Jira Plugin for Excel - Refresh options

[Ricardo Gomes]

Hi,

I've been using the Jira plugin for Excel to pull data from Jira into Excel and have a question regarding the options to refresh the data offered by the plugin.

When you go to the Updates tab, it gives you two options:

1) Re-run my query each time I open the workbook

2) Only when I click the refresh button

Option 1 is pretty clear but I have a question re option 2 - 

Is the "refresh button" in question referring to the button inside of the plugin that reads "Get Data Now" or is it referring to the actual "Refresh" button from the Data ribbon in Excel?

I have the same plugin running in Google Sheets and the plugin offers scheduling options where you can actually determine how often the plugin runs and refreshes data by specifying the hours interval but the same plugin for Excel lacks that feature so the refreshing options are only the two offered above - which is a bummer.

Thanks!

[Stephanie Donnelly · Accepted solution]

I would be interested in this as well, I'm using the plug-in to provide our customers with an excel view of the tickets that have been raised as we have a Branch/Franchise setup and while the branches are supposed to include the Franchise they tend not too.

In terms of the refresh what I'd specifically like to know is whether or not I need to be the one that opens the workbook or can anyone open it and refresh it.

[Bjørn Houlberg]

Im also interested in this. A scheduling option would be cool!

[MobilityStream]

Hi,

If you are open to an app from the Atlassian Marketplace, you can try our Excel Online Integration add-on. It has a scheduling option that allows you schedule the refresh. Also you can opt for real-time refreshes, so that the data stays up-to-date each time a user makes a change in Jira. You can extract additional data sets such as Changelogs, Worklogs, Assets, Users, Organizations, etc to make the data richer for analytics. It works directly inside of Jira.

Kind regards,

The Mobility Team

[Hofer, Johan]

I'm also interested. As using the Excel file as data for a PowerBI report. At least a scheduler can help to avoid "opening" or "refreshing manually" the excel file to have updated data in Power BI
But thank you for the feature, super easy to use