├── Jira Hours Template.pbit ├── LICENSE ├── README.md └── images └── Dataset.PNG /Jira Hours Template.pbit: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/KoderLabs/jira-powerbi-template/6f057a18ac82118316203523a8ac3a9fe72858ef/Jira Hours Template.pbit -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | MIT License 2 | 3 | Copyright (c) 2021 KoderLabs 4 | 5 | Permission is hereby granted, free of charge, to any person obtaining a copy 6 | of this software and associated documentation files (the "Software"), to deal 7 | in the Software without restriction, including without limitation the rights 8 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 9 | copies of the Software, and to permit persons to whom the Software is 10 | furnished to do so, subject to the following conditions: 11 | 12 | The above copyright notice and this permission notice shall be included in all 13 | copies or substantial portions of the Software. 14 | 15 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 16 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 17 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 18 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 19 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 20 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 21 | SOFTWARE. 22 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # jira-powerbi-template 2 | A Power BI template to connect with Jira and create custom reports 3 | 4 | Jira is one of the most used tool for task/project management, but if you are a Project Manager or Executive who's team is using Jira, your biggest frustration must be that you can't summarize the data and extract meaningful information out of it, the reporting tool provided by Jira is pretty much unusable. Although, there are alot of plugins available in Jira marketplace which offer reporting capabilities but all of them are paid. You can also create Jira plugins yourselves but not everyone has a developer to get some very basic reports created. 5 | 6 | # How To Use 7 | 8 | ## Generate API Token from Atlassian 9 | 10 | 1. Login to your atlassian account. 11 | 2. Go to Account Setting page and then navigate to Security. 12 | 3. Under API Token, click on 'Create and manage API tokens'. 13 | 4. Create a new API Token and give it any name of your choice. Copy the API Token somewhere safe. 14 | 15 | ## For Power BI Desktop 16 | 17 | 1. Download the template file to your computer. 18 | 2. Open the file in Power BI Desktop by double clicking on the template file. 19 | 3. A popup will appear asking for the URL and Project 20 | 4. Type in the URL for your JIRA Cloud, for e.g. https://yourcompanyname.atlassian.net. 21 | 5. Type in the Project initials if you want to fetch issues for one project only. Put a asterik * in Project parameter if you wish to fetch all projects. 22 | 6. Click Load, after some processing, a popup will appear asking for credentials. Choose Basic authentication and type in your email address as Username and the API token as your password. 23 | 7. Hit enter and it will start to load all the data from your Jira account to your report. 24 | 25 | # Report's Dataset 26 | 27 | Two tables will be created as part of this report, 28 | 29 | ### 1. Issues 30 | This table has all the columns that Jira has for an issue. 31 | 32 | ### 2. Worklogs 33 | This table has all the Worklogs logged by the users against any issue. This table has one-to-many relationship with the Issues table. 34 | 35 | ![](images/Dataset.PNG) 36 | 37 | **Note: The dataset is not realtime, so everytime you are generating a report, you will have to manually refresh the data** 38 | 39 | # Sample Out-of-the-box Reports 40 | 41 | The sample reports which already part of the template are the most common problem I personally faced every week/month related to logged hours by members. 42 | 43 | # Idea Credit 44 | 45 | The basic idea of this project was taken from [Power BI Content Pack](https://powerbi.microsoft.com/en-us/blog/explore-your-jira-data-with-power-bi/) which was available in Power BI Apps, but was then removed. This template uses a modified version of the code from that content pack. 46 | Updates include, 47 | * Version update of the API used 48 | * Addition of Worklogs table 49 | * Inclusion of all the fields available for an issue. 50 | -------------------------------------------------------------------------------- /images/Dataset.PNG: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/KoderLabs/jira-powerbi-template/6f057a18ac82118316203523a8ac3a9fe72858ef/images/Dataset.PNG --------------------------------------------------------------------------------