Documentation

Getting started

QlikSense is a business intelligence and analytics platform that allows you to visualize and analyze data. In case QlikSense isn’t already installed, follow the following steps to download and install QlikSense Desktop.

Pre-requisite 1: you have QlikSense installed locally or are using the web version of QlikSense.

1. Download QlikSense Desktop from the Qlik website. Follow the installation steps to complete the installation.
2. In case you are using the QlikSense Cloud Platform (web version), you can log in to your Qlik 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: ):

1. Log in to https://id.atlassian.com/manage/api-tokens.
2. Click Create API token.
3. From the dialog that appears, enter a memorable and concise Label for your token and click Create.
4. Click Copy to clipboard, then paste the token to your script, or elsewhere to save:

Step 1: Create a Data Connection

Go to the Qlik Connector for JIRA add-on page in JIRA (Add-ons > Qlik 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 3a: Create a URL Data Source in QlikSense

1. Launch QlikSense.
2. Click on Create a New App to create a new QlikSense App. Choose a name.
3. Click on Add Data from Files and Other Sources.
4. Click on the REST icon to create a new REST Connection.
5. In the REST Connection input form, enter the Data Connector URL in Request URL. For Authentication Method, select 'Basic' and enter your JIRA e-mail and API token. Choose a name for your Data Connection. Leave the other parameters blank.
6. Click on Create to create the new Connection.

Step 3b: Alternative: Create a URL Data Source in QlikView

Important: The Qlik REST Connector (QvRestConnector.exe) must be manually installed before proceeding with the following steps. You can download the connector from the Qlik Download site - Qlik Connectors.

1. Launch QlikView Desktop.
2. Create a New Document (Crtl + N).
3. Open the Edit Script dialog (Ctrl + E).
4. At the bottom of the Edit Script dialog select QvRestConnector.exe from the drop down list next to Connect.
5. Click on Connect to create a new REST Connection.
6. In the REST Connection input form, enter the Data Connector URL in Request URL. Next to the question to use Windows Authentication, select 'No' and enter your JIRA e-mail and API token. Leave the other parameters blank.
7. Click on Test Connection to test the JIRA REST connection.
8. Click on OK to create the new Connection.

Step 4: Create dashboards and visualizations using the URL Data Source

Well done! You can now start using the REST Data Source to create dashboards and visualizations in QlikSense and QlikView.