Ensure you have already created a Data Source and successfully saved and validated your Jira API Token before you start exporting data to Tableau. These preliminary steps are crucial for a smooth and successful data export process.
To export your Jira data to Tableau, follow these steps:
Inside the Data Processor for Jira app Select the ‘Data Sources’ section in the left-side menu, and then choose ‘Tableau’ from the list.
or
On the Home page of the main interface, click the 'Tableau' icon.
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 link to copy it.
At this stage, you have also the option to edit or delete the Data Source by clicking on the three-line button.
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).
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.
For additional details on the authentication process, refer to the relevant article for a more comprehensive understanding.
Importing a substantial amount of data into Tableau might require some additional time to complete. This is particularly true for larger datasets.
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.
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.
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.