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Tableau Connector Pro for Jira app integrates with Insight in Jira Service Management. This integration further extends the capabilities of Insight asset and configuration management in Jira cloud and DC/Server to visualize the required data for actionable insights in Tableau. With this integration, you can import Insight Attributes and Insight Types field information to Tableau Desktop.

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Note

Pre-requisite to use Insight (Assets):

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Steps to integrate Tableau Connector Pro for Jira and Insight in Jira Service Management

Info
  • Insight is now called Assets. For more information, refer toInsight is now called Assets.

  • It is required to define a custom field in Jira to import the values of Insight Attributes and Insight Types.

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2. Navigate toTableau Desktop > Web Data Connector.Enter the Tableau Web Data Connector URL to Tableau Desktop as a data source to import the data into Tableau. For more information, refer to Import into Tableau - WDC(Legacy).

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3. Specify the JQL to pull the issues for this data source and click Continue.

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4. A form displays the Jira and JSM fields. The Insight Attributes and Insight Types list the Insight fields.

Import the Insight data

Cloud - Tableau Connector Pro for Jira

Email and API Token

To import the Insight data, you need to set up the Email and API Token once. Enter the Email and API Token to grant access to Insight dataand select the required Insight fields for the data source. Click Continue.

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Info
  • You can Change API Token for Connectors if required. To change the token, edit the connection.

Insight Attributes

Insight Attributes define an Insight object type. Each object type has its own set of attributes. For more information, refer to Understand how Assets is structured.

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  • Select the required Insight Attributes to import.

Insight Types

Insight Types defines the objects that the object schema contains. For more information, refer to Understand how Assets is structured.

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d. To import the Insight data, click Continue. To know about the checks performed before importing Insight data, refer to Form validation.

Data Center - Tableau Connector Pro for Jira

To import the Insight data, select the required Insight fields for the data source and click Continue.

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Insight Attributes

Insight Attributes define an Insight object type. Each object type has its own set of attributes. For more information, refer to Understand how Assets is structured.

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  • Select the required Insight attributes to import.

Insight Types

Insight type defines the objects that the object schema contains. For more information, refer to Understand how Assets is structured.

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  • Insight (Asset) Object Schemas: The Insight Object Schemas drop-down lists all the available Object schemas in the Assets. The default value is All schemas. Select the Object Schemas.

  • Select the required Insight Type fields to import.

  • Click Continue. To know about the checks performed before importing Insight data, refer to Form validation.

Data imported in Tableau Desktop

The Insight data gets imported and appears in a table format in Tableau.

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