# Advanced features

# Issue hierarchy v1.1.0

To group Issues by their hierarchical relationships, click the Manage structure button above the table and choose Default hierarchy. To disable, click the button again and choose None.

Default hierarchy

Advanced Roadmaps levels

The Default hierarchy recognises Sub-task level, base issue level, and Epic level of Issue types. For any levels above that, configured via Jira Software Advanced Roadmaps settings (opens new window), create a custom Structure in your Sheet. JXL will automatically detect the issue relationships.

# Custom issue structure v1.2.0

Custom Structures are hierarchical issue constructs you can freely define by creating Levels. Each Level can either add Hierarchy, a Grouping, Sum-up, or Grouping with sum-up to your Structure.

Custom structure

Keep in mind

To create, edit and delete Structures in a Sheet you need to have Permission to edit the Sheet.

Creating structures

To create a new Structure in a Sheet, click the Manage structure button above the table and choose Create custom structure. (Alternatively, click the Edit sheet icon at the top right of a Sheet, then the Edit structure button in the sheet editing view, and choose Create custom structure there.)

Edit structure

To define a custom Structure, you can add and remove Levels by clicking the Create level button and Remove level icon. For each Level choose a type:

Hierarchy - defines hierarchical relationship between issues
Grouping - groups issues by a field of your choice v1.4.0
Sum-up - sums up all fields' values (see Field sum-ups for Sum-up styles) v1.5.0
Grouping with sum-up - both groups issues by field and sums up their values v1.5.0

For Hierarchy you need to define Issue type and Parent linkage to establish the relationship.

  • Issue type
    Choose one or multiple Issue types and/or Issue type wildcards (e.g. All epic issue types or Remaining sub-task issue types or Remaining issue types, etc.) per Level.

  • Parent linkage
    Define how hierarchical relationships between the Level and its parent Level are indicated, by choosing one or multiple of the following:

    • Default parent linkage
      This uses the Jira default Fields to determine relationships:
      Parent for Sub-task issue types (and Base issue types in Team-managed projects in Jira Cloud)
      Epic link for Base issue types (in Jira Cloud only in Company-managed projects)
      Parent link for any relationships between Issue types defined in Jira Software Advanced Roadmaps settings (opens new window).

    • Linked issues
      This uses inward and outward Link descriptions from the Linked issues Field to determine relationships (Issue linking (opens new window) has to be enabled and can be configured in Jira settings).

Advanced Roadmaps levels

For levels above Epic level, configured via Jira Software Advanced Roadmaps settings (opens new window), use the Default parent linkage and JXL will automatically detect the issue relationships.

Enabling and disabling structures

To enable a custom Structure in a Sheet, click the Manage structure button above the table and choose a custom Structure. To disable, click the button again and choose None.

Editing structures

To edit an existing Structure in a Sheet, click the Manage structure button above the table, hover with the cursor over the relevant Structure and click the Edit structure icon on the right-hand side of the menu item.

(Alternatively, click the Edit sheet icon at the top right of a Sheet, then the Edit structure button in the sheet editing view, and choose the relevant Structure there.)

Copying and deleting structures

To copy or delete a Structure in a Sheet, click the Manage structure button above the table, hover with the cursor over the relevant Structure and click the Edit structure icon on the right-hand side of the menu item, then click Copy or Delete at the bottom left corner of the dialog.

(Alternatively, click the Edit sheet icon at the top right of a Sheet, then the Edit structure button in the sheet editing view, choose the relevant Structure, and click Copy or Remove at the bottom left corner of the dialog.)

# Grouping issues by field v1.4.0

To group Issues by a Field, click the Group by field button above the table and choose a Field to group by. To disable, click the button again and choose None.

Issue grouping

If you would like to add Sum-ups to the Groupings, click the Enable sum-up button above the table. To disable, click the button again. See Field sum-ups for more details about Sum-up styles.

Multiple groupings

The Grouping feature organises your Issues by one Field only. If you would like to organise your Issues by multiple Fields, i.e. in multiple hierarchical Groupings, use the custom Structure feature instead.

# Field sum-ups v1.5.0

To sum up the contents of the table or to add Sum-ups to Groupings, click the Enable sum-up button above the table. To disable, click the button again.

Field sum-ups

For some Field types, e.g. numbers, story points, time tracking and status Fields, you may choose between different Sum-up styles, including:

  • Count
  • Sum
  • Average
  • Median
  • Minimum
  • Maximum
  • Status done - Percentages
  • Status done - Totals
  • Status done progress bar - Percentages
  • Status done progress bar - Totals
  • Status distribution bar - Percentages
  • Status distribution bar - Totals

To set the Sum-up style of a column, edit the sheet (click the Edit sheet icon at top right of a Sheet), hover with the cursor over the header of the desired column, an Edit column icon appears. Click it and in the dialog that opens choose a Sum-up style. Apply the change and click the Save button at the top right to commit your changes.

Edit column

# Ranking issues

Stay tuned

This feature is not released yet.

# Saved views

Stay tuned

This feature is not released yet.

# Conditional formatting

Stay tuned

This feature is not released yet.

# Cell formulas

Stay tuned

This feature is not released yet.

Updated: 5 June 2022