Insight (now Assets) Integration - OData
- Nisha Shantilal
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.
Tableau Connector Pro for Jira - Cloud and Data Center app (version 4.3.0 and above) provides Insight integration for the OData datatype connector.
Tableau Connector Pro for Jira requires Tableau Desktop software to function.
Pre-requisite to use Insight (Assets):
To use Assets for the Jira Cloud, you need to have Jira Service Management Cloud Premium or Enterprise. For more information, refer to Assets in Jira Service Management.
To use Assets for the Jira Data Center, you need to install Jira Service Management Data Center 4.15 or above. For more information, refer to Assets for Jira Service Management Data Center.
Steps to integrate Tableau Connector Pro for Jira and Insight in Jira Service Management
Insight is now called Assets. For more information, refer to Insight is now called Assets.
It is required to define a custom field in Jira to import the values of Insight Attributes and Insight Types.
Navigate to Jira > Tableau Connector Pro > My Connectors > OData.
To add a new connector to pull the required Insight fields, click Add New Connector. For more information about creating OData Connector URLs, refer to My Connectors - OData.
A form is presented with Jira and JSM fields to create the Connector URL. The Insight Attributes and Insight Types list the insight fields.
Set up the connector for the Insight (Asset) fields
The steps below illustrate how to fetch the Insight (Asset) data to import into Tableau Desktop.
Cloud - Tableau Connector Pro for Jira
Email and API Token
To import the Insight data, you must set up the Email and API Token once. Enter the Email and API Token to grant access to Insight data and select the required Insight fields for the connector URL. To save the connector details, click Save and Close.
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.
AQL for Insight (Asset) Objects: Provide the AQL query to filter the Insight Objects data. To validate the AQL, click Validate AQL Syntax. On successful validation, an appears.
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.
Insight (Asset) Object Schemas: The Insight (Asset) Object Schemas drop-down lists all the available Object schemas in the Assets. The default value is All schemas.
You can select one or multiple Insight Object Schemas.
The Insight Object Schemas drop-down value is set to the default value of All schemas if:
None of the Object schemas is selected.
The selection consists of All schemas and any other Object Schemas.
Select the required Insight Type fields to import.
To save the connector details, click Save and Close. To know about the checks performed while saving the connector, refer to Form validation.
Data Center - Tableau Connector Pro for Jira
a. To import the Insight data, select the required Insight fields for the Connector URL. To save the Connector details, click Save and Close.
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.
AQL for Insight (Asset) Objects: Provide the AQL query to filter the Insight Objects data. To validate the AQL, click Validate AQL Syntax. On successful validation, an appears.
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.
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.
d. To save the connector details, click Save and Close. To know about the checks performed while saving the connector, refer to Form validation.
Import into Tableau Desktop
To import the Insight data into Tableau, refer to Import into Tableau - OData.
The Insight data imported through the connector URL appears in Tableau as tables.
Click Worksheet to extract the Insight Attributes data and create the data view as required.
Insight Types
Click Worksheet to extract the Insight Types data and create the data view as required.
On the click of Save and Close, the form is validated for the Email and API Token and the AQL syntax in sequence before saving the connector.
The error message is displayed if the Email or API Token values are invalid. To proceed to the next step, provide valid credentials.
The AQL syntax is validated once the Email and API Token pass the validation check. The error message is displayed if the AQL syntax is not valid. For more information about error handling, refer to AQL syntax validation.