Being signed in to your Jira Cloud instance, select Apps, and then select Power BI Connector for Jira.
Select Create data source.
In the Name* field, enter data source name.
The Description field is optional. You can enter data related to your data source or some hints you might need in the future.
Select Sharing settings.
You may share this data source with users who have permissions to work with Power BI Connector for Jira. Therefore, next steps are optional.
Users with administrator permissions have access to all data source by default.
In the Users field, enter the username you want to share data source with.
In the Group field, select group you need.
You can select as many individual users and groups as you need to.
Select all tables and fields you want to be in your data source.
Now for your convenience , you can adjust table visibility, table sorting, and field details by selecting View settings. Click here to read more.
To view and export data from 3rd-party apps such as Projectrak, Zephyr Squad, Time in Status, and others, you must first install these apps on your Jira instance. After installation, add the relevant token to proceed with data access and export.
For more information, check the Supported Apps section.
Select filters you need, and then select Save.
There are different filters group:
No filters (by default) - will return all data, select it, if you want to export all existing issues.
JQL - 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. Select it, if you want to use JQL to create your own request and filter data.
Basic - select it, if you want to use standard fields filters.
A detailed description of all fields and buttons, please read in this article.
If you need additional information about Jira filters, please refer to this section.
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What’s the next step? Export data into Microsoft Power BI to start building insightful reports.
Useful Hints
📘 Incorporate Custom fields into your data extraction process. Locate the Issue Custom Fields table under the Jira Work Management tab. To read more click here.
📘 Export Calculated fields including data about the time issue spent in certain status and per assignee. The connector automatically performs all calculations, providing ready-to-use data on metrics like Issue Time in Status and Issue Time by Assignee.
Please find the complete list of calculated fields and their description here.
📘 To ensure the data relations are built correctly before saving the data source, you can view ERD (Entity Data Relationships) using the Preview ERD button.
Read more information here.
