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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.
Share Settings
Share settings - This option allows you to share the data source with users, groups, or project roles who have permissions to use the application.
Select users - This Users - This setting allows you to share your data source with individual users.
Select groups Groups - This setting allows you to share your data source with groups you have within your instance.
Select project roles 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.
Save - This button applies all settings/changes.
Clear - This button erases all information you have entered.
Cancel - This button revokes applying settings/changes.
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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. |
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.
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The amount of found issue filters will be shown on each tab you have. |
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.
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The screenshot presents how the options are displayed in the UI, using matching colors. |
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If needed, you can expand or collapse all tables at once by selecting Expand all or Collapse all respectively. |
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-ins.
Jira CoreWork 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.
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All the other fields are displayed depending on what plug-ins are installed on your instance. |
Save and Preview Section
After creating and editing your data source, you can select one of the following options what to do with it.
Create 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.
Close - This option allows you to escape the data source creating page if you no longer want to do it.
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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 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. |
