Projectrak Integration - WDC (Legacy)

Tableau Connector Pro for Jira 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 Tableau.

  • Tableau Connector Pro for Jira - Cloud and DC/Server app (version 4.1.0 and above) offers Projectrack integration for WDC (Legacy).

  • Tableau Connector Pro for Jira requires Tableau Desktop software to function.

Follow the below steps to integrate Tableau Connector Pro for Jira and Projectrak and import the data into Tableau desktop

Follow the below steps to integrate Tableau Connector Pro for Jira and Projectrak and import the data into Tableau desktop

Tableau Web Data Connector URL

  1. Navigate to Jira > Tableau Connector Pro > My Connectors > WDC (Legacy) and copy the Tableau Web Data Connector URL. For more information, refer to My Connectors - WDC (Legacy).

    Tableau_WDC_URL.jpg

Import into Tableau Desktop

1. 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 - WDC (Legacy).

Tableau_WDC URLscreen.jpg

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

3. A form is presented with Jira and Projectrak fields. The Projectrak values list the Projectrak fields. Select the Projectrak values field.

Cloud - Tableau Connector Pro for Jira

API key ID and API key

To import the Projectrak data, select the Projectrak values field and enter the API key ID and API key. To generate API key ID and API key, follow these steps. Click Continue.

Tableau Connector Pro for Jira Cloud:

  • If required, you can Change API Key for Connectors. To change the Key, edit the connection.

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

Data Center/Server - Tableau Connector Pro for Jira

To import the Projectrak data, select the Projectrak values fields and click Continue.

Data imported to Tableau Desktop

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

Known issue: When Projectrak DC/Server app data is imported, the description tag value for the below fields shows null.

  • Name, Key, Type, URL, Lead, Category, Default Assignee, Description

References