Executive Reports - Jira Work Management
Configuring Work Management
Create only ONE Data Source for the Executive Reports by following Steps THREE and FOUR below to configure the Work Management Data Source Items.
To LIMIT the total amount of data for the executive reports, set the filter as appropriate. As shown, the executive reports will be limited to Software type projects and all data after January 01, 2023.
Provide the NAME and URL of this 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 - Parent Issues
Configure Parent Issues
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 - Projects
Configure Projects
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 - Time In Status
Configure Issue Time In Status
Configure the Section as Shown
PowerBI Connector Configuration - Users
Configure Issue Time With Assignee
Configure the Section as Shown