Visualize Live Jira Service Management Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Jira Service Management, you can easily get access to live Jira Service Management data within Tableau. This article shows how to connect to Jira Service Management in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Jira Service Management data in Tableau. Once you install the connector, you simply authenticate with Jira Service Management and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Jira Service Management data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Jira Service Management data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for Jira Service Management. If you wish to connect to Jira Service Management data in Tableau Cloud, you will need to use CData Connect Cloud.

Connect to Jira Service Management in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Jira Service Management by CData," then configure the connection and click "Sign In."

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.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select JiraServiceDesk from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Jira Service Management with Tableau, you can easily create robust visualizations and reports on Jira Service Management data. Download a free, 30-day trial and get started today.