Use a custom Jira filter to limit projects in Power BI Connector

This document explains how to use a custom Jira filter to limit the projects displayed in Power BI Connector 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.

Step 1: Create a custom Jira filter

1. Click Create Filter or New Filter (the option varies depending on your Jira version).

2. Enter JQL for project filtering:

   • In the JQL query box, enter 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 the JQL statement targets the specific projects of interest.

3. Save the filter:

   • Add a description.

   • Click Save to finalize.

4. Share the filter (optional):

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

Step 2: Apply the custom filter in Power BI Connector

1. Open Power BI Connector:

   • Jira data sources are managed from the Power BI Connector configuration page. To access this page, click Apps > Power BI Connector > Connectors > My Connectors.

2. Select your custom filter:

   • While creating the connector URL, instead of entering JQL directly, use the pre-defined filter created in the JQL field, illustrated in the screenshot below:

     Open

     

3. Save your 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 Power BI data sources.