Pivoting Tempo and JIRA Reports Using Excel

This tutorial is the second in a four-part blog series on exporting JIRA and Tempo data to create custom reports. This has been a highly requested feature, and one that has generated a good amount of feedback and requests for further information from our users.

Through this series, we have already explored how to create Excel exports using high-level permissions. The next two tutorials will explore what kinds of data can be generated into custom reports using Excel, and how to create Excel reports using a Mac or something other than Microsoft Office.

In this post, we will walk you through the steps necessary to create Excel exports of Tempo reports using limited permissions (accessible by all users). This process enables users to create custom reports and views of JIRA and Tempo data. Those who require the ability to analyze projects and/or cost breakdowns from various perspectives should find this functionality useful. (We’d love to get feedback from you on how you find the ability to use this data to better help your decision making!)

Step 1 – Generate a Report in Tempo

All reports in Tempo can be exported to Excel. In the example below, we have created an Account Report with all accounts selected to obtain all the data that can be viewed in JIRA.

The first step is to generate the report, as shown below.

Tempo Report Pivot Account

Next, you will need to export your report to Excel from the Views list.

Tempo Report Pivot Account Excel

Step 2 – Create a Customized PivotTable

Create a PivotTable by clicking the PivotTable button in the Insert tab.

Tempo Report Pivot Insert Table
Note: The examples below apply to Excel 2010. If you are using older versions of Excel, please take a look at this page.

Select your table or range in the Create PivotTable dialog, and then click the OK button.

Tempo Report Pivot Insert Table Dialog

Select the fields you want from the PivotTable Field List.

Tempo Report Pivot Insert Table Fields

Working with PivotTables is beyond the scope of this tutorial. However, you may want to refer to this tutorial (and related tutorials) from Microsoft for further information.

Step 3 – Create Custom Reports and Views

Now you can build your views, generate charts or graphs, and analyze your data. In the example below, three fields were selected from the PivotTable Field List: Hours, User Name, and Project Category.

Tempo Report Pivot Result

In the screenshot above, the Paradigm Cloud and Wikkkieea Cloud projects have been selected, and the users Bob and Paul have logged some time within the selected period.

Conclusion

Excel can provide excellent views of JIRA and Tempo data. And, all Tempo users can generate a report, export it to Excel, and display the data as they wish. Feel free to leave further questions and feedback below!

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Sverrir is the QA and Support Manager for Tempo. Computer Science graduate from the University of Iceland and has been a member in the Tempo team from the beginning. Sverrir is an active music and film collector and known as 'Iceland´s no 1 Frank Zappa fan'

19 Responses

  1. Satish Kumar says:

    You need to make sure that all custom fields can be exported to Excel. At this time, Tempo doesn’t include all custom JIRA fields to be exported. In order for it to become really effective, please implement this feature

    • Sverrir Tynes says:

      Satish Kumar,

      There are some JIRA fields that are not included and can not be selected as they are not custom fields. An example of these fields is Link Issues. What fields do you have in mind?

      Sverrir Tynes
      Tempo support

  2. S Miller says:

    Thanks for the easy to follow instructions!

    Improvement Feedback:
    When I extract a report using a wide date range, the Period column still needs to be populated in the EXCEL extract so that the data can be summarized in the Pivot table by period. Is this possible?

    • Sverrir Tynes says:

      The period column has no values in the excel file if report is generated for a date range. We know about this and we are working on some improvements in Tempo reporting feature.

      Sverrir Tynes
      Tempo support

  3. Michal says:

    Hi,
    It is very useful feature and I use it a lot. In last days I’ve started using ‘Plan Time’ feature. I’d expect that an excel report will contain information about planned time for each day – but it contains only worked time. Is it possible to export planned time? How?

    Kind regards
    Michal

    • Sverrir says:

      Hi Michal

      This is not supported in current Tempo version but it has been requested in https://tempoplugin.jira.com/browse/JTMPO-427.

      We value feedback and comments on how we can make Tempo better so if you want to contribute to this request please give it your vote and add a comment that will help the Tempo developers to implement this request.
      You can click on the labels to view similar requests.

      Sverrir Tynes
      Tempo support

  4. Irving Kwok says:

    Is it possible to include “Labels” in the export?

  5. howard tiersky says:

    Hi! we trying to use the planned time excel export.. but it appears that account information comes up blank in the export even if the project is assigned to an account. Is this a known bug or is this possibly somehtign we are doing wrong?
    -we added the account field
    – we enabled the account manager
    – we created customers, categories and accounts
    – we assigned projects to accounts
    – we planed time
    – we exported to excel
    – export works but account and account key is blank for all records

  6. Sreynaud says:

    Is there a way possible to export the field “Linked Issues” in the worklog export? please

    • Bjarki Bjarki says:

      Hi Sreynaud,

      Unfortunately it’s not possible to export the “Linked Issues” field in the worklog export in this version of Tempo Timesheets. You can however export sub-tasks and parent issues. We value feedback and comments on how we can make Tempo Timesheets better, so if you have a feature request, please create an issue in our Atlassian JIRA (https://tempoplugin.jira.com/browse/JTMPO).
      Tempo product owners are reviewing all requests for Tempo products and if the request is within the scope of the roadmap it is transitioned from the Needs Triage status.
      Other users with similar requests can vote on these issues and contribute by adding comments that will help Tempo developers implement the request.

      Best regards,
      Bjarki

      • Hi Bjarki,

        I would like to come back to this old blog entry just to ask if there is any solution to this request. Unfortunately your link doesn’t show the initial request anymore, so it gives no further information.

        I have the following situation:
        We manage customer projects in their own Jira-Project. There the Project Manager can have issues for all his work and also for requirements. If an requirement is ready for development, we clone the issue to the affected Jira-Dev-Project. If I start the PDF-Export in the Account-View of Tempo Timesheet, I would like to have as a result, that the linked issues are shown together/aggregated, even if they are from different Jira-Projects.

        The result would be one line with the time-entries of the original issue and after it a second line with the time-entries of the linked/cloned issue.

        This solution would be very helpful to show our customers quickly the amount of time we spent for their stuff.

        Best Regards
        Stefan

        • Bjarki Bjarki says:

          Hi Stefan,

          This is currently not supported in Tempo Timesheets. I strongly encourage you to submit a feature request here with more details: tempoplugin.jira.com

          This link here above should be working fine.

          Our Product owners regularly monitor new incoming feature requests and if they’re in line with our roadmap then we’ll implement them.

          If you need any further assistance then please don’t hesitate to contact our customer service team .

          Best regards,
          Bjarki

  7. Stephan Sølby says:

    Hi,

    I highly miss the “description” field in all exports from Tempo. Can I export this field somehow?

    • Bjarki Bjarki says:

      Hi Stephan,

      If you’ve been filling out the description field in your worklogs then the description should be available in your exports. The field is called “Work Description” in Excel and the same goes for XML.

      Could you please take a closer look at the report? If the field doesn’t appear then could you please provide us with more details via email to support@tempoplugin.com

      Best regards,
      Bjarki

  8. Jonathan says:

    Is there any way to automate these data extracts or pull the data from a table in the backend?

    • Bjarki Bjarki says:

      Hi Jonathan,

      This is not supported in our current Tempo Timesheets version. We value feedback and comments on how we can make Tempo better, so if you have a feature request, please create an issue in our Atlassian JIRA (https://tempoplugin.jira.com/browse/JTMPO).
      Tempo product owners are reviewing all requests for Tempo products and if the request is within the scope of the roadmap it is transitioned from the Needs Triage status.
      Other users with similar requests can vote on these issues and contribute by adding comments that will help Tempo developers implement the request.

      Best regards,
      Bjarki

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