Prepare, Blend, and Analyze Jira Data in Alteryx Designer (Connect Cloud)


Build workflows to access live Jira data for self-service data analytics.

Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to Jira data from your data automation processes. This article demonstrates how to connect to Jira using Connect Cloud and work with Jira data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for Jira, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to Jira. This harnesses server-side processing to rapidly retrieve the desired Jira data.

About Jira Data Integration

CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:

  • Gain bi-directional access to their Jira objects like issues, projects, and workflows.
  • Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
  • Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.

Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.

Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure Jira Connectivity for Alteryx

Connectivity to Jira from Alteryx is made possible through CData Connect Cloud. To work with Jira data from Alteryx, we start by creating and configuring a Jira connection.

  1. Log into Connect Cloud, click Sources, and then click Add Connection
  2. Select "Jira" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Jira.

    To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Jira data from Alteryx.

Connect to Jira from Alteryx

To establish a connection from Alteryx Desktop to the CData Connect Cloud Virtual SQL Server, follow these steps:

  1. Set up an account in Alteryx.
  2. Drag and drop a new Input Data tool onto the workflow.
  3. While the Input Data tool is selected, click Set Up a Connection in the navigation panel. A Data connections dialog appears.
  4. Click Data sources. Select Microsoft SQL Server > **Quick connect.
  5. In the Connection Manager dialog, click New.
  6. In the New Data Source dialog, enter the following information:
    • Data Source Name: Microsoft SQL Server ODBC DSN-less.
    • Driver: select ODBC Driver 18 for SQL Server from the drop-down list.
    • Server: tds.cdata.com,14333
    • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, JIRA1).
  7. Click Save. Then click Connect Credential.
  8. In Connections, enter the following:
    • Authentication Method: select Username and password.
    • Credential: select Create New Credential.
    • Credential Name: enter a name to identify the credential.
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
  9. Click Test Connection. If successful, click Create and link.
  10. Connect with your credentials.
  11. In the wizard that opens, drag and drop the table to be queried in the Query Builder box. Select the fields by checking the boxes that you want to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the connector.
  12. To further customize the dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the data desired.

  13. With the query defined, you are ready to work with your data in Alteryx Designer.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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