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Note

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 Looker Studio Data Source in our app, follow these steps:

  1. Open Data Processor for Jira: Navigate to the app within your Jira Cloud instance.

    Screenshot 2024-06-24 at 15.02.48.pngImage Added

  2. Go to ‘Data Sources’➡️ ‘Looker Studio’: Select the ‘Data Sources’ section in the left-side menu, and then choose ‘Looker Studio’ from the list.

    02_data_sources_looker_studio.pngImage Added


    or

    On the Home page of the main interface, click the 'Looker Studio' icon.

    03_home_looker_studio.pngImage Added

  3. Create New Data Source: Click on 'Create your first Data Source' in the center of the screen if no Data Sources exist yet.

    04_create_first_data_source.pngImage Added

    If you've previously created Data Sources, select '+New Data Source' at the top right corner of the screen.

    05_add_new_data_source.pngImage Added

  4. 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.

    09_expand_tables_violet_no_arrows.jpgImage Added

    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.

Info

While selecting data for export, you may encounter an ‘Export to Issues' switch.

10_export_to_issues.pngImage Added

For exporting e.g. Worklogs data linked with Issues, there are two options. One is to export Worklogs as a separate file. The other is to integrate Worklogs directly into the Issues file. In the second option, Worklogs data will be flattened, meaning each Worklogs entry will replicate the corresponding Issues entry, causing duplication in each line where Worklogs are associated. More flexible settings for this feature are planned for future updates.

Here is an example of enabled Export to Issues for Worklogs:

11_example_export_to_issue.pngImage Added

Once all data has been selected, click 'Next Step' to proceed.

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Note

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.

  1. Apply Filter (Optional): Click 'Next step'.

  1. Enter Main Information: Fill in the Name and optionally, a description for the Data Source. Click 'Save+'.

    14_main_info_description_save.pngImage Added

  2. 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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Tip

Identify the data source you need, and you're now ready to export your Jira data into Looker Studio. 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.

Info

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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