Power BI Jira Integration [Set up Tutorial] - Update 2024

Here’s what we’ll cover in this blog post:

• Jira and Power BI Overview
• Why Integrate Jira and Power BI
• How to Connect Power BI to Jira
• Why Use Power BI Jira Connector
• How to Use Power BI Dashboard Templates
• Power BI Jira Use Cases
• Conclusion

Connect Jira to Power BI is an easy process that requires only a few minutes of your time, guaranteeing a prompt and effective improvement in your analytical capabilities. Please note that the following steps are specifically for Power BI Connector for Jira Cloud and may differ slightly from those for Jira Data Center and Server. To access the Server/Data Center instructions, please follow this link.

Follow the steps below:

Use the navigation menu to go to the Apps tab and select Power BI Connector for Jira. Click the Create a Data Source.

Enter the desired name for your data source in the Name* field. Optionally, provide a description with relevant details or hints for future reference.

You can share this data source with users having Power BI Connector for Jira permissions. Administrators automatically access all data sources. In the Users field, enter usernames for sharing; in the Group field, select the groups.

Choose the filters that include "No filters" for all data, "JQL" for creating custom queries, and "Basic" for standard field filters.

That Choose fields for your data source, then click Save.

To export Jira data into Microsoft Power BI Desktop, copy the URL of your data source.

Open Microsoft Power BI Desktop, click "Get data," and choose OData.

Paste the data source link in the URL field, then click OK.

Opt for Basic authentication and enter your email and the access token generated. Choose the appropriate level for these settings.

Opt for the lowest level for multiple Jira instances with Power BI Connector to avoid credential errors.

Connect and select the desired tables, then click Load.

To export Jira data into Microsoft Power BI Service (Online), copy URL of your data source. In Microsoft Power BI Service (Online), sign in and select "+ New," then choose Dataflow.

Opt for "Define new tables" and select OData, which you can locate faster using the search bar.

Paste the data source link in the URL field. For authentication, choose Basic and input your email and the access token.

Click Next, select the export tables, then choose "Transform data." Perform necessary transformations and click "Save & close."

For detailed instructions and additional information, kindly refer to our documentation page.

The Power BI Connector for Jira is a no-code integration tool developed to facilitate seamless integration between Jira and Power BI. It enables users to build complex data models in Power BI with proven scalability and reliable support. Trusted by leading enterprises, government entities, and educational institutions, it allows instant export of a wide range of Jira fields, encompassing Custom fields, History, Agile, and data from top Marketplace Apps such as Tempo, Xray, and Time in Status. Users can create unlimited data sources across all Jira projects, utilizing Power Query to centralize data alignment with other systems such as CRM, SAP, ITSM, etc.

The Power BI Jira Connector establishes a direct connection between Jira and Power BI using corresponding APIs, such as the Jira Cloud REST API, via the OData method. It involves copying a standard OData URL, comprising key components like Service Root URL, Resource Path, and hash. Employing the OData protocol for data transfer offers advantages such as enabling developers to interact with data through RESTful web services, providing a uniform way to share data, and facilitating integration using the HTTP protocol stack.

The Power BI Jira connector is user-friendly for all Jira instance users, offering flexibility with no limitations on data sources, volume, users, issues, or projects. It allows to extract data simultaneously from Jira Core, Jira Software, and Jira Service Management, all under a single license from the same instance. Quickly export unlimited Jira data to Power BI without coding. Access unlimited issues from different boards and projects within your permissions.

Explore the distinctive capabilities of the Power BI Connector for Jira with its key features that enhance data integration and reporting.

1. Advanced Jira Software Filters

Create detailed Jira reports by selecting only the most critical data and applying Jira Software filters options like Basic or JQL. Generate your customized Jira data sets to visualize them effectively in Power BI.

2. Power BI Dashboard Templates

Build compelling Jira dashboards and reports in Power BI effortlessly with our pre-configured Jira dashboard templates, simplifying your reporting experience. Choose from various templates, including Jira Project Dashboard, Jira Service Management Dashboard, Jira Sprint Dashboard, Jira Sprint Time Report, Jira Work Log Report, Jira Cumulative Flow Diagram, and Project Helicopter View.

3. Data Relationships Preview

After exporting data, Power BI automatically creates connections between different tables based on its internal logic. Our connector retrieves the data required to facilitate smooth Power BI linking. While this automated process is efficient, some relationships may need manual adjustments. We've designed an easy-to-use ERD (Entity-Relationship Diagram) data schema to simplify this. Additionally, you can preview the ERD connections during the data source configuration.

4. Scheduled Refresh

Keep your Jira data up-to-date in Power BI reports and dashboards with the Schedule Data Refresh at convenient times. It ensures that your reports are automatically refreshed with the latest Jira data, eliminating the need for manual republishing and keeping your insights current. Set up scheduled refreshes, like at 7 a.m., to have your reports ready with the latest Jira data by the start of your workday at 9 a.m.

5. Power BI Report Gadget

Seamlessly integrate Power BI report gadgets into Jira dashboards, transforming them into dynamic solutions for efficient project management and advanced reporting. The interactive widgets summarize Jira projects and issue data, offering customization options for tailored layouts. This integration empowers users to create customized reporting pages and share insights effortlessly and ensures up-to-the-minute data availability within Jira for increased agility.

6. Atlassian Data Residency Support

Atlassian Data Residency Support empowers users to choose specific regions for storing and processing their Jira data. This feature ensures compliance with local data protection regulations and addresses privacy concerns, offering greater control and administration over data. Users can now designate regions like the United States, the European Union, Australia, Germany, and Singapore. This capability is valuable for industries handling sensitive data, allowing control over data hosting regions and compliance with privacy regulations, ultimately breaking free from reporting limitations imposed by regional constraints.

7. Ensured Data Security

We prioritize data security through the latest technical and organizational measures, regularly updating them. We don't collect, store, or process personal/confidential information in Atlassian-compatible applications. Also you can grant permissions and control and manage data access effectively. For transparency, we highlight the potential security gaps during internet data transmission, and if you're interested in our data protection concept, feel free to contact us.

Power BI Connector for Jira Cloud has built-in Power BI dashboard templates with pre-configured data sources to make the Power BI Jira report creation as easy as possible. This functionality is free for all app users and can be reached through the Templates section.

With templates, users can now create professional Jira reports in Power BI in 4 easy steps:

Step 1: Select the template you want to use and click either on the Create Data Source button.

Step 2: Set up the auto-generated data source by providing name, description, and applying a project filter. Then click Next.

Step 3: Copy the data source link, and click the Next button to download the .pbit file. Open Power BI Desktop, go to File > Import > Power BI template and import the .pbit file you downloaded in the previous step.

Step 4: Insert the copied data source URL into the corresponding field, select Basic Authentication, and input your credentials.

For detailed instructions on how to use templates, you can refer to the app documentation available at the following link.

Here, you can discover common Power BI Jira use cases:

In the software development industry, BI tools keep raising one of the most burning questions: Should teams accept or reject the concept of agile workflow? This methodology allows programmers to be versatile and innovative, providing what the user needs.

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

Coders yearn for sprint collaboration 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 monitor the campaign and coordinate the team's advance, especially in a sprint.

These technologies do not put strict protocols and responsibilities but make the job easier for everyone.

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 about the median time a ticket is closed and the percentage of tickets closed on time. Therefore, The support team is handled more centrally but is dynamic enough to encourage imaginative freedom. For example, this is to uncover recurring problems and occurrence patterns.

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 them into smaller tasks. That helps in the chronology of projects for delivery.

As software engineers work on the project parts cohesively, each project state must be managed appropriately. The process is often divided into shorter loops that merge progressively into the 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 developer feedback during planning allows the team to adapt and concentrate. Most specifically, it lets us avoid building up issues.

Power BI dashboards help managers get comprehensive project information available at a glance. Such a bird s-eye view enables monitoring the project's status along with key KPIs and responding quickly to probable sticking points.

Any company needs to get a broader picture of a project, several projects, or their team's productivity. The more relevant data sources a company incorporates into business analytics, the more likely it will get a comprehensive understanding of its performance and the steps it can take.

Jira is 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 lets you see the bigger picture and receive valuable insights.

When using Power BI and Jira, 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.