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Pull data from a Jira Project

Tyson Dover May 7, 2021

Hello,

I am new to Jira and still learning how to use the system. I have been tasked with a job that I am not sure how to complete.  The user wants me to figure out how we can pull all the data for tickets created in a project. They want to be able to search for specific items in the data by some short tagging system.

Steps I have taken so far

  1. Filters > Advanced Issue Search
  2. Changed the 'project' to the name of the project the data needs to be pulled from
  3. All the issues/tickets/whatever you call them to load from the project
  4. Click on the excel icon on the top right
  5. Opens the report in excel and I download the Jira plugin

This is where I am stuck. It is only showing me the issue I had in step 3 but I need to be able to gather all the data from each one.

Also, how can I get the right tagging system so the user can pull specific data?

Thank you for the help :)

2 answers

1 vote
Michael Blake
Contributor
May 7, 2021

in order to get all of the issues to go into the Excel spreadsheet, you need to be using the List View.  When you use the Detail view, one issue is selected and that is the only issue which will display in the excel spreadsheet.


you should be using various custom fields for the data in addition to the system fields.  In the Advanced view, Jira Quey Language is used to retrieve issues based on selection criteria.

Tyson Dover May 10, 2021

Hi Michael,

When I am in the project under "Advanced Issue Search" I am using List View in Jira and not Display View. 

Can you please explain what you mean in more detail about your second suggestion?

0 votes
Bill Sheboy
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May 7, 2021

Hi @Tyson Dover  -- Welcome to the Atlassian Community!

I am unclear what you mean by "tagging system".  Would you please explain that term?

And, when you note that you do not get all the data, what do you mean?  Are you only getting some of the fields or only some of the issues you expect?

To help you get started:

  • In the advanced issue search, you may use the Basic search (with the drop-down values) or use Switch to JQL to enter your query directly
  • Note at the right of the page, there is a Columns list.  You may select which fields you want to see there.
  • Once you have a filter you like, you can save it for re-use
  • You note selecting the Excel icon to get the results.  You may also select the Export drop-down list at the top right of the page to get data in other formats, including Comma-Separated Values (CSV), which spreadsheets can also open.  With CSV, you may export just the fields shown on the page, or all of the fields.


Best regards,

Bill

Tyson Dover May 10, 2021

Hi Bill,

Tagging system is what the person who wants the excel kept on saying. I think she means by being able to bring up individual issues by how they are tagged. 

By not getting any data I am only able to see the project details but nothing else. If you were on Jira and you saw an issue you would click into it to see all the detail. I am only seeing on excel the issue title and nothing else.

Bill Sheboy
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May 10, 2021

Hi Tyson,

Would you please provide the query you are using, and a screen image of the results?  That may help the community give you suggestions.

Thanks!

Tyson Dover May 10, 2021

Hi Bill,

Here are the screen shot you asked for. I had to black out most of it because of security reasons but you should still understand what I am trying to do.

From Jira I bring up the Project which I see all the issues, then I click the excel button in red.

1.png

then excel I get this but it just show the issues list from Jira but no data per the issue.

2.png

 

The data in each issue looks something like this and I want to be able to have the columns highlighted in red to be filtered in excel for all the issues in the project.

3.png

Bill Sheboy
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May 10, 2021

Thanks for the images!

Earlier I noted to look at the right of the issue search page, there is a Columns selector.  You may select which fields you want to see there.  Use type-ahead search to target in on what you want.  Once the fields are displayed on the page, try your export again.

Also note that once it looks as you wish, select Save As at the top of the page to save your filter and field column configuration.  You may then easily reuse it in the future by selecting it from the Filters list.

Tyson Dover May 10, 2021

Hi Bill,

Thank you for your response. I see now the issue is the tables from the tickets are actually from Microsoft Forms and are just pasted into Jira as text. That is why I am not able to see the columns. Now I have to figure out how to get data from MS Forms > Jira > Excel. Any ideas? lol 

Bill Sheboy
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May 10, 2021

Hmmm... I am guessing that is some type of mark-up pasted into the description field.  Without a market place add-on I think you are going to need to use Excel formulas to extras the values into individual spreadsheet columns.

It may be convenient to paste a table into a field like Description, and then it causes later problems when you want to report on the information.

Two work-arounds could be (if this is your long-term plan to use Description), are:

  1. Create custom fields and put the data those fields rather than in Description
  2. Create custom fields, continue to paste into Description, and write automation rules to parse the information into the custom fields whenever the Description changes.  This approach could be brittle (maintenance heavy) if you plan to change the layout of Description tables often.

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