User Guide

To import Jira Cloud data into Tableau Desktop you need the following:

  1. 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 Tableau Connector for Jira permissions first. Jira Administrators can always access application configurations.

  2. Create Tableau User Account

  3. Create Connector(s)

  4. Import Data into Tableau Desktop

 

Check here how our customers use Jira data with Tableau for complex business analytics.

 

How to create an Account in Tableau Connector

 

Click Apps Tab on the Jira’s main menu. Then find from the list and choose Tableau Connector.

 

On the opened page click Create Account button.

 

In the "Create Account" window:

  1. Generate icon: in case you’d like to change generated part of Username, press the Generate icon to change the combination of generated letters (optionally)

  2. Password: type a password. Password must contain more than 8 characters at least one upper case letter, lower case letter, number and special character #@$!%*?&/+,-.:<=>?^_`~

  3. Generate Password: create a strong unique password using the auto-generator

  4. Show Password: reveal what’s typed in the Password field

  5. Confirm Password: confirm the password

  6. Save: click Save button to save the User account for exporting Jira Cloud data

  7. Cancel: click Cancel to cancel creating user account

 

After User Account has been successfully created, users are provided with the User Account details.

Here users can:

  1. Review Username or Copy username for saving it in a Password manager

  2. Review Password by clicking the eye icon or Copy password for saving it in a Password manager

 

You always will be able to edit your User account (generate a new username and reset password) by clicking the Edit Account button.

 

How to create a Connector in Tableau Connector

 

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

 

Title section

  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 Tableau Connector for Jira app might not get all data from this data source due to different Jira permissions.

Filter issues section

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.

 

 

 

 

 

 

 

Seclect from the list of available

  • Projects

  • Issue Types

  • Statuses

Click Apply to apply the filter.

 

 

 

 

 

 

Select Fields section

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. 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.

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

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

 

“Apply” section

13. Save- click to create a data source.

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

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

 

 

 

 

How to import data into your Tableau Desktop

 

To work with Tableau, Tableau Connector for Jira generates the Data Source URL. Use this URL to import data into your Tableau Desktop.

 

Step 1. Copy the URL of your connector by clicking Copy icon

 

Step 2. Launch Tableau Desktop, select Web Data Connector

 

Step 3. In opened window enter copied URL and press Enter on your keyboard

 

Step 4. Enter Username and Password you created previously at Create the Account step and press Log in and Export button

 

After step 4 data will be loaded into Tableau

If there is a big amount of data to be imported, it can take some time.

After this, proceed to Sheet 1 where you can start building graphs and dashboards based on the imported Jira data. To do this, choose the visualization type and select the data you want to see on the graph or dashboard.