Querying issues from MS Excel [3.5.x]

Fetching issues from JIRA

You can do it in two different ways:

1. Using your filters saved in Jira

   • Expand the combobox in the Filters section and choose desired filter (1)

   • Click Get Issues button (2)

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If you want to update your current sheet and leave your changes intact, use Append to existing issues option (3). By doing so, new issues will be added to the bottom of the sheet without removing those you already have.

 Each time you press Get issues button the following prompt will appear:

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This indicates that data is being loaded from Jira to your sheet and you will soon see it begin to fill.

2. Using custom JQL queries

• Instead of expanding the combo-box, just type your JQL query in there (1 shows example JQL query: Reporter = admin)

• Click Get Issues button (2)

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

You can find each particular JQL query you save as a filter in Jira (1), in Excel's Connector Filters drop-down, under the same name (2):

After selecting filter and pressing "Get Issues" button, you will get exact issues in Excel, as from chosen JQL filter in Jira.

Example JQL query

The following scenario is an example of creating JQL query in Jira, and then using the same jql querry to import your issues to excel.

1. Log in to Jira as any user with adequate access rights for a particular project,

2. Access "Search" field (1),

3. Scroll down newly loaded left hand side panel, to find at the very bottom of it: "View all boards, filters, dashboards or projects":

"filters" is what should be accessed.

4. On a newly loaded panel access, as presented below "Search Issues" (1):

5. Type your JQL querry (1). Tips will appear in the drop-down below text field when you start to write, showing all commands starting with a typed letter (2):

 For more information about syntax, please refer to Syntax Help at the bottom of the drop-down → https://docs.atlassian.com/jira/jcore-docs-076/Advanced+searching.

6. When query is correct (indicated with ✅ at the beginning of it), after pressing Enter results will appear in the area below it (1):

As you can see in the images above and below results of JQL "created >= 2017 AND project = "Demo - Excel Connector" AND issuetype = Epic" are the same (1):

7. After you pulled the metadata from Jira (by creating a new issue or by pulling issues from Filter or JQL), you can get issues just by typing their issue key in the 'Key' column (1) and pressing "Refresh Selected Issues" (2) from the ribbon. Here is an example:

An exemplary pulled pulled issue: