The Scenario
Stakeholder review is Wednesday and the product owner needs a release roadmap workbook to share with executives who don't have Jira access. She needs version name, release date, and issue count for every version in the PLATFORM project. Jira's Releases page shows one version at a time, doesn't export cleanly to Excel, and she has a deck to finish before the review.
The bad version:
- Open Jira, navigate to the PLATFORM project, click Releases.
- Click the first version, note the name, release date, and issue count.
- Switch to Excel, type the three values into a row.
- Navigate back to Jira, click the next version. Repeat eleven times.
Eleven versions at three minutes each is over half an hour. And the moment one release date slips or a twelfth version is added, the workbook is stale again.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and through the Jira integration fetches all version data from the project in one query.
For each version in the PLATFORM Jira project, get the version name, start date, release date, and whether it is released, and paste the results into my Excel sheet.
What You Get
- One row per version with name, start date, release date, and released status in separate columns.
- Versions with no release date set appear with an empty cell rather than a placeholder.
- The full list comes back in one pass — not one version at a time.
- The workbook is ready to share without a formatting pass.
What If the Data Is Not Quite Ready
You need the issue count per version alongside the dates
The stakeholders want to see how much work is scoped to each release, not just the date.
Fetch all versions for Jira project PLATFORM and write the version name, start date, release date, released status, and total number of issues assigned to that version into columns A through E of my Roadmap sheet.
You need versions from two projects in one workbook view
The MOBILE and PLATFORM projects both have planned releases and the roadmap covers both.
Fetch all versions from Jira projects MOBILE and PLATFORM. Write the project key, version name, release date, and released status into columns A, B, C, D of my workbook, sorted by release date ascending.
Archived versions should be excluded from the stakeholder view
The roadmap is forward-looking. Archived versions clutter the presentation.
Fetch all versions for Jira project PLATFORM where the status is not Archived. Write the version name, release date, and status into columns A, B, C of my Roadmap sheet.
Kill chain: fetch versions, calculate days to release, flag overdue, and sort
For each version in the PLATFORM Jira project, get the version name, start date, release date, and whether it is released. Write the results into my workbook. Calculate how many days until the release date in column E (negative values mean overdue). Flag any unreleased version that is overdue with 'Overdue' in column F. Sort by release date ascending.
One prompt pulls the data, does the date math, adds the overdue flags, and sorts the output — the workbook is ready for the stakeholder deck.
Try It
Get the 7-day free trial of SheetXAI and open your roadmap Excel workbook, then ask it to pull all version names and release dates from your Jira project into rows sorted by date. See also: how to pull sprint velocity into a workbook and how to build a cross-project executive issue report.