Alpha Serve Blog

We publish articles on different topics related to project management, agile methodology and philosophy, software and application development.

Power BI Jira Integration [Set up Tutorial]

Project management tools like Jira, are used by agile web development teams to not only structure the workflow but simplify administrative tasks.

However, project management are not the only tools utilized by current businesses. Business Intelligence or BI is also popular among web developers. For example, applications like Microsoft Power BI help to evolve records into analytical data that advise corporate strategic decisions.

Integrating Jira and Power BI does make sense. Knowledge about the project and web development process is crucial for IT teams. This makes Jira an important database for taking decisions. Analyzing info from Jira is necessary if an IT company wants to stay efficient, and earn more money in the future.

We're going to elaborate further on that in this article. However, right now we can point out that a perfect management platform includes three components — software technology, systems, and strategy. The Gartner's Magic Quadrant report forecasts that by 2020, associations that offer people access to a regularly updated catalog of domestic and foreign data will acknowledge doubling of business value coming from investments to analytics, in comparison to companies that don't.

Looking ahead, BI systems will become more sophisticated as executives are forced to make accurate, prompt choices, with relevant data about their commercial activities. All this info must be accessible immediately.
Why is it Beneficial to Combine Power BI and Jira
Power BI is one of the best representatives of Business Intelligence software
Business intelligence is associated with current applications providing swift access to up-to-date business perspectives grounded on the available statistics.
To give users comprehensive business intelligence, BI software track and assess databases and deliver quantitative results in analyses, overviews, dashboards, tables, diagrams and maps.

Microsoft's Power BI is indisputably one of the most commonly used ones.
Jira is a valuable source of business data for analysis
A common characteristic of all agile apps is the graphic dashboard which visualizes team progress. Looking at the dashboard open to all members of the team, you immediately understand how many issues there are at work, what is the average time needed to solve them, etc.
Jira displays significant information on the dashboard, so managers of the project can see it, concentrate on core sectors and ensure that customer's requirements are met at full scope and according to the schedule. The tracking also helps supervisors to monitor the overall performance, in addition to details on current sprints.
Why is it beneficial to integrate Jira and Power BI?
Jira monitors main indicators of performance or KPIs, like issues number, velocity of project pace, number of hours spent per project, etc. With this data at hand managers can make informed decisions on how to plan the resources. Executives delve into archives using historical data, and find flaws in the system.

Administrators can then combine data from multiple channels with Power BI. A web API, for example, collects data from a cloud-based issue management system. This data is then incorporated in an on-premise repository used in an inner time-keeping platform.

Agile frameworks coordinate communication and scheduling while business systems assist on time code release.
Steps to Follow at Power BI Jira Integration Set up
You can integrate Jira with Power BI in several ways. One of them is to ask Jira administrator to do it on the Jira API side. This is a rather intricate operation.

Actually, you don't need to be database administrator or have in-depth Jira skills. Any user having access to the project can export Jira data to Power BI with the help of a third party plugin.

The Power BI Connector for Jira app, for instance, allows easy export of Jira files to Power BI according to particular user access permissions.

Read on to learn how it works.
1. Where to find the Power BI Jira plugin
We are going to use Power BI for Jira by Alpha Serve. You can download it from the Atlassian Marketplace.
All Marketplace apps have a 30-day free trial to tear and wear the product before the purchase.
2. How to install the Power BI Connector on your Jira platform
Start with opening Jira. Use the navigation menu to go to the Power BI tab. Click the "Create a Data Source" button to create a new connector:
Take the following steps after you are redirected to the "Create a Data Source":

  1. Enter your Data Source name and description

  2. Use filter issues for Data Source

  3. Check all the required fields

  4. Review all of the details you picked

  5. Submit the form
At this point, you should select the data you want to export to Power BI. Only the Jira administrator has required permissions to select custom fields.

The Power BI Connector for Jira generates a Data Source URL for working with BI systems. You will be using this URL to export data to the Power BI system. Copy the URL, for this reason.
3. How to import data from Jira to Power BI
Now, you need to start your Power BI Desktop and proceed with the following:

1. Click "Get Data" (1) > "OData feed" (2) and paste the URL:
2. Pick out the required tables and click "Load":
The files will be uploaded to Power BI:
Learn more from the User Guide created by Alpha Serve.
Power BI in Jira - Some Common Usages
Enterprises can use Jira's analytics of business information to implement better strategies. Using the Jira data in the BI applications for research, IT pros can keep their projects ahead of the curve with historical, recent and empirical perspectives of business activities.

Below we've featured a few usage cases for establishing a Power BI Jira Integration.
Manage manpower in a software development sprint
In the industry of software development, BI tools keep raising one of the most burning questions: should teams accept or reject the concept of agile workflow, a methodology that allows programmers to be versatile and innovative throughout providing what the user needs.

Managers that inflict highly organized plans with specified roles and rigid time frames, squeeze software engineers into constricting environments. The problem is that factors like estimated time and actual delivery time leave no space for technicians to release their creative and improvisatory ways of working together.

Coders yearn for collaboration in sprints, and sometimes want to set the workload themselves. But from the corporate viewpoint, the workload on a team results in increased outcomes. The secret to efficient agile development is enabling flexibility while keeping the organization going.

Resource management requires BI tools to address some of the most urgent issues and tasks per member, such as the type of tickets or average bug testing time. Developers can easily handle self-management and diverge on their objectives by helping to monitor the campaign and coordinate the advance of the team, especially in a sprint.

These technologies do not put strict protocols and responsibilities, but rather make the job easier for everyone.
Supervising resources in a support team
There are thousands of apps to help administrators set priorities. Some of these instruments are supposed to track various methods of user support, including service requests/tickets and ticket types.

Supervising scanning gives additional clues of the median time a ticket is closed and the percentage of tickets closed on time. The support team is therefore handled more centrally but they are dynamic enough to encourage imaginative freedom. For example, this is to uncover recurring problems and occurrences patterns.
Working to develop multiple projects
Maintaining multiple projects involves monitoring lots of activities simultaneously: the number of projects being delivered, the stage of each project, the status of a project in terms of timing, the top five delayed issues, etc.

Applications support projects by helping employees figure out criteria and break it into a series of smaller tasks. That helps in the chronology of projects for delivery.

As software engineers work on the project parts cohesively, each project state will need to be properly managed. The process is often divided into shorter loops that merge progressively into the ultimate outcome. Such phases vary between roundtables and development sprints which are significant in terms of schedule for the project status.

Keeping the loop brief and collecting lots of feedback from developers during planning allows the team to adapt and concentrate. Most specifically, it lets to avoid building up issues.

Power BI dashboards help managers get comprehensive project information available at a glance. Such a bird's eye view enables to monitor the status of the project all the time along with key KPIs and to respond quickly to probable sticking points.
Wind up
It is obviously quite important for any company to get a broader picture of a project, a number of projects or the productivity of their team. The more relevant data source a company incorporates into business analytics, the more likely it will get a comprehensive understanding of the company's performance and the steps it can take.

Jira is certainly one of the most significant data sources for IT enterprises regardless of size or specialty since it provides information on main business activities. Adding Jira to Microsoft's Power BI as a data source allows you to see the bigger picture and receive valuable insights.

When using Power BI, each team member can get utterly meaningful insights delivered in the most digestible and logical way on a customized dashboard, with meaningless figures sorted out.

From that perspective, possessing an easy and usable framework to link Jira and Power BI becomes a considerable business perk. The ability to easily build a project or team dashboard outside a given project without any strong Jira administration knowledge or high-level permission undoubtedly boosts engineering team involvement as well as its performance.