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

Title Section

  • 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.

tableau_create_ds_title.jpg

Share Settings

  • Users - This setting allows you to share your data source with individual users.

  • Groups - This setting allows you to share your data source with groups you have within your instance.

  • Project Roles - This setting allows you to share your data source with users who have the appropriate project roles.

  • Allow re-sharing this data source - This setting allows users to share data source that was shared with them.

Note

Other users who have access to Tableau Connector for Jira app might not get all data from this data source due to different Jira permissions.

tableau_create_ds_share.jpgtableau_create_ds_resharing.jpg

Search and View Settings

Search Field

  • Search field - This search box simplifies the search for the required field you want to be displayed in the report.

Info

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

pbi_create_ds_search_field.gif

View Options

  • View options - This settings 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.

    • Show IDs - This is how your fields will appear in Tableau.

Info

The screenshot presents how the options are displayed in the UI, using matching colors.

pbi_create_ds_view_options.gif
Info

If needed, you can expand or collapse all tables at once by selecting Expand all or Collapse all respectively.

pbi_create_ds_expand_collapse.gif

Select Issue Settings

  • This section allows you to select or cancel selecting issues (tables) for exporting. This section displays standard Jira fields and all installed and configured plug-insapps.

    • Jira Work Management - This part of the section displays a list of regular Jia Core fields and items.

    • Jira Software - This part of the section displays a list of regular Jira Software fields and items if Jira Software is licensed.

    • Service Service Management - This part of the section displays a list of regular Jira Service Desk fields and items if Service Management is licensed.

Info

All the other fields are displayed depending on what plug-ins apps are installed on your instance.

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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 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.

pbi_create_ds_save_preview.gif
Info

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.

pbi_preview_erd.gif