Work with Jira Service Desk Data in MS Excel on Mac OS X

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Jira Service Desk ODBC Driver

The Jira Service Desk ODBC Driver is a powerful tool that allows you to connect with live data from Jira Service Desk, directly from any applications that support ODBC connectivity.

Access Jira Service Desk data like you would a database - read, write, and update Jira Service Desk Customers, Organizations, Requests, etc. through a standard ODBC Driver interface.



Create a Data Source Name in iODBC with the CData ODBC Driver for Jira Service Desk and work with Jira Service Desk data in Microsoft Excel on Mac OS X.

Microsoft Excel features calculations, graphing tools, pivot tables, and a macro programming language that allows users to work with data in many of the ways that suit their needs, whether on a Windows machine or a Macintosh machine. This article walks through creating a DSN for Jira Service Desk data in iODBC and accessing Jira Service Desk data in Microsoft Excel, all on a machine running Mac OS X.

Installing the CData ODBC Drivers on Mac OS X

The CData ODBC Driver for Jira Service Desk is preconfigured for the iODBC driver manager, as are many other products like Microsoft Excel. This makes the driver easy to use with these tools.

Licensing the Driver

In a terminal run the following commands to license the driver. To activate a trial license, omit the key input.

cd "/Applications/CData ODBC Driver for JiraServiceDesk/bin"
sudo ./install-license <key>

Defining a DSN for iODBC with odbc.ini

You can define ODBC data sources in sections in the odbc.ini file. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. You can find the correct odbc.ini in the following paths:

Privileges  Path
User/Users/myuser/Library/ODBC/odbc.ini
System/Library/ODBC/odbc.ini

Modifying iODBC's system-wide settings requires elevated permissions; to do so, you can use following to open a text editor from the terminal:

sudo nano /Library/ODBC/odbc.ini

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.

When you configure the DSN, 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.

In addition to the connection properties required to connect to JiraServiceDesk, the Driver property specifies either a driver definition in the odbcinst.ini file or the path to the driver library. Place your connection properties at the beginning of odbc.ini:

[CData JiraServiceDesk Sources]
Driver = CData ODBC Driver for JiraServiceDesk
ApiKey = myApiKey
User = MyUser

If you wish to authenticate using OAuth, you will need to add an additional connection property to ensure that the OAuth flow can execute properly:

Other = CheckPromptMode=False

Additionally, in the ODBC Data Sources section, the DSN must be set to a driver defined in the odbcinst.ini file. For example, below is the entry for the DSN created during the driver install:

[ODBC Data Sources]
CData JiraServiceDesk Source = CData ODBC Driver for JiraServiceDesk

Registering a DSN for iODBC with odbcinst.ini

You may need to modify the installed driver definition if you change the path to the driver library. To register an ODBC driver, modify the odbcinst.ini file. With iODBC, drivers can be available to only one user account or drivers can be available system wide. You can find the correct odbcinst.ini in the following paths:

Privileges  Path
User/Users/myuser/Library/ODBC/odbcinst.ini
System/Library/ODBC/odbcinst.ini

Drivers are defined in sections in the odbcinst.ini file. The section name specifies the name of the driver. In this section, the Driver property specifies the path to the driver library. The driver library is the .dylib file located in the lib subfolder of the installation directory, by default in /Applications/CData ODBC Driver for JiraServiceDesk.

[CData ODBC Driver for JiraServiceDesk]
Driver = /Applications/CData ODBC Driver for CData/lib/libjiraservicedesk.odbc.dylib

The ODBC Drivers section must also contain a property with the driver name, set to "Installed".

[ODBC Drivers]
CData ODBC Driver for JiraServiceDesk = Installed

Testing the Connection

You can test your connection using the iODBC administrator.

  1. Open a terminal and enter the following command to start the iODBC Administrator with the necessary permissions:
    sudo /Applications/iODBC/iODBC\ Administrator64.app/Contents/MacOS/iODBC\ Administrator64
    
  2. On the Users tab, select CData JiraServiceDesk Source.
  3. Click the Test button.

Accessing Jira Service Desk Data from Microsoft Excel

You can use the DSN configured above to access Jira Service Desk data from Microsoft Excel.

  1. Open Microsoft Excel and open a spreadsheet (new or existing).
  2. Navigate to the data ribbon and select New Database Query From Database
  3. Select the User or System DSN that you previously configured and click OK.
  4. Build your SQL query in the Microsoft Query wizard:
  5. Click Return Data to execute the query and pull data into Excel.

Using the CData ODBC Driver for Jira Service Desk, you can easily pull your Jira Service Desk data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your Jira Service Desk data, and more!