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Below you can find a description of the fields, buttons, and settings of data source page.
Data Sources Page Configuration
Before creating a data source, you can customize the view of the data sources list by selecting which information to display on the Data Sources page. This helps you focus on what’s most important. You can adjust the columns view at any time for your convenience.
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Example of customized columns: |
Title section
Allows you to do operations with creating such fields as:
Name -Enter data source name (required field)Description - Enter data source description
Share settings section
Will allow sharing thisSimply check or uncheck columns to display the desired information. |
The changes apply to all types of data sources: your own, those shared with you, and archived data sources.
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This applies only to the UI on your side. The column configuration doesn’t impact the data sources themselves. |
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 of users who have permission to use the application. To share the data source select from dropdown:
Users - select and add relevant users
Please note! Looker Studio Connector.
Users - This setting allows you to share your data source with 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.
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Other users who have access to |
Looker Studio Connector for Jira app might not get all data from this data source due to different Jira permissions. |
Jira Work Management Issues filters section
This section is suitable for applying the filter groups which are presented in the screenshot:
No filters (by default) - will return all data, choose if you want to export all existing issues.
JQL - choose if you want to use JQL to create your own request and filter data.
JQL, or Jira Query Language, is a flexible tool that allows you to search for issues, projects, etc. in Jira and pinpoint exactly what you are looking for.
Enter the JQL expression, use helpers to create the correct query.
Basic - choose if you want to use standard fields filters. To set up Basic filter click Issue filter button.
Select issue filters from the list of available: Projects, Issue Types, Statuses
Also, you are able to select from the list the time intervals in which the issue was created or updated: Created from, Created to, Updated from,Updated to.
Click Apply to apply the filter.
Search and View section
Search field -enter the field name that you want to find and add for exporting. Amount of found worlds will be shown in front of each tabConfigure view — select view that will show fields Names/IDs/Types. You can select all options at once. Show names is the default option.
Select Fields section
Tabs with Jira and other pluggins fields - displays a list of
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.
View Settings
View Settings - This feature allows you to adjust table visibility, table sorting, and field details.
Table visibility - This feature allows you to expand or collapse all tables at once by selecting Expand all or Collapse all respectively.
Table sorting - This feature allows you to sort tables in a way convenient for you. There are two options: Default and Selected first.
Default - The tables are arranged in a default way.
Selected first - The tables are arranged so that the already selected tables appear first on the page.
Field details - 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.
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The screenshot presents how the options are displayed in the UI, using matching colors. |
Select Filters Section
These settings allow you to select or cancel a selection of filters. This page displays all fields and tables you can export. Note
! The upper ribbon displays Jira and 3rd-party apps you have.
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This very screenshot display only Jira options, but it can also include Xray, Time in Status, Prokectrak, Zephyr Scale, etc. The list of |
filters and apps is determined by your current Jira edition and |
Use Checkbox to check or uncheck the box with the required field.
“Apply” section
After editing a data source you can choose one of the options,installed apps. |
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 - click to create/update a - This option creates your new data source or updates if you edit already-existing data source.
Preview - Click This option allows you to check the source name/, source description/, issue filters/, and export items.
Preview ERD - Click to see This option allows you to view the Entity Relationship Diagram for your Connector for support data sourcewhich forms from ,which is generated based on the checkboxes you have chosen selected before.
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This screenshot displays how the Preview button |
works. Once you select it, the pop-up window will appear with the view of your data source, so |
you can |
check of if all changes are correct |
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This screenshot displays how the Preview ERD button works. Once you select it, the pop-up window will appear with the view of an Entity Relationship Diagram for |
tables and fields selected in the data source. |
Additional Features
(1) Click the Copy icon to copy All these settings are applied to already existing data sources.
Copy - This button copies the data source URL to the clipboard.
(2) Click on the Actions panel to select next actions:
Open in Looker Studio ↗ - This button will automatically redirect you to the Looker Studio page and enter your data source link there.
The Actions (three dots) panel introduces you different actions:
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 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 a
data source
How to View Entity Relationship Diagram
Power BI Connector for Jira automatically builds relations between tables and fields in Power BI. When you upload your Jira data into Power BI, 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 preview ERD while creating a data source to ensure that the application's relations will be correctly built. To do this, you can use one of the options below.
During data source creation, click the Preview ERD button below, before you save the data source.
When the data source is created, you can click on the Preview ERD option from the Actions list on the right menu on the selected data source.
You will see the ERD for the selected data source.
How to Change the Owner of the Datasource
Power BI Connector for Jira allows a change of owner for the data sources. In this case, the person who created the data source will no longer see this data source in his/her list, but the data source will appear in another user's list.
The new owner can see, edit, delete and share the data source.
To change the selected data source owner:
Click on the selected user name in the Owner column
Select new user, you wish to give ownership to the data source, from the shown Users list
In the Change owner dialog check the message and click Save
How to Share the Data Source with Other Users
Jira user who has created the data source can share it with other Jira users and/or user groups having permissions to work with Power BI Connector for Jira, granted by the Jira admin.
Go to the right menu of the data source you need to distribute and click Share.
Select users and/or user groups you wish to share the data source with, then click Share.
When you’re done, the users will see this data source in the Shared with me tab. Admin user can see all created by other users data source on Share with me tab
How to View the Data Sources History
Go to Administration → Data Sources History. It displays all changes performed to the data sources by all users, such as creating, editing the fields or filters, sharing, changing owner, etc.
How to View the Export History
Go to Administration → select Export History. It displays all data related to the export process: ID, User name, Data source id, Tables count, Rows count etc. Also to filters by Statuses and Dates can help to find specific data.
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