How to import form fields to powerbi

[Gemma Huang]

Hello team,

I want to analyze the answers of a particular JSM form question in PowerBI. To do so,  I have created a custom field in my project and linked the form field to it. Next I used PowerBI connector to get JIRA data for my PowerBI report. In PowerBI connector, I was able to find the custom field and I selected it along with other fields to my report. However, in power bi this particular field was not found while other fields were there. 

Not sure if it's because the field type that it cannot be found in PowerBI. Could you please advise what happened and what should I do to get the answers in PBI for analysis?

[Daniel Belevtsov · Accepted solution]

Hi Gemma,

Thanks for your question.

If you use the "Power BI Connector for Jira" application by Tempo Software, then the following solution may help.

Your checkbox custom field should form a separate table after the Power BI export. Thus, you need to export your data source and specifically pick the field (table) in question from the "Navigator" Power BI menu:

This article should be of help: https://aserve.atlassian.net/wiki/spaces/PBCFJC/pages/2920874022/How+do+I+add+a+custom+field+to+my+report+in+Power+BI

Kind regards,
Daniel

[Gemma Huang]

Thanks Daniel,

That's exactly how we solved the problem. Thank you for your response here and I am sure it can help so many others.

Gemma Huang

[Olha Yevdokymova_SaaSJet · Accepted solution]

Hi @Gemma Huang ,

Yes — JSM Request Type forms can update Jira issue fields, but only when the form field is mapped inside the Customer Portal (Request Type) configuration. Forms added later inside the issue (“Add form”) do not update Jira fields, so Power BI won’t see those values.

In your case, if the custom field appeared in Power BI but showed no data, it usually means:

• the form was not the portal form but an agent-side form,

• or the question type → field type mapping wasn’t compatible,

• or the field wasn’t populated when the issue was created (Power BI hides empty fields).

Please check that the question is mapped in:
Project settings → Request types → Request form → Jira field mapping

If the field contains real values in the Jira issue JSON, Power BI will pick it up on refresh.

Another approach you might consider is using Smart Forms for Jira (developed by my team), since it always writes form responses directly into Jira fields selected, when item created or updates (including multi-select, dropdown, text, date), making those values reliably visible in Power BI.

[Gemma Huang]

Thanks for your response!

[Marc -Devoteam- · Accepted solution]

Hi @Gemma Huang 

Did you create an API token in the app?

Is the source you are using in the connector, having the issues where the checkbox is set?

Can you show the field config and the data source config in the app?

Or have you re-used an account in the app from another data source, does this account have a JSM license, so can this account access the JSM project?