When managing projects in Jira, there may come a time when you need to export your data to Excel. This can be useful for creating reports, sharing data with non-Jira users, or even just backing up your work. In this blog post, we’ll guide you through the process of exporting your Jira board to Microsoft Excel.
Step 1: Install the necessary plugin
To export data from Jira to Excel, you will first need to install the “Better Excel Plugin”. This plugin enables you to export Jira data, including Agile boards, to Excel. You can get this plugin from the Atlassian Marketplace.
Step 2: Navigate to the Jira board
Once the plugin is installed, go to the Jira board you wish to export. Click on the ‘Board’ button located in the top-right corner of your dashboard.
Step 3: Export to Excel
After selecting your desired board, click on the ‘…More’ button, then select ‘Better Excel Export.’
Once you’ve done this, a dialog box will appear, prompting you to select the data you want to export. You can choose whether to include issues, comments, change history, or even attachments. Make your selection and click ‘Next’.
Step 4: Choose Excel Format
You can choose between several Excel formats provided by the ‘Better Excel Export’ plugin. These formats include XLSX, XLS, and CSV. Choose the format that suits your needs, then click ‘Export’. Your Jira board data will now be exported to the chosen Excel format.
It’s also worth remembering that Jira itself offers a built-in feature to export issues to CSV format, which can be opened with Excel. You can access this by selecting “Export” and then “Export Excel CSV” from the issue navigator. However, this method does not support exporting boards, which is where the ‘Better Excel Export’ plugin is exceptionally useful.
Further considerations
Keep in mind that to use the ‘Better Excel Export’ plugin, you need to have Jira administrator rights. Additionally, while the plugin offers flexibility in terms of what data you can export, it is still subject to the limitations of your Jira instance. For instance, if you have a large number of issues in a board, you might reach the issue limit for Excel exports.
In summary – exporting Jira board data to Excel can be achieved swiftly and efficiently with the ‘Better Excel Export’ plugin. This tool offers flexibility and ease in getting your data out of Jira and into an Excel format, where it can be further manipulated and analysed.
