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Get the Report →Use CData Connect Cloud to Access Jira Service Management Data in Microsoft Power Pivot
Use CData Connect Cloud to connect to live Jira Service Management data in the Power Pivot business intelligence tool.
This article will explain how to use CData Connect Cloud to present Jira Service Management data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit Jira Service Management data in Power Pivot.
Connect to Jira Service Management from Power Pivot
To work with Jira Service Management data from Power Pivot, we need to connect to Jira Service Management from Connect Cloud, provide user access to the connection, and create OData endpoints for the Jira Service Management data.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to Jira Service Management through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to Jira Service Management from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Jira Service Management" from the Add Connection panel
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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, you will need to 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.
- Click Create & Test
- Navigate to the Permissions tab in the Add Jira Service Management Connection page and update the User-based permissions.
Configure Jira Service Management Endpoints for Power Pivot
After connecting to Jira Service Management, create a workspace and virtual dataset for your desired table(s).
- Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
- Select the Jira Service Management connection (e.g. JiraServiceDesk1) and click Next.
- Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection and Workspace configured, you are ready to connect to Jira Service Management data from Power Pivot.
Import Jira Service Management Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
- In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
- Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
- On the next screen, select Basic and configure the username and password. Password will be your PAT.
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Select the tables that you would like to import into Excel
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After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet
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Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your Jira Service Management data in Power Pivot.
Free Trial & More Information
If you are interested in connecting to your Jira Service Management data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect Cloud today! For more information on Connect Cloud and to see what other data sources we support, refer to our CData Connect Cloud page.