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Data Source Page Overview

Title Settings

 

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

 

  • Name* - This field allows you to enter the name of your data source. The field is required.

  • Description - This field allows you to enter a description for your data source. These might be some hints you might need in the future. This field is optional.

 

pbi_create_ds_name.gif

 

Share Settings

 

This option allows you to share the data source with users, groups, or project roles who have permissions to use the application.

 

  • Users - This field allows you to share your data source with individual users.

  • Groups - This field allows you to share your data source with groups you have within your instance.

  • Project Roles - This field allows you to share your data source with users who have the appropriate project roles.

  • Allow re-sharing this data source - This setting allows users to share data source that was shared with them.

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.

 

pbi_create_ds_share.gif

 

 

Search and View Settings

 

Search Field

 

  • Search field - This search box simplifies the search for the required field you want to be displayed in the report.

The amount of found issue filters will be shown on each tab you have.

 

 

View Options

 

  • View options - This setting allows you to adjust the appearance of the issues. You can select what option to display: Show IDs or Show Types. The Show Names option is a default. All options can be selected at once.

    • Show IDs - This is how your fields will appear in Microsoft Power BI.

The screenshot presents how the options are displayed in the UI, using matching colors.

 

 

 

 

Select Issues Section

 

  • This section allows you to select or cancel selecting issues (tables) for exporting. This section displays standard Jira fields and all installed and configured plug-ins.

    • Jira Work Management - This part of the section displays a list of regular Jia Core fields and items.

    • Jira Software - This part of the section displays a list of regular Jira Software fields and items if Jira Software is licensed.

    • Service Service Management - This part of the section displays a list of regular Jira Service Desk fields and items if Service Management is licensed.

 

 

Save and Preview Section

 

After creating and editing your data source, you can select one of the following options what to do with it.

  • Save - This option creates your new data source or updates if you edit an existing data source.

  • Preview ERD - This option allows you to view the Entity Relationship Diagram for your connector support data source, which is generated based on the checkboxes you have selected before.

 

 

 

 

Additional Feature

 

All these settings are applied to already existing data sources.

 

  • Copy Link - This button copies the data source URL to the clipboard to use for data export.

 

The Actions (three dots) panel introduces you to different actions:

  • Edit - This option allows you to make changes to the data source.

  • Clone - This option allows you to make a copy of the data source.

  • Archive - This option allows you to mark the data source as archived, data source will be moved to the Archived tab.

  • Preview ERD - This option allows you to view the Entity Relationship Diagram for a data source.

  • Export History - This option allows you to view export history entities.

  • Delete - This option allows you to remove the data source.

  • Share Settings - This option allows you to distribute the data source to users who have permission to use this app.