Access Live Jira Assets Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets
Looking for Connect AI instructions?
Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, 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 Connect Spreadsheets and access and update live Jira Assets data in Excel spreadsheets online.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
Configure Jira Assets Connectivity for Excel
Connectivity to Jira Assets from Excel is made possible through Connect Spreadsheets . To work with Jira Assets data from Excel, we start by creating and configuring a Jira Assets connection.
- Log into Connect Spreadsheets, click Sources and click Add Connection
- Select "Jira Assets" from the Add Connection panel
-
Enter the necessary authentication properties to connect to Jira Assets.
Jira Assets supports connecting and authenticating via the APIToken.
To generate an API token:
- Log in to your Atlassian account.
- 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.
- Click Create & Test
With the connection configured, you are ready to connect to Jira Assets data from Excel for the web.
Access Live Jira Assets Data in Excel for the web
The steps below outline connecting to Connect Spreadsheets from Excel to access live Jira Assets data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
- Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
- Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button.
- In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. JiraAssets1), Table (e.g. Objects), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Update Jira Assets Data from Excel
In addition to viewing Jira Assets data in Excel, Connect Spreadsheets also lets you update and delete Jira Assets data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to Jira Assets
- In the Connect Spreadsheets Add-In panel, select Update
- Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
- Click Execute to push the updates to Jira Assets
A notification will appear when the update is complete.
Live Access to Jira Assets Data from Spreadsheets
New, 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 Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.