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Sourcetable Integration

Atlassian Jira Plugins For Excel

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    Overview

    Unlock the full potential of your project management and reporting with the Atlassian Jira plugin for Excel. By seamlessly bridging the gap between Jira's powerful tracking capabilities and Excel's analytical prowess, this integration empowers teams to create custom, sophisticated reports, and conduct in-depth data analysis. Whether you're looking to craft a stakeholder report, analyze team velocity, or gain a portfolio-level overview, the Jira plugin for Excel is an invaluable tool for enhancing productivity and decision-making. On this page, we'll delve into what Atlassian Jira is, explore the dynamic plugins that facilitate Jira and Excel integration, discuss common use cases, and answer frequently asked questions to help you harness the advantages of this powerful synergy.

    What is Atlassian Jira?

    Atlassian Jira is a comprehensive software tool developed by Atlassian Inc. that serves as a versatile platform for issue collection and agile project management. It is the leading agile project management tool, widely recognized for its ability to help teams plan, track, release, and support software development. Launched in 2002, Jira Software has evolved to become a source of truth throughout the development lifecycle, supporting simple to complex project management and powering DevOps practices.

    Jira Software is not only flexible and compatible with thousands of apps and integrations but also supports a range of agile project management methodologies. With its capacity to align teams, facilitate communication in context, and drive work forward, Jira Software stands as an indispensable resource for software development teams striving to maintain agility and effectiveness.

    Furthermore, Jira encompasses a family of products designed to cater to different team needs, including Software, IT, Business, and Operations. Jira Core is the foundational product, while additional functionalities can be accessed through Jira Software and Jira Service Management. Jira Service Management extends the platform's capabilities by connecting development, IT, and business teams, thus enhancing service delivery and accelerating DevOps collaborations. This service management tool scales with businesses of all sizes and includes templates for various service domains, accompanied by a vast ecosystem of over 1,000 apps and integrations.

    Atlassian Jira Plugins for Excel

    Exporting Jira Data to Excel

    Atlassian Jira Excel plugins enable users to export Jira data directly into Excel. This functionality streamlines the data analysis process by allowing users to utilize Excel's robust features to organize and interpret their Jira project data. The Jira Cloud for Excel add-in simplifies this process further by providing a one-click solution for exporting data, as well as allowing users to refresh their data easily to ensure they always have the latest information at hand.

    Visualizing Jira Data

    Visual representation of data can significantly enhance the interpretation and communication of project metrics and statuses. Atlassian Jira Excel plugins facilitate this by allowing users to create various graphs and charts in Excel. The Jira Cloud for Excel add-in offers enhanced capabilities for visualizing Jira data, enabling users to generate insightful graphs and charts without leaving Excel, thus providing a seamless experience for data analysis.

    Advanced Data Queries

    For users seeking to execute more sophisticated data analysis, the Jira Cloud for Excel add-in introduces the new Jira() function, which allows for powerful querying across Jira data within Excel. This function provides a flexible and efficient means of filtering and aggregating Jira information to meet the specific needs of any project or report.

    Common Use Cases

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      Exporting Jira data to Excel using existing filters or custom JQL
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      Creating custom reports and charts in Excel
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      Analyzing development team velocity with pivot tables
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      Generating stakeholder reports
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      Compiling portfolios of work from multiple Jira projects



    Frequently Asked Questions

    How do I start using the Atlassian Jira Excel plugin?

    First, install the add-in from the Microsoft Store. Click 'Get Started' in the add-in, then use the auto-generated code on the redirected page. Approve the integration on the Oath approval screen to connect with your Jira Cloud site.

    What can I do if the Jira Cloud for Excel gets stuck on the loading screen?

    Try generating a new Excel file from Jira and sign into your Atlassian account again to resolve the loading issue.

    Is the Atlassian Jira Excel plugin compatible with other marketplace apps?

    Yes, the plugin is compatible with over 150 other marketplace apps.

    Can I customize the tabs created by the Jira Excel plugin?

    Yes, the plugin offers seven theme presets and unlimited configuration options for tabs.

    What kind of support is available for the Atlassian Jira Excel plugin?

    The Apps+ team provides 24/7 support for the plugin.

    Conclusion

    The Atlassian Jira Cloud for Excel add-in is a powerful tool that enables users to seamlessly integrate Jira data with Excel. With this add-in, you can easily export Jira data, create dynamic graphs and charts, and execute sophisticated queries using the new Jira() function, all within Excel. This integration requires an Office 365 subscription and is compatible with Excel Desktop versions 1904 or later for Windows and 16.24 or later for Mac. Officially supported by Jira Service Management, it is an essential tool for both Jira and Jira Service Management customers looking to leverage cloud-based capabilities to enhance their data analysis and reporting. However, to simplify your workflow even further, consider using Sourcetable to import data directly into a spreadsheet, eliminating the need for plugins. Sign up for Sourcetable today and streamline your data management with ease.

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