Microsoft Power BI for Jira - Quick Start

Microsoft Power BI for Jira is a connector that enables teams to embed interactive Power BI reports and dashboards directly into Jira and Jira Service Management. This Power BI Jira connector eliminates the need to switch between platforms, bringing your business intelligence and analytics into your project management workflow.

The integration between Power BI and Jira allows you to display real-time data visualizations within Jira issues and project dashboards. Whether you're tracking sprint metrics, monitoring service desk performance, or analyzing project KPIs, you can connect Jira to Power BI and view your reporting dashboards without leaving your workspace.

The Power BI connector for Jira supports both Jira Software and Jira Service Management, maintaining real-time synchronization and preserving existing Power BI security permissions. Users can interact with filters, slicers, and drill-through features directly within the embedded view. The connector requires no complex configuration. After installing it, simply paste your Power BI report URL into a Jira issue or dashboard to begin visualizing your data, creating a unified environment for project tracking and data-driven decision making.

How to embed Power BI into Jira

1. Copy the URL address of your report or scorecard

2. Add Power BI to you Jira issue or dashboard.
   
   

   1. For issues:

      1. Click on the Options button and select Power BI.

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      2. Hover the upper right corner of the app and click on Edit.

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   2. For dashboards:

      1. Click Edit in upper right corner of the screen.

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      2. Click on Add Gadget and search for Power BI, then click Add.

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3. Insert your Power BI URL, edit the settings to your needs and click on Confirm.

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4. Done!
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FAQ

1. Do I need special permissions to embed Power BI in Jira?

Yes. To embed and view Power BI reports in Jira, users need:

• At least viewer permissions in Power BI for the specific report or dashboard

• Appropriate Jira project permissions to access the issue or dashboard where the report is embedded

Note: Each user must be authenticated with their own Microsoft account to view Power BI content.

2. Can I edit a Power BI report from Jira?

No. The plugin allows you to display and interact with Power BI reports in Jira, but editing is done directly in Power BI.

3. Does the integration support both Jira issues and Jira dashboards?

Yes. Power BI reports can be added to individual Jira issues as well as to project dashboards.

4. How do updates in Power BI reflect in Jira?

Power BI reports embedded in Jira update automatically in real-time. Any changes made to the report in Power BI, including data refreshes, visual updates, or filter modifications, are immediately visible in Jira without requiring manual updates or re-embedding.

5. Can multiple Power BI reports be embedded in the same Jira dashboard?

Yes. You can add more than one report by repeating the embedding process for each file.

6. Is the connection between Jira and Power BI secure?

Yes. The plugin relies on Microsoft Power BI permissions and Jira’s access controls. Users only see reports they are authorized to view.

7. What happens if a Power BI report is deleted or moved?

If a Power BI report is deleted, moved, or if its sharing permissions change, the embedded content in Jira will no longer display. You'll need to:

• Update the embed URL in Jira with the new report location

• Verify that users still have proper viewing permissions

• Re-embed the report if the original was permanently deleted

8. How do I connect Power BI to Jira for the first time?

To connect Power BI to Jira:

1. Install the Power BI for Jira plugin from the Atlassian Marketplace

2. Navigate to the Jira issue or dashboard where you want to embed the report

3. Add the Power BI macro/gadget

4. Paste the Power BI report embed URL

5. Authenticate with your Microsoft account when prompted

6. The report will then appear embedded in your Jira workspace.

9. Can I filter Power BI data directly from Jira?

Yes. If the Power BI report includes interactive filters, slicers, or drill-through capabilities, users can interact with these features directly within the Jira embedded view, just as they would in Power BI.

10. Does Power BI for Jira work with Power BI free accounts?

The plugin works with Power BI Free, Pro, and Premium accounts. However, sharing capabilities and some advanced features depend on your Power BI license type. For team collaboration, Power BI Pro or Premium is recommended.

11. What browsers are supported for viewing Power BI reports in Jira?

Power BI for Jira supports all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest browser version for optimal performance and security.