Visualize Monday.com Data in Tableau

The CData ODBC Driver for Monday.com enables you to access live Monday.com data in business intelligence tools like Tableau. In this article, you will integrate Monday.com data into a dashboard that reflects changes to Monday.com data in real time.

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

Add Monday.com Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData Monday Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Invoices table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
7. Drop the Id column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.

8. Drag the DueDate column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT Id, SUM(DueDate) FROM Invoices GROUP BY Id

   When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

   To change the summary function, open the DueDate menu and select the summary you want in the Measure command.

9. You can create other charts using dimensions and measures to build SQL queries visually:

With the CData ODBC Driver for Monday.com, you get live connectivity to your Monday.com data, allowing you to build real-time charts, graphs, and more.