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Pivotwell documentation

Pivotwell builds pivot tables over Jira work items and worklogs: any JQL in, rows and columns from any field, sums of story points, hours or any number out. Everything runs on Atlassian's Forge platform with the viewing person's Jira permissions.

Get started

  1. Open Apps > Pivotwell in Jira's top bar.
  2. Type a JQL query, for example project = WEB AND created >= startOfYear(). Click Check JQL if you want Jira to check it first.
  3. Pick Rows (for example Assignee) and Columns (for example Sprint).
  4. Pick Measures: Count of work items, or Sum / Average / Minimum / Maximum of a number field (Story point estimate, Original estimate, Time Spent, any custom number), Age, Days to resolve or Days in current status category.
  5. Click Run pivot. Click any number to list the work items behind it.
  6. Save report, choose who can view and edit, and add the Pivot report (Pivotwell) widget to a dashboard.

Rows and columns

  • Up to three row fields (with subtotals) and two column fields.
  • Any field Jira can group by: status, status category, assignee, reporter, work type, priority, project, resolution, components, labels, fix versions, affects versions, sprint, parent (epic), team, custom selects, multi-selects, cascading selects, user pickers, short text and number fields.
  • Dates (created, updated, resolved, due date, any date field, worklog date) group by day, week (weeks start on Monday), month, quarter or year.
  • Fields with several values (labels, components, versions, sprints, multi-selects) put a work item in each of its rows. Totals and subtotals still count each work item once, so rows can add up to more than the total.
  • Work items without a value show as No value (and can be opened like any other row).

Measures

MeasureNotes
Count of work itemsEach work item once per cell
Sum, average, minimum, maximum of a number fieldEmpty values are left out of averages
Time Spent, Original estimate, Remaining estimateShown in hours
Age (days since created)As of when the pivot ran
Days to resolveResolved work items only
Days in current status categorySince the status category last changed
Hours logged, count of worklogsWorklog mode only

Worklog mode

Choose Pivot worklogs (time logged) to measure worklogs instead of work items. Add a date range, then use Worklog author and Worklog date as rows or columns, together with any work item field (project, epic, labels). Every worklog is read, including work items with more than 20 worklogs. The JQL is narrowed to work items with worklogs in the range automatically.

Filters

Add filter picks a field and values (taken from your JQL's work items). "Is one of" keeps work items with any picked value; "is none of" removes them and keeps work items where the field is empty. Pick No value to include or exclude empty ones.

Sort, top N, totals, formatting, charts

  • Sort rows by field order (statuses in workflow order, dates in time order), by name, or by the value of a measure; sort columns the same way.
  • Show top N rows keeps the first N top-level rows after sorting; the grand total still includes everything.
  • Turn subtotals and the grand total on or off.
  • Heatmap shades cells by value; Color rules color cells that match conditions such as >= 40 or between 10 and 20.
  • Charts: bar, stacked bar, line and pie, drawn from the same numbers. Click a bar, point or slice to list its work items.

Saved reports and sharing

  • Only me, Everyone on this site, or Members of groups can view. Add editors (people or groups); editors change the pivot, the owner and Jira admins change sharing.
  • Viewers always see numbers from the work items they can see.
  • Save a copy makes your own editable version of a shared report.
  • Jira admins: Jira settings > Apps > Pivotwell lists every report, flags owners who are no longer active, and lets you change the owner or delete a report.

Dashboards

Add Pivot report (Pivotwell) to a new or classic Jira dashboard, pick a saved report, and choose chart and table, table only, or chart only. The widget uses the report's formatting and chart settings. Dashboard viewers need the report shared with them.

Limits and caching

LimitValue
Work items per pivot50,000 (20,000 in worklog mode); above that the result says it is partial
Run inside the pageUp to 1,000 work items (200 in worklog mode); larger pivots run in the background on Atlassian's servers, with progress
Background run time12 minutes; a longer run returns what it read and says so
Distinct values per field5,000 as a row, 400 as a column; the rest are grouped as "Other values"
Shown in the table2,000 rows and 60 columns (totals include everything)
Result cachePer person, 60 minutes by default (Jira admins can set 5 to 1,440); Refresh from Jira reads fresh

Export

Export CSV and Export Excel build the file in your browser with the table as shown (subtotals and totals included). Numbers stay numbers in Excel. Nothing is uploaded.

Coming from Data Center

Rebuild each report from its JQL: dimensions become rows or columns, measures map to count, sum, average, minimum or maximum, worklog reports map to worklog mode with a date range.

Data Center reportPivotwell
Two dimensional filter statisticsRows and columns, Count of work items
Story points by assignee per sprintRows Assignee, columns Sprint, Sum of Story point estimate
Time spent per user per monthWorklog mode, rows Worklog author, columns Worklog date by month, Hours logged
Epic roll-upRows Parent, Sum of points and Time Spent

Privacy

Runs on Atlassian; nothing leaves Atlassian. See https://greatwork.company/apps/pivotwell/privacy

Support

hello@greatwork.company, reply within one business day.