Getting Started

The Tableau Connector for Jira Cloud is designed to simplify data import into Tableau Desktop.

Step 1: Grant Permissions

If you are a Jira Administrator

• Grant permission to individual users or groups so they can create, edit, watch, and export data sources.

• Administrators can work with the Tableau Connector by default.

Learn how to grant permission

If you are a Regular User

• Ask your Jira Administrator to grant the required permission.

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Step 2: Create an Access Token

• You’ll use this token as a password when connecting to Tableau Desktop.

• Important: Keep the token secure because it provides access to your Jira data.

• If needed, configure separate tokens for supported apps to include their data in your Tableau export.

Learn how to create access token

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Step 3: Create a Data Source

• Think about the report you want to build or the analysis you want to run.

• Select the corresponding Jira fields through the Tableau Connector. This set of fields is called a data source.

Learn on how to create data source

• Apply filters (such as project, issue type, or other criteria) to include only relevant data.

  • Without filters, the Tableau Connector will export all data from your Jira instance.

Learn on how to apply filters

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Step 4: Import Data to Tableau

• Open Tableau Desktop.

• Connect using the access token you created.

• Import the datasets included in your data source.

Learn on how to import data to Tableau

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App Navigation

Use the app navigation to quickly switch between the following modules:

• Data Sources

• Data Relationships

• Access Tokens

• API Integrations

• History

• Administration

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