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How to Simplify Agile Reporting With Tableau Connector for Jira

Effective project management is vital for agile teams, and modern organizations heavily rely on powerful tools like Jira and Tableau. These solutions enable teams to analyze and gain valuable insights into their projects efficiently. Jira serves as an exceptional project management tool, facilitating the capture of every data point. However, teams must also leverage Business Intelligence (BI) solutions such as Tableau to streamline agile reporting.

This article looks closer at agile reporting with Tableau Connector for Jira. Let's get started.

Tableau Jira Integration for Advanced Jira reporting

 When it comes to agile reporting, leveraging Jira as a data source offers a multitude of benefits. Jira, known as a robust project management tool, provides tons of valuable data that can significantly enhance your reporting capabilities. While by default, Jira provides essential reporting capabilities, it often falls short when it comes to generating tailored reports that align precisely with the unique needs of an organization. 

 Using Tableau as a dedicated BI tool will help you to slice and dice the data as required. 

To understand Jira Tableau integration benefits, look at its best use cases:

  • Create custom charts, graphs, and interactive elements to present Jira data in a way that best suits your organization's requirements.
  • Combine data from multiple sources, such as customer relationship management (CRM) tools, ITSM or financial systems,  into a single reporting platform.
  • Extract real-time data from Jira and ensure that your reports and dashboards always reflect the latest information.
  • Easily share reports with non-Jira users and stakeholders.

Tableau Connector for Jira Key Features for Tableau Jira Reports

By integrating Jira seamlessly with Tableau using the Tableau Connector for Jira, you unlock the potential for streamlined and efficient data integration processes. It is a no-code Tableau Jira integration add-on developed by Alpha Serve.

Whether you need to track sprint progress, measure team performance, or monitor project metrics, Tableau Connector for Jira can simplify importing Jira data into Tableau for agile reporting.

The app comes with advanced features for agile reporting, which include:

  • Various filtering options, including basic filters, JQL (Jira Query Language), and advanced Roadmaps plans, allow you to refine and specify the data you want to export.
  • Exporting any Jira fields, including custom fields and History Worklogs, enables you to retrieve and analyze the specific information you need.
  • Integration with popular Atlassian Marketplace Apps like Tempo Timesheets, Cost Tracker, Xray, Time in Status, Time to SLA, and more, expands the scope of data available for analysis and reporting.
  • Secure data sharing and access management, including permission and sharing settings, permit you to control data access and sharing to ensure sensitive Jira data is protected and accessed only by authorized users.
  • Automated scheduled refreshes for up-to-date data ensure that your dashboards always reflect the most recent information.

Add Jira as a Data Source Using Tableau Connector for Jira

 To start using Tableau Connector for Jira, find the app on the Atlassian Marketplace and start a free trial. Please note that Jira administrative rights are required for app installation. Additionally, Jira Admins must grant specific Jira users or user groups permission to use the connector. 

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Once successfully installed, you can start creating your first data source by clicking the Create a Data Source button and filling out details, like Name and Description. Select any tables and fields you need for your report in Tableau. Read the complete guide for step-by-step instructions on how to connect Tableau to Jira.

Create Custom Jira Reports With Tableau Connector for Jira

 The limitations of built-in Jira reporting become evident when businesses require more customized and tailored reports. The default options offer limited customization, making extracting relevant insights from complex data sets difficult. For example, built-in Jira reports may not provide sufficient visibility for customized project-specific reports, advanced analytics, cross-project reporting, and non-standard metrics or KPIs. 

 Organizations can turn to external reporting tools like Tableau Connector for Jira to address these limitations. This enterprise-grade app ensures custom Jira data export with advanced and automotive capabilities. For example, you can apply filters, such as JQL or Basic, and select only required tables and fields, including custom fields for data export. It allows you to create your customs data sets for further visualizations in Tableau.

Aggregate and Filter Jira Data Effectively

 At the core of Tableau Connector for Jira, you get the features to filter and aggregate Jira data. The Tableau Connector for Jira offers advanced filter options, enabling you to effectively narrow down your search results and set a cohesive filtering system for refining exported data.

 Users can set filters based on various factors, such as specific time frames, issue types, custom fields, and add-ons data defined within Jira. By applying these filters, organizations can ensure that they are only working with the data that is relevant to their reporting objectives.

 For example, suppose a project manager wants to analyze the performance of a development team over the past month. By leveraging the Tableau Connector for Jira, they can apply a filter only to include data from the desired time frame. This way, they can focus on analyzing the team's productivity and identifying areas for improvement without being overwhelmed by irrelevant data from previous months or unrelated projects.

Tableau Connector for Jira also allows users to aggregate data collected from various sources, such as Jira add-ons available on the Atlassian Marketplace. 

 Let's consider a scenario where an organization utilizes a time tracking apps in addition to Jira. With the Tableau Connector for Jira, they can effortlessly combine the data from both Jira and the time tracking app to analyze the correlation between development efforts and time spent on different tasks. This integrated view provides valuable insights into productivity, resource utilization, and helps optimize workflow efficiency.

Design Informative Visualization for Tableau Jira Reporting

 When it comes to Tableau Jira reporting, selecting the right visualization types is crucial to communicate data insights and engage stakeholders effectively. By following best practices in visualization design, organizations can create informative and visually appealing reports that enhance the understanding of Agile projects. Tableau offers various visualization types, each suited for different purposes. Let's explore some best practices and examples of effective visualization types for various Jira reports.

  • Bar Charts to compare data across categories such as issue types or project status.
  • Line Charts to illustrate trends over time, like sprint velocity or burndown charts.
  • Pie Charts to show the proportion of categories, such as issue priorities or team allocation.
  • Scatter Plots to visualize relationships between variables, like story points and completion time.
  • Heat Maps to highlight patterns or variations, useful for resource utilization or risk levels.
  • Tree Maps to display hierarchical data, ideal for project breakdowns or issue distribution.

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Caption: Jira Status Dashboard created using Tableau

 Source: Tableau Public

Automate Data Refresh for Tableau Jira Reporting

 Automating data updates in Tableau for Agile reporting is vital for real-time insights. Tableau Server and Tableau Online offer scheduled data refresh options to keep Jira reporting data up to date. Automating data refreshes ensures that reports and dashboards reflect the latest project updates, enabling informed decision-making. Tableau Server allows administrators to set up refresh schedules based on time intervals or events. Tableau Online provides similar capabilities in the cloud. 

 With Tableau Connector for Jira, you can do a scheduled refresh, enabling you to set scheduled refreshes to work with Tableau Online or Tableau Server. 

 The best practices in scheduling data refresh include: 

  • Always aim to do a data refresh during the non-business hour. For example, if your business starts working at 9 am, doing a data refresh 1 or 2 hours ahead is best. It will instantly give your team an update when they log in.
  • Monitor and validate refresh processes: Regularly monitor the data refresh processes to ensure they are running successfully and that data is being updated as expected. Validate the accuracy of refreshed data to avoid any potential issues or discrepancies.
  • You can also set up data refresh for significant events. For example, you can set it a few hours before a weekly shareholder's meeting. It will instantly update the related reports and dashboard. 

Conclusion

 Agile reporting is challenging if you don't use the right tools and solutions. If you're using Jira and Tableau, you're almost there with the "perfect" ecosystem. However, the missing ingredient is the Tableau Connector for Jira which offers a no-code enterprise app for connecting Tableau and Jira. In addition, it provides multiple features, including custom Jira data importing, data refreshes, and more.






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Maryna Pigol June 13, 2023

Thanks for such valuable info, I couldn’t find it anywhere! Great job!!! 👏🏻

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Khrystyna Shparyk June 13, 2023

Great! Thanks! 

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