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URL: https://www.cdata.com/kb/tech/jira-excel-cdataquery.rst

⇱ Excel Spreadsheet Automation on Jira Data with the QUERY Formula

Excel Spreadsheet Automation on Jira Data with the QUERY Formula

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Pull data from Jira, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Jira provides formulas that can query Jira data. The following three steps show how you can automate the following task: Search Jira data for a user-specified value and then organize the results into an Excel spreadsheet.

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


The syntax of the CDATAQUERY formula is the following: 

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Jira data records you want to retrieve, written in standard SQL.

  • Connection: Either the connection name, such as JIRAConnection1, or a connection string. The connection string consists of the required properties for connecting to Jira data, separated by semicolons.

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

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Jira data, such as ReporterDisplayName.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
    3. =CDATAQUERY("SELECT * FROM Issues WHERE ReporterDisplayName = '"&B4&"'","User="&B1&";Password="&B2&";Url="&B3&";Provider=JIRA",B5)
    👁 Formula inputs used in this example. (Google Apps is shown.)
  3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)

Ready to get started?

Download a free trial of the Excel Add-In for Jira to get started:

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Learn more:

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Excel Add-In for Jira

The Jira Excel Add-In is a powerful tool that allows you to connect with live Jira project management data, directly from Microsoft Excel.

Use Excel to access Projects, Groups, Workflows, etc. Perfect for mass exports, Excel-based data analysis, and more!