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Remember that only admins have permanent permission to create data sources. If you're a User, ensure you've received the necessary permissions from your Jira administrator before attempting to create a data source. For detailed instructions on how to set up permissions, please visit the Administration page. |
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To create a Tableau Data Source in our app, follow these steps:
Open Data Processor for Jira: Navigate to the app within your Jira Cloud instance.
Go to ‘Data Sources’ ➡️ ‘Tableau’: Select the ‘Data Sources’ section in the left-side menu, and then choose ‘Tableau’ from the list.
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On the Home page of the main interface, click the 'Tableau' icon.
Create New Data Source: Click on 'Create your first Data Source' in the center of the screen if no Data Sources exist yet.
If you've previously created Data Sources, select '+New Data Source' at the top right corner of the screen.
Select Tables and Fields: Choose the specific tables and fields you want to include in your Data Source.
Available tables for export
In the right section of the main interface, under each tab of Jira services, you'll find a list of all available tables for export. You can conveniently select the specific tables you need by clicking the 'Plus' button next to each table. This feature allows for a tailored and efficient export process, ensuring that you export only the necessary data. Additionally, you can easily navigate using the Search bar.
You can expand the tables to view the available fields and their formats, allowing for a clear understanding of the data structure before exporting.
The complete list of tables and fields that are available for export can be seen here.
Selected tables for export
Clicking the 'Plus' button moves tables from the right section to the 'Selected tables for export' section on the left. Here, you can select the fields for export. Check the box next to a label to select all fields within it, or expand the label to choose individual fields. The count of selected fields versus the total available is displayed next to each label name. You can also easily navigate using the Search bar.
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To remove a table from those selected for export, simply click the ‘Trash bin’ button on the right. This will automatically move the table back to the 'Available tables for export' section, allowing you to adjust your selections as needed.
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While selecting data for export, you may encounter the 'As Complex type' switch. Activating this allows you to export data in ComplexTypes, a feature in OData.  Here is an example of disabled and enabled Complex type for Issue Effort:  |
Once all data has been selected, click 'Next Step' to proceed.
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To activate the ‘Next Step’button and successfully create a data source, you must select at least one field in the 'Selected tables for export’ section. |
Apply JQL Filter (Optional): Click 'Next step'.
Enter Main Information: Fill in the Name and optionally, a description for the Data Source. Click 'Save+'.
List of Created Data Sources: After clicking the 'Save+' button, you will see a list of the created data sources ready for export.
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You're now ready to export your Jira data into Tableau. For a comprehensive guide on how to proceed with this process, please refer to the detailed instructions available here. |
Keep in mind that you can navigate between steps using the 'Previous step' and 'Next step' buttons, allowing for easy adjustments at any stage of the process.
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To easily return to the Home page, simply click on the Data Processor Logo located at the top left corner. This provides a quick and straightforward way to navigate back to the main screen. |
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Still have questions? Feel free to reach out to us for any additional information or to request new features! |