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To be able to import data from Jira into Tableau software, your Jira administrator should grant you permission to create, edit, watch, and export data sources.

If you don't have access to this action, please contact your Jira Administrator to grant Tableau Connector for Jira permissions first. Jira Administrators can always access application configurations.

How to create a data source in Jira?

Step 1. Click Tableau Tab on the Jira main menu. Then choose Data Sources.

Step 2. On the next page, select Create a Data Source.

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

Title section

1. Name -Enter data source name.

2. Description - Enter Data Source description.

3. Share settings - You may share this Data Source with users or group of users who have permission to use this plugin.

Share checkbox - check to activate “select users” and “select groups” fields.
Select users - start typing to find and add relevant users.
Select groups -start typing to find and add relevant users group.
Save - click to apply changes.

Please note, other users who have access to the plugin might won’t get all data from this Data Source due to different Jira permissions.

Filter issues section

1. All - choose if you want to export all existing issues.

2. 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 in Jira and pinpoint exactly what you are looking for.

3. Basic - choose if you want to use standard plugin issue filters. You can learn how to use Basic filters below.

4. Issues limit - Maximum number of issues to export (leave blank for no limit).

5. Export timeout - Export timeout per 1 table, in minutes (leave blank for no timeout).

6. Filter Issues by Plan - Filtering by Advanced Roadmaps (former Portfolio) plans.

Select Fields section

1. Search field -enter the required field that you want to display in the report.

2. Magnifier - click to search the required item you want to add to your data source.

3. Clear the search field.

4. Tabs with Jira Fields:

Jira Core Fields - displays a list of regular Jira Core fields and items
Jira Software Fields - displays a list of regular Jira Software fields and items (if Jira Software is licensed)
Jira Service Desk Fields - displays a list of regular Jira Service Desk fields (if Jira Service Desk is licensed)
Tempo fields - displays a list of Tempo Timesheets and Tempo Planner fields (if plugins are installed)
Advanced Roadmaps - displays Advanced Roadmaps plugin fiedlds (if plugin is installed)
Insight fields - displays Insight Asset Management plugin fields (if plugin is installed)

5. Checkbox - check the box with the required field.

6. Issues - one of the issue files subsection. Choose if you want to add all fields in a certain subsection.

View Options section

1. Click Cog icon to open View options

2. Click Show IDs to see the field names how they will appear in Tableau Desktop. Click again to hide IDs.

3. Click Show Types to see the field types. Click again to hide Types.

Expandable tables

1. Click + to expand the Table and see all available fields for export

2. Select the exact fields you need for the reports

3. Click the checkbox next to the Table name to select all fields from that Table

Filter Insight fields section

Since Insight schemes can store thousands or even millions individual objects each with potentially many attributes, so importing the attributes table without any filtering will be a huge problem. Also many of the objects and attributes could be of little interest to the reporting engine.

Insight Fields filter is located at tab Insight and allows to filter out the uninteresting data and greatly reduce import record set.

1. To filter by Object Type start to type Object Type name and choose from the list

2. To filter by Object Type Attributes start to type Object Type Attribute name and choose from the list

Filter will be applied to selected Insight Tables where Obect_type_id and/or Object_type_attributes_id are present.

“Apply” section

1. Create - click to create a data source.

2. Preview - Click to check the source name/description/issue filters/export items.

3. Close - leave data source creating page. Changes you’ve made will not be saved.

How to import Jira data into Tableau?

To work with Tableau software, Tableau Connector for Jira generates the Data Source URL. Use this URL to import data to you Tableau software.

Step 1. Copy the URL of your connector, generated by the app.

Step 2. Launch Tableau Desktop > Choose and Click Web Data Connector.

Step 3. Paste the data source URL and press Enter.

Step 4. You will be prompted to enter your Jira credentials. Authorize by applying your Jira credentials (username and password) or PAT (Personal Access Token). After that click Log in and Export.

After step 4 data will be loaded into Tableau Desktop.

If there is a big amount of data to be imported, it can take some time.

How to archive Data Source

Archiving Data Source can be helpful when connectors should be disabled without being removed.

Click ellipsis next to the Copy icon
Select Archive

Click Archive to archive the Data Source

Archived Data Source can be found in Archived tab. From Archived tab Data Source can be Restored or Deleted.

How to use Basic issue filters?

Step 1. After choosing Basic issue filters click Select issue filters button below.

Step 2. In the opened pop-up window you can:

Projects - filter issue by project.
Boards - filter issues by boards.
Issues Types - filter issue by types (Epic/Story/Task/Bug/Sub-task).
Assignee users - filter issue by assignee users. Select assignee user and click +.
Reporter users - filter issue by reporter users. Select reporter user and click +.
Select period - filter issue by date.
Statuses - filter issue by status (Open/In Progress/Reopenned/etc).
Apply form - apply chosen filters.

How to use Software Tables filter?

Filtering schemes description for each table, taking into account the Software Tables filter

Boards

If Software Tables Filter by Projects or Boards is applied, filtration is carried out as follows:

Loading Boards by filtered Projects.
Loading Boards by filtered Boards.
All unique Boards are combined into one list and unloaded page by page.

If Software Tables Filter is not applied, Boards are unloaded without filtering page by page.

Sprints

If Software Tables Filter by Projects, Boards or Sprints is applied with “Filter by Issues” (default) Sprints filtration scheme is carried out as follows:

Loading Projects Issues by filtered Projects.
Loading Boards Issues by filtered Boards Configured Filters.
Loading Sprints by Projects Issues.
Loading Sprints by Boards Issues.
Loading Sprints by filtered Sprints.
All unique Sprints are combined into one list and are unloaded page by page.

If Software Tables Filter by Projects, Boards or Sprints is applied with “Filter by Parent Boards” Sprints, filtration scheme is carried out as follows:

Loading Boards by filtered Projects.
Loading Boards by filtered Boards.
All unique Boards are combined into one list.
Loading Sprints by unique parent Boards list.
Loading Sprints by filtered Sprints.
All unique Sprints are combined into one list and are displayed page by page.

If Software Tables Filter is not applied, Sprints are unloaded without filtering page by page.

Sprint Issues

If Software Tables Filter by Projects, Boards or Sprints is applied with “Filter by Issues” (default) Sprints, filtration scheme is carried out as follows:

Loading Projects Issues by filtered Projects.
Loading Boards Issues by filtered Boards Configured Filters.
Loading Sprints Issues by filtered Sprints.
All unique Issues are combined into one list.
Loading Sprints associated with unique Issues list.
All unique Issues are unloaded with the corresponding unique combination of Issue and Sprint page by page.

If Software Tables Filter by Projects, Boards or Sprints is applied with “Filter by Parent Boards” Sprints, filtration scheme is carried out as follows:

Loading Boards by filtered Projects.
Loading Boards by filtered Boards.
All unique Boards are combined into one list.
Loading Sprints by unique parent Boards list.
Loading Sprints by filtered Sprints.
All unique Sprints are combined into one list.
Loading Issues by unique Sprints list.
All unique Issues are combined into one list and are unloaded with the corresponding unique combination of Issue and Sprint page by page.

If Software Tables Filter is not applied, data is unloaded with filtering Issues by Basic filter values page by page.

If a Basic filter is not applied, data is unloaded without filtering page by page.

Board Charts and Sprint Report Charts

If Software Tables Filter is applied by Projects, Boards or Sprints, Board Charts filtration scheme is carried out as follows:

Loading Boards by filtered Projects.
Loading Boards by filtered Boards.
All unique Boards are combined into one list.
Loading Boards Issues by filtered Boards Configured Filters.
Loading Sprints by Issues.
Unload filtered values Sprints for filtered Boards page by page.

If Software Tables Filter is not applied, data is unloaded with filtering by Basic filter Boards values.

If a Basic filter is not applied, data is unloaded without filtering page by page.

For the Sprint Report Charts table the filtering scheme is similar.

How to view Data Source Export History?

Click … near the connector and select Export History

2. In the opened page you can see the list of all tables exported with help of this connector. The information includes name of a user who performed exporting data, table name (each connector can pull data from multiple tables), export start and export end date.