User Guide

Your Jira Cloud administrator should grant you Administer Jira permissions to create, edit, view, and export connectors. Users with Administer Jira permissions always have access to app configurations.

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.

See how to create access token

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.

See how to create data source

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.

See how to export data

Scheduled Refresh on Tableau Cloud

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

See how to schedule refresh on Tableau Cloud

Scheduled Refresh on Tableau Server

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

See how to schedule refresh on Tableau Server

History

The History module has been implemented as a separate tab of the Tableau Connector. The module includes the following submodules:

Data sources history
Export history
Access tokens history

Learn more about History

Data Schema

Since the Tableau Connector for Jira does not automatically create relationships between tables and fields in Tableau Desktop, we provide info on how to build them correctly in Entity Relationship Diagram.

View complete data schema