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URL: https://www.cdata.com/kb/tech/jira-cloud-mode.rst

⇱ Create Data Visualizations Based On Jira Data in Mode

Create Data Visualizations Based On Jira Data in Mode

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to Jira Data from Mode and build visualizations using live Jira data.

Mode is a collaborative data platform that combines SQL, R, Python, and visual analytics in one place. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Jira data for use in data visualizations. This article shows how to connect to Jira in Connect AI, connect to Jira data in Mode, and create a simple visualization using that data.

CData Connect AI provides a pure cloud-to-cloud interface for Jira, allowing you to build data visualizations from live Jira data in Mode — without replicating the data to a natively supported database. In order to create visualizations, users write SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Jira, leveraging server-side processing to quickly return the requested Jira data.

About Jira Data Integration

CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:

  • Gain bi-directional access to their Jira objects like issues, projects, and workflows.
  • Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
  • Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.

Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.

Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure Jira Connectivity for Mode

Connectivity to Jira from Mode is made possible through CData Connect AI. To work with Jira data from Mode, we start by creating and configuring a Jira connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Jira" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Jira.

    To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Jira data from Mode.

Connect to Jira in Mode

The steps below outline connecting to CData Connect AI from Mode to create a new Jira data source.

  1. Log-in to Mode 👁 Logging In
  2. In the top-left corner of the screen, click the down-arrow next to your name and select Connect a Database... 👁 Selecting Connect to Database
  3. On the next screen, select Microsoft SQL Server. 👁 Selecting Microsoft SQL Server
  4. Enter the Microsoft SQL Server credentials:
    • Display Name: the name for the connection.
    • Host/Port: enter tds.cdata.com in the Host field and 14333 in the Port field.
    • Database name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, JIRA1).
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
    • Password: enter the PAT you generated on the Settings page
    Leave the rest of the connection settings at their default values unless you need to modify them. 👁 Configuring connection settings
  5. At the bottom of the page, click Connect to ensure that you can connect to CData Connect AI.
  6. Upon success, the following screen appears. 👁 New database connection added.

Your connection is now available for use in Mode. To connect to additional data sources from your CData Connect AI account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Mode Visualization

To create a visualization in Mode, follow these steps:

  1. On the current screen, click New Report. The SQL query text editor appears. Enter the following query: 
    			SELECT * FROM [JIRA].[Issues];
    Click Run. The app now shows the query result: 👁 Showing SQL query result.
  2. Running the query activates the New Chart tab. Click this tab and select Pie Chart. 👁 Selecting pie chart.
  3. Now, drop a dimension in the Color section and a measure in the Angle section. 👁 Creating visualization.

    We have now created a visualization of Jira data in Mode using CData Connect AI!

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!