Data visualization: Import project information from Jira to Power BI

Alpha Serve
Mar 3, 2022 5:30:00 PM

Getting your projects' information out of Jira as a report it's something other teams will appreciate, specifically if those project reports are interactive. Those teams outside Jira usually use specific data visualization software and are at managerial, analyst, or outsourced positions. In this case, we'll show how to tight this collaboration and import project information from a large Jira project portfolio into Power BI, using two Atlassian Marketplace apps.

Projectrak is an app for Jira that helps store information about Jira projects. Therefore, adding it as a data source to your Microsoft Power BI instance will ease the project portfolio visualization with just a glance and facilitate further Jira data processing. Here's when the Power BI Connector for Jira gets the job done:

Overcoming Jira project data visualization limitations

Thousands of agile teams use Jira to streamline software development, which positions it as one of the most predilect project management tools. This means the platform itself is a valuable data source for companies to track ongoing processes, assess business efficiency and develop target-oriented strategies for the future.

However, Jira has limited reporting options: natively, it includes Agile reports for Scrum and Kanban teams, forecast and management information, and issue analysis reports.
Using Jira’s reporting features, you can effectively analyze project progress based on issue tracking, manage their time, and predict future performance. Getting real-time insights for Scrum, Kanban, and other Agile methodologies are also possible. However, if you want to dig deeper, exporting that information to a business intelligence (BI) tool would be advisable for better analysis.

How Projectrak provides data sourcing for business analytics and reporting

The apps from the Atlassian Marketplace are functionalities made to extend Jira functionalities. Amongst them, Projectrak surfaces as an advanced project tracking solution for Jira, which allows its users to get better control over the large project portfolios and make decisions based on the data relevant for their businesses.
Basically, this app provides a series of preconfigured fields organized within a layout, add properties for your projects, such as status, delivery date, or priority, to better track them, and visualize your project portfolio in one place, which allows you to track the project information you need to control without further configuration, and creating Jira Dashboards for multiple projects.

Projectrak also adds additional project information functionalities and makes Jira more seamless and efficient. E.g., the "Paragraph fields" give a wide range of text editions, making them more dynamic by inserting tables and highlighting text (using different colors, or using bold, italic, or underlined formats). Projectrak's optimized search engine allows performing dynamic project searches using PQL functions, specifying standards such as different fields, by the lack of them, and by including Jira properties such as the key, URL, and/or description. Moreover, Projectrak’s data itself may be a valuable data source for future project analysis and planning in the same Jira by the means of Jira Dashboards.

 

As the app helps structure Jira projects by different categories, exporting this information into a BI platform will allow building informative visualization reports for projects and across them without making additional changes.

For instance, if the executives need a financial report with project statistics and visualize it as a chart, you'll either need to select the suitable data and organize it manually or just use Projectrak to facilitate the process. Adding fields such as "Project Budget," "Estimated Project Cost," "Time Spent," "Technology," etc., will be enough to control de information, then embed them into a layout, and then import them into a BI tool, and voilá.

9 Reasons why Microsoft Power BI is a great tool for data analytics

Choosing a BI tool is an important decision to make. By looking at the tool market, the Microsoft Power BI platform is the most popular, and not in vain. Advertised as a comprehensive data analysis tool that allows visual representation of the data to be analyzed or converted into understandable visuals for professionals, it's a full-circle solution for data analytics, as you might see in the following example:

Why Microsoft Power BI is a great tool for data analytics

However, it has several benefits as follows:

  1. Power BI is a cloud-based tool, which means that no capital expenditure or infrastructure is needed to support it and it can be accessed from any place.

  2. The tool integrates seamlessly with other Microsoft applications (like Excel, Azure, and Office 365).

  3. The platform’s information dashboards can be customized to meet the exact need of any business.

  4. Allows to set up automatic data refresh and publishing reports to keep yourself and your team always informed of the company's stats.

  5. It doesn't require specialized technical skills or knowledge.

  6. Power BI uses in-memory analysis technology and DAX scripting language that ensure the platform’s simplicity and performance. It allows to take advantage of the latest advances in Microsoft AI to prepare data, build machine learning models, and find insights quickly from both structured and unstructured data, including text and images.

  7. Support from the Microsoft Power BI development teams. They help to integrate the environment seamlessly with advanced cloud services like Cognitive Services, Cortana, or Bot framework, and solve any other issues.

  8. Third-party security solutions to protect your data is guaranteed.Microsoft Cloud App Security is available for Power BI users to extend data loss prevention and governance. It's possible to control sensitive data through BYOK (bring your own key) and better protect your organizational data by using Power BI security with service tags, Azure Private Link, and (coming soon) Azure Virtual Network.

  9. Power BI Desktop is free to use and Power BI Pro is available for a low monthly price per user.

The solution: Integrating Power BI Connector for Jira and Projectrak

Creating new properties for projects, such as status, delivery date, or priority, is one of the key features of Projectrak, which help categorize projects for better control, and it happen those are crucial for business analytics purposes.

Given Power BI is used to track KPIs and performance, when building reports, it's crucial to consider all project attributes. That's why Projectrak information together with Jira's is important exported it into Power BI to exploit it at best for business analytics.

Adding Projectrak to the range of other apps Power BI Connector for Jira supports, allows users to utilize a single solution to integrate Jira with Power BI and export all the necessary data easily with one app.

What's the best option to export Projectrak data from Jira to Power BI?

The best way to export Projectrak data into Power BI is by choosing a connector for Jira that serves as a bridge to export the project information from Jira's Projectrak, to Microsfot Power BI, and the Power BI Connector for Jira, developed by Alpha Serve, an authorized Atlassian Gold Marketplace Partner, is a great option.

The Power BI Connector for Jira allows you to quickly import any Jira data to Microsoft Power BI (including default and custom fields such as History, Worklogs, Sprints, and third-party Atlassian apps data) for further analysis. Its user-friendlyness doesn't require Jira administrator skills, and any other specific knowledge to start using it.

This app helps to create several Jira data sources by many means such as: by specific data picking using Jira Query Language (JQL), using not only basic filters but also any Jira Work Management, Jira Software, and Jira Service Management fields and tables; it and also allows to export data from third-party Jira apps, like Tempo Timesheets, Tempo Planner, and, of course, Projectrak.
It's also quite relevant to say the Power BI Connector for Jira has been among the first Atlassian Maketplace apps to get the Atlassian Cloud Fortified status as well as Projectrak.

Installing Power BI Connector for Jira

Installing the app Power BI Connector for Jira is simple, access the Jira Manage apps section, press dot ( . ) on your keyboard, and type “Find new apps” in the search box. Once on the Jira marketplace page, find “Power BI Connector for Jira Alpha Serve” by using the searching machine. Then choose the option that best suits you: get a 30-day free trial license or purchase the app.

lpha Serve's Power BI Connector for Jira Atlassian MarketplaceHow the Alpha Serve's Power BI Connector for Jira Atlassian Marketplace listing looks.

Once the installation wizard starts, you'll find support throughout the process; once finalized, access Power BI Connector for Jira from the main navigation menu of Jira. Click "Apps" → "Power BI Connector for Jira." Another option is to access Jira's Manage apps section.
Alternatively, it's also possible to install Power BI Connector for Jira directly from Atlassian Marketplace.

Export Projectrak project information from Jira to Microsoft Power BI

Exporting Projectrak data using Power BI Connector for Jira is painless. You will only need to select suitable fields and that would be it.

But first, the Jira Administrator needs to perform a necessary action. It's required to add a unique Projectrak API key:

  1. Access Projectrak's "Settings" and choose the "API Integrations" option.
  2. Chose the "Create API Key" button, enter the API key name, and save the settings.
  3. Copy the "API key ID" and the "API key."
  4. Paste it in the Projectrak field available in the "Power BI Connector" > "Administration".

For further information, check the Power BI Connector for Jira documentation.

Once the keys are added, all users with the proper permissions will select Projectrak fields to configure the information to export from Jira to Power BI. It should look as it follows:

Configuring Projectrak as a data source to export from Jira to Microsoft Power BI using the Power BI Connector for Jira.Configuring Projectrak as a data source to export from Jira to Microsoft Power BI using the Power BI Connector for Jira.

 

And here's the final look of how the Jira project portfolio information from Projectrak could be displayed once exported to Microsoft Power BI using the Power BI Connector for Jira:

Project information in Power BI from Jira's Projectrak

The importance of tracking project information visually 

Data analysis is key for success in today's highly competitive world, no matter what kind of business you are doing. That's why companies aimed to grow and operate more effectively use business intelligence solutions to process all the available information. These tools use artificial intelligence to analyze data and assist business owners in making better decisions.
Power BI stands out as one of the most popular platforms for these purposes: It's easy to use and helps visualize all the data, getting further insight about what's going on in the company and the best possible outcome.

Jira is widely used for software development teams as an issue tracking and project management tool; therefore, it's a very informative data source for any business.
Adding Atlassian Marketplace apps as data sources in Power BI will give a more comprehensive data landscape, focusing on the information that matters the most for business.

Using Projectrak, you'll be able to create specific and highly informative business-oriented reports based on the information of your projects, directly from where the job happens (Jira).

The best way to import Jira's Projectrak information to Microsoft Power BI is to use the Power BI Connector for Jira from Alpha Serve; this integration allows users with appropriate rights to consistently make the right business decisions.

Get your Jira project information into Power BI

Get your Jira project information into Power BI

If you need to adapt the visualization of your project portfolio analytics from Jira to Power BI, this is almost a tailor-made solution for you.

Go to the Atlassian Marketplace and get Projectrack to enrich your project information in Jira, and bring it to Power BI by using the Power BI Connector for Jira.

Click on the button below, and get to know all the project reporting possibilities you can get with Projectrak for Jira Cloud. 

PROJECTRAK FOR JIRA CLOUD

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