This tutorial is the second in a four-part blog series on exporting JIRA and Tempo data to create custom reports. This has been a highly requested feature, and one that has generated a good amount of feedback and requests for further information from our users.
Through this series, we have already explored how to create Excel exports using high-level permissions. The next two tutorials will explore what kinds of data can be generated into custom reports using Excel, and how to create Excel reports using a Mac or something other than Microsoft Office.
In this post, we will walk you through the steps necessary to create Excel exports of Tempo reports using limited permissions (accessible by all users). This process enables users to create custom reports and views of JIRA and Tempo data. Those who require the ability to analyze projects and/or cost breakdowns from various perspectives should find this functionality useful. (We'd love to get feedback from you on how you find the ability to use this data to better help your decision making!)
Step 1 – Generate a Report in Tempo
All reports in Tempo can be exported to Excel. In the example below, we have created an Account Report with all accounts selected to obtain all the data that can be viewed in JIRA.
The first step is to generate the report, as shown below.
Next, you will need to export your report to Excel from the Views list.
Step 2 – Create a Customized PivotTable
Create a PivotTable by clicking the PivotTable button in the Insert tab.
Note: The examples below apply to Excel 2010. If you are using older versions of Excel, please take a look at this page.
Select your table or range in the Create PivotTable dialog, and then click the OK button.
Select the fields you want from the PivotTable Field List.
Working with PivotTables is beyond the scope of this tutorial. However, you may want to refer to this tutorial (and related tutorials) from Microsoft for further information.
Step 3 – Create Custom Reports and Views
Now you can build your views, generate charts or graphs, and analyze your data. In the example below, three fields were selected from the PivotTable Field List: Hours, User Name, and Project Category.
In the screenshot above, the Paradigm Cloud and Wikkkieea Cloud projects have been selected, and the users Bob and Paul have logged some time within the selected period.
Excel can provide excellent views of JIRA and Tempo data. And, all Tempo users can generate a report, export it to Excel, and display the data as they wish. Feel free to leave further questions and feedback below!