Aggregating numeric fields
Asked by Amir Baruch:

Hey,

I user advanced roadmap in order to plan the work of the teams for a quarter. That seems to be one of the targets of such tools as it supports team capacity for example.

My wise is much more humble thought: I would like to be able to sum the value of the numeric fields under a filter (say estimate effort).

That way I will be able to quickly see how much effort was assigned to a Qtr.

Any idea how to do that before trying to do it with a chrome add-on?

BR,

Amir


Answers:
author: Ste Wright
body: Hi [@Amir Baruch](/t5/user/viewprofilepage/user-id/4435693)

You can see a roll-up of some data...

* On your Plan - go to View Settings
* From this drop-down - you can select to visualise a roll-up of...
  * Dates - *Show a roll-up of dates in the fields and timeline sections.*
  * Others - *Show a roll-up of sprints, releases, teams, and estimates in the fields section.*

*** ** * ** ***

If you mean a custom numeric field though, this isn't possible at this stage.

You could...

* Either add the custom field to each hierarchical level, or create a second numeric custom field per level as SUM of children
* Use [Automation](https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/) to aggregate the data between levels
* Display these custom fields in the Plan

Ste

comments: author: Amir Baruch
body: Thanks [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) .Didn't know about that option.

If I understand correctly it rolls up the numbers to the parent ticket: so for example it aggregates the story points of all user stories and shows it on the EPIC level.

I am more interested with knowing how many user stories have been allocated to a release to make sure that I did not exceed the budget.

Is there an option to do that?

I am using the following view:

- Team

-- user story 1

-- user story 2

On the team level I would like to see that sum of all user stories of all user stories that appear under that team with that specific team.


author: Curt Holley
body: [@Amir Baruch](/t5/user/viewprofilepage/user-id/4435693) you can achieve these things via JQL and using the "Jira" macro on a confluence page or a dashboard gadget.

i.e.

fixVersion = XXX and "Team\[Team\]" = 999

set the display options of the macro to "Total issue count"

![display opt.png](https://community.atlassian.com/t5/image/serverpage/image-id/191299i48EC24088261248B/image-size/large?v=v2&px=999 "display opt.png")

Or use the Jira roadmap gadget and get a count of issues per Release/s as well as a progress report.

![Screenshot 2022-04-04 085114.png](https://community.atlassian.com/t5/image/serverpage/image-id/191300iE11ADE00C49A0882/image-size/large?v=v2&px=999 "Screenshot 2022-04-04 085114.png")


author: Amir Baruch
body: Thanks! and is there an option to aggregate the total efforts or story points? I mean even with a JQL filter.

I am interested with showing budget (total capacity of the team) vs what is planned (all the items that were allocated to the version)


author: Ste Wright
body: Hi [@Amir Baruch](/t5/user/viewprofilepage/user-id/4435693)

I think for the release allocation question, what [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535) has suggested is the best option - using JQL to highlight this information on a Confluence page or Dashboard will allow you to review it.

*** ** * ** ***

In terms of aggregation - I've seen it done using [Automation](https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/) - where teams aggregate the total effort of story points between hierarchical issues (eg. to Epic level).

But to use these values in JQL, either as a column or to query against, it needs to be metadata. This needs to be listed against an Issue - rather than a Release, where additional information cannot be added at this time.

Ste


Tags: advanced-roadmaps

roadmap