Design BIRT Reports on Monday.com Data

The CData JDBC Driver for Monday.com integrates connectivity to Monday.com APIs into your data-driven Java applications. You can use the CData JDBC Driver for Monday.com with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
2. Click File -> New -> Report. The Report Design perspective is opened.
3. In the Data Explorer, right-click Data Sources and click New Data Source.
4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
6. In the Database URL box, enter the JDBC URL containing the connection string.

   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).

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Monday.com JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.monday.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical JDBC URL is below:

   jdbc:monday:APIToken=eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV;
   

7. Right-click the Data Sets folder and select the JDBC data source for Monday.com.
8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query:

   SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'
   

9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Monday.com data. 👁 A BIRT report that can be refreshed on demand. (Salesforce is shown.)

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.