here are the steps to get this work for you .
Create your filter
You may already have a percolate set up. If you don ’ t, create a new one in Jira. If you don ’ triiodothyronine know how to create a percolate, see this documentation. Make indisputable that you have identified the column that you want to import into Excel. You can import all customs fields if you want. For most projects and reports, that is overkill. rather, define the specific column that you truly need .
Test your filter
Before you start to integrate your filter into Excel, make surely that you are actually getting the datum that you need. Go to the Export button and download CSV ( Current Fields ). then open it in Excel. Make certain that these are the right column. If they aren ’ deoxythymidine monophosphate, fix them in your filter and test until you are satisfied that you have everything that you need .
Create the Excel connection
now that you have a filter that you have tested, it is prison term to create the connection between Excel and Jira. Go binding to the Export menu and right-click on the CSV ( Current Fields ) choice I am using Chrome. If you are using a different browser, your menu options will look different. careless, you want to Copy Link Address. When I do it in my test environment, I get hypertext transfer protocol : //10.9.1.98:8080/sr/jira.issueviews : searchrequest-csv-current-fields/10500/SearchRequest-10500.csv Your link will be similar but the base url and the percolate id will be different. Open a new Excel workbook, go to the Data tab key and cluck on From Web. If you are on Jira Cloud, you will need to provide your username and password to access the filter. Use the basic authentication : If you are on Jira Server, you will need to click on the Advanced button to this dialogue box paste the URL that you copied into the URL parts section at the top.
then add two HTTP request headers :
- accept : text/csv
- mandate : basic
Lets take a short circuit digression to explain the base64 token. When you execute the URL, you need to pass in login credentials. This requires a extra format, called a base64 keepsake. You create this token by “ base64 encoding ” the string
You can manually refresh this filters by clicking on “ Refresh All ” on the Data check in Excel. You can besides set your spreadsheet to reload the data whenever you open the spreadsheet. To do that, pawl on the down-arrow on the “ Refresh All ” menu. In the properties menu, click on “ Refresh data when opening the file ” This will cause the connection to be refreshed automatically. now that you have the raw data, you can create Pivot Tables, Charts and other reports in Excel .