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
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.
Creating Data Sources in our app is a straightforward three-step process:
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.
While selecting data for export, you may notice 'Star' badges (
) 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.
To activate the ‘Next Step’ button and successfully create a data source, you must select at least one field in the 'Selected tables for export’ section.
JQL Filter: Use JQL to filter and find specific data in your Jira Cloud Instance (this is optional).
Main Information: Enter the Name of the Data Source (mandatory) and a Description (optional).
Once you've entered the Name, click the 'Save+' button, and your Data Source is set up!
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.
2. Generate Access Tokens
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.
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.
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 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.
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.
Example for JSON:
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 Jira data. BTW, check our Tips and Trick page for Effortless and Fluent Work with BI Tools.
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. 🤝
Still have questions? Feel free to reach out to us for any additional information or to request new features!