Projectrak Integration - OData

Owned by Nisha Shantilal
Last updated: Jul 09, 2024
3 min read

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 Data Center app (version 4.3.0 and above) provides Projectrack integration for OData datatype connector.

  • 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

Set up the connector for the Projectrak fields

  1. Navigate to Jira > Tableau Connector Pro > 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 - OData.

    Tableau_PT_Cloud_Add New Conn.jpg

  3. A form is presented with Jira and Projectrak fields to create the Connector URL. The Projectrak values list the Projectrak fields. Select the required Projectrak values field.

    Tableau_OData_ProjectrakValues.jpg

  4. To fetch the Projectrak data to import into Tableau Desktop, follow the steps below for the cloud and data center, respectively.

Cloud - Tableau Connector Pro for Jira

API key ID and API key

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

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.

Data Center - Tablea Connector Pro for Jira

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

Import into Tableau Desktop

  • Add the Connector URL generated to Tableau Desktop as a data source to import the Projectrak data into Tableau. For more information, refer to Import into Tableau - OData.

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