> For the complete documentation index, see [llms.txt](https://thecode4.gitbook.io/thecode4-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecode4.gitbook.io/thecode4-docs/user-guide/export-data-to-the-necessary-bi-tools-or-formats/export-to-tableau.md).

# Export to Tableau

Ensure you have already created a [Data Source](/thecode4-docs/user-guide/create-data-sources/create-tableau-data-source.md) and successfully saved and validated your [Jira API Token](/thecode4-docs/user-guide/generate-access-tokens/create-jira-api-token.md) before you start exporting data to **Tableau**. These preliminary steps are crucial for a smooth and successful data export process.

***

#### To export your Jira data to Tableau, follow these steps:

1. Inside the **Data Processor for Jira** app Select the ‘**Data Sources’** section in the left-side menu, and then choose ‘**Tableau’** from the list.\
   ![](https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FDmn9PjHyjMxv6imB1B02%2F01_data_sources_tableau.png?alt=media\&token=4f786832-f75a-4d66-acf7-054ff7f5ed8d)

    

   **or**<br>

   On the **Home page** of the main interface, click the '**Tableau**' icon.<br>

   <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2Foylr7m4GUvXH6iUZ9d0x%2F02_home_tableau.png?alt=media&amp;token=a831e0e5-8d0b-42bb-872a-5cf5178c3f7c" alt=""><figcaption></figcaption></figure>
2. Locate the specific **Data Source** you wish to export from the displayed list. Then, hover your cursor over the empty field where the **link** will appear. **Click** on this link to **copy** it.\
   ![](https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FB9hPUOVvV8e72ZFEsf2T%2F03_copy_link.jpg?alt=media\&token=339f70b1-a2d0-4ba7-9ab4-7e731ada4f31)

   At this stage, you have also the option to **edit** or **delete** the Data Source by clicking on the **three-line** button.<br>

   <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FDOo6NZBNu47N8nfaG2BQ%2F04_edit_delete.jpg?alt=media&amp;token=fea4a235-355e-475e-bdbb-81032b01b7cb" alt=""><figcaption></figcaption></figure>
3. Open **Tableau** and head to the ‘**Connect To a Server**’ section. Choose ‘**OData**’ from the options (if it's not visible in the quick start menu on the left, select ‘**More…**’ to find '**OData**’ in the extended list).<br>

   <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2F8yXReQi5qOHoXi48joIq%2F05_tableau_more_odata.jpg?alt=media&amp;token=541553e7-fb15-4766-8ac8-484d2f591dee" alt=""><figcaption></figcaption></figure>
4. In Tableau's **pop-up** window:

   \- **Server Section**: Enter the **URL** from **Step 2** in the ‘**Server**’ field. Be cautious not to duplicate '**https\://**'[.](https://xn--evg.)\
   \- **Authentication Method**: Select '**Username and Password**'.\
   \- **Username**: Enter the **email** linked to your **Jira Cloud** instance.\
   \- **Password**: Use your **Jira API Token**. For instructions on obtaining it, see this [page](https://thecode4.atlassian.net/wiki/spaces/DPFJ/pages/2195818).\
   \- **Sign In**: Click '**Sign In**' to establish the connection with Tableau.<br>

   <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FkWpFURvKgq5uyA6UBfLH%2F06_sign_in.jpg?alt=media&amp;token=a477f91f-b4a2-4bc6-89f0-55196e8a8277" alt=""><figcaption></figcaption></figure>

For additional details on the authentication process, refer to the relevant [article](https://help.tableau.com/current/pro/desktop/en-us/examples_odata.htm) for a more comprehensive understanding.

Importing a substantial amount of data into Tableau might require some additional time to complete. This is particularly true for larger datasets.

6. **Drag and drop** your desired Jira **tables** into Tableau. After positioning them, click on '**Sheet 1**' to initiate the data extraction process. This action will bring your selected Jira data into Tableau for further manipulation and analysis.<br>

   <div><figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FWZo3ygprVvNmLHh2FcP9%2F07_select_tables_sheet1.jpg?alt=media&amp;token=078cf275-c003-4825-94c6-2fbe103046e3" alt=""><figcaption></figcaption></figure> <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FrkhW6vM0xnchziFzmwXx%2F08_creating_extract.jpg?alt=media&amp;token=f9f0f079-c47b-44a7-89d5-942cca624d63" alt=""><figcaption></figcaption></figure></div>
7. After extracting data into **Sheet 1**, you're ready to begin creating **graphs** and **dashboards**. This step allows you to visualize and analyze the imported Jira data effectively in Tableau.<br>

   <figure><img src="https://3783386375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbAZwNh39hWp69xdDNc6%2Fuploads%2FtolOW1gdnw5qF2hc9pgl%2F09_analyze_visualize.jpg?alt=media&amp;token=ae6993a0-ce86-411e-a4af-72b4cfc92ddf" alt=""><figcaption></figcaption></figure>

***

To ensure your Jira data is consistently current in your Tableau Cloud, we recommend consulting our detailed [guide](/thecode4-docs/user-guide/scheduled-refreshes/setting-up-scheduled-refresh-in-tableau.md) on setting up **Scheduled Refresh**. This guide provides comprehensive steps and tips to automate data updates effectively in Tableau, aligning with your data analysis needs.

***

For comprehensive learning, explore the official [Tableau learn](https://www.tableau.com/learn) website. These resources are ideal for **enhancing your data analysis skills** with Tableau, using your imported Jira data effectively.

***

If you've had the chance to use the **BI Exporter for Jira** app, we'd love to hear your **thoughts**. Help us improve by sharing your honest review of the [Free](https://marketplace.atlassian.com/apps/1233034/data-processor-for-jira-multi-bi-connector-free?hosting=cloud\&tab=reviews), [PRO](https://marketplace.atlassian.com/apps/1233504/data-processor-for-jira-link-power-bi-looker-tableau-pro?hosting=cloud\&tab=reviews), [Xray](https://marketplace.atlassian.com/apps/1233855/data-processor-for-xray-power-bi-tableau-looker-connector?hosting=cloud\&tab=reviews) or [Projectrak](https://marketplace.atlassian.com/apps/1235379/bi-exporter-for-projectrak-power-bi-looker-tableau-csv?hosting=cloud\&tab=reviews) versions. Your feedback is crucial as we strive to improve and tailor our services to better meet your needs. 🤝

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Still have questions? Feel free to [**reach out to us**](/thecode4-docs/support.md) for any additional information or to request new features!