Visualize Live Jira Service Management Data in Power BI (via CData Connect AI)

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Jira Service Management data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Jira Service Management, connect to Jira Service Management data from Power BI and then create reports on Jira Service Management data in Power BI.

Configure Jira Service Management Connectivity for Power BI

Connectivity to Jira Service Management from Power BI is made possible through CData Connect AI. To work with Jira Service Management data from Power BI, 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 Power BI.

Query Jira Service Management Tables

Follow the steps below to build a query to pull Jira Service Management data into the report:

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Jira Service Management data from Power BI

Create Jira Service Management Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Jira Service Management Data from Data Applications

With CData Connect AI you have a direct connection to Jira Service Management data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Jira Service Management data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Jira Service Management) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.