Create Microsoft Power BI data source

Owned by theCode4
Last updated: Sept 17, 2024
5 min read

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:

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

    01_navigation_to_app_violet_no_arrows.jpg


  2. 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.

    02_data_sources_power_bi.png

    or

    On the Home page of the main interface, click the 'Microsoft Power BI' icon.

  3. 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.

  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.

    The complete list of tables and fields that are available for export can be seen here.

While selecting data for export, you may notice 'Star' badges (stars_pro.png stars_xray.png) near the name of some tables.

These indicate that the table is available for export only with specific paid add-ons, such as Data Processor for Jira. PRO or Data Processor for Xray. You can find more information about these add-ons in the Apps section or on the Marketplace.

 

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.

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:


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

 

  1. Apply JQL Filter (Optional): Use JQL to filter your Jira data, if needed. Click 'Next step'.

 

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

  2. List of Created Data Sources: After clicking the 'Save+' button, you will see a list of the created data sources ready for export.