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How to set Monday.com data as a JDBC data source in FineReport.
The CData JDBC Driver for Monday.com fully implements the JDBC standard and can provide Monday.com data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Monday.com data as JDBC data source in FineReport and view Monday.com data as a table in the Report Designer.
Set Up a JDBC Data Source of Monday.com Data
Follow the instruction below to set Monday.com data as a FineReport database connection.
- Copy the cdata.jdbc.monday.jar file from the lib folder in the CData JDBC Driver for Monday.com installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.monday.lic file as well.
- From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
Next we will set up the data connection definition in the window.
- Database: Others
- JDBC Driver: cdata.jdbc.monday.MondayDriver
-
URL: A standard JDBC connection string using semicolon-separated connection properties.
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
- Log in to your Monday.com account and click on your avatar in the bottom left corner.
- Select Admin.
- Select "API" on the left side of the Admin page.
- Click the "Copy" button to copy the user's API token.
- API tokens for non-admin users
- Click on your profile picture in the bottom left of your screen.
- Select "Developers"
- Click "Developer" and then "My Access Tokens" at the top.
- 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.
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;
- API tokens for admin users
- Click Connection pool attributes and set Test before getting connections to No.
Click Test connection to ensure you have configured the connection properly. With the connection to Monday.com set up, you can use it as FineReport data source.
Select Monday.com Data in the Report Designer.
- Click to add a new template data set and select DB query to open the database query window.
- Choose the JDBC connection that you created from the dropdown list.
- The Monday.com entities will appear as tables on the left pane.
- Write a SELECT statement for the Monday.com data tables and columns that you want to load.
- Click preview and data is shown as table.
With these simple steps, Monday.com can be used as a JDBC data source in FineReport.