Jira Tableau Integration: The Complete 2021 Guide

ManooshUncategorized

jira tableau

This article was written by Anna Odrinskaya from Alpha Serve.

If you’re a Jira user, you might already be benefitting from a variety of add-ons and connectors provided for this flexible platform by different vendors. Tableau connector for Jira is one of those connectors that enables you to explore and analyze your Jira data in the most visual way possible. You can easily create data dashboards and visualization. So how about a Jira Tableau integration?

This article covers everything about Jira Tableau integration in a few straightforward steps. But before providing you with this comprehensive guide, we first briefly brush up on Jira and Tableau.

Moreover, we cover why you need to integrate these two tools, why Tableau is an essential visualizing software, and why Jira is an important data source for business reporting. Lastly, we touch on the use cases for Jira to Tableau integrations.

So let’s get started!

What Are Jira and Tableau?

Jira is proprietary software developed by Atlassian, an Australian company behind other products such as Confluence, Bitbucket, Bamboo, and Trello. Jira is used for bug tracking, issue monitoring, and project management. Since its launch, this software has evolved in functionality and is now used for various purposes, including managing requirements and test cases and agile development.

Jira Software is particularly popular in the agile world due to its excellent workflow mapping and issue tracking functions. It has Kanban and Scrum boards plus several reports to support the agile development cycle.

Tableau, on the other hand, is a powerful and popular Business Intelligence and data visualization tool that aids in simplifying raw data into understandable formats.

jira tableau

With Tableau, data analysis is swift, and visuals are developed as worksheets or dashboards. It creates excellent visualization with attributes such as colors, tables, and charts that help businesses implement market-driven decisions.

The Tableau Product suite consists of:

  • Tableau Desktop
  • Tableau Public
  • Tableau Online
  • Tableau Server
  • Tableau Reader

Why Integrate Jira and Tableau?

Jira helps monitor key performance indicators (KPIs) including open issues, project speed, hours spent on a project, etc. These metrics are useful since they help businesses make intelligent decisions concerning resource planning. Executives can analyze any past information to determine places that require enhancement.

There is always a lot of useful data from Jira regarding the tools that power your operations. Without integrating Jira to Tableau, these insights stay undiscovered. However, by linking the two, businesses gain first-hand access to valuable information from every corner, analyze it, and make better decisions.

Why is Jira Important for Business Analytics?

Business analytics refers to the capabilities, technological tools, and strategies for the continual iterative analysis of previous business performance. The goal is to discover useful information that shapes the business planning process and Jira can hugely help with that.

Business analytics is about creating insights and comprehending company performance using data and statistics. Companies need business analytics because it presents several advantages. No matter the niche, business analytics is sure to help organizations to:

  • Improve customer experience
  • Make better decisions
  • Reduce employee turnover
  • Boost efficiency
  • Manage projects effectively
  • Identify and deal with problems

And Jira can make that possible by providing the environment for all the users to manage all the projects in the most efficient way.

Why is Tableau among the essential tools for data visualization?

Tableau creates information that can be easily comprehended by a person at any position in the business. Better yet, even non-technical users can develop customized dashboards quickly.

Tableau allows users to create interactive dashboards that help managers reveal hidden insights and everyday opportunities. With Tableau, it’s possible to build calculations quickly from existing data by drag-and-drop reference lines and forecasts.

Users can make pie charts, put information on the maps, and select among a variety of slide types which fit best their business request.

jira tableau data visualization

Tableau has become a big hit in different industries thanks to these reasons:

  • Straightforward deployment
  • No need for technical/ programming skills to use
  • Easy to learn
  • High performance
  • Thriving community and forum.

Why Jira Is an Important Data Source for Business Reporting

Jira provides an array of reports regarding a business. Some of the reports an organization can create include the following.

Average Age Reports

They display the number of issues that are yet to be addressed or unsolved. Jira will provide a report and give an excellent idea regarding the pending issues of a project.

Issue Created vs. Resolved Issues Reports

Jira offers reports for these aspects. It provides an excellent depiction of the project and the work of the members.

jira tableau reports

Pie Chart Reports

They show issue statuses in varying colors. This way, they help businesses determine project/ sprint statuses quickly.

Jira provides other reports besides these, including project pivot, recently created issue, time tracking, version workload, among other reports.

charts in jira tableau integration

How to Set up a Jira Tableau Integration (Step-by-Step Process)

As you can see, connecting Tableau to Jira to visualize your data easier is invaluable to your business. But how do you go about the integration process? There’s, of course, the more complicated method that requires in-depth technical expertise.

But there’s also an easy, hassle-free, and time-saving alternative where you use a 3rd-party add-on like Tableau connector for Jira.

Tableau Connector for Jira from Alpha Serve, an Atlassian Marketplace Partner, provides a quick and easy way for businesses to stream, analyze, and visualize Jira data on Tableau. They can then use the translated data to make business decisions that drive efficiency.

Here are the necessary steps to follow to integrate Tableau with your Jira using Tableau Connector for Jira. The whole process is quite straightforward and easy to follow.

Step 1: Log into Your Jira Instance

Start by logging in to the Jira Instance that you want to integrate with Tableau. Remember, you have to sign in as the administrator to install and grant the plugin permission to run.

Step 2: Locate the Plugin on the Atlassian Marketplace

You can access the Atlassian Marketplace via the manage apps button on the Administrator dropdown menu.

tableau connector for jira

Next, type Tableau Connector for Jira Alpha Serve on the “find new apps” tab and click search. You’ll be directed to the correct version of the plugin so that you can install it.

Step 3: Install Tableau Connector for Jira

Click either “free trial” to activate the free license or “buy now” to purchase the add-on license, and the installation process begins. The free trial means that you can try out the app for 30 days at no charge.

Alternatively, you can install the plugin by going to the application page on the Atlassian Marketplace directly.

Step 4: Configure the Plugin Settings to Your Needs

Now your new app needs to be configured to work as intended. Click on manage apps on Jira admin, find Tableau Connector for Jira, and finally go to Plugin settings.

You can also click on the Tableau tab and then administration. You can edit the general settings on the settings page, decide who has permission to use it, reset to default, and disable/ delete the plugin. Thus, the permissions to create, edit, watch, or export connections can be granted.

edit permissions in jira tableau Or, for example, you can set the limits in numbers of issues to be exported without a warning message – this is important to improve time to export as well as drop the considerable strain on your Jira instance.

limit issues in tableau connector for jira

Step 5: Start Creating and Importing Data from Jira to Tableau

A Tableau tab will be added to your main menu on Jira once the plugin is installed. Click data sources to begin adding new data sources. jira data source

With the necessary permissions, users can create, view, edit, share, and export data to Tableau.

create data source in tableau connector

Step 6: Import the Data from Jira Into Tableau

This is also a very simple process, and all you need to do is to insert the data source URL generated into your Tableau product and you’re all set.

Copy the URL:

tableau connector URL

Open your Tableau Desktop, select Web Data Connector:

jira tableau desktop

And paste the data source URL:

web data connector

You will be prompted to enter your Jira credentials. After that click Log in and Export. You’re done. Your data will be loaded into Tableau Desktop.

Note that if you have a significant amount of data, it can take some time.

Common Use Cases of Tableau Jira Integration

Data analysis has become a powerful strategy for businesses, large and small. Jira is a powerful data source for companies and IT specialists. Using Tableau, you can interpret Jira data better and faster and implement the insights to improve business operations.

Most businesses use the Jira Tableau integration to:

Represent Data in Visual Reports

By connecting Jira to Tableau, software development teams can quickly visualize data for a project they are working on. The team can present the data to the client, project manager, or other stakeholders in charts that are easier to understand.

Bring Together Several Data Sources

Many businesses are often looking for a way to bring their data together to get relevant insights. By connecting Tableau with Jira, you can add Jira to your Tableau data sources together to get a broader data landscape. A business can then visualize this data, identify trends, and drive business action.

Identifying Patterns in Performance & Improve Productivity

Tableau Jira integration is often necessary for business intelligence analysis. By bringing the two apps together, businesses and project leaders can track project performance, durations, and bottlenecks to boost productivity.

Conclusion

If you’re using Jira for software project management and Tableau to analyze and represent your data, consider integrating the two. The Jira Tableau integration can help you analyze your projects and help teams collaborate better. As a result, you can learn how your business is performing and make future decisions to improve your productivity.

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