Sum up numeric field from epic to the higher hierarchy defined.
Asked by Yaron Azar:

Hello,

I'm using Advanced Roadmaps (cloud) with the following hierarchy:

Portfolio Initiative \>\> Initiative \>\> Epic \>\> Story \>\> Sub-Task.

Is there a way to sum up numeric field from all the epics under the initiative to the initiative level?

Automation -

How can I access the parent in higher hierarchy than epic?

How can I sum custom numeric field from all the epics under the initiative to the parent?

Any addons I can use?

If script runner - examples will be appreciated :)

Thanks,

Yaron


Answers:
author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

Welcome to the community !!

To visualize the issue hierarchy and sum up of numeric fields at each hierarchy level, we have created an app to track the progress at each level,

[Agile Tools - Epic Tree, Links Tree and Time in Status](https://marketplace.atlassian.com/apps/1223200/agile-tools-epic-tree-time-in-status?hosting=cloud&tab=overview)

You can view the full Jira Issue Type hierarchy of Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks up to 10 levels.

Key features :

* Hierarchy upto 10 levels deep
* Progress % on "remaining estimate" or "original estimates"
* Edit Issue summary, time estimates, story points and assignee on the tree with real time updates in the progress
* Rolled up percentage completion at all levels
* Ability to add/remove the columns on the report

Along with this there are multiple other features like **Time in Status, Worklogs reports** etc which the app provides.

![Links Hierarchy.png](https://community.atlassian.com/t5/image/serverpage/image-id/177179i653FC29EF799AA6D/image-size/large?v=v2&px=999 "Links Hierarchy.png")

comments: author: Yaron Azar
body: Thank you [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890) for this input - I'm investing this add on right now.

Can I limit the hierarchy levels?

Is the sun up saved in the relevant parent level?

Can I override the sum value?


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

Thanks for your reply and trying out our add-on.

The sum up value is not saved at the parent issue level. The app will add up the time estimates, story points and any custom numeric field from the lowest hierarchy level and display the same at each parent level.

You can definitely override the values at each level as they are editable.

Also the hierarchy is based on your Linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks but max up to 10 levels. It can certainly be lower than 10 levels.

Can I request you to spare some time, and we can demo the app including all the features which will be beneficial for you to track your projects.

Our mail id is support@rvsoftwares.in .

Looking fwd to hearing from you.

Thanks

Rahul


author: Yaron Azar
body: [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890)

Can custom numeric fields can be editable on in the screen and sum up to the parent level?


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

As of now custom numeric fields are not editable on the screen.

But if its a must requirement for you, I will discuss with team on the feasibility and work on it.

Thanks

Rahul


author: Yaron Azar
body: Hi [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890)

Yes - this is the base requirement.

Thanks,

Yaron


author: Rahul_RVS_Support
body: Sure [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

Will check with team and get back


author: Yaron Azar
body: Thanks


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

We will be able to make the custom fields editable.

We have an upcoming release, where in there are time in status and worklog report enhancements being built.

We will pick up this change post this upcoming release.

And will keep you posted on the progress.

Thanks

Rahul


author: Yaron Azar
body: Hi [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890)

Thank you for the update.  
Will it sun the values of the custom filed to the parent level as well?

Any estimation on the release date for the cloud version?

Regards,

Yaron


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

it is already summing up the custom field value upto the parent level as shown in screen below.

We will now make it editable as well. We are looking at an early Feb release for his change.

Please do let me know if you have any further queries.

Thanks

![Links Hierarchy Custom Field Roll up.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/177367i06EBB2CF36D798D4/image-size/large?v=v2&px=999 "Links Hierarchy Custom Field Roll up.PNG")


author: Yaron Azar
body: Hi [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890) -

Thank you for the update - will be happy to be notified when released.


author: Yaron Azar
body: Hi [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890)

Any update on the next release date?

The release with in-line edit for numeric fields in link hierarchy view?

Thanks,

Yaron


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

Good Day !!  
We have an upcoming release this weekend.

That will have this feature implemented.

Will drop a note as soon as it is published.

Thanks

Rahul


author: Rahul_RVS_Support
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

We have published numeric field editing on hierarchy view.

Request you to please test it out.

Thanks

Rahul


author: Yaron Azar
body: Hi [@Rahul_RVS_Support](/t5/user/viewprofilepage/user-id/4074890) ,

Thank you for the update - I will look into it very soon.

Regards,

Yaron


author: Andreas Haaken _APTIS_
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411) ,   
you may use something like Epic Sum Up (our plugin) to summarize whatever you want in a summary panel:

![summary panel 1.png](https://community.atlassian.com/t5/image/serverpage/image-id/177173i2BB924674C56E0AC/image-size/large?v=v2&px=999 "summary panel 1.png")

and in the next version (3.10) we will release the support for any roadmap hierarchy..

comments: author: Yaron Azar
body: Hi [@Andreas Haaken _APTIS_](/t5/user/viewprofilepage/user-id/671506)

Thank you for the update.

I already tried the Epic Sum Up and currently since its still blocked up to epic level it didn't worked for me.  
I'll looking for to see the next release.

BTW - if \& how can I store the aggregated values in the parent level?


author: Andreas Haaken _APTIS_
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411) ,

what do you have in mind if you say "storing in parent"?

all values are calculated on the fly as they are very volatile. But you can snapshot data by using API on DC/Server.

For the support of Jira Roadmaps: I can send you info about planing and we can test on beta as it is already developed. Juts waitiing for release.   
send me an email to: a.haaken@aptis.info for a closer look.

;)


author: Yaron Azar
body: Hi [@Andreas Haaken _APTIS_](/t5/user/viewprofilepage/user-id/671506)

By storing in parent I mean that I need to find a way to save the numeric field sum value from all the child issues (epics in this case) in the parent.


author: Andreas Haaken _APTIS_
body: Ok, why do you want to store this value at the Epic?   
(in comparison to show and live calculate it there?)  


author: Yaron Azar
body: Hello again,

I need ability to save the calculated sum of numeric field in the parent for hierarchy levels above Epic once defined via advanced roadmaps.


author: Andreas Haaken _APTIS_
body: Ok, do you think about something like this:

![custome Number.png](https://community.atlassian.com/t5/image/serverpage/image-id/177527iCB12ADF04BE0A095/image-size/large?v=v2&px=999 "custome Number.png")


author: Yaron Azar
body: sort of


author: Andreas Haaken _APTIS_
body: Great, so lets have a look at it soon ;)


author: Anthony Kozlov_SaaSJet_
body: Hi [@Yaron Azar](/t5/user/viewprofilepage/user-id/4679411)

As an alternative, try a [Time in Status for Jira Cloud](https://marketplace.atlassian.com/apps/1219732?utm_source=Atlassian_Community&utm_campaign=Comment_pivot-tables-sum-report_20210117) add-on developed by my SaaSJet team. There is a**Pivot table function**, which supports such additional options for report analysis:

![4.png](https://community.atlassian.com/t5/image/serverpage/image-id/197907iABEB7DDA49E1F96F/image-size/large?v=v2&px=999 "4.png")

* Monitor time for any issue fields, any combination of issue attributes (e.g., assignee time per status, time in status per assignee, compare status time for the whole team).
* Manipulate data by math functions (Average, Min/Max, Median, Count, Sum, etc.)
* Represent data in numerical or %, etc. Highlight the cells using Conditional formatting, Sorting, and Filtering of three types of Layouts.
* Export to CSV and XLSX files.

Discover more about the [Pivot Table function.](https://saasjet.atlassian.net/wiki/spaces/SAASJET/pages/1073348617/Pivot+Table+Report+View?utm_source=Atlassian_Community&utm_campaign=Comment_pivot-tables-sum-report_20210117)

You can try the trial version or order a demo call. I hope you find it helpful.


author: chithra madhav
body: Hi All,  

I have an Epic \& i have linked multiple existing stories in it.  
I need to create a Calculated scripted field from which Estimations of all stories linked in Epic should be summed \& display it.  
I also have an scripted field for Stories which calculate the sum of all tasks \& sub-tasks linked with the stories \& provides expected result  

I tried to invoke that field in this Epic Script ,to calculate \& generate output but it results as 0.  

<br />

Please find below Script \& help me on this requirement ASAP  

**Script Used--\>//Scripted field--\>Stories linked with Epic --Original estimate Calculation**

import com.atlassian.jira.ComponentAccessor  
import com.atlassian.jira.issue.CustomFieldManager  
import com.atlassian.jira.component.ComponentAccessor;  
import com.atlassian.jira.issue.Issue  
def issueLinkManager = ComponentAccessor.getIssueLinkManager()  
def cfManager = ComponentAccessor.getCustomFieldManager()  
double totalestimate = 0  
customField = cfManager.getCustomFieldObject("customfield_14126");

//customField1 =cfManager.getCustomFieldObjectsByName()  
log.debug(customField)

if (issue.getIssueTypeId() != "10000") {  
return null  
}  
issueLinkManager.getOutwardLinks(issue.id)?.each {issueLink -\>;  
if (issueLink.issueLinkType.name == "Epic-Story Link" ) {  
def linkedIssue = issueLink.destinationObject  
log.debug(linkedIssue)  
double originalestimate =(double)(linkedIssue.getCustomFieldValue(customField) ?: 0)  
log.debug(originalestimate)  
totalestimate = originalestimate + totalestimate;

}}

<br />

<br />

Thanks in Advance  

Regards,  
Revathy.M


Tags: advanced-roadmaps

cloud