Build Jira Service Management Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Jira Service Management data for visualizations, dashboards, and more. This article shows how to connect to Jira Service Management and build visualizations from Jira Service Management data in Tableau Cloud.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Jira Service Management, allowing you to easily build visualizations from live Jira Service Management data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Jira Service Management, leveraging server-side processing to quickly return Jira Service Management data.

Configure Jira Service Management Connectivity for Tableau Cloud

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

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

   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 Management 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 Management data from Tableau Cloud.

Visualize Live Jira Service Management Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual Jira Service Management database in Connect Cloud and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
   • Set Server to tds.cdata.com,14333
   • Set Database to the Jira Service Management connection you created (e.g. JiraServiceDesk1)
   • Set Username to your Connect Cloud username (e.g. [email protected])
   • Set Password to a PAT for the above user
   • Check the Require SSL checkbox
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to Jira Service Management Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Jira Service Management data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.