If your team uses Atlassian’s Jira or Jira Service Management (JSM) to manage and track projects, you’ll want to build reports to understand how work is getting done. From scrum masters, project managers, and support managers alike, everyone wants to see the big picture with Jira data, as well as get a deep-dive into trends or inefficiencies.

You can create a wide range of high-level or detailed reports inside Jira. But, if your organization uses another data visualization tool, like Power BI or Tableau, you need an easy and reliable way to access Jira data to build reports. And rest assured, you are not alone. Tableau Software has a 14.83% market share (with over 62K customers), followed by Microsoft Power BI with a 13.11% market share (with over 54K customers) in the Business Intelligence (BI) category. A recent Slintel article reports that as of June 2022, these two platforms have nearly 30% market share, with over 110K customers using the tools.

How do you create Power BI or Tableau reports with Jira data

If your organization wants to truly leverage insights and learnings from Jira or Jira Service Management you can do this efficiently outside of Atlassian apps. For that, you need to find a way to bring this data into your BI tool of choice. Manual imports are cumbersome and leave room for human error, so the safest and easiest method is to use a connector to integrate your instances.

This will allow your team to access up-to-date data for report building and sharing, especially if not everyone has access to Jira, like C-level roles. With this solution you can use Jira data to generate insightful dashboards — a mission-critical part of analyzing business projects, processes, and goals.

How to connect your Jira data to a BI tool

Appfire offers many connector apps on the Atlassian Marketplace, including Power BI Jira Connector and Tableau Connector Pro for Jira. Using a Jira connector allows you to integrate any Jira or JSM fields (even custom ones) using a connector link and paste the URL into Power BI or Tableau. If you also need third-party data from other Atlassian apps, these solutions offer convenient integrations to more comprehensive reporting.

Here’s a quick rundown of how the connector is useful:

  • Use a connector URL and JQL statements to create an unlimited number of data sets
  • Select from various Jira fields – Agile, Jira Service Management, custom, time reporting, sprint metrics, history, and more
  • Use OData feed to import into compatible software
  • Merge with other data sources like Excel, database, etc.
  • Schedule automated data refreshes to ensure you’re using the most up-to-date information
  • Easily share reports with team members for regular meetings, reviews, or collaboration
  • Integrate with third-party apps like Tempo Timesheets, Insight, and Projectrak

The true value lies in combining data from disparate Jira sources including on-premise and cloud deployments, into one BI platform like Power BI or Tableau for organized reporting across your organization.

Integrate Jira Projectrak data for more insights

Projectrak is a project tracking solution for Jira Cloud that offers control over Jira projects and makes essential data more accessible. By bringing project data into your BI reporting tool, like Power BI or Tableau, you can create reports for a big picture view based on project properties like status, delivery date, priority, and more. Combine these project-level fields (either standard or custom) with other Jira data to create and share custom reports based on your team’s needs.

How the integration of Projectrak with Power IB and Tableau works:

Power BI Jira Connector: Create a connector URL with Jira and Projectrak fields to use in Power BI
Tableau Connector Pro for Jira: Enter the API key ID and API key to import Projectrak value from Jira
  • Navigate to Jira and then to the respective Power BI Jira Connector or Tableau Connector Pro for the Jira app
  • Select My Connector URLs and add a new connector to select and pull in required Projectrak fields
  • To import the Projectrak data from Jira, enter the API key ID and API key
  • Add the Connector URL generated to Power BI Desktop or Tableau to import the Projectrak data
View and use Projectrak data from Jira in Power BI for reporting
View and use Projectrak data from Jira in Tableau for reporting
  • The Projectrak data gets imported and appears in a table format in Power BI or Tableau
  • Create new reports or update existing ones with your Jira project data

For a more detailed walk-through of these steps, visit the Power BI Jira Connector Integration Guide or the Tableau Connector Pro for Jira Integration Guide.

Conclusion

Improve your Jira and JSM reporting by building and sharing reports your team or organization needs in a single BI tool, like Power BI or Tableau. To get started, begin a free trial of Power BI Jira Connector or Tableau Connector Pro for Jira and integrate your Jira instance for easier custom and comprehensive reporting.

Last updated: 2022-11-22

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