Edit import options
eazyBI for Jira
As your reporting needs change, your reports might need data that is not included in the initial import. Import options define which data eazyBI imports and how often. If you need to import different source objects or change frequency, eazyBI users with admin roles can revisit the import options page at any time.
Import options might differ between different data sources. Please visit the specific documentation pages for source file import, REST API source application, and SQL selects.
Whenever needed, you can change the import options – select other source objects or custom fields, adjust the import frequency, and more. For that, go to the Source Data tab and click Edit to open the import options screen.
When import options are modified, click Import to start a manual data import with the applied changes, or click Save to save them for later (the new options will be applied during the next regular import).
On this page:
Data import and import status
In the Source Data tab, you will see the current status of the import background job, as well as additional information: when the data cube was created, items imported into this cube and a user whose credentials are used to authorize the data import. You can also download the log file for the last import for each source application (this option is available from More actions → Last import log).
Option to download the last import log available on the Cloud, since eazyBI version 9.0.
In the Status column, you will see how many issues have been imported so far, which helps estimate completion time.
Some data problems might not stop the import, but they are displayed in the import status warning message and in the import log file. The warnings remain visible to the user until they are manually dismissed. If you see such a warning, check whether you can fix the data, dismiss the warning, and rerun the import to complete the import.
If the scheduled data import fails with an error, data will not be successfully imported. eazyBI automatically tries to reimport the data 10 minutes after the failure and repeats this attempt 9 more times. Note that the import itself might take some time until it fails, and eazyBI starts reimporting data 10 minutes later. After the 10th unsuccessful import attempt, a notification email would be sent to the eazyBI account's owner and the user who authorized data import from the data source.
When data import fails with an error or warning, go to Source Data, read the full error message, and follow the steps to fix the data import.
Incremental import
After each successful import, eazyBI will store a timestamp for processed items.
During a regular data import (manual or automatic), eazyBI will import only items that have been created, updated, or deleted since the last import. Incremental data imports are much faster than the initial import.
If you change import options (for example, add an additional dataset or select additional custom fields), eazyBI will force a full re-import of all items for the selected data sets.
The user can initiate the incremental import by manually pressing the Import button from the Source Data screen. By default, the Source Data page is available only to eazyBI account users with the data roles of Owner, User admin, and Data admin.
Regular import frequency
Import frequency varies between different eazyBI products and source applications.
Scheduled imports are incremental; only the changes since the last import are imported. Specify how frequently you would like to import data.
- Default (every day): next import is 24 hours after the previous successful import.
- No regular import: eazyBI won't automatically refresh data, but you can manually run a data import.
- Daily at a specific time: perform data import at a specific time of day in the selected time zone.
- Custom cron schedule: specify a customized schedule using a cron expression. On Cloud, you can describe the frequency in your own words (for example, "every Monday at 9 am"), and our AI assistant will transform it into a correct cron expression. In eazyBI for Jira Data Center (starting with version 9.0), you must enter a precise definition of a cron expression.
In Cloud, the allowed import frequency for scheduling is once per day. Custom source apps support incremental imports up to every hour. In the Data Center and Private eazyBI, imports can be scheduled more often, up to every 10 minutes.
Between scheduled imports, you can also import data manually at any time by clicking the Import button in the eazyBI Source Data tab.
If you have multiple eazyBI accounts, the sequence for pulling data in for them would be the same as the sequence in which these accounts last successfully completed an import.
Configure Time dimension
You can specify the time zone [1], the first day of the week [2], and non-working days [3] [4] of the Time dimension from the Additional options tab.
You can use only one time zone in each eazyBI account. The Time dimension’s time zone will be used to determine the date member in the Time dimension when importing measures and properties representing dates and timestamps. If no time zone is specified, the default Server time zone is used.
Specifying the timezone converts all dates and timestamps during import.
The first day of the week [2] is used for the Time dimension Weekly hierarchy and also the Week Day dimension.
Non-working days (standard non-working days of the week and additional non-working days/holidays) will be used to calculate the new workdays measures – Average resolution workdays, Average age workdays, Workdays in transition status, Average workdays in transition status. Non-working days of the Time dimension will also be used by the DateDiffWorkdays and DateAddWorkdays MDX functions as the default non-working days argument.
If you have a long list of additional non-working days [4], then you can copy the list and paste it into the time dimension options for the different eazyBI accounts.
It is possible to add members for date range [5] in the Time dimension (all hierarchies) to analyze reports not just by time periods where eazyBI finds activity in the project issues, but also by future periods, which can be useful for forecast and trend analysis. See more on benefits of adding members for a date range.
Sample reports
Import Sample reports from the Additional options tab to get a set of reports created by eazyBI and have a first look at your data in eazyBI. Learn more about Sample reports and how they are built.
Custom fields
Some source applications support importing custom fields. Those can be selected and unselected at any time. Depending on the custom field type, you can import a custom field as a dimension, measure, or property, and import its value changes
Each time custom field settings are changed, the next import will be a full data reimport.
Re-import all data
In some cases, you may want to reimport just the data (measures). During this import, dimension members are not being deleted, and reports will not appear empty until the import is completed. This can be useful when numeric fields are changed in the data source.
Go to the Source Data tab and click Re-import all data to re-import all data from the source application and its add-ons.
For Jira integration, there are many add-ons with additional data. Choose Re-import add-on data if only add-on-specific data needs refreshing, such as Align, /wiki/spaces/DEV/pages/1816298158, QMetry, Xray, Zephyr Scale (on Data Center only), and Zephyr Squad (on Data Center only).
Option to Re-import add-on data available on the Cloud and since eazyBI version 9.0.
Reset authorization
When the user who initially authorized data import is no longer available (inactive) or does not have permissions on the required source objects, authorization should be reset to another user; otherwise, the next data import will fail (with an error).
The new user must be added to the account with the Owner, User Admin, or Data Admin user role. New users should log in to eazyBI, open the Source tab, and click Reset authorization. Users who have already allowed eazyBI to import data in this account won’t see the reset authorization option, since they’ve already authorized the import.
After approving this action, the Status will be changed to "Authorized," and the new user's username will be visible under Source selection.
Open Edit import settings to select the projects and custom fields available to the new user, then perform the data import.
After resetting authorization, the user should run the first import manually. After the first manual import, subsequent imports will run automatically with the new user credentials.
If you import data from Jira add-ons that require an API key, you might want to generate a new key for the authorized user.
Rename data cube
During the first import, eazyBI suggests the default cube name based on the data source. However, it is possible to rename the data cube in the eazyBI account to better explain the data imported into the eazyBI account. It requires a report admin or higher role to change the name of the cube.
Empty cube and re-import data
Sometimes you would need to recreate all dimension members based on the latest data. For example, a major renaming of select list values. During this process, Empty and re-import reports may appear empty, as they re-import all issues and other dimension members from the beginning by deleting imported members first and then importing them.
To re-import all issues, go to the Analyze tab and click the Empty button for the data cube (it will delete just the imported data, but all created reports and calculated members will remain).
Then return to the Source Data tab and click Import to start a new reimport of all data.
Empty cube deletes all imported data. When you import again, eazyBI can load only the data that is still available in the source. Data that has been archived, deleted, or made inaccessible since the last import cannot be restored.
Export source application definition
With the source application definition export, you can share the definition of import options from one account across one or several others. This feature is not applicable only for source file import.
We recommend using this option within the same eazyBI instance to ensure the same set of available source objects, add-ons, and custom field names. Typical use cases include copying the settings of one account to use on a different set of projects or creating a sandbox account to try out new solutions.
To export the definition open the Source data tab, and click Export definition. Copy the definition.
To import the definition, create a new eazyBI account or open an existing one that does not have this source application yet. In this account, add a new source application, then click Import definition. Paste the definition and click Create.
After that, you will be forwarded to the Import options of the same source application. Please verify them, then click Import.