Jira Connector for Tableau

In this article you will learn how to integrate Jira data in 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 Documentation

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ZappySys ODBC PowerPack.

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

  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

    ZappySys Data Gateway - Add Data Source

  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
    ODBC DSN Template Selection

  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.

    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...
    ODBC DSN HTTP Connection Configuration
    Steps to get Jira Credentials
    Copy below URL and open in browser to see instructions about creating PAT (Personal Access Token) to access JIRA data using API.

    https://confluence.atlassian.com/enterprise/using-personal-access-tokens-1026032365.html

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

    JiraDSN
    Jira
    Personal Access Token (PAT) Authentication [Http]
    https://[$Subdomain$].atlassian.net/rest/api/3
    Required Parameters
    Subdomain Fill in the parameter...
    Token (PAT Bearer Token) Fill in the parameter...
    Optional Parameters
    CustomColumnsRegex Fill in the parameter...
    ODBC DSN HTTP Connection Configuration

    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 (**Must change API Base URL to V3 OAuth**) [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...
    ODBC DSN Oauth Connection Configuration

  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:
    ODBC ZappySys Data Source Preview

  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:
    SSMS SQL Server Configure Linked Server

  2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
    SSMS SQL Server Configure Linked Server User Name

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

    RPC and MSDTC Settings

    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');

    SSMS SQL Server Query Data Results

Create Linked Server using Code

In previous section you saw how to create a Linked Server from UI. You can do similar action by code too (see below). Run below script after changing necessary parameters. Assuming your Data Source name on ZappySys Data Gateway UI is 'JiraDSN'

    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''
    ---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
    , @provider=N'SQLNCLI11'
    ---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
    --, @provider=N'MSOLEDBSQL'
    , @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): Tableau connect to SQL Server
  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: Create data source in Tableau
  5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard: Create data source in Tableau

Passing Parameters to Jira calls in Tableau (Dynamic SQL)

Now let's look at scenario where you have to pass parameters to build Dynamic Dashboard. You can try to insert Parameters in your Direct SQL when you build Dynamic SQL but we found some issues with that so we are going to suggest Stored Procedure approach. For more information on Known issue on Dynamic Metadata Check this post.
  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. Parameterize Tableau Jira datasource (Stored Procedure Parameters)
  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. Allow Tableau Parameter selection from multiple values
  6. When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value. Tableau Dashboard Example - REST API Source with Parameterized Datasource

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.

Method-1 (Preferred)

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). Allow Inbound Traffic - Add Firewall Rule for ZappySys Data Gateway

Method-2 Here is another way to add / edit Inbound Traffic rule in windows firewall. Use below method if you choose to customize your rule (for advanced users).
  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
SQL Server Firewall Allow Inbound Data Gateway

Advanced topics

Create Custom Stored 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 Stored 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:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored 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>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored 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';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored 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''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

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:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  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'

    ZappySys Driver - Create Custom Table

  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"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored 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''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by Jira Connector

Jira Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 Read Resources
   [Read more...]
 Read Fields
   [Read more...]
Parameter Description
 Read Custom Fields
   [Read more...]
Parameter Description
CustomColumnsRegex Enter regular expression for custom columns which you like to output. Use Pipe to type keys (internal names for columns). You can use Regex too (e.g. field_100\d+ )
 Read Issue Types
   [Read more...]
 Read Users
   [Read more...]
Parameter Description
 Create User
   [Read more...]
 Delete User
   [Read more...]
Parameter Description
AccountId
 Read Projects
   [Read more...]
 Create Project
   [Read more...]
 Upsert Project
   [Read more...]
Parameter Description
ProjectIdOrKey
 Delete Project
   [Read more...]
Parameter Description
ProjectIdOrKey Project ID or Key, uniquely representing a project
EnableUndo
 Read Issues
   [Read more...]
 Create Issues
   [Read more...]
 Update Issue
   [Read more...]
Parameter Description
IssueIdOrKey Enter Issue ID or Key
NotifyUsers Whether a notification email about the issue update is sent to all watchers. Possible values: true, false
Option Value
true true
false false
OverrideScreenSecurity Whether screen security should be overridden to enable hidden fields to be edited. Possible values: true, false
Option Value
true true
false false
OverrideEditableFlag Whether screen security should be overridden to enable uneditable fields to be edited. Possible values: true, false
Option Value
true true
false false
 Delete Issue
   [Read more...]
Parameter Description
IssueIdOrKey Enter Issue ID or Key
 Read Worklogs
   [Read more...]
Parameter Description
Issue Key(s) or Ids - Comma Separated (PRJA-10,PRJA-13) Use comma separated IDs or Keys for Issues. 1000 ids max or JIRA internal limit for Payload.
 Create Worklog
   [Read more...]
 Update Worklog
   [Read more...]
Parameter Description
IssueIdOrKey
WorklogId
 Delete Worklog
   [Read more...]
Parameter Description
IssueIdOrKey
WorklogId
 Read Comments
   [Read more...]
Parameter Description
Issue Key(s) or Ids - Comma Separated (PRJA-10,PRJA-13) Use comma separated IDs or Keys for Issues. 1000 ids max or JIRA internal limit for Payload.
 Read Changelogs
Returns a paginated list of all changelogs for an issue sorted by date, starting from the oldest. OAuth scopes required: read:issue-meta:jira, read:avatar:jira, read:issue.changelog:jira    [Read more...]
Parameter Description
IssueId Or Key
 Read Changelog Details
Returns a paginated list of all changelogs and fields updated for an issue sorted by date, starting from the oldest. OAuth scopes required: read:issue-meta:jira, read:avatar:jira, read:issue.changelog:jira    [Read more...]
Parameter Description
IssueId Or Key
 Read Changelogs by IDs
Returns changelogs for an issue specified by a list of changelog IDs. OAuth scopes required: read:issue-meta:jira, read:avatar:jira, read:issue.changelog:jira    [Read more...]
Parameter Description
IssueId Or Key
Comma Separated ChangeLog Ids
 Get custom field contexts
Returns a paginated list list of contexts for a custom field. OAuth scopes required: read:field:jira, read:custom-field-contextual-configuration:jira    [Read more...]
Parameter Description
FieldId
 Get custom field context options
Returns a paginated list of all custom field option for a context. Options are returned first then cascading options, in the order they display in Jira. OAuth scopes required: read:field.option:jira    [Read more...]
Parameter Description
FieldId
ContextId
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

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.

List issues    [Read more...]

Lists all issues

SELECT * FROM Issues

List a single issue by Id    [Read more...]

select * from Issues Where Id=10001

List a single issue by Key    [Read more...]

List a single issue by Key or Numeric Id.

SELECT * FROM Issues WITH(Key='CS-1')

List multiple issues by Id or Key    [Read more...]

List multiple issues by comma separated Key(s) or Numeric Id(s).

SELECT * FROM Issues WITH(Key='CS-1, CS-2, 10003, 10004')

List all issues for a specific project    [Read more...]

List all issues for a specified project code.

SELECT * FROM Issues WITH(Project='CS')

Search issues using Advanced JQL query expression    [Read more...]

List issues using JQL query expression

SELECT * FROM Issues WITH (Jql='status IN (Done, Closed) AND created > -5d' )
/*
Useful links:
  https://support.atlassian.com/jira-work-management/docs/jql-fields/
  https://www.atlassian.com/software/jira/guides/jql/tutorials#advanced-search
  https://www.atlassian.com/blog/jira/jql-the-most-flexible-way-to-search-jira-14
  
Other Possible JQL expressions:

Ids (IN):       key IN(10001, 10002, 10003);
Keys (IN):       key IN(CS-1, CS-2, CS-3);
Projects (IN):       project IN(PROJ1, PROJ2, PROJ3);
Status (EQUAL):       status='Done';
Date (Expression 1):       created >=-5d;
Date (Expression 2):       created >=startOfMonth() AND created <=now();
Date (Expression 3):       created >=startOfYear() AND created <=startOfDay();
Date (Static):       created >= 2008/12/31;
Date (Static with time):       created >= 2008/12/31 23:59;
Project and Status (AND + IN):       project=CS AND status NOT IN ('Done', 'Open', 'Closed');
Assignee and Created Date:    assignee is NOT EMPTY and created < -1d;
Text (Contains - Fuzzy):       Summary ~ 'some words' OR description ~ 'some words';
Text (Contains - Fuzzy Wildcard):       Summary ~ 'some*' OR description ~ 'some*';
Text (Contains - Exact):       Summary ~ '\"exact words\"' OR description ~ '\"exact words\"';
Text (Does Not Contain - Fuzzy):       Summary !~ 'some words' OR description !~ 'some words';
Empty OR Null:   fixVersion is empty OR fixVersion is null;
Is Not Empty OR Is Not Null:    fixVersion is not empty OR fixVersion is not null;
WAS Operator (previous value):       status WAS "Resolved" BY (jsmith,srogen) BEFORE "2019/02/02";
WAS IN Operator:   status WAS IN ("Resolved", "In Progress");
WAS NOT IN Operator:    status WAS NOT IN ("Resolved", "In Progress");
WAS + BY + DURING (date range):       status WAS "Resolved" BY (jsmith,srogen) DURING("2019/02/02", "2020/02/02");
CHANGED operator:    assignee CHANGED;
CHANGED operator (multiple):       status CHANGED FROM "In Progress" TO "Open"

*/

INSERT Issue    [Read more...]

Inserts a single issue to a particular project

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 Issue    [Read more...]

Updates an issue

UPDATE Issues
SET Summary = 'This is my summary'
   ,Description = 'Lot''s of stuff to describe'
   ,Labels = '[ "bugfix" ]'
   ,DueDate = '2029-10-10'
--WHERE Id=1234   
--WHERE Id='ISSKEY'   
WITH (
	IssueIdOrKey='ISSKEY', --or use Id in where clause 
	Output=1,
	NotifyUsers=0,
	OverrideScreenSecurity=0,
	OverrideEditableFlag=0,
	ContinueOn404Error=0
)'

UPDATE / Insert Issue with Custom Fields    [Read more...]

Updates or Insert an issue with custom fields of various types (dropdown, radio, textarea .. so on)

UPDATE Issues
SET customfield_10050='[{"value":"AAA"},{"value":"BBB"}]'	--CUSTOM Checkboxes (Must use Raw JSON)
,customfield_10051='2020-12-31'	--CUSTOM Date
,customfield_10052='2020-12-31T23:59:59'	--CUSTOM DateTime

--Custom Dropdown / Radio fields
,customfield_10048_value='BBB'	--CUSTOM Dropdown (Using value - i.e. item label)
--OR--
--,customfield_10048_id='10022'	--CUSTOM Dropdown (Using id - i.e. item id)
--OR
--,customfield_10048='{"value":"BBB"}'	--CUSTOM Dropdown (Using Raw value)

,customfield_10053='["bugfix","test"]'	--CUSTOM Labels (Must use Raw JSON)
,customfield_10057='[{"value":"AAA"},{"value":"BBB"}]'	--CUSTOM Listbox Multiselect (Must use Raw JSON)
,customfield_10049=123455555.123	--CUSTOM Number
,customfield_10054_text='Long string...line-1 
	Long string... line-2 
	Long string... line-3'	--CUSTOM Paragraph

,customfield_10055_value='BBB'	--CUSTOM Radio
--OR
--,customfield_10055_id='10023'	--CUSTOM Radio

,customfield_10058='https://zappysys.com'	--CUSTOM Url
,customfield_10059='{"accountId":"5dd64082af96bc0efbe55103","displayName":"System"}'	--CUSTOM User --accountId=5dd64082af96bc0efbe55103
,customfield_10060='Custom text single line'	--CUSTOM text single line 
--WHERE Id=10000
WITH (
	IssueIdOrKey='ISSKEY', --or use Id in where clause 
	Output=1,
	NotifyUsers=0,
	OverrideScreenSecurity=0,
	OverrideEditableFlag=0,
	ContinueOn404Error=0
)

--For INSERT use same values with same fields like below. For Insert you do not have to specify Id or Key
--INSERT INTO Issues(ProjectKey, IssueTypeName, Summary, Description, customfield_10050,....., customfield_10060) 
--VALUES ('SMP', 'Task', 'My ticket inserted through the API', 'A description about an issue', '[{"value":"AAA"},{"value":"BBB"}]' ,... 'Custom text single line')

'

UPDATE multiple Issues matching with JQL search query    [Read more...]

Updates multiple issues which match with certain condition (JQL). Adding Where 1=1 or some other WHERE condition invokes Lookup endpoint (refer to other example to learn about JQL - see Search issues using Advanced JQL query expression)

UPDATE Issues
SET Summary = 'This is done on <<fun_now>>'
Where 1=1
WITH (jql='status=done' , ContinueOn404Error=0)
--WITH (jql='key in(10001, 10002, 10003)' , ContinueOn404Error=0)
--WITH (jql='key in(CS-1, CS-2, CS-3)', ContinueOn404Error=0)

DELETE Issue    [Read more...]

Deletes a single issue

DELETE FROM Issues
WITH (IssueIdOrKey='10020', OUTPUT=1, ContinueOn404Error=0)

DELETE multiple Issues matching with JQL search query    [Read more...]

Delete multiple issues which match with certain condition (JQL). Adding Where 1=1 or some other WHERE condition invokes Lookup endpoint (refer to other example to learn about JQL - see Search issues using Advanced JQL query expression)

DELETE FROM Issues
Where 1=1
WITH (jql='status=done' , ContinueOn404Error=0)
--WITH (jql='key in(10001, 10002, 10003)' , ContinueOn404Error=0)
--WITH (jql='key in(CS-1, CS-2, CS-3)', ContinueOn404Error=0)

List comments for all issues    [Read more...]

List comments for all issues

SELECT * FROM Comments

List comments for a specific issue Issue Key or Id    [Read more...]

List comments for a specific issue

SELECT * FROM Comments Where IssueId=10003 --OR WITH(Key='10003')

List comments for a specific issue by Key    [Read more...]

List comments for a specific issue by key

SELECT * FROM Comments WITH(Key='CS-1')

List comments for issues (search by JQL)    [Read more...]

List all comments for issues returned from a JQL search expression (refer to previous example to learn about JQL - see Search issues using Advanced JQL query expression)

SELECT * FROM Comments WITH (Jql='status IN (Done, Closed) AND created > -5d' )

List fields    [Read more...]

Lists all fields that are used and available in issue entity

SELECT * FROM Fields

List projects    [Read more...]

Lists all available projects

SELECT * FROM Projects

List worklog entries for a specific issue by Id or Key    [Read more...]

List all worklog entries for a specific issue

SELECT * FROM Worklogs Where IssueId=10003 --WITH(Key='10003')

List worklogs for issues (search by JQL)    [Read more...]

List all worklogs (time entries) for issues returned from a JQL search expression (refer to previous example to learn about JQL - see Search issues using Advanced JQL query expression)

SELECT * FROM Worklogs WITH (Jql='status IN (Done, Closed) AND created > -5d' )

INSERT Project    [Read more...]

Inserts a single project

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 Project    [Read more...]

Updates a single project

UPDATE Projects
SET Name = 'My Test Kanban Project'
   ,ProjectCategoryId = 1
WITH (ProjectIdOrKey = 'MYPRJCT', Output=1, ContinueOn404Error=0)

DELETE Project    [Read more...]

Deletes a single project

DELETE FROM Projects
WITH (ProjectIdOrKey = '10020', Output=1, ContinueOn404Error=0)

List users    [Read more...]

Lists all available users

SELECT * FROM Users

INSERT User    [Read more...]

Inserts a single user

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

DELETE User    [Read more...]

Deletes a single user

DELETE FROM Users
WITH (OUTPUT=1, accountId = '547059:136095a0-XXXX-XXXX-XXXX-3e4c66f26551', ContinueOn404Error=0)

List worklogs    [Read more...]

Lists all worklogs from all issues

SELECT * FROM Worklogs

INSERT Worklog    [Read more...]

Inserts a single worklog to a particular issue

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

UPDATE Worklog    [Read more...]

Updates a worklog

UPDATE Worklogs
SET TimeSpentInSeconds = 28800
   ,Comment='My Comment!'
   ,StartedAt='2020-01-23T16:20:30.123+0000'
WITH (IssueIdOrKey='MTK-1', WorklogId='123465', OUTPUT=1, ContinueOn404Error=0)

DELETE Worklog    [Read more...]

Deletes a single worklog of an issue

DELETE FROM Worklogs
WITH (IssueIdOrKey='10020', WorklogId='123465', OUTPUT=1, ContinueOn404Error=0)

Update Custom Option Field (Dropdown/Radio)    [Read more...]

This example shows how to update a custom field of an issue by Option Value or Id (Of option entry item)

--(By value)        
UPDATE Issues 
SET customfield_10048_value ='BBB' --supply value (label) of dropdown/radio
WITH (IssueIdOrKey='10020')

--OR-- (By item ID)

UPDATE Issues 
SET customfield_10048_id =10023 --supply id of dropdown/radio item
WITH (IssueIdOrKey='10020')

--OR-- (Raw id)

UPDATE Issues 
SET customfield_10048='{"id":"10023"}' --supply raw json
WITH (IssueIdOrKey='10020')

--OR--  (Raw value)
UPDATE Issues 
SET customfield_10048='{"value":"BBB"}' --supply raw json
WITH (IssueIdOrKey='10020')

--OR--  (set null)

UPDATE Issues 
SET customfield_10048 =null 
WITH (IssueIdOrKey='10020')

Update Custom Multi Select / User / Team fields (RAW Json Update)    [Read more...]

This example shows how to update a custom field of type array or other complex fiels like user

UPDATE Issues 
SET customfield_10048='[{"value":"AAA"}, {"value":"CCC"}]' --supply raw json
WITH (IssueIdOrKey='10020')

--OR-- 

UPDATE Issues 
SET customfield_10048 =null --set to null
WITH (IssueIdOrKey='10020')

Conclusion

In this article we discussed how to connect to Jira in Tableau and integrate data without any coding. Click here to Download Jira Connector for Tableau and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Jira Connector for Tableau Documentation 

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Download Jira Connector for Tableau Documentation

  • How to connect Jira in Tableau?

  • How to get Jira data in Tableau?

  • How to read Jira data in Tableau?

  • How to load Jira data in Tableau?

  • How to import Jira data in Tableau?

  • How to pull Jira data in Tableau?

  • How to push data to Jira in Tableau?

  • How to write data to Jira in Tableau?

  • How to POST data to Jira in Tableau?

  • Call Jira API in Tableau

  • Consume Jira API in Tableau

  • Jira Tableau Automate

  • Jira Tableau Integration

  • Integration Jira in Tableau

  • Consume real-time Jira data in Tableau

  • Consume real-time Jira API data in Tableau

  • Jira ODBC Driver | ODBC Driver for Jira | ODBC Jira Driver | SSIS Jira Source | SSIS Jira Destination

  • Connect Jira in Tableau

  • Load Jira in Tableau

  • Load Jira data in Tableau

  • Read Jira data in Tableau

  • Jira API Call in Tableau