After creating an eazyBI account, you need to import in eazyBI database selected Jira project issues that you would like to analyze.
From the Source Data tab select Add new source application:
Select the Jira application as a source application type. Leave the default Issues cube name and click Create.
After that, the next screen Select application import options would be opened to continue initial import setup.
Select application import options
Select which Jira projects you would like to import in eazyBI. You can select all projects, select list of projects, or all projects with a particular category:
Project selection by category is available since eazyBI version 4.5.0.
Project type detection is available sinze eazyBI version 4.5.0.
Statuses and history
Option "Import issue change history" also should be selected if you want to import custom field changes (should be used together with option "Import value changes" for the custom fields and Sprints).
Regular import frequency
Specify how frequently you would like to schedule the regular Jira issues import. This will process created and modified issues since the last import:
In eazyBI for Jira Server you can select "Every day", "Every hour", "Every 10 minutes" and similar options. The import will be processed 24h, 1 h or 10 minutes etc. after the last import (manual or regular). If you would like to run the import every day at a particular time, select the "Daily at specified time" option.
In eazyBI for Jira Cloud the available import frequency is "Every day". You can select "Daily at specified time", to perform data import at a specific time of day. You can also import data manually at any time by clicking the "Import" button in the eazyBI "Source Data" tab.
Available only in eazyBI for Jira Cloud.
If Process events is selected then eazyBI will store Jira issues created, updated, deleted events and every hour will perform Jira import only for these updated Jira issues. As a result, eazyBI reports will show issues information that is not older than 1 hour (even when the main Regular import frequency will be daily).
JQL query filter
If you would like to analyze a subset of issues from selected projects, you can specify a JQL query that would limit which issues are imported
- To not import issues that have been closed for more than one year, you can use JQL
status not in (Closed) OR updatedDate > -52w
- To import issues that do not have any security level, use JQL
level is empty
- To limit by a saved Jira filter
filter = "Name of saved Jira filter"(the filter must be available to the user who authorized the data import from Jira)
It is not allowed to use the "ORDER BY" clause of the JQL query in eazyBI. Implementation of data import is using its own ordering of issues.
Available starting from the eazyBI version 4.2.0 as well as in eazyBI for Jira Cloud.
You can specify the time zone, the first day of the week and non-working days of the Time dimension.
You can use only one time zone in each eazyBI account. The time zone of the Time dimension will be used to determine the date member in the Time dimension when importing issue measures (e.g. Issues created, Issues resolved and others) and issue properties. If a time zone is not specified then the default Jira server time zone will be used. If a different time zone will be selected then all date timestamps will be converted to this time zone.
I the first day of the week will be selected then the Time dimension Weekly hierarchy will be updated to use this first day of the week.
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 be used also for DateDiffWorkdays and DateAddWorkdays MDX functions as a default non-working days argument.
If you have a long list of additional non-working days then you can copy the list and paste in the time dimension options for the different eazyBI account.
Additional import options
Select option to import Age and Resolution Intervals dimensions if you would like to create reports by unresolved issue age intervals or by Issue resolution intervals. You can import import Groups for Assignee, Reporter, Logged by, or Transition author and specify set of groups you would like to use in your reports.
Jira Custom Fields
If you would like to import Jira custom fields then click Show available custom fields link in the Custom fields section and select custom fields you would like to import. Select either individual checkboxes (Import as a dimension, Import as a measure, Import as a property, or Import value changes) or click on a custom field name to select all available checkboxes for this custom field. Available import options depend on the custom field type or advanced settings for the custom field (if applied).
Select Import as dimension if you want to analyze total numbers by the custom field values (usually, these custom fields are used to classify issues by some parameter). If the custom field is specific for each issue and you just want to get this information when looking on a particular issue, import it as property.
If you want to get totals of numeric or date fields import them as measures. In the result, a set of measures with totals of custom field numeric values or measures with custom date fields would be created.
If you want to see how numeric custom field values are changed over time, then import value changes.
Please select only those custom fields which you need for analysis purposes. Too many imported custom fields might slow down eazyBI reports.
After specifying import options click Import to start Jira issues import background job.
In Source Data tab you will see the current status of Jira import background job, as well as additional information - when the data cube was created, projects imported in this cube, imported projects and user whose credentials are used to authorize Jira for data import.
If you have many Jira issues and have selected many custom fields for import then initial import might take a longer time to complete. In Status column you will see how many issues have been imported so far to estimate completion time.
After each successful Jira issues import, eazyBI will store a timestamp for processed Jira issues.
During regular Jira data import (either manual or automatic), eazyBI will import only those Jira issues which have been created, updated, or deleted since the last import. Incremental Jira data imports are much faster than the initial import.
If you change import options (for example, add an additional project or select additional custom fields), eazyBI will force a full re-import of all Jira issues.
Edit import options
Whenever needed, you can change the import options – select other projects or custom fields, change import frequency or enable/disable options. For that, go to Source tab and click Edit to open import options screen.
When import options are modified, click Import to start manual data import with applied changes or click Save to save them for later (the new options would be applied during the next regular import).
If you unselect projects from data import into the account, then it is advised to perform full data re-import. Otherwise, dimension members related to the previously imported projects are still available: while they do not have neither any related issues nor measures, their availability could be confusing for customers.
Re-import all issues
If you would like to delete all imported Jira issues and then do clean re-import of all data then
- at first, go to Analyze tab and click Empty button for Issues cube (it will delete just imported data but all created reports and calculated members will remain)
- and then return to Source Data tab and click Import to start new re-import of all data
If Jira configuration is changed then it is recommended to perform Jira re-index as otherwise Jira search API (which is used by eazyBI Jira import) might return incomplete results and as a result not all selected Jira issues will be imported in eazyBI. If there is a problem that not all Jira issues are visible in eazyBI then please perform Jira re-index and then do Jira re-import in eazyBI.
When the user who had initially authorized Jira for data import (i.e. her Jira credentials were used to detect which projects and fields could be imported in this eazyBI account during the first Jira data import into this account) is not available anymore or does not have permissions to needed project, data source authorization could be reset to another user.
The new user has to be added to the account with Owner, User Admin or Data Admin account user roles. She should log in eazyBI, open Source tab and click Reset authorization.
After approving this action, the Status will be changed to "Authorized" and username of the new user will be visible under Source selection.
Open Edit import settings to select projects and custom fields available for the new user and perform data import.