Struggling with your daily JIRA export to Excel? Does the process feel overwhelming and time-consuming? Worry no more! This guide will answer all your questions and provide an efficient solution to make exporting data from JIRA to Excel a breeze.
Follow our straightforward step-by-step approach to master the art of JIRA export to Excel using multiple methods. We’ll show you how to take control of the process without sacrificing time or efficiency.
By the end of this guide, you’ll confidently export data in Excel format and seamlessly load it into a data warehouse or any destination of your choice for insightful analysis. You’ll also gain a deeper understanding of the tools and techniques, helping you refine your skills further.
Prerequisites
- Working knowledge of JIRA.
- Working knowledge of Excel.
- A JIRA account.
- Excel/ Microsoft Office installed at the host workstation.
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Why do you need to Export issues from Jira?
- To share information with external stakeholders: Customers often request detailed issue reports in formats like Excel or PDF. Exporting makes it simple to provide comprehensive and professional reports tailored to their needs.
- To analyze data in Excel: Many teams rely on Excel for diving deep into issue data using formulas, pivot tables, and other powerful tools. This “Excel syndrome” saves you from learning new reporting software if you already have skilled analysts on board.
- For auditing purposes: While auditors can access your Jira instance directly, this requires them to be proficient users with admin privileges. Exporting raw data lets auditors explore and analyze at their own pace, ensuring a more thorough review.
- To analyze compliance with SLAs: Exporting data helps combine Excel’s analytical power with the ability to track issue transitions, enabling you to identify trends and evaluate how they impact your Service Level Agreements (SLAs).
- For migration projects: When migrations happen, they can be complex and challenging. Exporting all your issue data in a straightforward way ensures you have everything you need without losing critical information during the transition.
Methods to perform a JIRA Export to Excel
There are multiple ways in which you can export data from JIRA to Excel:
Method 1: Performing a JIRA Export to Excel using the Export option
JIRA’s in-built data export option allows users to export data from their applications in various formats such as XML, Excel, CSV, HTML, etc.
Launch JIRA on your system and provide your credentials to log in to your account. Once you’ve logged in, select the filter option from the panel on the top of your screen. You can also start searching for the data using the search option from the panel on the left.
Once you have selected the advanced search option, a new search window will open. You can use various JQL queries in the search bar, found at the top of your screen to extract results for the particular project.
You can also select the tasks, bugs, tickets, etc. manually, by choosing the “basic” option from the panel.
Once you’ve selected the desired JIRA issue, select the export option from the top right corner of your screen.
A dialogue box will now open up, representing a list of formats in which you can export your data.
Choose Excel CSV as the desired format to export your data. You will now be prompted to choose either Excel online or Excel desktop as your desired way of exporting your data. Click on the Excel desktop option to download your data as an Excel CSV file.
This is how you can export your data from JIRA as an Excel CSV file using the in-built export option.
Limitation of this method
- Jira limits exports to a maximum of 1,000 issues to prevent performance issues, applying the same restriction to bulk operations and query-based changes.
- While Jira’s native export method supports multiple formats like XML, Excel CSV, and HTML, it sometimes fails to export data accurately, leaving out important fields. This can result in missing critical information.
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Method 2: Performing a JIRA Export to Excel using JIRA Cloud plug-in
The JIRA Cloud for Excel plug-in offers an easy and efficient way to export JIRA data directly into Excel. It not only lets you export data but also schedule regular data refreshes. Users can either use predefined filters or write custom JQL queries right from Excel to fetch the data they need. However, this plug-in is available exclusively to Office 365 subscribers and must be downloaded and installed by users with an active subscription.
This can be implemented in the following two steps:
Step 1: Installing the JIRA Cloud for Excel plug-in
Begin by installing the JIRA plug-in for your Excel application. You can download the plug-in from the official Atlassian marketplace or the official Microsoft App source website here. Once you’ve downloaded it, carefully follow the prompts to add it to your Excel application. You can check out the official documentation to help you install the plug-in easily.
You now need to open the Excel application on your system and log in to your Office 356 account and provide your JIRA credential, to allow Excel to access your data.
This is how you can install the JIRA Cloud plug-in for Excel using your Office 365 account.
Step 2: Exporting data from JIRA to Excel
Once you’ve downloaded and added the JIRA Cloud for Excel plug-in, you can easily perform the Jira Export to Excel process.
Click on the get JIRA data option from the menu bar of your Excel sheet. A new side panel will now open up on the right side of your screen, from which you can easily select the JIRA site from where you want to export data to Excel.
The JIRA Cloud plug-in allows you to perform the Jira export to Excel process using various ways. You can either make use of your pre-defined JIRA filter (It needs to be starred) to extract data, or select the JQL option from your side panel to use JQL queries to extract data.
Click on the select fields option in the side panel. A new dialogue box will now open up.
From the project drop-down list, select your JIRA project and then search for your desired data fields using the search bar, just below it. Select all your aspired fields.
Once you’ve selected them, click on save. Click on the get data option to start importing your JIRA data to Excel.
The JIRA Cloud for Excel also allows you to use the JIRA() function. This function allows you to specify various fields, the number of rows, etc. from where you want to perform a JIRA Export to Excel, all with the help of a single JQL query.
Once you’ve written your JQL query, click on enter and you will get all your requested JIRA data imported to your Excel application.
This is how you can perform a JIRA Export to Excel using the JIRA Cloud plug-in.
Limitations of this method
- The JIRA Cloud for Excel plug-in is only available for users that have an Office 365 subscription. It is therefore not readily available for every user and requires them to have the expensive Office 365 subscription beforehand, only then it can be downloaded.
- It doesn’t support the older versions of Office such as Microsoft Office 2016, Pro Plus, etc.
Method 3: Performing a JIRA Export to Excel by enabling the Excel Option
In the earlier versions, JIRA provided users with a simple one-click solution of exporting data as an Excel file. However, this feature was removed from the panel starting from version 7.2 onwards. To perform a JIRA Export to Excel, users can easily re-enable this feature and start exporting their JIRA data again using the Excel option.
You can implement this using the following steps:
Step 1: Restarting your device
First, stop your JIRA instance from your system, you can stop the service directly from applications or use the following lines of code in your JIRA applications installation directory:
/bin/stop-jira.sh or binstop-jira.bat
For further information on using the configuration file, you can check the official documentation here.
Step 2: Configuring the Jira-properties file
Locate the <jira-home>directory and search for a file called “jira-config.properties”. Open the file and edit it by adding the following lines of code on a new line:
jira.export.excel.enabled=true
Adding the above command in your JIRA configurations file will enable the Excel export option, and you can easily perform a Jira export to Excel.
JIRA’s in-built export option allows users to export up to 1000 issues at a time, making it difficult for users to extract large volumes of data. To overcome this, users can update the configuration file and add the following line of code to it:
jira.search.views.default.max=[new max]
This command will allow you to fetch more than 1000 results at once, thereby simplifying the data export process. To avoid any performance-related issues or any “out of memory” exceptions, ensure that you don’t fetch a large volume of data at once.
Once you’ve added the command, save your configurations file. Restart your JIRA instance, you will find the Excel option available in the export drop-down list.
You can now search for the JIRA issue you want to select either by applying the necessary filters or selecting it manually. You can do this using the advanced issue search option. Once you’ve selected the tickets, issues, etc. that you want to export, you can click on the Excel option from the panel and easily export your data.
This is how you can perform a JIRA Export to Excel by enabling the Excel option from the configurations file.
Method 4: Performing a JIRA Export to Excel using REST API
Following the GET method of the REST API, once you’ve logged into Jira, you’ll be able to retrieve all the issues using a specific JQL from a URL:
Method: GET Url: JIRA_BASE_URL/JIRA_CONTEXT/rest/api/2/search?jql="assignee=currentUser()"
Paste this URL directly into your web browser for on-screen results. You’ll get a JSON file as output.
You can covert the JSON document into CSV format using online tools. Or you can directly convert to Excel format through different options available in Microsoft Excel according to its version.
Easily manage your data by learning how to export Jira issues to CSV. Simplify reporting and data analysis.
Conclusion
This article introduces you to the various methods that can be used to set up a JIRA Export to Excel. It also provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. These methods, however, can be challenging, especially for a beginner & this is where Hevo saves the day.
You can also check our article about connecting JIRA to MariaDB.
Hevo Data, a No-code Data Pipeline helps you transfer data from a source of your choice in a fully automated and secure manner without having to write the code repeatedly. Hevo with its strong integration with Jira and various other free data sources, allows you to not only export & load data but also transform & enrich your data & make it analysis-ready in a jiffy.
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Tell us about your experience of exporting your JIRA data! Share your thoughts with us in the comments section below.
FAQs
1. Can Jira export to Excel?
Yes, Jira can export data to Excel. Use the “Export” option in the issue navigator and select “Excel (All fields)” or “Excel (Current fields)” to download issues as a spreadsheet. You can also use third-party plugins for advanced export options.
2. How to get data from Jira to Excel automatically?
To automate data transfer from Jira to Excel, use Jira’s REST API to fetch issue data and connect it with Excel via Power Query or a script. Alternatively, use third-party tools like Zapier or Jira plugins that support automatic Excel exports on a schedule.
3. How to export Jira to CSV?
To export Jira data to CSV, navigate to the issue navigator, apply your filters, and click on the “Export” option. Choose “CSV (All fields)” or “CSV (Current fields)” to download the data as a CSV file for further analysis.
4. How to extract data from Jira?
To extract data from Jira, use the issue navigator’s “Export” feature to download data in formats like CSV or Excel. For automation, you can use Jira’s REST API to fetch data programmatically or integrate Jira with tools like Power Query or Python scripts for customized data extraction.
Divij Chawla is interested in data analysis, software architecture, and technical content creation. With extensive experience driving Marketing Operations and Analytics teams, he excels at defining strategic objectives, delivering real-time insights, and setting up efficient processes. His technical expertise includes developing dashboards, implementing CRM systems, and optimising sales and marketing workflows. Divij combines his analytical skills with a deep understanding of data-driven solutions to create impactful content and drive business growth.
