Does Jira support sum-up and roll-up functionality natively, or is a custom solution required?

[Sonu kumari - Optimizory]

Does Jira support sum-up and roll-up functionality natively, or is a custom solution required?

[AtlassianAnswer]

@Sonu kumari - Optimizory, Jira only auto-rolls time spent (and in Advanced Roadmaps, story points/estimates). Rolling up original estimates or arbitrary custom-number fields requires a custom solution—Automation for simple cases, a Marketplace app for low-code configuration, or ScriptRunner for maximum flexibility (via scripted fields, listeners or JQL functions). 

I will show one example of summarization on groovy (you can use plugins other than ScriptRunner, like JMWE etc - depends on which one the company prefers)

import com.atlassian.jira.component.ComponentAccessor

def capacityCf = ComponentAccessor.customFieldManager.getCustomFieldObjectByName('Capacity')
def total = issue.subTaskObjects.sum { it.getCustomFieldValue(capacityCf)?.toInteger() ?: 0 }
return total

And one JQL example of aggregation with aggregateExpression (Scriptrunner)

issueFunction in aggregateExpression("", "StoryPoints / BusinessValue > 50")

p.s. There are actually so many ways to solve this - your question is abstract and needs to be clarified to find out more about your requirements and customized environment

[Rahul_RVS]

Hi @Sonu kumari - Optimizory 

As suggested by others you can build your own custom solution for this requirement or use a mktplace app for the same. As the summing up features are limited in Jira.

If you are open to try out a mktplace app, do take a look at

Issue Hierarchy 

The shows Epic Hierarchy and progress at each parent level. It rolls up time tracking fields, story points and any numeric custom fields too.

(Disclaimer: I work for RVS, the vendor for this app)

[Danut M _StonikByte_]

Hi @Sonu kumari - Optimizory,

In general the Jira gadgets and reports are based on issue count, not sum of a field.

If you need stats by sum of fields, a possible solution would be to search for a plugin on Atlassian Marketplace. 

In case you want to try a plugin, our Great Gadgets app offers some dashboard gadgets that allows you to generate stats based on sum of fields, counts, percentages, etc. The gadgets to look at are:

• Pivot Table & Pivot Chart gadget - lets you generate pivot tables, heatmap tables and charts of various types just like in Excel
• Advanced Issue Filter formula gadget - lets you apply math formulas by combining the data from multiple filters/JQLs. Helpful to display counts, sum of fields, average or metrics based on custom math calculations
• Issue Filer Formula gadget - displays count, max, sum of field, average, etc and display the result as a number, colored number or gauge chart.

Danut

[Bill Sheboy]

Hi @Sonu kumari - Optimizory 

There is limited summing capability for dashboard gadgets and the built-in reporting for project boards.  There is no generic "sum any field" capability.

Some possible workarounds include:

• exporting issues for reporting in external tools
• using the REST API to pull issue data into external tools
• using Atlassian Marketplace addons / apps for dashboards, reporting, or to script field summation
• using custom fields and automation rules

Kind regards,
Bill