I’ve created a dashboard in Confluence to track the project status as a report for the team leader. Every week, I manually update the epic completion percentage. Is there a way to automate this process? I’ve integrated Jira with Confluence
Hello @Sheeba Gethsi Scwartz
Jira does not provide a "percent complete" field that you can reference for an Epic. It presents that information in the Jira UI when you view the Epic, with the calculation being done when the view is loaded.
If you want to reference a "percent complete" value for the Epics using a Jira macro in Confluence, you would need to create a custom Jira field to hold that information and then update that field in Jira. You could then add that field to the data you display in Confluence.
You could use the Automation Rules feature to automatically update the "percent complete" field. There are a number of questions/scenarios to consider.
There also could be third party apps that could help you with this, if you are open to considering a third party app.
We can also suggest trying the app that we develop - Table Filter, Charts & Spreadsheets for Confluence.
Our macros support the native Jira Issues macro, so you'll be able to pull your dynamic issue list from Jira to Confluence and aggregate/visualize it with the help of our macros (for example, Pivot Table and Chart from Table).
If you already have our app in your Confluence, then everything you do with manually created tables can be also done with the Jira macro. As a result, you'll get a live dashboard.
If you are not familiar with the app, please book a call with the team - we'll show you the use case live.
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As far as I know, this is not possible with native Confluence macros.
A solution would be to search for a plugin on Atlassian Marketplace that provides a macro capable to display the epic progress.
If you consider the idea of using a plugin, our Great Gadgets app for Confluence Cloud offers many useful macros for tracking the projects and epics from Jira.
For your use case, you can easily display the progress of you epics in real-time in form of tables, heat-map tables or charts of various types by using the Pivot Table & Pivot Chart macro.
See also this article for more details: https://community.atlassian.com/forums/App-Central-articles/How-to-display-the-progress-of-Epics-or-Initiatives-in-Jira-or/ba-p/2858840
Danut.
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