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Import Jira Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access Jira data. In this article, you will use the OData format to import Jira data into Microsoft Power Query.
The API Server, when paired with the ADO.NET Provider for Jira (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query Jira data. This article details how to import an OData feed of Jira data into Microsoft Power Query.
About Jira Data Integration
CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:
- Gain bi-directional access to their Jira objects like issues, projects, and workflows.
- Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
- Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.
Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.
Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Set Up the API Server
Follow the steps below to begin producing secure Jira OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Jira
After you deploy the API Server and the ADO.NET Provider for Jira, provide authentication values and other connection properties needed to connect to Jira by clicking Settings -> Connections and adding a new connection in the API Server administration console.
To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.
You can then choose the Jira entities you want to allow the API Server access to by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Connect to Jira Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.
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You can now access Jira data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
