After creating an eazyBI account, you need to import in the eazyBI database selected Jira project issues that you would like to analyze.
From the Source Data tab select Add new source application and then select the Jira application as a source application type.
The data import from Jira is authorized by the user who performs the initial data import: her Jira credentials are used to detect which projects and fields could be imported in this eazyBI account and are applied to all consecutive data imports (scheduled or manual). Inactive or non-existent users can't authorize data import: if the user access rights are changed in Jira (the user is deactivated or loses access to some of the selected projects), user authorization must be reset.
After that, the next screen Select application import options would be opened to continue the initial import setup.
After creating an eazyBI account, you need to import data that you would like to analyze.
In the Source Data tab, you can either import data from standard source applications like Jira or import data from source files.
In this video, I will show you how to import Jira issues into eazyBI.
Let's add a new Jira source application. By default, Jira issues will be imported into the Issues cube. You can leave the default cube name and continue.
First, you need to select which Jira projects you would like to import. Only the projects which are visible to the current Jira user are shown.
Typically one or several related projects are imported into one eazyBI account.
If you have many small projects which are created frequently and you would always like to import all visible projects, then click "Select all" and do not make any selection changes then eazyBI will select all visible projects when doing regularly scheduled imports.
In this case, we will select just a couple of projects for import.
You can specify how frequently automatic regular data import will be performed.
By default, the next regular import will be performed up to 24 hours since the previous successful import.
You can specify that you would like to perform data import at a specified time. For example, early in the morning in the specified time zone. This is a typical selection as then you know that eazyBI reports are based on the snapshot of the data at the specified time.
When the first eazyBI data import is completed then the next import will be incremental.
Only the issues that were created or updated since that last import will be processed.
Therefore incremental import typically will be much faster than the full import.
But if you will change the import options then the next import will be full data import.
By default, all Jira issues from the selected projects will be imported.
If necessary you can specify additional JQL query to limit which issues will be imported.
For example, if you have a large Service Desk project and you do not want to import old closed issues then specify JQL query which will not select issues in the closed status if they were last updated more than a year ago.
In the next - statuses and history section you can specify which historical data you would like to import.
Select import status transitions if you would like to analyze historical changes of statuses, assignees or sprints using transitions from status to status measures and the issues in transition status measure.
By default Jira stores an Issue resolution date when an issue was marked as resolved. This standard Jira resolution date field is used for issues resolved measure. But quite often after the resolved status, there are additional final closing or workflow statuses when the Issue resolution was accepted by the reporter or QA team.
In this case, you can select which statuses are these final closing statuses and you will get additional issues closed measure which can be used in reports.
If you would like to make burn-down charts using remaining estimated hours then select import remaining estimated hours history.
If you would like to analyze the age distribution of unresolved issues or resolution time distribution of resolved issues then select import age and resolution intervals.
You will be able to specify the distribution intervals when making a report in the analyze tab.
You can create reports by individual users using reporter assignee logged by and transition author dimensions.
As well as you can select which a user group dimensions you would like to import and use in your reports.
By default, all user groups are created as user group dimension members. If you are interested just in a limited set of user groups then select only those groups from the list.
If you have installed Tempo timesheets or Zephyr Jira addons then you will be able to import additional measures from these add-ons.
Finally, you can show available custom fields in the selected Jira projects. You will see the list of custom fields which type is recognized by eazyBI.
If you do not see some custom field which you would like to import into eazyBI then see the documentation page about eazyBI custom field advanced options. Or ask eazyBI support for help. List of value type custom fields can be imported as additional issue cube dimensions. Numeric custom fields can be imported as measures and you will be able to analyze total some these numeric fields by other dimensions.
Also, date custom fields can be imported as measures. You can analyze the count of issues by the corresponding time period. Any custom field can be important as a property. You can use issue properties in the reports with the detailed issues on the rows. For numeric and data custom fields you can also import custom field value historical changes. Click "Import" to save import options and start Jira issues import into eazyBI.
Jira issues import is performed as a background job and you can see the current status of the import in the Source Data tab. If the import was successful then the next regular incremental import will be performed according to the specified regular import frequency. If you would like to start a manual import or if you would like to change any source selection options then click "Import" and you will see the same import Options page.
Sometimes it might be necessary to re-import all Jira issues into eazyBI. If you see any issue data differences between Jira and eazyBI then probably the cause that Jira Index is out of date and eazyBI is not getting the correct data from the Jira index. In these cases, it is recommended to perform Jira re-index from the Jira administration page, go to eazyBI Analyze tab and empty issue cube. Then start Jira re-import from the Source Data tab.
When you have your Jira data imported it's time to go to the Analyze tab and create some reports.
Select application import options
Select which Jira projects you would like to import in eazyBI. You can select all projects , list of chosen projects , or all projects with a particular category . When a category for a project is changed in Jira, the project will be automatically deselected from eazyBI import, if the new category isn't selected. eazyBI will automatically detect selected Project type and will provide additional import options for Software and Service Desk projects.
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. If you have multiple eazyBI accounts
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.
If you have multiple eazyBI accounts, the sequence of pulling data in for them would be the same as the sequence these accounts had the last successful completed import.
Import error notification email
If the scheduled data import fails with an error, eazyBI would automatically try to reimport data after 10 minutes and repeat these attempts 9 more times. 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 Jira.
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.
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.
The first day of the week  is used for the Time dimension Weekly hierarchy and also 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 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 dimensions for user groups, intervals, and issue link fields
You can import user groups for Assignee, Reporter, Logged by, or Transition author and specify set of groups you would like to use in your reports . Select the 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.
If you use issue hierarchy in the reports and would like to see issue data at one hierarchy level but filter by another hierarchy level, you might want to import issue link field dimensions . For example, get all data by Fix version of the related Epic.
Select the option "Import sample reports" 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.
Select Template account  to import reports, dashboards, and calculated measures defined in a common template account. You can override  existing reports, dashboards, and calculated measures with reports, dashboards, and calculated measures from the template account.
Template accounts are available starting from the eazyBI version 6.1.0 as well as in eazyBI for Jira Cloud.
Jira Custom Fields
If you would like to import Jira custom fields then go to tab Custom fields   or tab Add-ons  to import custom fields specific to Jira apps eazyBI has integration with . And select custom fields you would like to import. And 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 to 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.
Data import and import status
After specifying import options click Import to start Jira issues import background job.
In the Source Data tab, you will see the current status of the Jira import background job, as well as additional information - when the data cube was created, projects imported in this cube, imported projects, and a 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 the initial import might take a longer time to complete. In the Status column, you will see how many issues have been imported so far to estimate completion time.
Some data problems might not stop the import, but they will display in the warning message for the import status. The warnings remain visible to the user until dismissed manually. If you see such a warning, check if you can fix the data, dismiss the warning and rerun the import to have all your data imported.
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 Data 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 have neither any related issues nor measures, their availability could be confusing for customers.
Re-import all data
In some cases, you may want to reimport just data (measures). During this import, Issues are not being deleted and reports will not appear empty until the import is completed.
This import would not delete dimension members but would add newly created dimension members. This can be useful when a numeric field is changed in Jira.
To re-import all data, go to Source Data tab and click Re-import all data.
If you have older eazyBI version than 5.0.0, then the only way to reimport all data is by emptying the whole cube and re-importing all issues. Please follow the next section to find out more about that!
Empty cube and re-import all issues
Sometimes you would need to recreate all dimension members (for example, new custom field value in Jira is created and used for issues). During this import, reports may seem empty as it reimports all issues (and other dimension members) from the beginning.
To re-import all issues, 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 is not available anymore (is inactive) or does not have permissions to the needed project, data source authorization should be reset to another user, otherwise, the next data import won't be successful (will end with error).
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 a 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.
After reset authorization, the user should run the first import manually. After the first manual import imports will run as scheduled automatically with the new user credentials.
If you import data from Jira apps that require an API key to access data, you might want to generate a new key for the new authorized user.
Export Jira source application definition
The Jira source application definition export is available starting from the eazyBI version 5.3.0 and in eazyBI for Jira Cloud.
With the Jira source application definition export, you can share the Jira import options from one account across one or several others. We recommend using this option within the same eazyBI instance to ensure the same set of available projects, integrations, and custom field names. Typical use-cases are when you would like to copy the settings of one account and use them on a different set of projects or create a sandbox account to try out new solutions. However, if you would like to use one account as a template for many other accounts, you might want to use another option and create a Template account.
To export the definition of Jira source application, 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 without a Jira source application. In this account, add a new source application and click on Import definition. Paste the definition and click Create.
After that, you will be forwarded to the Import options of the Jira source application. Please verify them and click on Import.