How to Connect monday.com to Tableau: Step-by-Step Instruction Guide

Tableau is a powerful data visualization tool companies use to analyze and understand complex data. On the other hand, monday.com is a team management platform that helps employees collaborate effectively on projects and tasks. Regarding data analysis, monday.com has its own reporting and visualization tools.

However, for those who want to widen their data analysis, Alpha Serve has created Tableau Connector for monday.com, which allows easy and quick monday.com data export.

This article will provide step-by-step instructions on how to connect monday.com to Tableau. Whether you're a data analyst, project manager, or business owner, the Tableau monday.com integration will help you streamline your workflow and optimize your data analysis process.

​​Tableau and monday.com are two distinct software platforms that serve different purposes.

Tableau is a data visualization and business intelligence platform that allows users to analyze and visualize data to make it easy to understand and manage. Tableau provides users with a high level of customization, allowing them to create custom dashboards, reports, and charts that can be shared with others, helping to identify issues and solve them timely.

On the other hand, monday.com is a cloud-based project management and collaboration platform that allows teams to plan, track, and execute projects in a centralized and visual way. monday.com provides teams with a customizable workspace to manage their projects, collaborate with team members, and track progress in real-time. To learn more about monday.com, including its features, benefits, and pricing, refer to the article What is monday.com and How to Use it for a detailed overview.

While Tableau and monday.com serve different purposes, by integrating Tableau with monday.com, businesses can access and analyze data from monday.com directly within Tableau, allowing for more seamless reporting and visualization. Integrating monday.com and Tableau enables organizations to acquire enhanced insights into their projects and operations, facilitating informed decision-making. For example, you can use Tableau to visualize the progress of your projects on monday.com or analyze the performance of your sales team based on data from your CRM system.

Tableau Connector for monday.com by Alpha Serve is a software tool that enables users to connect and extract data from their monday.com account directly into Tableau. The connector provides seamless integration between the two platforms, allowing access to monday.com data to perform advanced analytics and create custom reports. It ultimately helps teams to have full knowledge for making more information supported decisions, and develop effective strategies for their projects.

The Tableau Connector for monday.com provides a user-friendly and intuitive interface for data analysis that requires no coding skills, making it accessible to any user. The Tableau Connector for monday.com allows users to easily filter and visualize their data in various ways to identify trends, patterns, and outliers in their monday.com data, leading to more effective business strategies.

By consolidating data from multiple sources into one unified view, businesses can improve cross-team collaboration and decision-making while ensuring accuracy and consistency across teams. Furthermore, the connector allows users to choose the exact data they want to analyze, including custom fields and tables, and bring it into Tableau for analysis.

The Tableau Connector for monday.com is a powerful integration tool that allows businesses to seamlessly connect Tableau and monday.com and export, analyze, and visualize their project data more efficiently and optimize.

The Tableau Connector for monday.com offers a range of benefits to businesses looking to improve their data analysis capabilities:

The monday.com Tableau integration is used without writing any custom line of code or scripts. It makes the integration process faster and more accessible to a broader range of users, regardless of their technical skills or background. As a result, businesses stay agile and flexible, adapting to changing needs and requirements without being slowed down by technological limitations.

The Tableau Connector for monday.com allows users to extract the data sets most relevant to their needs, making it easy to create custom dashboards and reports in Tableau. It helps ensure businesses have access to the most relevant and actionable project insights, leading to better decision-making and improved performance.

With real-time updates and data synchronization between Tableau and monday.com, users can be sure they always have access to the latest information for analysis and visualization. ​​Any updates or changes made to project data on monday.com are immediately reflected in Tableau without delay or lag time. It ensures users can access the most up-to-date project information for analysis and decision-making.

The Tableau Connector for monday.com allows automatically recognizing and establishing relationships between different data sets in monday.com projects. It allows users to quickly and easily access and analyze all relevant project data in a single dashboard or report. Automated data relationship helps to streamline workflows, improve collaboration, and enhance overall project performance.

Connecting monday.com to Tableau is an essential step in leveraging the powerful capabilities of both platforms. monday.com Tableau integration allows users to easily access, analyze, and visualize monday.com data in Tableau to gain valuable insights and make more informed decisions.

Here's the instruction on how to connect the Tableau Connector for monday.com:

To initiate the application and use its features, you must first add the Tableau Connector widget to the Dashboard section of your monday.com account.

1. Navigate to the workspaces page, click the Add button, and select New Dashboard to create a new dashboard. Follow the steps to arrange configurations:

2. Once you have entered the name of the dashboard and selected your privacy settings, click the Create Dashboard button to complete the process.

3. To add the Tableau Connector widget to your Dashboard page, click the Add widget button located at the top.

4. Choose the Installed (1) category and then select and Add Tableau Connector widget (2).

5. To allow the app to access your information through the monday.com API, click the Authorize button.

1. To start exporting monday.com data to Tableau, first, you must create a data source in Tableau Connector. Navigate to the dashboard where you have added the Tableau Connector widget, and then select Create a Data Source on the open page.

2. It will take you to the page where you can create a new data source. On this page, you will be prompted to provide details such as the data source Name and Description in the Title section. Additionally, you can use the Filter options to specify which data you want to export.

3. Choose data for export. Afterward, it would help if you chose related tables (items, users, boards, groups, etc.) and fields. The following monday.com tables are currently available for export, including Items, Users, Teams, Boards, Groups, Workspaces, Tags, and Updates.

4. To adjust field parameters, click on the View Options button. Additionally, you can click on Show Types to specify field types or Show IDs to change the field names.

5. Click the Save button to finalize and save the created data source.

After completing the data source creation process, a Data Source URL will be generated. You must copy and paste this URL into Tableau to establish the connection. Please follow the steps outlined below to do so.

1. Launch Tableau Desktop and click To a Server, then click More. Use the search box to filter and find the installed connector for Odata.

2. Use the Server field to paste the data source URL. For the Username field, enter any text; for the Password field, use the Access Token.

3. To retrieve the Access Token, go to the Access Token tab (1) and click on Copy token icon (2) to copy it.

Tableau will load the data, which may take a while if there is a large amount of data. Once the data is loaded, you can create graphs and dashboards using the imported monday.com data. To start, choose a visualization type and select the data you wish to display on the chart or dashboard.

In today's fast-paced business environment, having the right tools is vital to stay ahead. By integrating Tableau with monday.com, you can unlock a new level of collaboration and efficiency in your data analysis process.

This step-by-step guide has given you the knowledge and resources to make monday.com Tableau integration a reality. With the ability to easily share data, collaborate with your team, and make data-driven decisions in real time, you'll be well on your way to achieving your business goals.