Import Monday.com Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Monday.com data for visualizations, dashboards, and more. This article shows how to connect to Monday.com in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Monday.com data in the Power BI service.

Configure Monday.com Connectivity for Power BI Service

Connectivity to Monday.com from Power BI Service is made possible through CData Connect AI. To work with Monday.com data from Power BI Service, 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
   

With the connection configured, you are ready to connect to Monday.com data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Monday.com in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Monday.com data from Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Monday.com Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report. 👁 Select a dataset
   
5. Choose fields and visualizations to add to your report. 👁 Visualizing Monday.com data in the Power BI service
   

Live Access to Monday.com Data from Cloud Applications

Now you have a direct connection to live Monday.com data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Monday.com data.

To get live 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.