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Table of Contents

Data Source Creating Page

Below you can find a description of the fields, buttons, and settings of the data source creating page.

Title Section

  • Name* -This field allows you to enter the name of your data source. The field is required.

  • Description - This field allows you to enter a description for your data source. These might be some hints you might need in the future. This field is optional.

Filter Items Section

  • Without Filter (by default) - This filter returns all data, select it if you want to export all existing ticketsitems.

  • With Filter - This option filters data by pre-defined categories:

    • Filter by Workspace - This filter includes items to export only from selected workspace. You can select a few workspaces at once.

    • Filter by Boards - This filter includes items to export only from selected boards. You can select a few boards at once.

Info

When you apply Filter by Workspace and select two workspaces, you will get a combined result of the exported data from those two workspaces.

Info

If you need to export data from the exact board, select it directly from the Filter by Boards option.

Info

If you apply Filter by Boards and select two boards, you will get a combined result of the exported data from those two boards.

If necessary, you can also include to export archived or deleted data.

Select Tables Section

This section allows you to select or cancel selecting tables and fields.

Info

When you click once on the title of the relevant table, only the main fields of the tables are selected.

Info

When you double-click on the title of the relevant table, all possible fields are selected.

Info

You can also select the relevant fields separately.

Save Section

  • Save - This button creates your new data source or updates if you edit an existing data source.

  • Back - Leave data source creating page. Changes you’ve made won’t be saved.

View Options

  • View Options ⚙️ - This setting allows you to adjust what field parameters will be shown. You can select what option to display: Show IDs or Show Types. The Show Names option is a default. All options can be selected at once.

Info

The screenshot presents how the options are displayed in the UI, using matching colors.

Additional Features

All these settings are applied to already existing data sources.

Actions Section

(1) Copy link - This button copies the data source URL to the clipboard.

(2) Open Data Source ERD diagram - This button allows you to view the Entity Relationship Diagram for adata source.

(3) Edit - This button allows you to make changes to the data source.

(4) Delete - This button allows you to remove the data source.

Tables Available for Export

At the moment, the output of the following monday.com tables is being logged:

  • Items

  • Subitems

  • Activity logs

  • Users

  • Teams

  • Boards

  • Folders

  • Groups

  • Workspaces

  • Tags

  • Updates

Supported Data Types

There are different data types supported by Power BI Connector for monday.com:

  • Status

  • Priority

  • Label

  • People

  • Numbers

  • Date

  • Text

  • Long Text

  • Checkbox

  • Link

  • World Clock

  • Phone

  • Location

  • Files

  • Tags

  • Time Tracking