jira Cloud, unfortunately.
That is really pitty 😞
I forgot to mention that there's also one for Google Docs, though I haven't used that much before. You can get it using the Sheets icon to the right of the one I click at 1:11. If you have, let me know how it went and if you found it as easy to use. Did you find there was a max row limit?
I have watched this video several times but did not understand how you have brought up 2nd excel sheet with count.. I want only count from my Jira filters to be fetched in excel. How can i do that?
Good catch. I think that might have been accidentally cut from the video. I used the COUNTA and COUNTIF functions in Excel to get those. To pull in the Statuses I used the UNIQUE function. I have a video that explains these functions here: th-cam.com/video/1NNAp3YaaLo/w-d-xo.html
Unfortunately, there's no way to just fetch counts using this tool. You could use a Jira dashboard or filter to get those counts. I have videos on these too.
Is there a job number generator software that links with Jira
I receive multiple tasks on jira without job numbers so it's difficult for me to track tasks
Unfortunately, I'm not aware of any software that does this, though I have also not have need of it. The Atlassian Marketplace might be worth a look if you use Jira Software Cloud.
For tracking tasks I have found labels or custom fields work well in concert with filters and dashboards for the work I do. If you definitely need a job number and you have stakeholders creating tasks in your backlog you could make use of the form feature and make a custom field for job number compulsory.
Alternatively, assuming you use Jira Software Cloud, you might be able to set up an automation using a tool like Zapier or Microsoft PowerAutomate to trigger when a new issue is created in your project. You can pull new Jira issues into a spreadsheet, look whether the job ID field contains a (valid) value, generate a value by formula in the spreadsheet. Then, using a second automation, look up that value and write it to the Jira issue. This is fiddly, but should be doable.
How can I download the add in? Pls advise
Hi dharm dutt, sorry for the delay in response. The easiest way is to click the icon at the top right and download the file, then open that file. I show how at 1:11 in the video. You can also get it on the Atlassian Marketplace here: marketplace.atlassian.com/apps/1221301/jira-cloud-for-excel-official?hosting=cloud&tab=overview
How can i restrict one use to only be able to move their issues on JIRA.
Hi abhi tyagi, I'm not aware of any way to do this in Jira as I haven't needed to restrict things like this before. I suggest setting up a dashboard with filters that only show the user's assigned issues.
Ideally, you shouldn't have to resort to permissions to prevent someone from working on issues not assigned to them, or are making changes where they shouldn't. It could be that there is an issue with the process or a lack of training or understanding with the individual in question. Simplifying and clarifying the process and making work easy to find with a dashboard have usually been enough for the teams I've worked with in the past. If it's just one person causing problems, though, I suggest a discussion of the problem, additional training, or performance management over restricting access. Messing with permissions and being restrictive can break trust on a team.
It sounds like a messy situation, so I wish you luck with it.
if i want to disable this resourse, how can i do this?
Hi Thiago,
Its not as easy to find as it should or could be. You'll need to go to the Insert tab, click on My Add-ins in the Add-ins section (third from the left by default). Then find and hover over the Jira add-in and click on the three dots and select Remove.
I hope that helps!
Hey Florian! What's a good email address to reach you?
Hi Szabó,
I can be reached at productivityexchange@gmail.com.
@@productivityexchange I followed up! Please check your emails if you have a minute.
add-in is not free
Hi Dgs 488,
I was able to get it free as shown in the video at 1:11. If that's not the case, can you please share what you're seeing and I'll add an amendment to the video or description. I've hopped onto Jira to check and as far as I can tell it should still be free.
On digging a bit further it appears you may be referring to a different thing called the Excel Connector for Jira, from Transition Technologies PSC, which is not free. The one in my video was created by Atlassian an is definitely free.
Thanks