User Guide
Create Power BI or Tableau data source
Administrator should provide you access to the plugin first
Go to Power BI Connectors or Tableau Connectors page: click Apps and select Microsoft Power BI & Tableau Connector for Jira Cloud from Jira main navigation menu.
Click Create data source
Enter the Name and Description (optional)
Select Filter to filter by boards
Specify JQL to filter the issues to be fetched by the data source
Select the period for uploading issues in the Issues updated field
Select the product you need on the left side menu of the page:
Jira Work Management
Jira Software
Jira Service Management
Tempo Timesheets
Tempo Planner
Tempo Cost Tracker
Insight - Asset Management
TM4J - Test Management for Jira (ZEPHYR SCALE)
Zephyr Squad - Test Management for Jira
Advanced Roadmaps for Jira (formerly Portfolio)
Xray - Test Management for Jira
Projectrak - Project Tracking for JiraSelect the fields to be pulled by the data source
Click Save
Create Credentials to export data
To export data to Power BI or Tableau you have to create credentials.
Use your Email as username and API Token as a password
Create Api Token
Follow the instructions:
Log in to https://id.atlassian.com/manage/api-tokens.
Click Create API token.
From the dialog that appears, enter a memorable and concise Label for your token and click Create.
Click Copy to clipboard, then paste the token to your script, or elsewhere to save
You can find the video how to create an API Token here
Create credentials
Click Create credentials
Enter your email to E-mail field
Enter your API Token you have previously created to API Token field
Click Submit
Export to Power BI Desktop
Export to Tableau Desktop
Actions
This menu provides access to additional features. Copy, edit or share your data sources in a few clicks
Author | information about the user who made the changes |
Action | information about changing the data source status |
Modified | date and time of changes |
What changed | information about changes |
Details | detailed information |
You can filter data by many metrics: Action (created, updated), Users, Last modified date (you can select the time period for which you want to receive the report), Field Name (selection of fields for which changes were made).
The author can share access to the data source with other users and groups who have access to the plugin.
All users who are in the jira-administrators group have access to all data sources and have the same access as the author of the data source .
Role | Description |
---|---|
Admins |
|
Allowed to Edit | Users and groups can edit and export data |
Allowed to Export | Users and groups can only export data |
Access is Denied | Users and groups have no access to the data source. The data source is not displayed for them |
Filter Data Sources
Filter Connectors by Users
All is the default value. Option shows all data sources the user can see
Own option shows personal user data sources
Using the Creator option, you can filter data sources by author