Jama Connect Interchange™ Excel Functions and Easy Start Guide

Author: Amanda Jennewein

Updated: April 2025

Audience: Everyone

Environmental details: Jama Connect Interchange™ - customers using Excel Functions

Summary

This module brings the power of Microsoft Excel Functions into Jama Connect. When a user enters data in Jama Connect, the entered values are sent to an Excel template where a function or calculation is run. The resulting value is sent back to Jama Connect and automatically entered in another read-only field, as specified in the configuration.

Note

The Excel Functions module uses an Excel SDK (Apache POI 5.2.3) to run functions in memory. The SDK doesn’t currently support functions referencing Excel macros or tables. For details on supported functions, see the Apache POI website.

Additional Information

Jama Connect Interchange User Guide

I've attached the JCI Excel Functions Easy Start Guide and the Excel Templates below. 

Please feel free to leave feedback in the comments below.

• JCI Excel Functions Easy Start Guide.pdf900 KB
• StatusUpdate_Simple.xlsx50 KB
• RiskMatrixExample_ItemofType.xlsx60 KB
• Calculation_Relationships.xlsx70 KB
• MaxSeverity_RelatedItems_Picklists.xlsx70 KB
• RichtextParameterReplacement.xlsx40 KB
• TextSubstitutionExample.xlsx40 KB
• PlaintextParameterReplacement.xlsx50 KB
• RiskMatrixExample_SingleItem.xlsx60 KB
• FieldInheritance_ItemofType.xlsx80 KB