How to use our Power BI Template

We provide a Power BI template that should get you started with visualizing some basic Jira data directly from your Snowflake database. First you will need to configure Snowflake for Jira and create an export.

Required Fields

You will need to include at least the fields listed here to make the PBI report work. You can include additional fields in the export if you wish.

Assignee Account ID
Assignee
Affects version IDs
Affects versions
Components
Components IDs
Created
Creator Account ID
Due date
Fix versions
Fix versions IDs
Issue ID
Issue Type
Issue Type ID
Linked Issues
Parent
Parent Link ID
Parent Link Key

Parent Link Project ID
Priority
Priority ID
Project ID
Project Key
Project Name
Reporter
Reporter Account ID
Resolution
Resolution ID
Sprint
Status
Status Category
Status Category ID
Status ID
Summary
Updated

Required Additional Exports

Make sure you select additional data to be exported as well.

Download the template and config file

Download the pbit template file: snowflake_for_jira_template_v4.pbit

Download the template config file: s4j_pbi_config.xml

Before opening the pbit template file in Power BI Desktop, please create the following directory on your hard drive: c:\s4j, then copy the s4j_pbi_config.xml into the newly created folder. If you need to store it somewhere else you will need to adjust each query in the PBI file.

Now edit the s4j_pbi_config.xml file to match your configuration.

CODE

<config>
    <snowflake_account_name>jra999.snowflakecomputing.com</snowflake_account_name>
    <snowflake_warehouse_name>COMPUTE_WH</snowflake_warehouse_name>
    <snowflake_database_name>JIRA</snowflake_database_name>
    <snowflake_schema_name>PUBLIC</snowflake_schema_name>
    <snowflake_issue_table>S4J_ISSUES</snowflake_issue_table>
    <snowflake_table_prefix>S4J_</snowflake_table_prefix>
</config>

Open template with PBI Desktop

Open the pbit file with PBI Desktop. You will be asked to enter credentials to connect to your Snowflake instance as defined in the config file.

After that you may need to refresh all the data in PBI.

It is possible that you see some messages to manually refresh queries, go ahead and press refresh.

You should now be ready to use the Template. You can publish the current version or modify it as needed.

If you run into issues or have further suggestions, please contact us.