Jira Transformation dbt Package (Docs)

📣 What does this dbt package do?

• Produces modeled tables that leverage Jira data from Fivetran's connector in the format described by this ERD and builds off the output of our Jira source package.
• Enables you to better understand the workload, performance, and velocity of your team's work using Jira issues. It performs the following actions:
  • Creates a daily issue history table so you can quickly create agile reports, such as burndown charts, along any issue field.
  • Enriches the core issue table with relevant data regarding its workflow and current state.
  • Aggregates bandwidth and issue velocity metrics along projects and users.
• Generates a comprehensive data dictionary of your source and modeled Jira data through the dbt docs site.

The following table provides a detailed list of all models materialized within this package by default.

TIP: See more details about these models in the package's dbt docs site.

Model	Description
jira__daily_issue_field_history	Each record represents a day in which an issue remained open, enriched with data about the issue's sprint, its status, and the values of any fields specified by the issue_field_history_columns variable.
jira__issue_enhanced	Each record represents a Jira issue, enriched with data about its current assignee, reporter, sprint, epic, project, resolution, issue type, priority, and status. It also includes metrics reflecting assignments, sprint rollovers, and re-openings of the issue. Note that all epics are considered issues in Jira and are therefore included in this model (where issue_type='epic').
jira__project_enhanced	Each record represents a project, enriched with data about the users involved, how many issues have been opened or closed, the velocity of work, and the breadth of the project (i.e., its components and epics).
jira__user_enhanced	Each record represents a user, enriched with metrics regarding their open issues, completed issues, the projects they work on, and the velocity of their work.

🎯 How do I use the dbt package?

Step 1: Prerequisites

To use this dbt package, you must have the following:

• At least one Fivetran Jira connector syncing data into your destination.
• A BigQuery, Snowflake, Redshift, Databricks, or PostgreSQL destination.

Databricks Dispatch Configuration

If you are using a Databricks destination with this package you will need to add the below (or a variation of the below) dispatch configuration within your dbt_project.yml. This is required in order for the package to accurately search for macros within the dbt-labs/spark_utils then the dbt-labs/dbt_utils packages respectively.

dispatch:
  - macro_namespace: dbt_utils
    search_order: ['spark_utils', 'dbt_utils']

Database Incremental Strategies

Models in this package that are materialized incrementally are configured to work with the different strategies available to each supported warehouse.

For BigQuery and Databricks All Purpose Cluster runtime destinations, we have chosen insert_overwrite as the default strategy, which benefits from the partitioning capability.

For Databricks SQL Warehouse destinations, models are materialized as tables without support for incremental runs.

For Snowflake, Redshift, and Postgres databases, we have chosen delete+insert as the default strategy.

Regardless of strategy, we recommend that users periodically run a --full-refresh to ensure a high level of data quality.

Step 2: Install the package

Include the following jira package version in your packages.yml file:

TIP: Check dbt Hub for the latest installation instructions or read the dbt docs for more information on installing packages.

packages:
  - package: fivetran/jira
    version: [">=0.17.0", "<0.18.0"]

Step 3: Define database and schema variables

By default, this package runs using your destination and the jira schema. If this is not where your Jira data is (for example, if your Jira schema is named jira_fivetran), add the following configuration to your root dbt_project.yml file:

vars:
    jira_database: your_destination_name
    jira_schema: your_schema_name 

Step 4: Disable models for non-existent sources

Your Jira connector may not sync every table that this package expects. If you do not have the SPRINT, COMPONENT, or VERSION tables synced, add the respective variables to your root dbt_project.yml file. Additionally, if you want to remove comment aggregations from your jira__issue_enhanced model, add the jira_include_comments variable to your root dbt_project.yml:

vars:
    jira_using_sprints: false   # Disable if you do not have the sprint table or do not want sprint-related metrics reported
    jira_using_components: false # Disable if you do not have the component table or do not want component-related metrics reported
    jira_using_versions: false # Disable if you do not have the versions table or do not want versions-related metrics reported
    jira_using_priorities: false # disable if you are not using priorities in Jira
    jira_include_comments: false # This package aggregates issue comments so that you have a single view of all your comments in the jira__issue_enhanced table. This can cause limit errors if you have a large dataset. Disable to remove this functionality.

(Optional) Step 5: Additional configurations

Define daily issue field history columns

The jira__daily_issue_field_history model generates historical data for the columns specified by the issue_field_history_columns variable. By default, the only columns tracked are status, status_id, and sprint, but all fields found in the Jira FIELD table's field_name column can be included in this model. The most recent value of any tracked column is also captured in jira__issue_enhanced.

If you would like to change these columns, add the following configuration to your dbt_project.yml file. After adding the columns to your dbt_project.yml file, run the dbt run --full-refresh command to fully refresh any existing models:

IMPORTANT: If you wish to use a custom field, be sure to list the field_name and not the field_id. The corresponding field_name can be found in the stg_jira__field model.

vars:
    issue_field_history_columns: ['the', 'list', 'of', 'field', 'names']

Adjust the field-grain for issue field history transformations if duplicate field names

This package provides the option to use field_name instead of field_id as the field-grain for issue field history transformations. By default, the package strictly partitions and joins issue field data using field_id. However, this assumes that it is impossible to have fields with the same name in Jira. For instance, it is very easy to create another Sprint field, and different Jira users across your organization may choose the wrong or inconsistent version of the field. As such, the jira_field_grain variable may be adjusted to change the field-grain behavior of the issue field history models. You may adjust the variable using the following configuration in your root dbt_project.yml.

vars:
    jira_field_grain: 'field_name' # field_id by default

Extend the history of an issue past its closing date

This packages allows you the option to utilize a buffer variable to bring in issues past their date of close. This is because issues can be left unresolved past that date. This buffer variable ensures that this daily issue history will not cut off field updates to these particular issues.

You may adjust the variable using the following configuration in your root dbt_project.yml.

vars:
    jira_issue_history_buffer: insert_number_of_months # 1 by default

Change the build schema

By default, this package builds the Jira staging models within a schema titled (<target_schema> + _jira_source) and your Jira modeling models within a schema titled (<target_schema> + _jira) in your destination. If this is not where you would like your Jira data to be written to, add the following configuration to your root dbt_project.yml file:

models:
    jira_source:
      +schema: my_new_schema_name # leave blank for just the target_schema
    jira:
      +schema: my_new_schema_name # leave blank for just the target_schema

Change the source table references

If an individual source table has a different name than the package expects, add the table name as it appears in your destination to the respective variable:

IMPORTANT: See this project's dbt_project.yml variable declarations to see the expected names.

vars:
    jira_<default_source_table_name>_identifier: your_table_name 

Lookback Window

Records from the source can sometimes arrive late. Since several of the models in this package are incremental, by default we look back 3 days to ensure late arrivals are captured while avoiding the need for frequent full refreshes. While the frequency can be reduced, we still recommend running dbt --full-refresh periodically to maintain data quality of the models.

To change the default lookback window, add the following variable to your dbt_project.yml file:

vars:
  jira:
    lookback_window: number_of_days # default is 3

(Optional) Step 6: Orchestrate your models with Fivetran Transformations for dbt Core™

Expand for details

Fivetran offers the ability for you to orchestrate your dbt project through Fivetran Transformations for dbt Core™. Learn how to set up your project for orchestration through Fivetran in our Transformations for dbt Core setup guides.

🔍 Does this package have dependencies?

This dbt package is dependent on the following dbt packages. Please be aware that these dependencies are installed by default within this package. For more information on the following packages, refer to the dbt hub site.

IMPORTANT: If you have any of these dependent packages in your own packages.yml file, we highly recommend that you remove them from your root packages.yml to avoid package version conflicts.

packages:
    - package: fivetran/jira_source
      version: [">=0.7.0", "<0.8.0"]

    - package: fivetran/fivetran_utils
      version: [">=0.4.0", "<0.5.0"]

    - package: dbt-labs/dbt_utils
      version: [">=1.0.0", "<2.0.0"]

    - package: dbt-labs/spark_utils
      version: [">=0.3.0", "<0.4.0"]

🙌 How is this package maintained and can I contribute?

Package Maintenance

The Fivetran team maintaining this package only maintains the latest version of the package. We highly recommend you stay consistent with the latest version of the package and refer to the CHANGELOG and release notes for more information on changes across versions.

Contributions

A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions!

We highly encourage and welcome contributions to this package. Check out this dbt Discourse article on the best workflow for contributing to a package!

🏪 Are there any resources available?

• If you have questions or want to reach out for help, please refer to the GitHub Issue section to find the right avenue of support for you.
• If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our Feedback Form.
• Have questions or want to be part of the community discourse? Create a post in the Fivetran community and our team along with the community can join in on the discussion!