- Welcome to this tutorial
on how to import data from Jira into eazyBI.
In the previous video, we provided an overview
of the three main steps for getting started with eazyBI,
data import, report creation and publishing.
In this video, let's take a look at the first step
how to import Jira data into eazyBI.
During data import Jira issues information
is organized in a more report friendly structure
and prepared for report creation.
You may find that someone has already imported the data
in which case you can skip this video
and go straight to the next one that covers
how to create a report.
Before we dig into imports,
it is essential becoming familiar
with the concept of eazyBI accounts.
In eazyBI you can create one or several eazyBI accounts.
In each eazyBI account import the separate set
of Jira projects and create a separate set of reports
and dashboards that are needed for those projects.
Pay attention that user access to eazyBI accounts
should be defined separately from Jira security schemas.
Give access to each eazyBI account
to select the Jira users or user groups.
Users will see only those accounts
they were given access to.
Dedicated eazyBI admins and Jira administrators
are the most powerful roles in eazyBI.
Then there are accounts specific roles
like report admin, user, and viewers.
Read more about user access roles
in the eazyBI documentation.
In this video, we will cover
the data import into one account.
Let's start.
Go to eazyBI and if you are the admin create a new account.
If not, go to an account that has already been created
and open the Source Data tab.
Add the new data source and select Jira.
If Jira is already added as a source,
you won't be able to do it one more time.
The General tab is the most important one.
It is required that you choose what project data
you want to import into this account.
Select either by project name or project category.
All other selections in the import process only define
what kind of data from those projects will be imported.
We will import Alpha, Beta and Scrum projects.
eazyBI recognizes what Jira products
are used in the selected projects,
Jira Core, Jira Software, or Jira Service Desk
and also suggest importing the relevant data
for each one of them.
Those can be sprint's, story points, or SLA's.
If you do not plan to analyze this information,
deselect it by clicking on each field name.
Now set up how frequently you want
to update data from Jira into eazyBI.
It is recommended to do a daily data import
at a specified time that falls after working hours,
let's say 4:00 a.m..
Then let your team know that each morning
the fresh data will be available in eazyBI.
Thankfully, scheduled data imports happen automatically,
no one has to wake up for them.
From here, if you only need the basic issue information,
you're ready to click the Import button.
But for this example,
let's refine the data import a bit more.
If you want to include data from other Jira apps,
click the Add-ons tab, and select what information you need.
Only Add-on apps available in your Jira
as well as are integrated with eazyBI appear in this tab.
Please read more about this in the eazyBI documentation.
We add the portfolio data.
In the Custom Fields tab
you can select the custom fields you want to analyze.
Choose how do you want to use them in your reports,
dimensions, measures and properties.
Don't worry about choosing the wrong thing.
Only valid options are available for selection.
So it's okay to just click on the field name
to add the field for the import.
If some of the fields are missing,
or you want them to import differently,
check out the eazyBI documentation
about advanced settings for custom fields.
In most cases, this is enough to complete the data import.
Let's click the Import button.
The first data import may take some time,
but regular imports are incremental and thus much faster.
Also, do not worry that someone can import data
they do not have access to.
Only issues and projects available in Jira
for the person who authorized the data import
or in other words has run the initial data import
will be imported into eazyBI.
Whenever you need to make a change to the data import,
open the screen in Edit mode, update the options
and run the import again.
Scheduled imports will automatically
include the changes you made.
After the import is completed, in the Analyze tab,
you can see the data cube Issues is created.
You can always know when the last regular data import
was run, and how fresh to import the data are.
If they are stale and you do not have access
to the Source data tab, talk to your admin.
Now everything is set up for the first report.
All dimensions and measures are available.
Before wrapping this video episode up, one question.
what kind of data is used to create reports in eazyBI?
eazyBI connects directly to the Jira database
grab data as they are and build reports.
eazyBI imports data from Jira organizes them in measures
and dimensions and then you can create reports using them.
Jira standard information is imported into eazyBI,
while data from custom fields and Jira apps
are included directly from Jira.
The correct answer is eazyBI imports data from Jira
organizes them in measures and dimensions,
and then you can create reports using them.
During this video, you learn how eazyBI data
are organized into accounts,
and how to set up a data import from Jira to eazyBI.
In the next video, we will talk about creating
a meaningful report using imported measures and dimensions.