Build Jira Service Desk Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Jira Service Desk data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Jira Service Desk data for visualizations, dashboards, and more. This article shows how to create a virtual database for Jira Service Desk and build visualizations from Jira Service Desk data in Tableau Online.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Jira Service Desk, allowing you to easily build visualizations from live Jira Service Desk data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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 quickly return Jira Service Desk data.

Create a Virtual SQL Server 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. Login to 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 build visualizations in Tableau Online.

Visualize Live Jira Service Desk Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Jira Service Desk database in Connect Cloud and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
    NOTE: Be sure to check the "Require SSL" checkbox.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Jira Service Desk Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Jira Service Desk data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.