Jira Work Management Filters

📘 The Jira Work Management Filters in the Power BI Connector have been updated. JQL and Basic Filter options remain the same, and a JQL-Basic Switch feature has been added.

For data analysts, business analysts, and project managers using Jira Cloud who require the efficient extraction of project management data, particularly in large volumes the JQL-Basic Switch for filtering is a valuable addition that expedites the process of filtering and selecting fields, leveraging Jira native logic

JQL-Basic Switch

Overview

📘 Be default, the JQL filter is selected in the JQL-Basic Switch.

JQL to Basic: When you enter a JQL query, the system automatically processes it. You can then switch to the Basic tab to view the data in a simpler, more visual format.
Basic to JQL: Any changes you make in the Basic tab will automatically create a new JQL query when you switch back to the JQL tab.

General Rules

📘 The following fields are supported between JQL and Basic filters:

PROJECT
ISSUE_TYPE
STATUS
CREATED
UPDATED

📘 Only the AND and ORDER BY keywords are acceptable.

When the user types an ORDER BY clause in the JQL string, it is preserved even after switching to the Basic filter view. If the user selects or modifies fields in the Basic view and then switches back to the JQL view, the ORDER BY clause remains part of the query string.

The ORDER BY clause may use any JQL fields, not just the fields supported by the Basic view. Even if the ORDER BY clause includes fields that are not part of the Basic filter view, it will still be retained when switching back to JQL.

❗ The following keywords will trigger an error message if used: OR, NOT, EMPTY, NULL.

❗ Usage of any JQL functions with these fields is not supported, and will result in an error.

JQL Filter Usage

📘 The filter allows you to search for issues, projects, etc. in Jira and pinpoint exactly what you want. Select this option if you want to create your own request and filter data.

There is no limit on the number of projects you can select.

For more information and syntax help, please read this article.

Basic Filter Usage

📘 The filter allows you to filter data for export by Projects, Issue types, Issue statuses, Created, and Updated.

Projects - This filter allows you to select projects to be included in your export.

The Projects tab will display the number of selected projects.

Use the Clear selection button to remove your project selection.

You can select up to 75 projects. However, you can use JQL filter instead, as it has no such limit.

Issue types - This filter allows you to select the issue types to be included in your export (e.g. Tasks, Sub-tasks, Bugs, etc.). You can also select the custom issue types.

If the filter by Projects is applied, the Issue types filter will display only issue types related to the selected project. If the filter by Project is not applied all available issue types will be displayed.

Use the Search box to quickly find the exact issue type you need. Use the Clear selection button to remove your issue type selection.

The Issue types tab will display the number of selected types.

Issue statuses - This filter allows you to select statuses of issues to be included in your data source (e.g. Open, In Progress, Closed, etc.). You can also select the custom issue statuses.

If the filter by Projects is applied, the Issue statuses filter will display only issue statuses related to the selected project. If the filter by Project is not applied all available issue statuses will be displayed.

Use the Search box to quickly find the exact issue status you need. Use the Clear selection button to remove your issue status selection.

The Issue statuses tab will display the number of selected statuses.

Created - This filter allows you to select the date range when the issue was created in the format YYYY-MM-DD.

You can enter the date manually or select it from the date picker. Use the Clear selection button, and then the Submit button to remove your date range selection.

Updated - This filter allows you to select the date range when the issue was updated in the format YYYY-MM-DD.

You can enter the date manually or select it from the date picker. Use the Clear selection button, and then the Submit button to remove your date range selection.

Buttons

Use the Clear all button to remove all applied filters.
Using the Restore button during data source creation will remove all applied filters and return you to the JQL option.
Using the Restore button during data source editing will revert filters to their previously applied settings.