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Prepare, Blend, and Analyze Jira Data in Alteryx Designer
Build workflows to access live Jira data for self-service data analytics.
Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to Jira data from your data automation processes. This article demonstrates how to connect to Jira using Connect Cloud and work with Jira data in Alteryx.
CData Connect Cloud offers a dedicated SQL Server interface for Jira, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to Jira. This harnesses server-side processing to rapidly retrieve the desired Jira data.
About Jira Data Integration
CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:
- Gain bi-directional access to their Jira objects like issues, projects, and workflows.
- Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
- Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.
Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.
Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Configure Jira Connectivity for Alteryx
Connectivity to Jira from Alteryx is made possible through CData Connect Cloud. To work with Jira data from Alteryx, we start by creating and configuring a Jira connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Jira" from the Add Connection panel
-
Enter the necessary authentication properties to connect to Jira.
To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.
![]( "Configuring a connection (Salesforce is shown)")
- Click Create & Test
-
Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions.
![]( "Updating permissions")
Connect to Jira from Alteryx
Once you establish a connection to Jira in Connect Cloud, you are ready to work with Jira data in Alteryx. To begin, download the ODBC Driver for CData Connect.
- In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
![]( "Configuring the ODBC Connection")
- Open Alteryx Designer and create a new workflow.
- Drag and drop a new input data tool onto the workflow.
![]( "Dragging a data input tool onto the worflow")
- Click the drop down under Connect a File or Database and select the Data sources tab.
![]( "Connecting to a data source")
- Navigate to the end of the page and click on ODBC under Generic connection.
![]( "Selecting a Generic ODBC connection")
- Select the DSN that you configured for use in Alteryx.
![]( "Selecting the DSN configured earlier")
- In the wizard that opens, drag and drop the table to be queried in the Query Builder box. Select the fields by checking the boxes that you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the connector.
![]( "Configuring the Query")
To further customize the dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the data desired.
With the query defined, you are ready to work with your data in Alteryx Designer.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!
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