Work with Live Monday.com Data in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Monday.com data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to Monday.com data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Monday.com, allowing you to easily integrate with live Monday.com data in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Monday.com, leveraging server-side processing to quickly return Monday.com data.

Configure Monday.com Connectivity for Power Query

Connectivity to Monday.com from Power Query is made possible through CData Connect AI. To work with Monday.com data from Power Query, we start by creating and configuring a Monday.com connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Monday.com" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Monday.com.

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Monday.com data from Power Query.

Working with Live Monday.com Data in Power Query

With the connection to Connect AI configured, you are ready to work with live Monday.com data in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor) 👁 Opening the Power Query Editor
   
2. Click New Source -> SQL Server 👁 Creating a new SQL Server Source
   
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the Monday.com connection (e.g. Monday1 )
   👁 Configuring the Server
   
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect AI username (e.g. [email protected] )
   • Set Password to the PAT for the above user
   👁 Configuring the credentials
   
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK" 👁 Selecting the table(s) (Salesforce is shown)
   

At this point, you have live access to Monday.com data from Power Query for transformation and preparation.

SQL Access to Monday.com Data

Now you have a direct connection to live Monday.com data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating Monday.com data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.