Title Settings
Below you can find a description of the fields, buttons, and settings of the data source creating page.
Name* - This field allows you to enter the name of your data source. The field is required.
Description - This field allows you to enter a description for your data source. These might be some hints you might need in the future. This field is optional.
Share Settings
Share settings - This option allows you to share the data source with users, groups, or project roles who have permissions to use the application.
Select users - This setting allows you to share your data source with individual users.
Select groups - This setting allows you to share your data source with groups you have within your instance.
Select project roles - This setting allows you to share your data source with users who have the appropriate project roles.
Allow re-sharing this data source - This setting allows users to share data source that was shared with them.
Save - This button applies all settings/changes.
Clear - This button erases all information you have entered.
Cancel - This button revokes applying settings/changes.
Other users who have access to Power BI Connector for Jira app might not get all data from this data source due to different Jira permissions.
Search and View Settings
Search Field
Search field - This search box simplifies the search for the required field you want to be displayed in the report.
The amount of found issue filters will be shown on each tab you have.
View Options
View options - This setting allows you to adjust the appearance of the issues. You can select what option to display: Show IDs or Show Types. The Show Names option is a default. All options can be selected at once.
Show IDs - This is how your fields will appear in Microsoft Power BI.
The screenshot presents how the options are displayed in the UI, using matching colors.
Select Issues Section
This section allows you to select or cancel selecting issues (tables) for exporting. This section displays standard Jira fields and all installed and configured plug-ins.
Jira Core - This part of the section displays a list of regular Jia Core fields and items.
Jira Software - This part of the section displays a list of regular Jira Software fields and items if Jira Software is licensed.
Service Management - This part of the section displays a list of regular Jira Service Desk fields and items if Service Management is licensed.
All the other fields are displayed depending on what plug-ins are installed on your instance.
Save and Preview Section
After creating and editing your data source, you can select one of the following options what to do with it.
Create - This option creates your new data source or updates if you edit an existing data source.
Preview -This option allows you to check the source name, source description, issue filters, and export items.
Preview ERD - This option allows you to view the Entity Relationship Diagram for your connector support data source, which is generated based on the checkboxes you have selected before.
Close - This option allows you to escape the data source create page if you no longer want to do it.
This screenshot displays how the Preview button works. Once you select it, the pop-up window will appear with the view of your data source, so you can check if all changes are correct.
This screenshot displays how the Preview ERD button works. Once you select it, the pop-up window will appear with the view of an Entity Relationship Diagram for tables and fields selected in the data source.
Additional Feature
All these settings are applied to already existing data sources.
Copy Link - This button copies the data source URL to the clipboard to use for data export.
The Actions (three dots) panel introduces you to different actions:
Edit - This option allows you to make changes to the data source.
Clone - This option allows you to make a copy of the data source.
Archive - This option allows you to mark the data source as archived, data source will be moved to the Archived tab.
Preview ERD - This option allows you to view the Entity Relationship Diagram for a data source.
Export History - This option allows you to view export history entities.
Delete - This option allows you to remove the data source.
Share Settings - This option allows you to distribute the data source to users who have permission to use this app.
