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Note

If you're not a Jira Admin, ensure you have the necessary permissions granted before starting to use the app.


To effectively utilize Data Processor for Jira, you should know how to:

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1. Create Data Sources

Creating Data Sources in our app is a straightforward three-step process:

  1. Main Information: Enter the Name of the Data Source (mandatory) and a Description (optional).

    main_information.jpg
  2. JQL Filter: Use JQL to filter and find specific data in your Jira Cloud Instance (this is optional).

    jql_filter.jpg
  3. Tables and Fields: Select the specific tables and fields you want to export for analysis (it's mandatory to select at least one field).

    tables_and_fields.jpg

This key functionality allows you to efficiently export only the necessary data to your chosen BI tools or in CSV/JSON formats.

Tip

Once you've selected the tables and fields to export, click the 'Save+' button, and your Data Source is set up!

Info

For a step-by-step guide on creating Data Sources, please refer to our specialized page. This resource offers comprehensive and user-friendly instructions to assist you through the process.

Note

Data Processor for Jira - Multi BI Connector. Free is limited to exporting data from Jira Work Management's standard fields. Please see the provided list for details on available tables for export.


2. Generate Access Tokens

An Access Token in the Data Processor for Jira app acts as a secure link between your Jira instance and the BI tool, functioning as a password for safe data transfer. It's a unique code ensuring protected access and data integrity.

To ‘Validate & Save’ this token, navigate to the 'Tokens' section in the app's left-side menu.

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Info

Generating Access Tokens is a required step for linking your Jira data to BI tools. For detailed instructions on setting up Access Tokens, please see our dedicated page.

Note

This token is essential for setting up and maintaining secure operations with your BI tool.

Creating Access Tokens is not necessary if your goal is solely to export data into CSV/JSON formats.


3. Export Data to the necessary BI tools or formats

For exporting data as CSV/JSON, this function is directly available within the app itself. Once you click the 'Save+' button, wait for the status to change to 'READY' before proceeding to export the file. This ensures that the data is fully prepared and ready for export.

Example for JSON:

json_ready_collecting_export.pngexport_json_file.pngdownload_json_file.png04_opened_json_file_edge.png

To link Jira Data with a BI tool of your choice, use OData by copying and pasting the link generated by the app into your BI tool's 'Get Data' section. Log in with the Credentials (use the Access Token created earlier as a password).

Example for Microsoft Power BI (desktop version):

05_copy_link_to_power_bi_blur.pngget_data_power_bi.png07_paste_link_power_bi_blur.png08_credentials_lowest_level_power_bi.pngload_data_source_power_bi.pngImage Removed09_tables_select_load_power_bi.jpgImage Added
Info

For a more detailed understanding of how to export data, please refer to our in-depth guide, where you'll find step-by-step instructions to assist you further.

Tip

With everything set up, you're now prepared to dive into analysis and visualization using your data.


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