Tableau Jira Connector In this article you will learn how to integrate Jira data to Tableau without coding in just a few clicks (live / bi-directional connection to Jira). Jira Connector can be used to integrate Jira and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete Issues, Users, Worklogs, Comments just in a few clicks!. Using Jira Connector you will be able to connect, read, and write data from within Tableau. Follow the steps below to see how we would accomplish that. Download  Help File  Buy  Driver mentioned in this article is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

See also Connect Jira in SSIS Connect Jira in SQL Server Connect Jira in Power BI Connect Jira in SSRS Connect Jira in Informatica Connect Jira in MS Access Connect Jira in MS Excel Connect Jira in SSAS Connect Jira in C# Connect Jira in Python Connect Jira in JAVA Connect Jira in SAP Crystal Reports Connect Jira in Azure Data Factory (ADF) Connect Jira in ODBC

Create Data Source in ZappySys Data Gateway based on ZappySys API Driver

1. Download and install ZappySys ODBC PowerPack.

2. Search for gateway in start menu and Open ZappySys Data Gateway:
   

3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
   

4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

   JiraDSN

   
   

5. When the Configuration window appears give your data source a name if you haven't done that already, then select "Jira" from the list of Popular Connectors. If "Jira" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   JiraDSN

   Jira

   

6. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    API Key based Authentication [Http]

   Steps to get Jira Credentials
   Firstly, login into your Atlassian account and then go to your Jira profile:

   1. Go to Profile > Security.
   2. Click Create and manage API tokens.
   3. Then click Create API token button and give your token a label.
   4. When window appears with new API token, copy and use it in this connection manager.
   5. That's it!

   Fill in all required parameters and set optional parameters if needed:

   JiraDSN

   Jira

   API Key based Authentication [Http]

   https://[$Subdomain$].atlassian.net/rest/api/3

   Required Parameters
   Subdomain	Fill in the parameter...
   Atlassian User Name (email)	Fill in the parameter...
   API Key	Fill in the parameter...
   Optional Parameters
   CustomColumnsRegex	Fill in the parameter...

   

    OAuth based Authentication [OAuth]

   OAuth App must be created in Atlassian Developer Console. It is found at https://developer.atlassian.com/console/myapps/ [API Help..]

   Steps to get Jira Credentials
   Firstly, login into your Atlassian account and then create Jira application:

   1. Go to Atlassian Developer area.
   2. Click Create app and select OAuth 2.0 (3LO) integration app to create an OAuth app.
   3. Give your app a name, accept the terms and hit Create.
   4. Then hit App details panel and copy paste Client ID and Secret into the API Connection Manager configuration grid into the proper places.
   5. Then go back and click Permissions panel to enable permissions/scopes for your application. You can enable them all.
   6. Go back again to application settings and click Authorization panel.
   7. Click Configure button and in Callback URL enter your own Callback URL or simply enter https://zappysys.com/oauth if you don't have one.
   8. Use this same Callback URL (Return URL) in a API Connection Manager configuration grid.
   9. In API Connection Manager enter one or more of these scopes (read more about available scopes) into Scopes property:
      1. offline_access (a must)
      2. read:jira-user
      3. read:jira-work
      4. write:jira-work
      5. manage:jira-project
      6. manage:jira-configuration
   10. Also configure your company's Subdomain in the properties grid.
   11. Click Generate Token to generate tokens.
   12. That's it!

   Fill in all required parameters and set optional parameters if needed:

   JiraDSN

   Jira

   OAuth based Authentication [OAuth]

   https://[$Subdomain$].atlassian.net/rest/api/3

   Required Parameters
   ClientId	Fill in the parameter...
   ClientSecret	Fill in the parameter...
   Scope	Fill in the parameter...
   ReturnUrl	Fill in the parameter...
   Organization Id (Select after clicking [Generate Token])	Fill in the parameter...
   Optional Parameters
   Custom Columns for output (Select after clicking [Generate Token])	Fill in the parameter...

   

7. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

8. Click OK to finish creating the data source.

Read data in SQL Server from the ZappySys Data Gateway

1. To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
   

2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
   

3. Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).

   

   ---

   You need to enable RPC Out if you plan to use EXEC(...) AT [MY_LINKED_SERVER_NAME] rather than OPENQUERY.
   If don't enabled it, you will encounter the Server 'MY_LINKED_SERVER_NAME' is not configured for RPC error.

   Query Example:

   EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]

   ---

   If you plan to use 'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]' in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
   If don't disabled it, you will encounter the The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction. error.

   Query Example:

   Insert Into dbo.Products
    EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
   

   ---

4. Finally, open a new query and execute a query we saved in one of the previous steps:
   

   SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');

   

Create Linked Server using Code

    USE [master]
    GO
    --///////////////////////////////////////////////////////////////////////////////////////
    --Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
    --///////////////////////////////////////////////////////////////////////////////////////

    //Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
    //Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
    //Replace Port 5000 if you configured gateway on a different port


    --1. Configure your gateway service as per this article https://zappysys.com/links?id=10036
    
    --2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express

    --Uncomment below if you like to drop linked server if it already exists
    --EXEC master.dbo.sp_dropserver @server=N'LS_JiraDSN', @droplogins='droplogins'

    --3. Create new linked server
    
    EXEC master.dbo.sp_addlinkedserver
      @server = N'LS_JiraDSN'  --Linked server name (this will be used in OPENQUERY sql
    , @srvproduct=N''
    , @provider=N'SQLNCLI11'
    , @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
    , @provstr=N'Network Library=DBMSSOCN;'
    , @catalog=N'JiraDSN' --Data source name you gave on Gateway service settings

    --4. Attach gateway login with linked server

    EXEC master.dbo.sp_addlinkedsrvlogin
      @rmtsrvname=N'LS_JiraDSN'  --linked server name
    , @useself=N'False'
    , @locallogin=NULL
    , @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
    , @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
    GO

    --5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
    EXEC sp_serveroption 'LS_JiraDSN', 'rpc', true;
    EXEC sp_serveroption 'LS_JiraDSN', 'rpc out', true;

    --Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
    EXEC sp_serveroption 'LS_JiraDSN', 'remote proc transaction promotion', false;
    
    --Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
    --EXEC sp_serveroption 'LS_JiraDSN', 'query timeout', 1200;
    GO

Create View in SQL Server

Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:

1. CREATE VIEW vwApiInvoices AS
    SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')

Read data in Tableau from SQL Server

Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:

1. Open Tableau Desktop and click File > New
2. To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser):
3. Once connection is created for SQL Server we can read Jira data 3 different ways:
   1. Query View which contains OPENQUERY to Linked Server for Jira data
   2. Use direct SQL Query using OPENQUERY
   3. Use Stored Procedure (Mostly useful to parameterize calls
4. See below example to pull data from Jira in Tableau using SQL View approach:
5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard:

Passing Parameters to Jira calls in Tableau (Dynamic SQL)

1. First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.

   --DROP PROC dbo.usp_GetInvoicesByCountry
   --GO
   /*
   Purpose: Parameterize Jira call via SQL. Call ZappySys Drivers inside SQL Server.
   */
   CREATE PROC dbo.usp_GetInvoicesByCountry
   	@country varchar(100) 
   AS 
   
   DECLARE @sql varchar(max)
   --//Escape single ticks carefully
   SET @sql =  'SELECT OrderID,CustomerID,Country,Quantity FROM $
   WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +'''
   	 ,Filter=''$.value[*]''
   	 ,DataFormat=''OData''
   )'
   
   DECLARE @sqlFull varchar(max)
   SET @sqlFull='SELECT * FROM OPENQUERY( [LS] , ''' + REPLACE( @sql, '''', '''''' ) + ''' )'
   PRINT @sqlFull --//For DEBUG purpose
   
   EXECUTE (@sqlFull) 
   WITH RESULT SETS ( 
    (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau 
   )
   GO
   -- Example call
   EXEC dbo.usp_GetInvoicesByCountry @country='Germany'

2. Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
3. Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column.
4. Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
5. If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below.
6. When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value.

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

1. Search for gateway in start menu and open ZappySys Data Gateway.
2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it).

1. Search for Windows Firewall Advanced Security in start menu.
2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
3. Select Port on Rule Type >> Click Next
4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
5. Select Profile (i.e. Private, Public) >> Click Next
6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
7. Click OK to save the rule

Create Custom Store Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.
   

Conclusion

Download Jira Connector for Tableau Documentation 

Actions supported by Jira Connector

Jira Connector Examples for Tableau Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Fields

SELECT * FROM Projects

INSERT INTO Projects(ProjectKey, Name, ProjectTypeKey, LeadAccountId, AssigneeType)
VALUES ('TEST', 'Test Project', 'software', '70122:XXXXXXXX-XXXX-XXXX-XXXX-c5da8c98b9e2', 'PROJECT_LEAD)
WITH (Output=1)')

UPDATE Projects
SET Name = 'My Test Kanban Project'
   ,ProjectCategoryId = 1
WITH (ProjectIdOrKey = 'MYPRJCT', Output=1)

DELETE FROM Projects
WITH (ProjectIdOrKey = '10020', Output=1)

SELECT * FROM Users

INSERT INTO Users(EmailAddress, DisplayName, Name, Password)
VALUES ('my@user.com', 'John Doe', 'John', 'xhedkspstdadaothoua')
WITH (OUTPUT=1)

DELETE FROM Users
WITH (OUTPUT=1, accountId = ''547059:136095a0-XXXX-XXXX-XXXX-3e4c66f26551'')

SELECT * FROM Issues

INSERT INTO Issues(ProjectKey, IssueTypeName, Summary, Description)
VALUES('SMP', 'Task', 'My ticket inserted through the API', 'A description about an issue')
WITH (OUTPUT=1)

UPDATE Issues
SET Summary = 'This is my summary'
   ,Description = 'Lot''s of stuff to describe'
   ,Labels = '[ "bugfix" ]'
   ,DueDate = '2029-10-10'
WITH (IssueIdOrKey='ISSKEY', OUTPUT=1)'

DELETE FROM Issues
WITH (IssueIdOrKey='10020', OUTPUT=1)

SELECT * FROM Worklogs

INSERT INTO Worklogs(TimeSpentInSeconds, Comment, StartedAt)
      VALUES(7200,'My Comment!','2020-02-23T16:20:30.123+0000')
      WITH (IssueIdOrKey='ISSKEY-1', OUTPUT=1)

UPDATE Worklogs
SET TimeSpentInSeconds = 28800
   ,Comment='My Comment!'
   ,StartedAt='2020-01-23T16:20:30.123+0000'
WITH (IssueIdOrKey='MTK-1', WorklogId='123465', OUTPUT=1)

DELETE FROM Worklogs
WITH (IssueIdOrKey='10020', WorklogId='123465', OUTPUT=1)

Other App Integration scenarios for Jira

SSIS

SQL Server

Power BI

SSRS

Informatica

MS Access

MS Excel

SSAS

C#

Python

JAVA

SAP Crystal Reports

Azure Data Factory (ADF)

ODBC

Other Connectors for Tableau

Zendesk

Azure DevOps

ManagedEngine ServiceDesk Plus (Zoho)

FastSpring

Zoho CRM

Hubspot

Google Sheets

Stripe

YouTube

Google BigQuery

OneDrive

OData

Amazon Ads

Mailchimp

Jira

Zoho SalesIQ

Outlook Mail (Office 365)

Zoom

Cosmos DB

Shopify

Nativo

Power BI

Google Drive

SharePoint Online

Amazon MWS

ServiceNow

ElasticSearch

Google Calendar

DropBox

REST API

JSON

JSON File

XML

SOAP

XML File

JDBC-ODBC Bridge

Salesforce

CSV

Amazon S3 JSON File

Amazon S3 XML File

Amazon S3 CSV File

Azure Blob JSON File

Azure Blob XML File

Azure Blob CSV File

FTP/SFTP JSON File

FTP/SFTP XML File

FTP/SFTP CSV File

Download Jira Connector for Tableau Documentation 

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