PowerBI Connector Configuration - Jira Work Management
Configuring Work Management
For EACH Project, create a SEPARATE Data Source, by following Step ONE and TWO of the directions below to configure the Work Management Data Source Items.
Use the FILTER option, as shown "Projects" to select the project for EACH Project Data Source created.
For EACH Project Data Source Created, provide the NAME and URL of EACH Data Source to your poweReport Professional Advisor.
PowerBI Connector Configuration - Issues
Configure Issues
Configure the Section as Shown
PowerBI Connector Configuration - Issue Effort
Configure Issue Effort
Configure the Section as Shown
PowerBI Connector Configuration - Custom Fields
Configure Custom Fields
The following Custom Fields are REQUIRED for the basic reports to be functional:
- Client or Customer - Simple Text-based field
- Product - Simple Text-based field
- Start Date - The PLANNED Start Date - Date or Date-Time Format - NECESSARY for Planning & Roadmap Reports
- Source - The origin of an Issue
- Story Points - Effort Points - Numeric Field
- Thematic Category - Simple Text-based field
PowerBI Connector Configuration - Issue Worklogs
Configure Issue Worklogs
Configure the Section as Shown
PowerBI Connector Configuration - Issue Statuses
Configure Issue Statuses
Configure the Section as Shown
PowerBI Connector Configuration - Issue Types
Configure Issue Types
Configure the Section as Shown
PowerBI Connector Configuration - Histories
Configure Histories
Configure the Section as Shown
PowerBI Connector Configuration - Projects
Configure Projects
Configure the Section as Shown
PowerBI Connector Configuration - Project Components
Configure Project Components
Configure the Section as Shown
PowerBI Connector Configuration - Issue Components
Configure Project Components
Configure the Section as Shown
PowerBI Connector Configuration - Versions
Configure Versions
Configure the Section as Shown
PowerBI Connector Configuration - Issue Fix Versions
Configure Issue Fix Versions
Configure the Section as Shown
PowerBI Connector Configuration - Issue Affect Versions
Configure Issue Affect Versions
Configure the Section as Shown
PowerBI Connector Configuration - Time In Status
Configure Issue Time In Status
Configure the Section as Shown
PowerBI Connector Configuration - Time With Assignee
Configure Issue Time With Assignee
Configure the Section as Shown
PowerBI Connector Configuration - Users
Configure Issue Time With Assignee
Configure the Section as Shown