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Note

Ensure you have already created a Data Source and successfully saved and validated your Jira API Token before you start exporting data to Microsoft Power BI. These preliminary steps are crucial for a smooth and successful data export process.

Table of Contents

Export Jira data to Microsoft Power BI Desktop


To export your Jira data to Microsoft Power BI Desktop, follow these steps:

  1. Inside the Data Processor for Jira appSelect the ‘Data Sources’ section in the left-side menu, and then choose ‘Microsoft Power BI’ from the list.

    01_data_sources_power_bi.png

     

    or

    On the Home page of the main interface, click the 'Microsoft Power BI' icon.

    02_home_power_bi.png

  2. Locate the specific Data Source you wish to export from the displayed list. Then, hover your cursor over the empty field where the link will appear. Click on this linkto copy it.

    03_copy_link.jpg


    At this stage, you have also the option to edit or delete the Data Source by clicking on the three-line button.

    04_edit_delete.jpg

  3. Launch Microsoft Power BI Desktop, and in the application, navigate to the 'Get Data' section. Here, select the option for 'OData feed' to proceed with your data import process.

    05_get_data_power_bi.png

  4. In the Power BI pop-up window, enter the URL you copied earlier in Step 2, and then click 'OK' to proceed.

    06_paste_link_power_bi_blur.png

  5. In the following pop-up, select ‘Basic' and input your credentials. Use the email associated with your Jira Cloud instance for the email field, and your Jira API Token as the password (for guidance on obtaining your Jira API token, please refer to this page).


    For optimal authentication, it's advisable to select the most detailed option from the drop-down level list. After making your selection, click 'Connect' to proceed.

    08_credentials_lowest_level_power_bi.png08_connect.jpg
Info

For additional details on the authentication process, refer to the relevant article for a more comprehensive understanding.

  1. Choose the tables you wish to import from Jira into Microsoft Power BI, then click 'Load' to proceed with the import. This action will begin the process of bringing your selected Jira data into Power BI for analysis and reporting.

    09_tables_select_load.jpg

Importing a substantial amount of data into Microsoft Power BI might require some additional time to complete. This is particularly true for larger datasets.

10_data_loading.jpg

  1. After the data from Jira is successfully loaded into Microsoft Power BI, you're ready to begin creating graphs and dashboards. This step allows you to visualize and analyze the imported Jira data effectively in Power BI.

    11_graphs_charts.jpg
Info

For comprehensive learning, explore the free Power BI courses offered by Microsoft. These resources are ideal for enhancing your data analysis skills with Power BI, using your imported Jira data effectively.

Export Jira data to Microsoft Power BI Service (cloud-based)


To export your Jira data to Microsoft Power BI Service, follow these steps:

  1. Inside the Data Processor for Jira appSelect the ‘Data Sources’ section in the left-side menu, and then choose ‘Microsoft Power BI’ from the list.

     

    01_data_sources_power_bi.png

    or

    On the Home page of the main interface, click the 'Microsoft Power BI' icon.

    02_home_power_bi.png

  2. Locate the specific Data Source you wish to export from the displayed list. Then, hover your cursor over the empty field where the link will appear. Click on this linkto copy it.

    03_copy_link.jpg

    At this stage, you have also the option to edit or delete the Data Source by clicking on the three-line button.

    04_edit_delete.jpg

  3. To access Power BI Service, visit the website https://app.powerbi.com/ and proceed to sign in with your credentials.

  4. After signing into Power BI Service, go ahead and establish a new Workspace (remember to avoid using 'My Workspace'). Then, proceed to add a Dataflow by selecting '+New'.

    05_new_dataflow.jpg

  5. Choose the option to 'Define new tables' and then proceed by clicking on 'Add new tables'.

    06_define_new_tables.jpg

  6. Choose 'OData' as your data source. To locate it quickly, utilize the Search bar🔎 for easy and efficient navigation.

    07_odata.jpg

  7. In the following window, enter the URL you copied earlier in Step 2. For Authentication kind, choose the 'Basic' option and proceed to enter your credentials. Use the email associated with your Jira Cloud instance for the email field, and your Jira API Token as the password (for guidance on obtaining your Jira API token, please refer to this page). Click 'Next'.

    08_connection_settings.jpg

  8. Select the specific tables from Jira that you want to import. After making your selections, click on 'Transform data' to continue with the import process in Power BI Service.

    09_transform_data.jpg

  9. Carry out the necessary data transformations according to your requirements. Once you've completed this step, proceed to select 'Save & close' to finalize your changes.

    10_save_and_close.jpg

Importing a substantial amount of data into Microsoft Power BI Service might require some additional time to complete. This is particularly true for larger datasets.

11_validating.jpg

  1. In the pop-up window that appears next, input the mandatory Name for your dataflow and, if you wish, add a Description. After that, simply click 'Save' to complete the process.

    12_name_description.jpg

Tip

Congratulations, your dataflow is now successfully set up and ready for use!

Info

After clicking the 'Save' button, a pop-up window will appear with the option to 'Set a refresh schedule' for your dataflow. You can choose to proceed with this or refer to our comprehensive guide on setting up scheduled refreshes in Power BI for detailed instructions. This guide will help you understand how to keep your data regularly updated in Power BI Report Server and Power BI Service.

13_set_refresh.jpg

To generate reports in Power BI Service, you first need to develop a semantic model (formerly known as 'Dataset') from the dataflow you've created. For detailed guidance on working with dataflows in Power BI, please consider visiting https://learn.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-configure-consume, which offers more comprehensive instructions and insights into the process.

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If you've had the chance to use the Data Processor for Jira - Multi BI Connector and Advanced Exporter app, we'd love to hear your thoughts. Help us improve by sharing your honest review of the Free, PRO or Xray versions. Your feedback is crucial as we strive to improve and tailor our services to better meet your needs. 🤝

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