---
title: "Exercise 5 - Project Overview"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/429753/Exercise%205%20-%20Project%20Overview"
format: markdown
---
> Macro (rw-ui-expands-macro)
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# Introduction
In this exercise, you'll learn how to populate a [Template](https://docs.getxporter.app/space/XPORTERCLOUD/427622) representing a project overview with pivot tables, [JQL](https://docs.getxporter.app/space/XPORTERCLOUD/527003) and charts.
> ℹ️ A pivot table allows you to extract the significance from a large, detailed dataset.
This Template is going to be an [Excel report](https://docs.getxporter.app/space/XPORTERCLOUD/558471).
# Project Overview with Pivot Tables, JQL and Charts
## First Sheet - Issues
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> Create the first sheet and name it *Issues*.
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> Create a table header with six columns:
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> | **Key** | **Issue Type** | **Priority** | **Summary** | **Status** | **Assignee** |
> | --- | --- | --- | --- | --- | --- |
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> Create the [Iteration](https://docs.getxporter.app/space/XPORTERCLOUD/428318) `#{for i=JQLIssuesCount|clause=project = ACD order by Key desc}` below the table header.
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> > ℹ️ - Using an [Excel template](https://docs.getxporter.app/space/XPORTERCLOUD/558471), please note that to define an Iteration for multiple columns, you need to merge a row of columns and define the `#{for i=JQLIssuesCount...}` inside those merged cells.
> > ℹ️ - The same thing must be done to define the `#{end}` of the same Iteration. All content between the `#{for i=JQLIssuesCount...}` definition and the `#{end}` will be duplicated for each Iteration.
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> Populate the iteration with the placeholders correspondent to the table header:
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> | | | | | | |
> | --- | --- | --- | --- | --- | --- |
> | ${JQLIssues[i].Key} | ${JQLIssues[i].IssueTypeName} | ${JQLIssues[i].Priority} | ${JQLIssues[i].Summary} | ${JQLIssues[i].Status} | %{'${JQLIssues[i].AssigneeUserDisplayName}'.length > 0 ? '${JQLIssues[i].AssigneeUserDisplayName}' : 'Unassigned'} |
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> > ℹ️ If the Issue has no assigned user, you will be printing "Unassigned". The default is being printed blank.
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> Close the statement using the mapping `#{end}`
> ℹ️ The first sheet is complete. From now on, you will be creating pivot tables from this table.
## Second Sheet - Chart by Issue Type
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> Create a second sheet named *Chart by Issue Type*:
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> 1. To create a pivot table, click the first cell inside the header (cell with *Key*).
> 2. On the *Insert *tab, click *PivotTable*.
> 3. A dialog box appears (Excel automatically selects the data for you; the default location for a new pivot table is the new worksheet).
> 4. Click *OK*.
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> > ℹ️ The second sheet has been created.
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> The pivot table fields list appear.
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> 1. Drag the *Issue Type* field to *Rows*.
> 2. Drag *Key* to *Values*.
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> Refresh the pivot table data:
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> 1. Right-click the *PivotTable* and select *PivotTable Options*.
> 2. Click the *Data* tab.
> 3. Select the *Refresh data* option when opening the file.
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> **The configuration of the pivot table is concluded.**
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> > ℹ️ For pivot tables to be well populated with [Xporter](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) data, you have to configure them to reload the data when opening the exported file.
> > ℹ️
> > ℹ️ This affects all pivot tables. So, when you have multiple pivot tables, you'll only need to apply this process to one of the tables.
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> Add a chart:
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> 1. Select all of the pivot table.
> 2. On the *Insert *tab, click *charts*. In this scenario, the type of chart chosen is the 2D Pie.
> 3. The chart appears on the sheet.
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> > ℹ️ The second sheet is complete.
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> Repeat the previous steps for each of the following charts:
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> - *Chart by Status* (use a 2D Column chart).
> - *Chart by Assignee* (use a 3D Column chart).
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> > ⚠️ This type of report is populated from a *JQLIssuesIteration. *This means that any Issue is exported as a single Issue.
> > ⚠️
> > ⚠️ Learn more about Iterations [here](https://docs.getxporter.app/space/XPORTERCLOUD/428318).
## Examples
Below (Figure 1, 2, 3 and 4) there are samples of how the mappings will be displayed in the Template.
Below (Figure 5, 6, 7 and 8) there are samples of how the generated file will be populated:
> ℹ️ **This exercise is now complete. Proceed to **[**Exercise 6**](https://docs.getxporter.app/space/XPORTERCLOUD/527966)** to learn h****ow to export charts with Word templates.**
> ℹ️
> ℹ️ If you like this exercise, please share your opinion on the page by just leaving a comment or a 👍. Your opinion is very important to us.
> ℹ️
> ℹ️ Thank you in advance. Enjoy our product!
Exercise 5 Resources
| **File** | **Description** |
| --- | --- |
| | Exercise 5 - Sample template file |
| | Exercise 5 - Sample generated file |
Support/Troubleshooting
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