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:
1. Create Data Sources
Creating Data Sources in our app is a straightforward three-step process:
Main Information: Enter the Name of the Data Source (mandatory) and a Description (optional).
JQL Filter: Use JQL to filter and find specific data in your Jira Cloud Instance (this is optional).
Tables and Fields: Select the specific tables and fields you want to export for analysis (it's mandatory to select at least one field).
This key functionality allows you to efficiently export only the necessary data to your chosen BI tools or in CSV/JSON formats.
Once you've selected the tables and fields to export, click the 'Save+' button, and your Data Source is set up!
If you make any mistakes, you can easily go back to correct them or edit your Data Source later.
Data Processor for Jira. 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.
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.
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.
This token is essential for setting up and maintaining secure operations with your BI tool.
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.
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.
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):
With everything set up, you're now prepared to dive into analysis and visualization using your data.
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.