Create Jira Service Desk-Connected Visualizations in Klipfolio

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CData Connect



Use CData Connect Cloud to connect to Jira Service Desk from Klipfolio and build custom visualizations using live Jira Service Desk data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Jira Service Desk data for visualizations, reports, and more. This article shows how to create a virtual database for Jira Service Desk in Connect Cloud and build visualizations from Jira Service Desk data in Klipfolio.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Jira Service Desk, allowing you to build reports from live Jira Service Desk data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio 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 Desk, leveraging server-side processing to return the requested Jira Service Desk data quickly.

Create a Virtual MySQL Database for Jira Service Desk Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Jira Service Desk" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Jira Service Desk.

    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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Jira Service Desk data from Klipfolio.

Connect to Jira Service Desk in Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Jira Service Desk data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., JiraServiceDesk1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Requests)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Jira Service Desk data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Jira Service Desk Data from Cloud Applications

Now you have a Klip built from live Jira Service Desk data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Jira Service Desk data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.