Сonnect Jira to Power BI

To connect Jira to Power BI and further import data, follow the step-by-step guide below:

Step 1: Collect data
First, connect your Jira account. Next, you can adjust the optional settings. For example, you'll be offered the option to specify a Jira Cloud instance with data you'd like to export, choose particular columns to load, etc.



As soon as you're done with the source settings, proceed to the transformations step.

Step 2: Organize and transform
Before importing Jira to Power BI, you can preview your data to verify whether it's correct. If there's something you would like to change, consider making the following transformations to your data:

• Edit, rearrange, hide, or add columns.
• Apply various filters and sort your data.
• Create new columns with custom formulas.
• Combine data from multiple accounts or apps.

By following this approach, you'll ensure that data is structured and presented in accordance with your specific reporting requirements.



Once you've made sure the data satisfies your needs, move to the destination settings.

Step 3: Load and automate
To finally transfer your data from Jira to Power BI, follow the in-app instructions to do the following:

• Generate the integration URL.
• Paste it into the Power BI desktop app.

After that, proceed to activate the Automatic data refresh functionality and select the frequency for report updates. Lastly, save and run the importer to complete this process.

To keep your Power BI report in sync with the latest changes to the source, turn on automated data refreshes. This feature ensures that your report dynamically updates itself without manual intervention. You have the flexibility to adjust the frequency of these updates to suit your specific needs. Choose from a range of options such as monthly, daily, hourly, and even intervals as short as every 30 or 15 minutes.

Additionally, you can specify which days of the week the refresh should occur, your preferred time slots, and the time zone.



By scheduling these auto-refreshes, you guarantee that your report provides the most recent data. It empowers you to make informed decisions based on time-relevant insights.

Coupler.io not only enables you to load data from Jira but also exports relevant records from many more apps. To use this opportunity, you have to connect one more source by clicking on the corresponding button while adjusting the source settings.

Next, you'll need to go through a setup process that is similar to configuring the initial data source. By doing so, you'll be able to link various source applications, including multiple accounts within the same app.

Additionally, Coupler.io offers a cross-platform data blending capability. Using it, you'll be able to integrate Jira data with information from other sources.

Once you've connected your preferred data sources and progressed to the transformations step, you'll be offered two options to blend your data:

• Append. It involves merging elements from one source into another, requiring identical column names.
• Join. By choosing this mode, you'll combine datasets side by side with at least one column of the same name.

If you add multiple sources, including marketing platforms, CRM apps, and others, you'll expand analytics and, therefore, see the bigger picture of your data.

Apart from the capability to connect Jira to Power BI, Coupler.io empowers you to replicate data importers and add a broad array of alternative applications:

• Add spreadsheet applications – Microsoft Excel and Google Sheets – to create reports on your data in a quick and simple manner.
• Send your Jira records to data warehousing software – BigQuery, PostgreSQL, or Redshift – to store, query, and perform complex analysis of those.
• Enjoy the benefits of visual analytics with other business intelligence (BI) tools – Looker Studio, Tableau, and Qlik Sense: transform data into interactive dashboards, make it easier to grasp, and identify trends and patterns in it.

Importing Jira data into Power BI, as demonstrated previously, is essentially no different from loading it into other destinations.