Create Reports from Jira Service Management Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Jira Service Management data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Jira Service Management and generating reports from Jira Service Management data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Jira Service Management, making it straightforward to construct reports directly from live Jira Service Management data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Jira Service Management. This leverages server-side processing to swiftly provide the requested Jira Service Management data.

Configure Jira Service Management Connectivity for Looker Studio

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Jira Service Management" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Jira Service Management.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

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

With the connection configured, you are ready to connect to Jira Service Management data from Looker Studio.

Visualize Live Jira Service Management Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Jira Service Management data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
👁 Create a new connection in Looker Studio

2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
   
3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
   
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
👁 Importing from Connections

5. Now select a Connection (e.g. JiraServiceDesk1) and click Next 👁 Selecting a Connection
   
6. Select a Table (e.g. Requests) or use a Custom Query and click Connect to continue 👁 Selecting a Table
   
7. If needed, modify columns, click Create Report, and add the data source to the report.
👁 Configuring column definitions

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.
👁 Visualizing Jira Service Management data in Looker Studio

Live Access to Jira Service Management Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Jira Service Management data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Jira Service Management data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.