We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →Visualize Jira Service Management Data from Tableau
Use the Tableau Desktop business intelligence tool to connect to Jira Service Management data.
With CData Drivers for Jira Service Management, you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData JDBC Driver for Jira Service Management allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query Jira Service Management data data in real-time.
NOTE: If you are using Tableau 2020.3 or higher, you can use the CData JDBC Driver for Jira Service Management. If you wish to connect to Jira Service Management data in Tableau Cloud, you will need to use CData Connect Cloud.
Connect to Jira Service Management in Tableau
Before starting Tableau, make sure you've placed the .jar file in the correct folder:
- Windows: C:\Program Files\Tableau\Drivers
- MacOS: ~/Library/Tableau/Drivers
Once your .jar file is in place, establishing a connection is straightforward.
- Start Tableau.
- Under To a Server, select More.
- Select Other Databases (JDBC)
- Enter the JDBC connection string in the URL field.
- User: Set this to the username of the authenticating user.
- APIToken: Set this to the API token found previously.
- 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.
- Select Sign in.
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:
Connecting with a Service Account
To authenticate with a service account, you will need to supply the following connection properties:
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.
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Jira Service Management JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.
From Windows:
java -jar 'C:\Program Files\CData[product_name]\lib\cdata.jdbc.jiraservicedesk.jar'
From MacOS:
java -jar cdata.jdbc.jiraservicedesk.jar
Fill in the connection properties and copy the connection string to the clipboard.
When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
The following is a sample URL created in the designer:
jdbc:jiraservicedesk:ApiKey=myApiKey;User=MyUser;InitiateOAuth=GETANDREFRESH;
Discover Schemas and Query Data
- Select CData from the Database pull-down menu.
- Select CData from the Schema pull-down menu.
- Drag the table onto the join area. You can include multiple tables.
- Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
- In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
- Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
- Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
- Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
Using the CData JDBC Driver for Jira Service Management with Tableau, you can easily create robust visualizations and reports on Jira Service Management data. Download a free, 30-day trial and get started today.