Jira Issues Import

Initial Import

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 and then select the Jira application as a source application type.

After that, the next screen Select application import options would be opened to continue initial import setup.

 
 Video Transcript

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. 

Now 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 [1], list of chosen projects [2], or all projects with a particular category [3]eazyBI will automatically detect selected Project type and will provide additional import options for Software and Service Desk projects.

Statuses and history

In the Statuses and history section select if you would like to import issue change history [1] as well as indicate Issues closed measure [2].

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.

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 for 9 more times. After the 10th unsuccessful import attempt, a notification email would be sent to the owner of the eazyBI account and the user who authorized data import from Jira

Process events

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.

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.

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  [2] is used for the Time dimension Weekly hierarchy.

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 workdaysWorkdays 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 [4] then you can copy the list and paste in the time dimension options for the different eazyBI account.

Additional dimensions for user groups and Interval dimensions

Select option to import  Age and Resolution Intervals dimensions [2] if you would like to create reports by unresolved issue age intervals or by Issue resolution intervals. You can import Groups for Assignee, Reporter, Logged by, or Transition author and specify set of groups you would like to use in your reports [1].

Sample reports

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.

Jira Custom Fields

If you would like to import Jira custom fields then go to tab Custom fields [2] [3] or tab Add-ons [1] to import custom fields specific to Jira apps eazyBI has integration with [1]. And select custom fields you would like to import. And select either individual checkboxes (Import as a dimensionImport 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.

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 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 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.

Incremental import

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.

Option Re-import all data is available starting from the eazyBI version 5.0.0 as well as in eazyBI for Jira Cloud.

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.

Reset authorization

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.