Being a Jira user means understanding all the possibilities that Jira is providing for your working process as a data-collecting tool. However, the database it presents is superficial and basic in fact, such as to schedule time costs for performing a certain task.
It’s important to clarify its feasibility for your team’s work and company performance in general. For this purpose, Tableau has been developed to recoup this functional lack.
What about Jira Tableau integration? Tableau Connector for Jira is an excellent analytic solution that provides Jira data analysis visualized in multiple dashboards with helpful reports that give insight into what is going on on the labor front.
In our article, you will find out what Tableau Jira integration is in simple terms. First, we offer to start with an introduction to Jira and Tableau understanding. Next, you will find instructions in simple words on How to connect Jira to Tableau with the precise definition of use cases. To sum things up, we will demonstrate Jira Tableau integration in visual dashboard illustrations.
Let us start our cognitive and fascinating journey through the latest software developments.
Jira and Tableau: What Software Is This?
Carrying out multiple projects at the same time, following set schedules, and providing good stuff have a strong effect on managers and the results of their activities. That makes sense to seek software tools to simplify a certain part of the job. Jira is a great business solution at this point.
Initially, Jira was developed as a tool to facilitate messaging between developer and user, but in a few years, it was modified and updated to a comprehensive platform of project management. In simple terms, it’s a personnel data collector. Such as the phase of workflow, the time cost of each task, as well as issues that appear while running.
The issue that Jira collects unprocessed data, creates a certain challenge to respond to the problem in due time.
This is where business intelligence software Tableau gets into the game. What is known as “business intelligence software”? The term “business intelligence” may seem incomprehensible at first sight, thus further we will make the issue clear.
In other words, it reformats data collected by Jira into human-readable and readily available data. Therein you can submit comprehensive reports on different project stages, as well as unite various tasks into one big project matched by visuals schedules, charts, diagrams, etc.
Why do you need to know it? Since you know how to analyze data correctly, you can define the right strategy to follow the correct tactics that will lead to the desired outcomes of business performance. Don’t underestimate the importance of a little task as it’s an efficiency measure of your teamwork as a whole. In this way, you can get the maximum out of developers, at the same time enhance their efficiency and overdo the schedule.
As a result, you have two in one, a data-collecting tool where anyone on the work team can make a change to any code at any time and give information about any element of the project.
In this way, Tableau Jira integration is a required tool for better project management that can significantly facilitate the workflow and cooperation of both small and large teams.
Tableau Jira Integration: Pros and Outcomes
As was said above, working with Jira can bring many benefits to your crew leaders as the software provides them with visual dashboards to supervise each person’s intended work plan, so they can effectively redistribute work at any stage as needed. It leads to a more efficient working environment and project management.
By using Jira you can track precisely different projects along with tracking key performance indicators (KPIs) which is crucial in assessing the results of the project. Being able to check open/closed issues, monitor the status of time, determine the time required for the project’s completion, and so on are helpful for businesses in terms of taking timely decisions on planning capacity and optimizing team performance.
As can be seen, Jira is an important data source that tracks problems that arise during the software creation process, content management, planning marketing tasks, project management, and incident management. But there is a catch, this data requires to be properly supplied. The solution is to connect it with Tableau. Otherwise, you will lose track of useful insights that just may go unnoticed or be ignored. Tableau Jira integration permits direct access to business-relevant information.
Installing Tableau Connector for Jira app by Alpha Serve means applying efficient technologies to gain maximum profit. The easy-to-navigate connector allows data sharing between Tableau and Jira in just a few clicks.
In doing so, you will have a wider data landscape to make the verified and informed decision, analyze the strengths and weaknesses of your business, and seek new ways to improve performance according to newly defined strategies and time frames.
How to Connect Jira to Tableau: a Complete 2023 Guide
Setting up Tableau Jira integrations takes less than a few minutes. You don’t have to be superior tech to be able to install Tableau connector for Jira. To start, you will be required to have Jira administrator rights.
Install Tableau Connector for Jira
Set up instructions for Tableau Connector for Jira:
- Launch Jira’s Administration tab and go to Apps -> Explore more apps section.
- Inside the search field type “Tableau Connector For Jira Alpha Serve”.
- From this point you can start a Free Trial which is functionally equal to the full license, the only but – 30 days time limit. In addition, small teams of up to 10 users can use The Cloud version of Tableau Connector For Jira for completely free. We are almost finished with the installation, only follow the standard setting way and the Tableau Jira connector will be automatically installed on your Jira app.
Also, you have an alternative option to set up the app – you can go to the page of Tableau Connector for Jira on the Atlassian Marketplace.
Create Data Source in Tableau Connector
To start Jira data export and further visualization in Tableau, you only need to create your first data set – a Data Source in Tableau Connector for Jira:
- Go to Apps -> Tableau Connector for Jira -> Connectors tab.
- Click Create a Data Source button
- Choose the required field to create a report in Tableau. Use tabs for easy-to-use navigation between Jira and add-ons. Learn more about supported add-ons in the section “Documentation”.
- Use filters to restrict the data selection: basic filters and JQL filters for experienced Jira users. Additionally, Jira Software fields have an option of advanced filters that allows users a quick and easy way to filter data based on certain projects, sprints, and boards.
- Once you’ve finished, click Save.
Don’t forget that the Tableau Connector for Jira establishes data connections automatically, consequently, all selected tables for data source will be connected according to the logical key field. As a result, users don’t have to link tables by hand which significantly simplifies the project implementation and saves work time. To make sure that everything links up perfectly by Tableau Connector for Jira, you can always check ERD.
Export Data from Jira to Tableau
The only thing you need to pull data from Jira to Tableau is the data source URL generated by Tableau.
- Copy the data source URL generated by the tool.
- Open Tableau Desktop and move on to the Web Data Connector.
- Paste in the data source URL and press Enter.
- Enter your credentials to log in, then press Log in and Export.
That’s about it. Enjoy data exportation straight from Jira to Tableau. Don’t forget, more data to import requires more time to proceed.
Jira Tableau Dashboard Examples
Jira Sprint Report in Tableau
Project management teams can use Jira Sprint Report in terms of tracking and managing issues, assigning tasks to team members, and checking the project progress.
You can analyze every Jira Sprint Report when the project is already done. This makes it easy to see which requirements have been implemented and which still need to be worked on. This helps ensure that the team is always aware of what needs to be done and when it needs to be done. Jira sprint reports are a valuable supporting tool to upgrade project management approaches.
Jira Cockpit Chart in Tableau
This is a great example of complex custom Jira Report for multiple products development or projects management. It is easy to track the allocation of costs and resources on each product or project, to track total spent of costs and time, as well as monitor the share of issue types to know the project health.
Image source: https://public.tableau.com/
In Conclusion
Tableau is a key business intelligence software that aims to increase your performance inside your company. And in cooperation with software for collecting that data like Jira – a perfect match!
Data collected analysis allows you to come up with perfect solutions, such as streamlining the working process or even choosing the right policy framework for establishing and maintaining a healthy environment to promote cooperation and growth.