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Projectrak Integration

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Power BI Connector app integrates with Projectrak. Projectrak is a project tracking solution for Jira. It provides you with preconfigured project fields and the ability to create new project properties. Perform dynamic project search using PQL(Project query language), define the layouts and views based on your preference to visualize and track the Jira project portfolios.

This integration further extends the capabilities of Projectrak to export and visualize the required project properties for actionable insights in Microsoft Power BI.

  • Power BI Connector Cloud and DC/Server app (version 4.1.0 and above) offers Projectrack integration.

  • Power BI Connector requires Microsoft Power BI Desktop software to function.

Steps to integrate Power BI Connector and Projectrak - Project Tracking for Jira

1. Navigate to Jira > Power BI > My Connectors.

2. To add a new connector to pull the required Projectrak fields, click Add New Connector. For more information about creating Connector URLs, refer to My Connectors.

PowerBI_Add_new_connector.jpg

3. A form is presented with Jira and Projectrak fields to create the Connector URL. The Projectrak values list the Projectrak fields. To provide the details, select the Projectrak values field.

PowerBI_Projectrakfields_DC.jpg

4. Import Projectrak data.

Power BI Connector Cloud:

a. To import the Projectrak data, enter the API key ID and API key. To generate API key ID and API key, follow these steps. You can Change API key for Connectors if required.

PowerBI_Projectrakfields_cloud.jpg

Click API key ID and API key and navigate the page with steps to generate the API key.

b. Enter the API key ID and API key to grant access to Projectrak data and select the required Projectrak fields for the Connector URL. To save the Connector details, click Save and Close.

PowerBI_Cloud_APIDetails.jpg

Power BI Connector DC/Server:

a. To import the Projectrak data, select the required Projectrak fields for the Connector URL. To save the Connector details, click Save and Close.

PowerBI_Projetrakfields_select.jpg

5. Add the Connector URL generated to Power BI Desktop as a Data Source to import the Projectrak data into Power BI. For more information, refer to Import into Power BI.

PowerBI_DC_MyConnectors.jpg

6. The Projectrak data gets imported and appears in a table format in Power BI.

ProjcectrakPowerBI_Tableimported.png

References

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