Create an Access Token

For Power BI to access your Jira data, you need an Access Token (also called an API Token). It's similar to a password but more secure. You can create a token in your Atlassian Account.

Atlassian access token management page

Give your access token a name and select an expiration date.

Create access token dialog with name and expiration fields

Once created, make sure to copy the token and save it somewhere safe.

Access token created successfully with copy button

Create a Connector

The first step is to click on Create Connector from the app's menu:

Now you need to choose which Jira data to bring into Power BI. Use simple dropdown menus to select your project, assignee, issue type, and more. If you need greater flexibility we also offer JQL where you can write custom queries or choose from one of our examples.

Basic filters interface with dropdown menus for project, assignee, and issue type

You can mix and match filters to fine-tune your results, or use the dropdown to exclude certain values — for example, you might want to include all issues in a project except those in Backlog or Cancelled.

Basic filters with multiple selections and exclusions

Note: Your connector acts like a smart filter, not a one-time snapshot. It remembers what data to fetch (like "all issues assigned to me in Project X"), but doesn't store the actual Jira data. This means every time you refresh in Power BI, it automatically pulls in the latest issues - no need to create a new connector when your Jira data changes.

Once your filters return one or more issues, you'll see a list of the available fields, including both system and custom fields. Fields marked with the table icon will become separate tables in Power BI. These are fields that contain multiple values per issue (such as Linked Issues, Sprints, and Comments) Learn more about multi-table data →

Field selection table showing fields with table icons for multi-value fields

Note: Selecting all fields will slow down connections. We recommend only including the fields you need for your Power BI visualizations.

When you click the Save connector button you'll be prompted to give it a name.

Save connector dialog with name input field

After you save the connector you'll be brought to the Saved Connectors page which includes all the connectors for your Jira instance.

Saved connectors page showing list of all created connectors

Connect to Power BI

The following steps are for Power BI Desktop. If you're using Power BI Service (browser version), please refer to our Automatic Refreshes section for instructions on connecting to the cloud version.

To bring your Jira data into Microsoft Power BI, follow these steps:

1. Copy the Connector URL

From the Saved Connectors page, click the copy icon next to the connector you want to use.

Saved connectors page with copy URL button highlighted

2. Open Power BI and select OData feed

In Microsoft Power BI, click Get Data and choose OData.

Power BI Get Data menu with OData option

3. Paste the Connector URL

Paste the URL you copied in step 1 into the URL field and click OK.

OData feed dialog with URL field

4. Enter your credentials

Choose Basic authentication. Enter the email address associated with your Jira Cloud instance in the User name field. Enter your access token (not your Jira password) in the Password field.

If you haven't created an access token yet, see how to create one.

Power BI authentication dialog with Basic auth selected

5. Connect

Click Connect.

6. Load your data

When prompted, select the tables you want to include. Depending on how many issues and fields were selected, the data preview on the right may take a while to display. When ready, click Load to import your data.

Power BI Navigator with Load button

Once the data is imported, you can begin building custom reports and visualizations with your Jira data.

results of power bi

Edit a Connector

Connector owners can edit their connectors at any time to update the selected fields, change the filter, or rename the connector.

To do so, click the actions menu icon for the connector you want to edit and select Edit:

Connector actions menu with Edit Connector option

You'll be brought to the edit connector page, which will have the connector's current filters and fields already selected:

Edit connector page with existing filters and fields pre-selected

Once you've made your changes, make sure to save the connector again. You'll then be brought back to the Saved Connectors page.

Despite the changes to the connector, the Connector URL remains the same. This is great for those who schedule automatic refreshes, as they won't need to reconfigure their job to a new URL.

Saved connectors page showing updated connector with unchanged URL

Scheduling Automatic Refreshes

These steps only apply to Power BI Service (browser version), as the desktop app does not natively support automatic refreshes.

From your Power BI workspace click New Report:

Power BI workspace with New Report button

Then click Get Data and search for the OData data source:

Get Data dialog with OData search

In the URL field paste your Connector URL and select Basic for the Authentication Kind. This will prompt you for a username, which is the email address associated with your Jira account.

For the Password field use your Access Token. If you're not sure how to get an Access Token, see our guide here.

Important: Do not use your Jira password for the password field. Only use an Access Token.

Once you've filled in your credentials click Next.

OData connection dialog with credentials

The tables shown in the preview window will depend on the Issue Filter you specified when creating the Connector in Jira.

If you see a number appended to a table or field name, it's because your Jira site has multiple fields with the same name. Learn more about field naming →

Once you've selected the tables you would like included in the report, click Create a Report.

Table selection dialog with Create a Report button

When prompted, name the Semantic Model and click Create:

Create Semantic Model dialog

Once the data is retrieved, you will see your table(s) displayed on the right-hand side:

Power BI report view with data tables

Now that we have successfully created a semantic model, we can schedule automatic refreshes. To do this, click the settings icon, then select Power BI settings:

Settings menu with Power BI settings option

Then click Semantic Models:

Power BI settings with Semantic Models option

Select your semantic model on the left hand side, then on the right hand side there will be a Refresh section you can expand:

Semantic model settings with Refresh section

Once you configure your refresh schedule, click Apply.

Upgrading to a New Version

Most new versions are applied automatically the next time you visit the app in Jira. Major versions require an admin to manually trigger the upgrade.

1. Go to your Atlassian Admin page

Navigate to admin.atlassian.com and select your organization, if you have more than one.

2. Navigate to your Atlassian site

Expand the Apps section in the sidebar, then expand Sites and select your Atlassian site.

3. Find the Power BI Connector

Click Connected Apps in the side nav and locate Power BI Connector in the list.

Connected Apps section showing Power BI Connector

4. Apply the update

Click View app details. If you are not on the latest major version, an Update button will appear in the top right corner. Click it to apply the upgrade.

App details page with Update button in top right corner

Need Additional Help?

If you have any questions or need assistance, our support team is here to help

Contact us at: support@pallas-apps.com