Create Jira Service Desk-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Jira Service Desk data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Jira Service Desk within Connect Cloud and creating visualizations using Jira Service Desk data in Klipfolio.

CData Connect Cloud offers a direct cloud-to-cloud interface for Jira Service Desk, enabling you to construct reports from real-time Jira Service Desk data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Jira Service Desk, harnessing server-side processing to swiftly retrieve the requested Jira Service Desk data data.

Configure Jira Service Desk Connectivity for Klipfolio

Connectivity to Jira Service Desk from Klipfolio is made possible through CData Connect Cloud. To work with Jira Service Desk data from Klipfolio, we start by creating and configuring a Jira Service Desk connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Jira Service Desk" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Jira Service Desk.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, you will need to supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Jira Service Desk Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Jira Service Desk data Klipfolio.

Connect to Jira Service Desk from Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Jira Service Desk data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., JiraServiceDesk1)
   • Driver: MS SQL
   • Username: a Connect Cloud user (e.g. user@mydomain.com)
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM Requests )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
6. Click "Get data" to preview the Jira Service Desk data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to Jira Service Desk Data from Cloud Applications

Now you have a Metric built from live Jira Service Desk data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Jira Service Desk data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.