Create Dashboards and Visualize Live Jira Service Management Data in Geckoboard

Geckoboard is a business intelligence tool that simplifies the visualization of key performance indicators (KPIs) by creating live dashboards. It allows teams to consolidate data from various sources - such as Salesforce, Snowflake, Google Analytics, and spreadsheets - and display it in a visually engaging and easy-to-understand format. Designed for simplicity and clarity, Geckoboard helps businesses monitor performance, track goals, and make data-driven decisions.

When used with CData Connect Cloud, you gain instant, cloud-to-cloud access to Jira Service Management data from Geckoboard for dashboards, monitoring, visualizations, and more. This article explains how to connect to Jira Service Management and create visualizations using Jira Service Management data in Geckoboard.

CData Connect Cloud offers a seamless SQL Server, cloud-to-cloud interface for Jira Service Management, enabling you to effortlessly create dashboards and visualizations using live Jira Service Management data in Geckoboard. While building visualizations, Geckoboard requires SQL queries to retrieve the necessary data. With built-in optimized data processing, CData Connect Cloud pushes all supported SQL operations (such as filters and JOINs) directly to Jira Service Management, utilizing server-side processing for fast and efficient data retrieval of Jira Service Management data.

Configure Jira Service Management connectivity for Geckoboard

Connectivity to Jira Service Management from Geckoboard is made possible through CData Connect Cloud. To work with Jira Service Management data from Geckoboard, 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 Geckoboard.

Connect live Jira Service Management data in Geckoboard

Follow these steps to establish a connection from Geckoboard to the CData Connect Cloud Virtual SQL Server API.

1. Log into Geckoboard
2. Add a custom dashboard name and click Add widget
3. Search for "Databases" in the Connect your data search bar
4. Select SQL Server as the Database type
5. Fill in the connection details:
   • Connection name: enter a name for the connection to CData Connect Cloud
   • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
   • Port: : enter 14333
   • Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, JiraServiceDesk1)
   • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
   • Password: enter the PAT you generated on the Settings page
6. Click Connect

After successfully configuring your connection, you can query and visualize your Jira Service Management data.

Visualize live Jira Service Management data in Geckoboard

To visualize live Jira Service Management data in Geckoboard, follow these steps:

1. Write an SQL query to select the specific Jira Service Management data needed for visualization in Paste your SQL query compiler screen

Depending on your use case, you can also generate the desired SQL query using the AI Generator or Query Builder features of CData Connect Cloud

2. Choose the visualization type (Line Chart, Bar Chart, or Column Chart) that best suits your business requirements
3. The selected chart will be displayed on Geckoboard
4. Click the menu (three dots in the top-right corner of the graph) and select Edit to modify the SQL query or set a refresh interval for the chart

Live access to Jira Service Management data from cloud applications

At this stage, you have established a direct, cloud-to-cloud connection to live Jira Service Management data in Geckoboard. This enables you to create dashboards to monitor and visualize your data seamlessly.

For more details on accessing live data from over 100 SaaS, Big Data, and NoSQL sources through cloud applications like Geckoboard, visit our Connect Cloud page.