Visualize Monday.com Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live Monday.com data within Tableau.

CData Connect Server provides a pure SQL Server interface for Monday.com, allowing you to easily build reports from live Monday.com data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Monday.com, leveraging server-side processing to quickly return the requested Monday.com data.

This article shows how to create a virtual SQL Server database for Monday.com, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for Monday.com Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Monday.com" from Available Data Sources.
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).

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Monday.com data from Tableau Desktop.

Visualize Live Monday.com Data in Tableau Desktop

The steps below outline connecting to the virtual Monday.com database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the Monday.com data
   • Username & Password: the credentials for a CData Connect user
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
4. Select Dimensions and Measures and configure your visualization.

SQL Access to Monday.com Data from On-Premise Applications

At this point, you have a direct connection to live Monday.com data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including Monday.com) from desktop applications like Tableau refer to our CData Connect page or download a free trial.