How to create a user account?

Please note: the user account functionality is deprecated and not available for new users.

 

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 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.