Why you should connect Jira to Tableau
To deliver the most valuable reports, you’ll need to gather data from many different sources. For example, Atlassian’s Jira and Jira Service Management provide rich data on key business metrics, productivity, emerging trends, redundancies, and more. Connecting Jira to Tableau will help you to create reports quickly and easily.
One important factor to consider is that some decision makers don’t have access to all the necessary reports or instances to get the insight they need, or don’t know how to use all the apps your teams work in. That’s why employing a central tool for data integration, reports, and analysis is key to optimizing your Business Intelligence (BI) reporting.
Using Tableau, you can provide access to data and dashboards in a single place instead of sending team members to several different destinations in search of information. And the faster stakeholders can see and understand key data points, the faster they can make decisions.
To get you on the fast track to actionable data, here are six reports you’ll want to create using Appfire’s Tableau Connector Pro for Jira.
Jira reports you definitely want to create in Tableau
Companies have access to more data than ever before. But that doesn’t necessarily mean decision makers are getting the insights they need. Using these Jira reports created in Tableau, you can get the right information to the right people at the right time.
Here we’ll walk through the top reports users can create in Tableau using Jira data. These are just some of the common use cases: the possibilities are endless.
Sprint tracking
Engineering leads can create simple or sophisticated reports to track sprint progress, timing, efficiencies, and more. These reports and charts provide valuable insights for status updates, sprint tracking, and retros. Tracking sprint data over time helps teams to understand development trends and determine where they can make improvements or need additional support.
Service-level agreement (SLA) tracking
Support teams can use Jira data in Tableau to report how quickly cases are responded to or resolved. SLA tracking can also be customized and reported on to illustrate how efficient teams are at solving customer problems. This helps managers understand how issues or cases are distributed across team members if they’re meeting business goals, and where improvement is possible.
Resource utilization
Project managers use Jira data in Tableau to display planned efforts vs. actual efforts for teams, the allocation of users across projects, workloads, and more. Project managers can easily preview and share this information to track progress and reallocate efforts or resources as needed.
Program or Project status updates
Program and project managers can use Tableau reports and dashboards to create visuals for regular status update meetings. These types of reports are especially useful for executive reporting, monthly or quarterly reviews, board meetings, and more.
Time management reports
Create time management reports using your Jira data — without leaving Tableau! Invoice dashboards can display how much time your team spent on an epic, project, or program, or how much time is spent across development or support team efforts. This is useful for teams like finance, operations, support, engineering, and more.
Financial reports
Accounting and finance teams can track and visualize actuals reporting, invoice management, project spending, and budgets with Jira data in Tableau. These teams or individuals often don’t use Jira, so connecting these two platforms gives them safe and reliable access to Jira data without the need to pull data manually or request it from a Jira admin.
Other reports
You can use Jira data to create many other valuable reports in Tableau, as well. Tracking data across multiple projects and viewing Jira data alongside data from other sources can help you to build custom reports for expanded comparison and data analysis.
How to connect Jira to Tableau in 3 simple steps
Now that you’ve seen how much value you gain by connecting Jira and Tableau for BI reporting, you might be thinking that the process must be complicated. But it isn’t! You can connect up securely and simply with Tableau Connector Pro for Jira.
In just a few quick steps, you can set up and automate the flow of Jira data into Tableau to begin building more robust reports and dashboards.
Here is a step-by-step overview of how to connect Jira to Tableau:
1. Download and install Tableau Connector Pro for Jira from the Atlassian Marketplace.
2. Copy your unique connector URL within your Jira instance to bring data into Tableau.
3. Open Tableau, add your unique URL and select the Jira issue fields you’d like to pull data for.
Ta-da, Jira and Tableau are integrated! Once this is done, you can hone the type of data you’d like to have ready for reporting, comparison, and tracking.
Spend some time looking through the Jira data fields you’ve chosen to import to figure out where this data may be useful in current or new dashboards.
Once you’ve updated the data being pulled into current reports or built out new ones, you can schedule automatic refreshes inside Tableau. And for non-Jira users, you can share reports from Tableau as needed based on your organization’s permissions.
How to try or buy this Jira to Tableau connector
From sprint tracking to SLAs to product or program status updates, bringing your Jira data into Tableau for stronger BI reports and dashboards is quick, easy, and incredibly worth it. Once your two systems are integrated, it’s easy to turn your data into insight for stronger data-driven decisions.
To supercharge your reporting, visit the Atlassian Marketplace and try Tableau Connector Pro for Jira free for 30 days.
Last updated: 2023-07-31
Lisa Teves
Lisa Teves is a Product Marketing Manager at Appfire, leading product marketing for Appfire’s BI and Reporting Category of apps.
See all content by Lisa Teves
