User Guide

Before you start: Jira Cloud administrator should grant you permission to create, edit, watch and export connectors. If you don't have access to these actions, please contact your Jira Cloud Administrator to grant Power BI Connector for Jira permissions first. Jira Administrators can always access application configurations.

3 steps to export data from Jira to Microsoft Power BI

1. Create a Jira API Token

  1. Go to Account settings 

2. Click a Create and manage API tokens link in the Security tab

3. Click the Create API token button

4. Enter an API token name and click Create

5. Make sure you copy your new API token. You won’t be able to see the token again.

6. Enter the token into Power BI Connector for Jira > Tokens > Jira API token, click Validate & Save.

 

2. Create a Connector 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:

1. Name - Enter data source name

2. Description - Enter data source description

3. Share settings - You may share this data source with users or groups of users who have permission to use the application. To share the data souce click Share settings button.

  • Select groups - select and add relevant users group

  • Select users - select and add relevant users

  • Save - click to apply changes.

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.

Filter issues section

This section is suitable for applying the filter groups which are presented in the screenshot:

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

 

 

 

 

5. 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, projects, etc in Jira and pinpoint exactly what you are looking for. 

Enter the JQL expression and click Validate JQL button to validate it.

Please note! Without JQL validation you won’t be able to create data source (button Save will be disabled).

 

 

 

6. 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.

 

 

Select Fields section

Provides you to to apply such a possibilities:

7. Search field - enter the field name that you want to find and add for exporting

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

9. Clear the search field

10. View options — tap to sort issues by their Names/IDs/Types.

11. Tabs with Jira Fields - displays a list of all Jira 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.

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

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

 

 

 

“Apply” section

After editing a Connector you can choose one of the options, what to do with it:

14. Save- click to create a data source.

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

16. 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.

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

 

 

 

When selecting Preview button(15) 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(16) shows you an Entity Relationship Diagram for the tables and fields selected in the connector.

 

3. Export data into Microsoft Power BI

 

Export data into Microsoft Power BI Desktop

 

  1. 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 API token into a Password field.

  • Click Connect

Export data into Microsoft Power BI Service

 

  1. 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 API 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.

Additional Features

(1) Click the Copy icon to copy the connector URL to the clipboard.

(2) Click the Preview ERD icon to get to the Entity Relationship Diagram for a data source.

(3) Click on the Settings button on the issue panel to select such Actions as:

(4) To make changes to the Connector, select Edit item.

(5) To remove Connector, press Delete option.

(6) To distribute the Data Source to users who have permissions to use this plugin, select the Share option. The users can find this data source in the Shared with me tab.

(7) To make a copy of the data source, choose Clone option.

(8) To transfer the ownership of the data source, click Change owner option.