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The Excel template based export enables R4J users to export requirements into a custom Excel template. A template is an Excel file containing placeholders for fields in Jira issues. The export process iterates over a set of Jira issues and inserts rows with the values of the fields of the issues in Excel as indicated by the placeholders.

Export is available in the R4J Tree View, Coverage View, Traceability View and Baseline View. You first select a folder or issue, then in the R4J menu you select Export > Export Template. Finally you choose a template from the list of available templates. The Excel file is generated and can then be saved locally. The generated file contains a log of any errors.

Excel templates can only be uploaded to Jira by an R4J administrator - see Configuring Custom Export Templates.

Info

Excel export generates Office Open XML Standard (OOXML) files which can be read by Microsoft Excel Office 2016, Office 2019, Office 365 and many more.

On this page:

Table of Contents

Excel template file format

The template file can contain any Excel content as well as certain placeholders. The exported file is identical to the template, except that the placeholders are replaced with the values of fields in the Jira issue result set. When the export process encounters a row containing expressions of the form [[name]] in one or more columns, where “name” is the name of a Jiraissue field, it replaces that row with the values of the named fields of the first issue in the result set. It then inserts new rows after this row, one row for each of the remaining issues in the result set.

Examples of templates

Typically, a template file contains a header row with names for each of the Jira issue fields to be exported in columns. The next row contains placeholders for those fields in corresponding columns. Above and below these two rows the template can contain anything. For example, it could contain an explanation of the information being presented in the file.

Here is a simple example of an Excel template (basic_template.xlsx):

Requirement ID

Status

Summary

[[key]]

[[status]]

[[summary]]

If there are three issues in the result set, the exported file contains four rows, the first as seen above, and three after that for the issues with columns containing the values of the fields key, status and summary.

More than one placeholder may appear in a column and literal text can be included for purposes such as formatting. In the following example, instead of having the key and summary appear in different columns, as above, we put the values into a column together, separated by a colon and space:

Requirement

Status

[[key]]: [[summary]]

[[status]]

Additionally, the special placeholders [[$header]] and [[$requirementsPathSplitted]]may be used. The first appears in the header row and the second appears in the same column of the next row. Here is an example of such a template (template_requirementspathsplitted.xlsx):

Requirement ID

Status

Summary

[[$header]]

[[key]]

[[status]]

[[summary]]

[[$requirementsPathSplitted]]

When the export process encounters rows containing these expressions it splits the folder path into its elements and inserts columns for each element. The header for the first element of the path is the name of the project, and the headers of the remaining elements are “Level 1”, “Level 2” and so on. The following rows contains the values of the elements of the path for each issue in the corresponding column.

Here are examples of Excel templates using the new context items and properties:

Tree

:

View Excel Template

View file
nameexportselected.xlsx

Default Tree export (distributed with easeRequirements installation)

View file
nametree_template.xlsx
Status
colourGreen
titlev4.18

Coverage:

Example for different supported fields and properties

Coverage View Excel Template

View file
nameexportcoverage.xlsx

Default coverage export (distributed with easeRequirements installation)

View file
nameexportcoverage_with_description.xlsx
Status
colourGreen
titlev4.18

Extended with Jira issue description field, display fields shown by row

View file
nameexportcoverage_using_columns.xlsx
Status
colourGreen
titlev4.18

Show selected display fields by column

View file
namecoverage_template_w_linktypes_using_columns.xlsx
Status
colourGreen
titlev4.18

Show selected display fields by column, including link relation

Traceability

:

Excel Template

View file
nameexporttraceability.xlsx
Status
colourGreen

traceability_template

titlev4.21

Default traceability export (distributed with easeRequirements installation)

Baseline Excel Template

View file
nameexportbaseline.xlsx
Status
colourGreen
titlev4.

21

19

Default baseline export (distributed with easeRequirements installation)

Baseline Excel Template

  • Coverage:

    View file
    namebaselinecoverage_template.xlsx
    Status
    colourGreen
    titlev4.1918

Context Items and properties

See documentation here.

Limitations

  • Only single sheet Excel templates are supported.

  • Exporting attachments is not supported.

  • Export is not available in the standard Jira search results in the issue navigator. (This means you cannot determine the exported result set using JQL or saved queries.)