# Advanced features

# Issue hierarchy v1.1.0

To indent and group Issues by their hierarchical relationships, click the Manage structures button above the table and choose Default hierarchy. To disable, click the button again and choose None, or click the icon in the status bar below the table and choose Disable structure.

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 that 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 structures 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 structures icon, and choose Create custom structure there.)

Edit structure

To define a custom Structure, you can create and delete Levels by clicking the Create level button and Delete 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).
      (End of 2022 Atlassian consolidates these into the Parent Field in Jira Cloud.)

    • Linked issues
      This uses inward and outward Issue 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.

Issues can appear more than once across hierarchy levels v2.3.1

If individual Issue types are mapped to more than one Level of your Structure, a toggle switch appears. You can decide whether affected Issues should be listed once (default) or multiple times in the table. Depending on the use case of your Sheet, either might be intended behaviour.

Enabling and disabling structures

To enable a custom Structure in a Sheet, click the Manage structures button above the table and the relevant custom Structure. To disable, click the button again and choose None, or click the icon in the status bar below the table and choose Disable structure.

Editing structures

To edit an existing Structure in a Sheet, click the Manage structures 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 structures button, and choose the relevant Structure there.)

Copying and deleting structures

To copy or delete a Structure in a Sheet, click the Manage structures 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 structures button, choose the relevant Structure in the menu, 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, or click the icon in the status bar below the table and choose Disable grouping.

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, or click the icon in the status bar below the table and choose Disable sum-up.

Field sum-ups

For some Field types, e.g. numbers, story points, time tracking and status Fields, you can 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 relevant 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

# Conditional formatting v2.3.0

Table cells and rows can be configured to change format if Field values or other data meet specified conditions. For example, if they contain a particular word or phrase, or fit within a particular number, time or date range.

Conditional formatting

Creating conditional formats

To create a new Conditional format in a Sheet, click the Manage conditional formatting button above the table and choose Create conditional format. (Alternatively, click the Edit sheet icon at the top right of a Sheet, then the Edit conditional formatting icon, and choose Create conditional format there.)

A Conditional format consists of a Condition, a Format, and one or multiple Rules to apply. To get started, choose a Field to test in the Condition. Depending on the type of Field you choose, there are various types of Conditions available.

Text - Matches text strings
Numbers - Matches number ranges
Times - Matches time ranges
Dates - Matches date or datetime ranges
Regular expressions - Matches regular expression (opens new window) patterns Coming soon
JXLQL - Matches an advanced search query Coming soon

You can also decide whether you want to target the whole table row or a specific column, and choose between various types of Formats.

Colours - Cell or row background colour is changed
Symbols - Field value is masked with a symbol Coming soon
Data bars - Cell background is horizontally filled 0-100 % Coming soon

Edit conditional format

Once the types of Condition and Format are defined, you can create and delete Rules by clicking the Create rule button and Delete rule icon.

Keep in mind

The order is important. Within a Conditional format, if the Conditions of multiple Rules overlap, the top-most Rule will be applied. If the Rules of multiple Conditional formats overlap, the top-most Conditional format will be applied.

Ordering conditional formats

To change the order of Conditional formats, click the Edit sheet icon at the top right of a Sheet, then the Edit conditional formatting icon, and click the Move up or Move down icons next to the relevant Conditional format.

Enabling and disabling conditional formats

To enable a Conditional format in a Sheet, click the Manage conditional formatting button above the table and toggle on the switch next to the relevant Conditional format. To disable, click the button again and toggle it off, or click the icon in the status bar below the table and choose Disable conditional formatting to switch off all Conditional formats at once.

Editing conditional formats

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

Copying and deleting conditional formats

To copy or delete a Conditional format in a Sheet, click the Manage conditional formatting button above the table, hover with the cursor over the relevant Conditional format and click the Edit conditional format 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 conditional formatting button, choose the relevant Conditional format in the menu, and click Copy or Remove at the bottom left corner of the dialog.)

# Ranking issues

Stay tuned

This feature is not released yet.

# Saved views

Stay tuned

This feature is not released yet.

# Cell formulas

Stay tuned

This feature is not released yet.

Updated: 22 Aug 2022