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Better Excel Plugin, the swiss knife of Jira to Excel reporting

Chances are that you, as a Jira user or Jira admin, have already bumped into the need for a quick Excel export from Jira. Sometimes it’s more than a quick export: a sophisticated and customized report is needed, featuring pivot reports and custom analytics. Currently this is not easy given the insufficient export options available in Jira.

To make work easier and to meet the corporate requirement for professional Excel reports, Midori developed the Better Excel Plugin.

What’s great about Better Excel Plugin?

Better Excel Plugin for Jira is really a swiss knife of exporting apps, that you can use on 3 levels.

Level 1: Getting $#it done

If your exporting needs are not too complex, you can use Better Excel instantly in an existing Jira environment. If you need regular exports from Jira, chances are that one of the built-in templates the app comes with will fit your use case.

With Better Excel Plugin, you can get real XLSX files out of @Jira right after installing the app. No questions, no configuration, no hassle.

You don’t have to worry about data types either: dates will remain dates, numbers will show up as numbers in Excel, so you can work with the right data type later if needed. In short, you can get real XLSX files right after installing the app. No questions, no configuration, no hassle.

A list of Jira issues with system and custom fields exported to Excel

Level 2: Feeding the Excel beasts (a.k.a business leaders)

If you are lucky enough to have business leaders who eat Excel functions for breakfast, BI reports for lunch and pivot charts for dessert, you will need a more complex Excel report template, customized for your company.

You can easily create a simple template in Excel by using expressions in an Excel spreadsheet. Those expressions can be found as part of the documentation, and you can also see how to do it in a tutorial video on Youtube. You can also use some of the complex report templates that come with the app and create professional Excel reports from Jira or Jira Service Desk like this:

A complex pivot report in Excel, created with a built-in template for reports

Level 3: Being the Excel beast

The real flexibility of Better Excel Plugin shines when it comes to running your own Groovy script. This provides many options for interpreting Jira data and painting with it on the great canvas of Excel.

For example, you can calculate SLA’s across a list of exported Jira Service Desk tickets and indicate visibly if one is breached by using conditional formatting in Excel. We pay much attention to building integrations with other Jira apps, so you can even use the custom field values that are coming from nFeed, Tempo or Zephyr to incorporate those into your Excel report.

Zephyr test step results with all details exported to Excel

Automation, an added benefit

Automation is something that you can take advantage of regardless the level you are using Better Excel on. The free Excel Automation Plugin pairs with Better Excel and used together with Automation for Jira, they provide you the automation framework that will take the repetitive workload off your shoulders.

You can set up automation rules to create your Excel exports or reports periodically and take action: save them to your file system, attach Excel spreadsheets to an issue or email your Excel report directly to your colleagues or partners.

Now you have an understanding why Better Excel Plugin is the most advanced tool to export Jira data into simple Excel exports or complex reports. As your reports most definitely will not produce themselves, there is only one thing left:

Start creating real Excel reports from Jira

This blog post is also published in the GetConnected Blog.

 

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