Connect to and Query Monday.com Data in QlikView over ODBC

The CData ODBC drivers expand your ability to work with data from more than 200 data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to Monday.com data using the CData ODBC driver and create data visualizations in QlikView.

The CData ODBC drivers offer unmatched performance for interacting with live Monday.com data in QlikView due to optimized data processing built into the driver. When you issue complex SQL queries from QlikView 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 QlikView 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.

Populate a Chart with Monday.com Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
2. On the Data tab, select ODBC in the Database menu and click Connect.
3. Select the DSN (CData Monday Sys) in the resulting dialog. A command like the following is generated: ODBC CONNECT TO [CData Monday Sys];
4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard). SQL SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT';

   Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to Monday.com, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.

5. Close the script editor and reload the document to execute the script.
6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from Monday.com, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
7. When defining Dimensions, select Id in the First Dimension menu.
8. When defining Expressions, click the summary function you want and select DueDate in the menu.

9. Finish the wizard to generate the chart. The CData ODBC Driver for Monday.com connects to live Monday.com data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.