Getting started
Microstrategy is a business intelligence platform that allows you to visualize and analyze data. In case Microstrategy isn’t already installed, follow the following steps to download and install Microstrategy Desktop.
Pre-requisite 1: you have Microstrategy installed locally or are using the web version of Microstrategy.
- Download Microstrategy Desktop from the Microstrategy website. Follow the installation steps to complete the installation.
- In case you are using the Microstrategy Cloud Platform (web version), you can log in to your Microstrategy web portal.
Pre-requisite 2: you have a JIRA API token. If this is not yet the case, create an API token from your Atlassian account
Instructions on how to create a JIRA API token: ):
- Log in to https://id.atlassian.com/manage/api-tokens.
- Click Create API token.
- From the dialog that appears, enter a memorable and concise Label for your token and click Create.
- Click Copy to clipboard, then paste the token to your script, or elsewhere to save:
Step 1: Create a Data Connection
Go to the Microstrategy Connector for JIRA add-on page in JIRA (Add-ons > Microstrategy Connector for JIRA). Create a Data Connection to fetch JIRA Issues from a JIRA Board.
Step 2: Go to My Connections
Retrieve the Connection URL and additional connection parameters in My Connections.
Step 3: Create a URL Data Source in Microstrategy
- Launch Microstrategy.
- Open an existing Dossier or create a New Dossier.
- Click on Add Data - New Data to create a new dataset.
- Click on the Data from URL icon to create a new URL data source.
- Enter the Data Connector URL in the URL input. Change the Authentication Method, from Anonymous to Add a new connection. Enter your JIRA user name and API token and choose a name for your Data Connection.
- Click on Save to create the new Connection.
- Select the new connection in the dropdown list and click Finish to add the new data source.
Step 4: Create dashboards and visualizations using the URL Data Source
Well done! You can now start using the URL Data Source to create dashboards and visualizations in Microstrategy.