Data Source Creating Page

Below you can find a description of the fields, buttons, and settings of the data source creating page.

General Settings

• Name* -This field allows you to enter the name of your data source. The field is required.

• Description - This field allows you to enter a description for your data source. These might be some hints you might need in the future. This field is optional.

Share Settings

These settings allow you to share your data source with users or groups who have permission to use Tableau Connector.

• Users - This setting allows you to share your data source with other users. You can select as many individual users as you need to. The user can be searched by login or full email.

• Groups -This setting allows you to share your data source with groups. You can select as many groups as you want to.

Jira Work Management Issue Filters Settings

These settings allow you to apply different filters to Jira Work Managements tables to customize your data source.

Filter: No Filters

This filter returns all data and it’s selected by default. Keep this option if you want to export all existing issues.

Filter: JQL

This filer allows you to search for issues, projects, etc. in Jira and pinpoint exactly what you’re looking for. Select this option if you want to create your own request and filter data.

Filter: Basic

This filter allows you to set up standard fields filter. Select the Basic filter option, and then select Issue filter.

Select Issue Filters

• Projects - This field allows you to select the project you want to set up these filters for.

• Issue types - This field allows you to select the issue types to be included in your data source (For example: Tasks, Subtasks, Bugs, etc.)

• Statuses - This field allows you to select statuses of issues to be included in your data source (For example: Open, In Progress, Closed, etc.)

• Created from and Create to - These fields allow you to set up time intervals in which the issue was created.

• Update from and Update to - These fields allow you to set up time intervals in which the issue was updated.

• Apply - This button saves your filters set up.

• Cancel - Use this button if you no longer want to set up filters.

Search and View Settings

Search Section

The Search box - This box allows you to quickly find, and then add to your export issue filters you need.

The amount of found issue filters will be shown on each tab you have.

Configure View

Configure view - This setting allows you to adjust the appearance of the issues. You can select what option to display: Show IDs or Show types. The Show names option is a default. All options can be selected at once.

Select Tables Section

These settings allow you to select or cancel selecting Jira standard tables and fields (Jira Work Management, Jira Software, Jira Service Management) and also tables and fields of different plug-ins installed on your Jira Cloud instance (e.g. Xray, Projectrak, Tempo, and more)

Save and Preview Section

After creating and editing your data source, you can select one of the following options what to do with it.

• Save - This option creates your new data source or updates if you edit an existing data source.

• Preview -This option allows you to check the source name, source description, issue filters, and export items.

• Preview ERD - This option allows you to view the Entity Relationship Diagram for your Connector support data source,which is generated based on the checkboxes you have selected before.

Additional Features

All these settings are applied to already existing data sources.

• Copy URL - This button copies the data source URL to the clipboard.

The Actions (three dots) panel introduces you different actions:

• Copy WDC URL (legacy) - This button allows you to copy data source link to export data using Web Data Connector.

• Edit - This button allows you to make changes to the data source.

• Delete - This button allows you to remove the data source.

• Share - This button allows you to distribute the data source to users who have permission to use this app.

• Archive - This button allows you to mark the data source as archived, data source will be moved to the Archived tab.

• Clone - This button allows you to make a copy of the data source.

• Preview ERD - This button allows you to view the Entity Relationship Diagram for adata source.

How to View Entity Relationship Diagram

Tableau Connector for Jira automatically builds relations between tables and fields in Tableau Desktop. When you upload your Jira data into Tableau Desktop, all tables will be connected in relations based on the logical key field. Thus, users don’t need to relate tables, which is time-consuming manually.

• You can view ERD during data source creation, using the Preview ERD button as it was described in the Save and Preview Section.
  This ensures that the application’s relations will be built correctly.

• You can view ERD when the data source is already created, under the Action panel, selecting Preview ERD as it was described in the Additional Features section.

How to Change the Owner of the Data Source

Tableau Connector for Jira allows you to change the initial owner of the data sources. In this case, the person who created the data source will no longer see this data source in their My data sources list, the data source will appear in another user's list. The new owner can see, edit, delete, and share the data source.

1. In your Jira Cloud instance, select Apps, and then select Tableau Connector for Jira.

2. On the left-side menu, select Data Source.

3. In the Owner column, select the Expand icon, and then select the name of the user you need.

How to Share Data Source

You can share your data source with other Jira users or groups who have permission to work with Tableau Connector for Jira.

1. On the Data Sources page, select the data source you want to share, select the three dots, and then select Share.

2. Select the users and/or user group you want to share the data source with, and then select Share.