Your Jira Cloud administrator should grant you Administer Jira permissions to create, edit, view, and export connectors.
Users with Administer Jira permissions always have access to app configurations.
Check this guide to quickly connect Jira to Tableau ⬇️
How to Export Data from Jira to Tableau Desktop/Cloud
1. Create Access Token
An access token is a security credential used in web applications to authorize and authenticate a user or application’s access to specific resources or data.
We will use an access token as a password for Tableau Desktop to securely transfer data.
You can create your token by accessing Tableau Connector for Jira inside your Jira Cloud instance.
If you need more information on how to create an access token, please refer to our step-by-step instruction.
An access token functions like a password, so each user is required to create it individually. Jira Administrator cannot create access tokens for other users for security reasons.
2. Create Data Source
Now you need to create a data source for data you want to transfer from your Jira Cloud to your Tableau Desktop. You can do it by accessing the Date Source page inside the Tableau Connector for Jira.
You have to name your data source, adjust sharing settings, and filter the tables you’d like to be in your data source.
If you need a detailed description of all fields and features of the Data Source page, please refer to this page.
If you need more information on how to create a data source, please refer to our step-by-step instruction.
3. Export Data into Tableau Desktop
After creating an access token and creating a data source, you can easily export your data into Tableau Desktop. Being on the Data Source page, select Copy URL or Copy WDC URL. Launch your Tableau Desktop, authorize, connect, and start working with your data.
Tableau Connector for Jira offers two ways of exporting data: using OData and using Web Data Connector. You can select one that is more convenient for you.
If you need more information on how to export data, please refer to our step-by-step guide.
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