How to connect Amazon QuickSight to Jira Service Management Data

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Cloud, you get cloud-to-cloud access to Jira Service Management data for visualizations, dashboards, and more. This article shows how to connect to Jira Service Management in Connect Cloud and build dashboards in Amazon QuickSight with access to Jira Service Management data.

CData Connect Cloud provides a pure cloud-to-cloud interface for Jira Service Management, allowing you to allowing build visualizations from Jira Service Management data in Amazon QuickSight. By importing your Jira Service Management data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Configure Jira Service Management Connectivity for Amazon QuickSight

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Jira Service Management" from the Add Connection panel
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, 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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Jira Service Management Connection page and update the User-based permissions.

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.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

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

Import Jira Service Management Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the connection to Jira Service Management in Connect Cloud, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and click "Manage data."
2. Click "Now data set," select SQL Server as the data source, configure the connection to your Connect Cloud instance, and click "Create data source."
3. Select a table to visualize (or subait a custom SQL query for your data).
4. Click "Edit/Preview data" to customize the data set.
5. Select "Import to SPICE for quicker analytics" and click "Visualize."
6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

Live Access to Jira Service Management Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Jira Service Management data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect Cloud page.