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Using custom Jira filters to limit projects in Tableau Connector Pro for Jira app

Using custom Jira filters to limit projects in Tableau Connector Pro for Jira app

Owned by Shubham Shah
Last updated: Mar 12, 2025
2 min read

This page explains how to use a custom Jira filter to limit the projects displayed in Tableau rather than directly entering JQL with project names or keys. Creating and applying a custom Jira filter can streamline your data management and reporting process.

Steps to use a custom Jira filter with Tableau Connector

Step 1. Create a custom Jira filter

  • Create a new filter in Jira.

    • Click Create filter.

  • Enter JQL to filter projects.

    • In the JQL query box, enter the JQL that specifies the projects you want to include. For example:

      project in (PROJ1, PROJ2, PROJ3)

    • You can use additional criteria if needed, but ensure it targets the specific projects of interest.

  • Save the filter.

    • Add a description for the filter.

    • Click Save.

  • Share the filter (Optional).

    • Adjust the sharing settings accordingly if you want other users or groups to access this filter.

Step 2. Apply the custom filter in the Tableau Connector

  1. Open Tableau Connector.

    • To access the Tableau Connector URL, navigate to Apps > Tableau Connector Pro > Odata/WDC(Legacy) > Click edit ( ).

  2. Specify the Custom filter.

    1. Using OData: While using the OData Connector, you can specify the custom filter as a JQL when configuring the URL. To configure the Connector URL, refer to My Connectors - OData.

      • In the JQL Query field, instead of entering JQL directly, use the pre-defined filter name or filter ID.

        image-20241205-111731.png

         

    2. Using WDC(Legacy): While using the WDC connector, you can specify the custom filter as a JQL to filter the issues to be fetched by the connector in the Tableau Desktop. For more information, refer to My Connectors - WDC (Legacy).

      • Copy the Web Data Connector URL from the WDC (Legacy) tab to import it into the Tableau Desktop.

      • In the JQL Query field, instead of entering JQL directly, use the pre-defined filter name or filter ID.

        image-20241205-112542.png

  1. Save the changes.

    • Save the configuration settings to ensure the filter is applied.

Benefits of using custom Jira filters

  • Simplified Management: Easily manage and update the list of projects from a single filter.

  • Reusability: Apply the same filter across multiple reports or dashboards without re-entering JQL.

  • Consistency: Ensure consistent project filtering across different Tableau data sources.

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