Before undertaking any of
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following actions, please save file locally with .xlsx extension. Otherwise you may encounter this error: "Cannot render Jira worksheet in this file due to column file limit. Please make sure you are using Excel Connector in .xlsx file."
Fetching issues from JIRA
You have two options to choose from. You can either use one of your saved filters from JIRA or type custom JQL query in order to get specific set of issues. All this is done under "Excel Connector for JIRA" tab.
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You can do it in two different ways:
Using your filters saved in Jira
- Expand the combobox in the Filters section , and choose the desired filter (1)
Click Get issuesIssues button (2)
If you need want to update current Excel spreadhseet you may consider using "your current sheet and leave your changes intact, use Append to existing issues" option option (3). By doing so, new issues are to will be added at to the bottom of a current sheetthe sheet without removing those you already have.
Please be advised that after each Each time you press "Get issues" button, you should quickly be presented with such prompt button the following prompt will appear:
This indicates that data is being transferred into an Excel spreadsheet loaded from a Jira server to your sheet and you you should start to will soon see it getting filledbegin to fill.
2. Using custom JQL queries
- Instead of expanding the combobox, just type your JQL query in there (number 1 below presents an exemplary 1 shows example JQL query: Reporter = admin)
Click Get issuesIssues button (number 2)
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Getting issues from multiple filters / JQL queries
If you want to download issues from sevral different filters or JQL querries at the same time just check Append to existing issues checkbox (marked with number 3 on the above picture) before pressing Get Issues button. New issues will simply be appended to the end of your issue list.
"Favourite Filters" from Jira in Excel Connector
Anytime You can find each JQL query you save your JQL query as a new filter in Jira (1), you can find it in Excel's Connector Filters dropdown (2):
After selecting the filter and pressing "Get Issues" button, you will get the same amount of issues displayed, as in Jira itself.
Getting issues from multiple filters / JQL queries
You may want to download other issues using another filter but keep the ones you downloaded before. If that is the case just check Append to existing issues checkbox (marked with number 3 on the above picture) before you get other issues. As a result, the new issues will be simply appended below a last, filled line of your opened sheet.
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in Excel as from filter in Jira.
Example JQL query
The below scenario presents what can you expect to see in Jira and then compare it with Excel Connector, when implementing similar practices by yourself. In Jira you may be logged as any user (not necessarily as project administrator or as a Jira administrator) following scenario is an example of creating JQL query in Jira, and then using the same jql querry to import your issues to excel.
- Log in to Jira as any user with adequate access rights for a particular project.
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- Select "Issues" drop-down menu and access then "Search for issues"
23. In order to use and view JQL queries , the best method is to switch to advanced search using JQL:
3. After clicking on "Advanced", as presened above, new view should be present:
The field contains predefines values appearing as drop-down menu tips. When you start to type and insert even a single letter, all commands starting with it will start to appear4. Type your JQL querry. Tips will appear in the drop-down below text field when you start to write, showing all comands starting with typed letter.
For more information about possible syntax usage, please refer to "Syntax Help" at the bottom of the syntax list's drop-down → https://docs.atlassian.com/jira/jcore-docs-076/Advanced+searching.
4. Comparison of an exemplary search query results in Jira and in Excel (entered query: type = Bug AND assignee = admin):
As one can see, Excel Connector add-in usage provides the same search results as the JQL search query in Jira
If you need to customize the view of When writing correct query and pressing Enter results will appear in the window below.
As you can see in the images above and below results of JQL "type = Bug AND assignee = admin" are the same.
If you want to customize the Excel display, please consider using see Page Break Preview. It is highly recommended to use this to customize the view (doing it in a default view can be extremely frustrating as Excel scrolls the page down and it is impossible to manually adjust the height of a particular row that you need to change).