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Tableau Jira Integration: Everything You Should Know in 2021

Jira is a powerful platform for managing projects. It helps development teams to communicate with users and testers and, along the way, gathers lots of handy data. But it has yet to be discovered, put in order and interpreted. Business intelligence software like Tableau allows turning this raw data into actionable insights. So, let’s see how you can easily make Tableau and Jira work together.

Why Integrate Tableau And Jira?

Jira has been designed for bug tracking and agile project management, but it is also a good application for monitoring key performance indicators and collecting other useful information such as time spent on different issues and tasks, customer satisfaction, development and support costs, etc.

To make this data work, agile companies use smart tools, like Tableau. The latter allows creating reports, charts and data maps, tracking trends, and analyzing insights, which, in turn, helps you puzzle out what is going on with your business and make better decisions. Tableau is user-friendly and even people without technical skills can develop interactive dashboards, make calculations and wade through the details quickly and without effort.

Tableau Jira Integration Best Use Cases

Here are some suggestions how you can make your team more productive with Tableau and Jira integration:

  • Data Visualization. With Tableau, you can easily turn Jira data into visually appealing dashboards and informative charts, and then share it with non-technical team members, customers and other stakeholders.
  • Combine Data From Different Sources. You may merge data from Jira with insights from other sources linked to Tableau to track work activity and friction points and see the whole picture of your business.
  • Predict business trends and customer behavior. Analyzing data collected from multiple sources for different time periods will help you understand future business and customer trends and effectively plan for business strategies.
  • Improve Productivity. You can further use insights received with Tableau to identify your company’s benefits and weaknesses, as well as future market trends, and make your team work in a more profound way.

How to Connect Tableau to Jira?

Neither in Jira, nor in Tableau, there are build-in options for bringing these two platforms together, but you can use a third-party add-on. For example, connector developed by Alpha Serve, a Ukrainian software development company and Atlassian Marketplace Partner, providing custom solutions, consulting and training for businesses to help them achieve their targets.

Trusted by educational institutions, governments and leading companies, Tableau Connector for Jira allows you to seamlessly import data from one tool to another and is available in Atlassian Marketplace. It is easy to set up and may be customized in accordance with the user's skills and needs. Connector has multiple filtering options, which means you can choose which data to send to Tableau, e.g. Jira tables and fields, including Custom fields, History, Agile, etc. It is able to cope with thousands of records at high speed and offers secured data sharing for safe use by multiple users or groups.
Now, let’s see how you can install and use Tableau Connector for Jira.

Install Tableau Connector for Jira

Step 1. Log in to your Jira Cloud instance and ensure you have administrator rights. Then go to the Jira Cloud Manage Apps section. Press dot ( . ) on your keyboard to open the search dialog box. Start to type “Find new apps” phrase, you’ll see a suggestion. Click on “Find new apps”.
Install Tableau Jira Connector by Alpha Serve
Step 2. Type "Tableau Connector For Jira Alpha Serve" into the search field. Click on it. Click Try it free to get a 30-day free trial license. In opened window click Start free trial button. You’ll be notified about successful installation.
Tableau Jira integration set up
Сonnect Tableau to Jira | Step by Step guide
You can also install Tableau Connector for Jira Cloud directly from Atlassian Marketplace by visiting the application product page here and selecting Cloud hosting option.
If you use Jira Server or Data Center, you may also install the connector directly from the dedicated Atlassian Marketplace page. Find our detailed step-by-step installation guide for Tableau Connector for Jira Server or Data Center here.

Grant the permissions to work with Tableau Connector for Jira

Now you may configure the app according to your needs. Select Administration from the left-side navigation menu, navigate to the Tableau Connector for Jira Settings page and see if you want to give the permissions to create, watch, edit, or export connectors to certain users or groups of users. Click the Edit icon to open Edit permissions window.
Tableau Connector for Jira permissions
To select groups click the Select groups field and select groups from the available groups in the list. To select users click the Select users field and start to type username you want to grant permissions. You can select as many groups and individual users as you need.

Don't forget to save the permissions by clicking the Save button.
Tableau Jira connector group permisssion
Tableau Jira connector users permisssion

Import the Data from Jira Into Tableau

To import the data from Jira to Tableau you will need to use the Data Source URL. It is generated by Tableau Connector for Jira.

Step 1. Copy Data Source URL by clicking Copy icon.
Tableau integration with Jira

Step 2. Launch Tableau Desktop, select Web Data Connector
Tableau Jira web data connector

Step 3. Enter copied URL in the opened window. Press Enter.
Connect Jira to Tableau process

Step 4. Fill in your credentials and press Log in and Export button. The process may take some time, if there is too much data.
Jira and Tableau integration

Step 5. Proceed to Sheet 1 where you can start building dashboards based on the imported data. Just choose the visualization type and select the data you want to see on your dashboard.
Tableau Jira Dashboard

Conclusion

Project management platforms such as Jira bring lots of benefits for agile teams, but you need additional tools like Tableau to make good use of the raw data it helps to gather. Tableau and Jira integration will help you understand your company’s processes and issues, market trends and customer behavior to develop better strategies and optimize workflow.