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URL: https://www.cdata.com/kb/tech/jira-spreadsheets-excel-365.rst

⇱ Access Live Jira Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Access Live Jira Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to Jira data from Excel 365 Online (Excel for the web) with Connect Spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Jira data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Jira in Connect Spreadsheets and access live Jira data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your 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


This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


Configure Jira Connectivity for Excel

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

  1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
  2. Select "Jira" from the Add Connection panel 👁 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 Create & Test

With the connection configured, you are ready to connect to Jira data from Excel for the web.

Access Live Jira Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Jira data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
  3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
  4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
  5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. JIRA1), Table (e.g. Issues), and Columns to import 👁 Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data 👁 Executing the Query

Live Access to Jira Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live Jira data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.

Ready to get started?

Learn more about Connect Spreadsheets or sign up for free trial access:

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