Remember that only Jira 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.
To create a Microsoft Power BI 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 ➡️ Microsoft Power BI: Select the Data Sources section in the left-side menu, and then choose Microsoft Power BI from the list.
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On the Home page of the main interface, click the 'Microsoft Power BI' 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.
Enter Main Information: Fill in the Name and optionally, a description for the Data Source. Click 'Next step'.
Apply JQL Filter (Optional): Use JQL to filter your Jira data, if needed. Click 'Next step'.
To learn more about JQL and get assistance with its syntax, please refer to this informative article. It offers valuable insights and guidelines to help you understand and effectively use JQL for your data queries.
Select Tables and Fields: Choose the specific tables and fields you want to include in your Data Source.
Available tables for export
In the left section of the main interface, 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 you export only the necessary data.
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 left section to the 'Selected tables for export' on the right. There, you'll select 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 total available is displayed next to each label name.
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.
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.
ComplexTypes are useful for encapsulating more detailed data types within entity properties. They have properties similar to Entities, and the interface for managing these properties is designed to be user-friendly, mirroring the approach used for Entities. This feature enhances the richness and structure of the exported data.
Here is an example of disabled and enabled Complex type for Issue Effort:
Save Your Data Source: After selecting all the Tables and Fields you want to export, finalize your settings by clicking the ‘Save+’ button. This action will save the configurations you've made for your data export.
You're now ready to export your Jira data into Microsoft Power BI. For a comprehensive guide on how to proceed with this process, please refer to the detailed instructions available here.
To successfully activate the ‘Save+' button and create a Data Source, it's necessary to select at least one field in the 'Selected tables for export’ section.
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.
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.