Before you start: Jira Cloud administrator should grant you permission to create, edit, watch and export connectors. If you don't have access to these actions, please contact your Jira Cloud Administrator to grant Power BI SAP Analytics Cloud Connector for Jira permissions first. Jira Administrators can always access application configurations.
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3 steps to export data from Jira to SAP Analytics Cloud
1. Createa Jira API Token
Go to Account settings
2. Click a Create and manage API tokens link in the Security tab
3. Click the Create API token button
4. Enter an API token name and click Create
5. Make sure you copy your new API token. You won’t be able to see the token again.
6. Enter the token into SAP Analytics Cloud Connector for Jira > Tokens > Jira API token, click Validate & Save.
an Access Token
To export data from Jira to SAP Analytics Cloud in a secure way, you will need to create an Access Token.
Here are the steps to create your Access Token:
Open the SAP Analytics Cloud Connector for Jira app and navigate to the Tokens section.
Make sure you’re at the Access Token tab.
Click on the "Create new token" button.
4. Enter a label that is short, memorable, and easy for you to remember.
5. Click the "Create" button to generate the Access Token.
6. Copy the Access Token that is generated. Please note that you won't be able to see the Access Token again once you leave this page.
7. You can create up to 25 Access Tokens and revoke the ones you don’t need anymore.
2. Create a Connector in SAP Analytics Cloud Connector for Jira
Below you can find a description of the fields, buttons, and settings of data source creating page:
Allows you to do operations with creating such fields as:
1. Name -Enter data source name
2. Description - Enter data source description
3. Share settings - You may share this data source with users or groups of users who have permission to use the application. To share the data souce click Share settings button.
Select groups -select and add relevant users group
Select users - select and add relevant users
Save - click to apply changes.
Please note! Other users who have access to SAP Analytics Cloud Connector for Jira app might not get all data from this data source due to different Jira permissions.
Filter issues section
This section is suitable for applying the filter groups which are presented in the screenshot:
4. All - choose if you want to export all existing issues.
5. Select by 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 and click Validate JQL button to validate it.
Please note! Without JQL validation you won’t be able to create data source (button Save will be disabled).
6. 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:
Also you are able to select from the list the time intervals in which the issue was created or updated:
Click Apply to apply the filter.
Select Fields section
Provides you to to apply such a possibilities:
7. Search field -enter the field name that you want to find and add for exporting
8. Magnifier - click to search the required item you want to add to your data source.
9. Clear the search field
10. View options — tap to sort issues by their Names/IDs/Types.
11. Tabs with Jira Fields - displays a list of all Jira fields and tables you can export.
Note! The list of fields and items you can export is determined by your current Jira edition and add-ons.
12. Issues - one of the issue files subsection. Choose if you want to add all fields in a certain subsection.
13. Checkbox - check the box with the required field.
After editing a Connector you can choose one of the options, what to do with it:
14. Save- click to create a data source.
15. Preview - Click to check the source name/description/issue filters/export items.
16. Preview ERD - Click to see the Entity Relationship Diagram for your Connector for support data sourcewhich forms from the checkboxes you have chosen before.
17. Close - leave data source creating page. Changes you’ve made will not be saved.
When selecting Preview button(15) you will see all changes you’ve done in the pop-up window, so that you can make sure that all displayed changes are correct and no more changes are needed.
Preview ERD(16) shows you an Entity Relationship Diagram for the tables and fields selected in the connector.
3. Export data into SAP Analytics Cloud
In the SAP Analytics Cloud, click Datasets → click From a Data Source
2. In Create Dataset from OData Services dialog select Create New Connection
4. At the next step enter connection information:
Data Services URL - insert the copied Data Source link in step 1
Leave Authentification Type as Basic Authentification
Enter your account email as a user name.
Access Token into a Password field
5. Check Data Source name and click Next
6. In New Query for OData Services dialog type Query Name or select table and name will be created automatically
7. In Build OData Services Query select specific fields or the whole table and click Create
8. In Save Dataset dialogue, check Name, edit it if needed, change file location if needed and click Ok
9. Data is exported and ready to be analyzed
(1) Click the Copy icon to copy the connector URL to the clipboard.
(2) Click the Preview ERD icon to get to the Entity Relationship Diagram for adata source.
(3) Click on the Settings button on the issue panel to select such Actions as:
(4) To make changes to the Connector, select Edit item.
(5) To remove Connector, press Delete option.
(6) To distribute the Data Source to users who have permissions to use this plugin, select the Share option. The users can find this data source in the Shared with me tab.
(7) To make a copy of the data source, choose Clone option.
(8) To transfer the ownership of the data source, click Change owner option.