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, Insight Attributes and Insight Types fields information can be imported to Tableau Desktop.
Tableau Connector Pro for Jira Cloud and DC/Server app (version 4.1.0 and above) offers Insight integration.
Tableau Connector Pro for Jira requires Tableau Desktop software to function.
Steps to integrate Tableau Connector Pro for Jira and Insight in Jira Service Management
If you are using Jira Software Cloud Premium or Enterprise, then Insight asset and service management functionality is already included. For more information, refer to Insight in Jira Service Management.
If you are using Jira Service Management Data Center 4.15 or above, the Insight functionality is already included when you download the file. For more information, refer to Insight for Jira Service Management Data Center.
Insight is now called Assets. This update was part of the Jira Service Management Data Center 5.3 release.
It is required to define a custom field in Jira to import the values of Insight Attributes and Insight Types.
Navigate to Jira > Tableau Pro > My Connector URL and copy the Tableau Web Data Connector URL. For more information, refer to My Connector URL.
2. Navigate to Tableau 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.
3. Specify the JQL to pull the issues for this data source and click Continue.
4. A form displays the Jira and JSM fields. The Insight Attributes and Insight Types list the Insight fields.
5. Import the Insight data.
Tableau Connector Pro for Jira Cloud:
a. To import the Insight data, you need to set up the Email and API Token once. To provide the details, click Email and API Token.
b. Enter the Email and API Token to grant access to Insight data and select the required Insight fields for the data source. Click Continue.
If required, you can Change API Token for Connectors. To change the token, edit the connection.
Tableau Connector Pro for Jira DC/Server:
a. To import the Insight data, select the required Insight fields for the data source and click Continue.
6. The Insight data gets imported and appears in a table format in Tableau.
