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

    02_left_bar_violet_no_arrows.jpgImage Removed01_data_sources_tableau.pngImage Added

     

    or

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

    03_home_violet_no_arrows.jpgImage Removed02_home_tableau.pngImage Added

  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. Open Tableau and head to the ‘Connect To a Server’ section. Choose ‘OData’ from the options (if it's not visible in the quick start menu on the left, select ‘More…’ to find 'OData’ in the extended list).

    05_tableau_more_odata.jpg

  4. In Tableau's pop-up window:

    - Server Section: Enter the URL from Step 2 in the ‘Server’ field. Be cautious not to duplicate 'https://'.
    - Authentication Method: Select 'Username and Password'.
    - Username: Enter the email linked to your Jira Cloud instance.
    - Password: Use your Jira API Token. For instructions on obtaining it, see this page.
    - Sign In: Click 'Sign In' to establish the connection with Tableau.

    06_sign_in.jpg

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  1. Drag and drop your desired Jira tables into Tableau. After positioning them, click on 'Sheet 1' to initiate the data extraction process. This action will bring your selected Jira data into Tableau for further manipulation and analysis.

    07_select_tables_sheet1.jpg08_creating_extract.jpg

  2. After extracting data into Sheet 1, you're ready to begin creating graphs and dashboards. This step allows you to visualize and analyze the imported Jira data effectively in Tableau.

    09_analyze_visualize.jpg

To ensure your Jira data is consistently current in your Tableau Cloud, we recommend consulting our detailed guide on setting up Scheduled Refresh. This guide provides comprehensive steps and tips to automate data updates effectively in Tableau, aligning with your data analysis needs.

Info

For comprehensive learning, explore the official Tableau learn website. These resources are ideal for enhancing your data analysis skills with Tableau, using your imported Jira data effectively.

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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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