Project Management

How do I build an automated PM dashboard using Power BI and Jira for a hybrid team?

RO Asked by Robert Miller · 10-01-2023
0 upvotes 18,557 views 0 comments
The question

My team uses Jira for task tracking, but the native reporting is too limited for our cross-departmental needs. We want to pull Jira data into Power BI to create custom resource allocation views. Has anyone mastered this integration without using expensive third-party connectors or manual CSV exports? 

3 answers

0
BA
Answered on 15-02-2024

The most reliable way to do this without a paid connector is via the Jira REST API. You can use Power Query in Power BI to fetch JSON data directly from your Jira instance. I set this up for a global software team last year. The trick is to flatten the "Issues" table and focus on custom fields like "Story Points" or "Time Spent." It allows you to build a much better "Burnup Chart" than Jira provides. Just be mindful of the API rate limits if your project has over 10,000 tickets, as you might need to implement incremental refreshes. 

0
JA
Answered on 20-02-2024

When pulling the data, how do you handle the discrepancy between "Story Points" for developers and "Hours" for the finance department's reporting? 

C 02-03-2024

James, that's a classic struggle. I solved this by creating a "Translation Layer" in the Power BI data model. We assigned a theoretical hour-value to points for the sake of the budget dashboard while keeping the velocity dashboard in points for the Scrum team. This allowed the finance team to see "Cost per Feature" without forcing the developers to track every minute of their day, which usually leads to bad data and resentment.

0
SU
Answered on 10-03-2024

Use a Data Warehouse like Snowflake as a middle layer. It makes the Power BI reports much faster than hitting the Jira API directly every time. 

RO 12-03-2024

Spot on, Susan. If you have multiple Jira boards, a centralized database is the only way to keep the dashboard from lagging during those big monthly reviews.

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