Access Live Jira Assets Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Jira Assets data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Jira Assets in your Connect AI instance and access and update live Jira Assets data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Jira Assets, allowing you to easily access live Jira Assets data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Jira Assets, leveraging server-side processing to quickly return Jira Assets data.

Configure Jira Assets Connectivity for Excel

Connectivity to Jira Assets from Excel is made possible through CData Connect AI. To work with Jira Assets data from Excel, we start by creating and configuring a Jira Assets connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Jira Assets" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Jira Assets.

   Jira Assets supports connecting and authenticating via the APIToken.

   To generate an API token:

   1. Log in to your Atlassian account.
   2. Navigate to Security < Create and manage API Token < Create API Token.

   Atlassian generates and then displays the API token.

   After you have generated the API token, set these parameters:

   • AuthScheme: APIToken.
   • User: The login of the authenticating user.
   • APIToken: The API token you just generated.

   You are now ready to connect and authenticate to Jira Assets.

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

With the connection configured, you are ready to connect to Jira Assets data from Excel.

Access Live Jira Assets Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Jira Assets data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. JiraAssets1), Table (e.g. Objects), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Jira Assets Data from Excel

In addition to viewing Jira Assets data in Excel, CData Connect AI also lets you update and delete Jira Assets data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Jira Assets (your changes will be in red)
2. In the CData Connect AI Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Jira Assets, and a notification will appear when the update is complete

Live Access to Jira Assets Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Jira Assets data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.



Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.