Use the CData ODBC Driver for Jira Service Management in Microsoft Power Query

The CData ODBC Driver for Jira Service Management enables you to link to Jira Service Management data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Jira Service Management data into Microsoft Power Query.

Connect to Jira Service Management as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Import Jira Service Management Data

Follow the steps below to import Jira Service Management data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData JiraServiceDesk Source

3. Enter the SELECT statement to import data with. For example:

    SELECT RequestId, ReporterName FROM Requests WHERE CurrentStatus = 'Open'
    

   👁 The ODBC connection string and SELECT query. (Salesforce is shown.)
   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

   👁 Tables loaded in Power Query. (Salesforce is shown.)