User Guide

User Guide

Before you start, your Jira administrator should grant you Administer Jira permissions to create, edit, watch, and export connectors. Users with Administer Jira permissions always have access to Tableau Connector for Jira.

Create Access Token

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.

Create Data Source

A data source is the primary source of data sets containing tables and fields for further analysis. It represents the data selected by the user for export to Tableau Software.

Export Data from Jira to Tableau

Exporting data from Jira to Tableau involves connecting to Tableau using a previously created access token and transferring the datasets included in the data source.

Scheduled Refresh on Tableau

With Tableau Connector for Jira, you can schedule refreshes to get the actual Jira data.

 


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Check this guide to quickly connect Jira to Tableau

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