Learn how to get all of your Jira issues into Excel and Google Sheets with just a simple click.
Numerous teams all over the world use Jira and part of what makes it an amazing platform is its ability to help teams create reports. A lot of users have been giving feedback that they want to create a custom report, which is why Jira has created a feature to help users build more customer reports for their stakeholders. Users are now able to get their Jira data into google sheets so that you can customize it more depending on your needs. You can create pivot tables and charts and relay your analysis to the stakeholders.
Why do you need spreadsheets?
When you’re working for a company or a team, team meetings are often. In daily check-ins or weekly reviews, reports are necessary to give updates and to show everyone or the stakeholders where they are in development. When generating reports, teams most likely have data that they generate or created manually based on their methods. Excel and Google Sheets are the most widely used tools for data gathering. Jira Software recognizes that it is critical to give users the ability to build their reports which is why this feature to get Jira data imported to Excel and Google Sheets exists.
Getting Started Exporting Jira to Excel
Go to your Jira project. Go to the Issues panel and Your screen should look quite similar to this.
Click on any issues that you want, depending on what data you need. Next, click “Advanced Search”, if you have Jira Software open it will be located on the top right of the screen.
When done, you’ll notice that the main panel changed and that more icons appear in the top right corner of the screen.
Advanced search in Jira Software now allows you to export, share, or automatically link your issues to Google spreadsheet or Excel. For this example, we will be generating a report from a Jira data to google spreadsheet.
Generating a Jira Report in Google Sheets
After following the previous steps, you can just easily click the Google spreadsheet icon then allow Jira to connect to your google account. It’s that easy! After allowing both software to connect, your Jira data will be imported to the spreadsheet.
If you’re wondering why there’s a button saying “Install now” in the top portion of your sheet. That’s because Google has an add-on app that allows you to do more than import your Jira data to a spreadsheet. Clicking “Install now” should take you to the GSuite Marketplace.
There, click install, and you’re done.
What’s the benefit of this add-on? Previously reports had to be manually updated, and users had to update the Jira board to rebuild the reports. This process takes time, so to help users, this add-on allows you to schedule an update so that reports are automaticaly updated.
To schedule the update, click on “Add-ons”, select “Jira Cloud for sheets” then click “Open.”
This opens the Jira Integration directly within the spreadsheet.
The Jira integration should open up in the right-side panel of the screen. Click “Get issues from Jira” then navigate to the “Schedule data refresh”. Now you can select how often you want your update.
Now, if you’re running daily standups or weekly reviews out of Microsoft Excel, or Google Sheets, you can rest assured that your data is always up-to-date. You can build or own reports, or even import your formulas to give more comprehensive and detailed presentations.
Can We Integrate Jira Data with Excel?
Excel may be more popular than Google Sheets, and thankfully Jira has you covered, with an app that integrates with Microsoft Excel. To enable this feature in Excel, simply click “Insert” in the navigation bar then select “Add-ins”. This will take you to the Microsoft Office Add-ins store. Search for “Jira Cloud for Excel” and the first result should be the integration app. Now you can start creating your reports on Jira data from within Excel as well.
Excelling with Jira Reporting. Why Give a Sheet?
Documentation and reports are essential to project management. This is why Confluence and Jira exist. So why does Jira need to integrate with Excel and Google spreadsheets? The answer is to maximize productivity. When gathering data; experts and analysts use spreadsheet software to interpret, manipulate, and organize data. These experts might not be familiar with the Jira environment.
The best report is the one everyone can access, and the best tool for the job is the one everyone can use. Failure to let people use the tools they know how impairs process, and breed bad data practices.
The ability to export to Excel helps everyone do their work without adjusting to an unfamiliar platform or tool. It also helps less technical people combine data from multiple sources.
Jira Software offers simple yet powerful tools that enable users to maximize their productivity. Although Developers and Administrators are well versed in the Jira Ecosystem, features such as this show that non-developers can also experience and benefit from the Atlassian environment.
Thoughts from the Atlassian Community:
“There are great use cases for easy export, like a shared multi-client environment where single engagements come to an end and they will no longer have access to the environment, but still need an export of their data. It would sure be nice if built-in Jira reports like requirements traceability were also exportable for this purpose. Thinking about exports as a barrier to full adoption of the tool is valid, but the functionality is a necessity nonetheless.“Patty Land, Project Management Consultant, PwC
“Sad but true. A lot of users love the metrics but revert back to the systems most familiar. I encountered in training employees to JIRA with a bit of encouragement utilizing the charts and tables available in JIRA combined with verbal presentations sold it to new users.”Liz Bowman: Change Management Training Specialist at Johnson & Johnson
“Still a good hack to know since many, especially higher management, prefer to use sheets/excel”Andrey Stukan, Technology Consultant, Accenture
“If we’re not making mistakes, we’re not trying hard enough.”