Before you start, your Jira Cloud administrator should grant you Administer Jira permissions to create, edit, watch, and export connectors.
Users with Administer Jira permissions always have access to Looker Studio Connector for Jira.
How to Export Data from Jira to Microsoft Power BI
1. Create an Access Token
Being signed in to your Jira Cloud instance, select Apps, and then select Looker Studio Connector for Jira.
On the left-hand menu, select Tokens.
Make sure you are on the Access token tab.
Select Create new token.
The Create an Access token pop-up window will appear.
In the Label* field, enter a label, and then select Create.
Select a label that is short, memorable, and easy for you to remember.
In our case, it is Power BI Token.
Select Copy.
Before closing the window, make sure you copy your access token.
You won’t be able to see this token again.
Select Close.
4. You can create up to 25 Access Tokens and revoke those you don’t need anymore.
2. Create a Data Source in Power BI Connector for Jira
Below you can find a description of the fields, buttons, and settings of data source creating page:
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 this 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
Groups - select and add relevant users group
Please note! Other users who have access to Power BI 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 tab
Configure 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 all 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.
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, what to do with it:
Save- click to create/update a data source.
Preview - Click to check the source name/description/issue filters/export items.
Preview ERD - Click to see the Entity Relationship Diagram for your Connector for support data source which forms from the checkboxes you have chosen before.
When selecting Preview button 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 shows you an Entity Relationship Diagram for the tables and fields selected in the data source.
3. Export Data into Microsoft Power BI
Export Data into Microsoft Power BI Desktop
In the Power BI Desktop, click Get Data → select OData feed, insert the copied Data Source link and click Ok
The data source URL can be copied using the button:
2. At the next step
Select Basic authentication
Enter your account email as a user name.
Enter the Access Token into a Password field.
Click Connect
Export data into Microsoft Power BI Service
In the workspace area click + New > Dataflow.
2. Select the Define new tables option.
3. Select the OData data source type (you can use the search bar to find it faster).
4. Enter the data source URL into the URL field, select Basic Authentication kind. Input your email used for logging into your Jira Cloud instance into the Username and the Access Token into the Password section.
5. Select the tables to export and click Transform data.
6. Perform the transformations you need and click Save & close.
If you’re using Power BI Connector for Jira, find a few minutes to leave us honest review.
Additional Features
(1) Click the Copy icon to copy the data source URL to the clipboard
(2) Click on the Actions panel to select next actions:
(3) Edit - to make changes to the data source
(4) Delete - to remove the data source
(5) Share - to distribute the data source to users who have permission to use this plugin
(6) Archive - to mark data source as archived, data source will be moved to the Archived tab
(7) Clone - to make a copy of the data source
(8) Preview ERD - will show the dialog with Entity Relationship Diagram for a data source
To transfer the data source's ownership, click on Owner field and select new owner from the Users list.
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.
