Create Datasets from Monday.com in Domo Workbench and Build Visualizations of Monday.com Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Monday.com links Domo Workbench to operational Monday.com data. You can build datasets from Monday.com data using standard SQL queries in Workbench and then create real-time visualizations of Monday.com data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Monday.com data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Monday.com, the driver pushes supported SQL operations, like filters and aggregations, directly to Monday.com and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Monday.com data using native Domo data types.

Connect to Monday.com as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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).

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for Monday.com in Domo Workbench using the Monday.com DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Monday.com Data

You can follow the steps below to build a dataset based on a table in Monday.com in Domo Workbench using the CData ODBC Driver for Monday.com.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Monday.com Invoices), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Monday Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query: SELECT * FROM Invoices NOTE: By connecting to Monday.com data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Monday.com-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Monday.com data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Monday.com data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.

With the CData ODBC Driver for Monday.com, you can build custom datasets based on Monday.com data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.