Power BI monday.com Integration: Step-by-Step Instruction Guide
Published: February 20, 2023
Last Updated: February 20, 2023
Last Updated: February 20, 2023
Support Team Lead at Alpha Serve
Author: Liubov Topchyi
monday.com and Power BI are the two most popular business platforms. Organizations can use them together to create comprehensive reports to improve process workflow and team cross-team collaboration.
monday.com is a cloud-based work management platform that gives businesses the tools and applications to manage and improve workflow for individuals, teams, and enterprises. On the other hand, Power BI by Microsoft is a data analysis and business intelligence (BI) tool. It is a cloud-based platform where data analysts and managers can create, visualize, connect and share data among stakeholders.
Power BI monday.com integration can immensely benefit businesses, and that's why in this article, we'll learn how you can connect them. By the end of this step-to-step integration guide on automating the connectivity for the best possible results. Let's get started.
monday.com is a cloud-based work management platform that gives businesses the tools and applications to manage and improve workflow for individuals, teams, and enterprises. On the other hand, Power BI by Microsoft is a data analysis and business intelligence (BI) tool. It is a cloud-based platform where data analysts and managers can create, visualize, connect and share data among stakeholders.
Power BI monday.com integration can immensely benefit businesses, and that's why in this article, we'll learn how you can connect them. By the end of this step-to-step integration guide on automating the connectivity for the best possible results. Let's get started.
Here’s what we’ll cover in this blog post:
Table of Contents:
It is a table of contents. Click on the needed subheading and switch between parts of the article.
What is monday.com
monday.com is a cloud-based intuitive work management platform. It offers businesses the necessary tools and services to manage their resources, projects, and tasks. With it, your teams can collaborate seamlessly, manage complex projects, and streamline workflows. However, the main reason why monday.com excels is its flexibility. As a team or an individual, you can use it to manage different workflow types, including Marketing, Software Development, HR, Operations, and even Customer Relationship Management(CRM).
Furthermore, the monday.com all-in-one Work OS is great for small and mid-level businesses. However, enterprise project managers can also use monday.com to manage projects, vendors, and teams.
At monday.com's core, you need to create a board to manage a project. These boards are completely customizable with key elements such as groups, items, columns, apps, and more. You also get dashboards for insights and easy decision-making. You can also connect apps such as Dropbox, Slack, and Power BI to streamline tools and improve team productivity, inviting business impact.
If you want to read more about monday.com in detail, check out: What is monday.com and How to Use it, where we talk about its features, benefits, and pricing.
Furthermore, the monday.com all-in-one Work OS is great for small and mid-level businesses. However, enterprise project managers can also use monday.com to manage projects, vendors, and teams.
At monday.com's core, you need to create a board to manage a project. These boards are completely customizable with key elements such as groups, items, columns, apps, and more. You also get dashboards for insights and easy decision-making. You can also connect apps such as Dropbox, Slack, and Power BI to streamline tools and improve team productivity, inviting business impact.
If you want to read more about monday.com in detail, check out: What is monday.com and How to Use it, where we talk about its features, benefits, and pricing.
What is Power BI
Power BI is a powerful data-visualization business intelligence platform. It is an end-to-end platform that gives companies the tool to create a single source of truth and then create powerful, customizable reports full of insights. It also supports a wide variety of data sources and integrations. So, you can pull monday.com data to Power BI to create visual reports that are easy to share among stakeholders.
Out of the box, you can use Power BI to create different types of reports, including customer profitability, digital marketing, HR analytics, and more. These reports contain elements that make them visually appealing and meaningful. For example, you can use area charts, combo charts, funnel charts, and more to give your data meaning.
Overall, Power BI is an all-in-one data analytics tool with features such as big data support, real-time analytics, a customizable user interface, and excel integration. On the other hand, monday.com reporting is basic.
Out of the box, you can use Power BI to create different types of reports, including customer profitability, digital marketing, HR analytics, and more. These reports contain elements that make them visually appealing and meaningful. For example, you can use area charts, combo charts, funnel charts, and more to give your data meaning.
Overall, Power BI is an all-in-one data analytics tool with features such as big data support, real-time analytics, a customizable user interface, and excel integration. On the other hand, monday.com reporting is basic.
That's why using Power BI with monday.com opens up multiple benefits, including:
- centralized data sources
- flexible data visualization
- custom reporting to fit business needs
- share reports and dashboards with non-monday.com users
- automate data transfer with the right plugin(more on it later).
Integrate monday.com with Power BI Using Connector
The best way to integrate monday.com and Power BI is to use Power BI monday.com Connector by Alpha Serve. The connector provides an automated way to connect both platforms, and you don’t need any coding skills to do so. In addition, this enterprise-grade app enables you to export all monday.com data, including Boards, Items, Workspaces, Updates, and more. With easily accessible data, you can create comprehensive reports to make better data-driven decisions.
The benefits of using the Power BI monday.com connector include the following:
- No-code integration: You don’t have to write a single line of code to make the integration work.
- Direct connection: The integration doesn’t route the connectivity and directly connects monday.com and Power BI.
- Automates data extraction: The connector lets the admin automate data refresh. This schedule refresh automates data extraction and updates reports and dashboards automatically.
- Advanced filtering features: With it, you can select proper data and export relevant information.
- Export: The export functionality lets you export any fields and tables, including custom fields.
- Automated data relationship: The connector is smart enough to automate data relationships between fields and columns.
- Intuitive and clean user interface: The interface is catered to even the first users, giving them a quick start to easy data export and report creation.
- Ensured data security: Our connector is enterprise-ready as we provide proper data security for complete peace of mind.
Steps to Connect monday.com and Power BI
In this section, we’ll take a closer look at the connecting monday.com and Power BI so that you can export data from monday.com easily using automation and a no-code approach. Let’s get started.
Step 1: Install Power BI Connector for monday.com
Step 1: Install Power BI Connector for monday.com
To properly install the Power BI Connector for monday.com, you need to follow the following steps:
1. Go to monday.com marketplace and search for Power BI Connector.
1. Go to monday.com marketplace and search for Power BI Connector.
2. Once found, click on the Get Started button.
3. It'll ask you to sign in (if not logged in).
4. From there, click on the Add to your account button. This will install the app.
3. It'll ask you to sign in (if not logged in).
4. From there, click on the Add to your account button. This will install the app.
As you can see, it'll need you just two minutes to install the Power BI Connector. For more details, check out Installation Guide - Power BI Connector for monday.com, which also contains the guide to disable or uninstall the connector.
Step 2: Configure Power BI Connector for monday.com
Step 2: Configure Power BI Connector for monday.com
In this step, we’ll learn two key things:
- How to add the Power BI Connector widget to the Dashboard on monday.com
- Create a data source
To maximize how you use the connector, you’ll need to add the Power BI Connector widget to the monday.com dashboard. To do so, follow these steps:
1. Open the Workspace page, and then click on Add > New Dashboard.
1. Open the Workspace page, and then click on Add > New Dashboard.
2. It’ll prompt you to add the Dashboard name and choose the privacy setting. Fill these up, and then click Create Dashboard.
3. A new dashboard should appear. Use the Add widget button on the dashboard page top-section to add the Power BI Connector widget.
4. Now, select the category Installed (1) and Add Power BI Connector widget (2), as shown in the image.
4. Now, select the category Installed (1) and Add Power BI Connector widget (2), as shown in the image.
5. Finally, you need to click on the Authorize button. This will give the app the required access to read information through monday.com API.
Step 3: Export Data from monday.com to Power BI
Step 3: Export Data from monday.com to Power BI
With the widget set on the dashboard, it is time to see how to export monday.com data to Power BI. The step to do so are as follows:
1. Open the dashboard where the Power BI Connector widget is located. From there, click on the Create a Data Source button.
1. Open the dashboard where the Power BI Connector widget is located. From there, click on the Create a Data Source button.
2. It’ll open up a data source creation page. Here, enter the required information as asked. For example, you need to fill in Title section fields such as Name and Description. Similarly, choose Filter items to choose the data you want to export. You can do it without a filter to extract all existing tickets or use a filter to select specific data such as Workspace or Boards data.
3. Next, you’ll need to select the associated tables (items, users, boards, groups, etc.) and fields.
3. Next, you’ll need to select the associated tables (items, users, boards, groups, etc.) and fields.
4. To modify field parameters, click on View options. Similarly, you need to click on Show Types and Show IDs to set field types and field names, respectively.
5. Lastly, click on the Save button to save the data source.
This process will generate the Data Source URL. To complete the connection, you must copy and paste it into Power BI. To do so, check the steps mentioned below.
1. Launch Power BI Desktop. From there, click Get Data > OData feed.
1. Launch Power BI Desktop. From there, click Get Data > OData feed.
2. In the OData feed, paste the copied URL.
3. Complete basic Power BI authorization by keeping the User name “blank” and putting Password as Access Token.
3. Complete basic Power BI authorization by keeping the User name “blank” and putting Password as Access Token.
4. Next, click on the Access Token tab to access the token. From there, copy the token by clicking on the corresponding icon.
5. Lastly, select the tables and click Load.
Your Power BI application will now populate with new data. If the data is big, it may take some time.
Congratulations! You’re now ready to build comprehensive reports, enabling better data understanding.
Congratulations! You’re now ready to build comprehensive reports, enabling better data understanding.
Conclusion
Conclusion
It is imperative to say that monday.com and Power BI can change how businesses look at data. After all, monday.com reporting is basic and only gives you essential information about your team collaboration and workflow. Connecting them provides you complete access to hidden insights in your data.
However, it must be done smartly and with the help of the Power BI Connector for monday.com. This automates the connection and ensures you only import the needed data without writing a single line of code.
However, it must be done smartly and with the help of the Power BI Connector for monday.com. This automates the connection and ensures you only import the needed data without writing a single line of code.
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