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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 items.
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.
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When you apply Filter by Workspace and select two workspaces, you will get a combined result of the exported data from those two workspaces. |
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If you need to export data from the exact board, select it directly from the Filter by Boards option. |
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If you apply Filter by Boards and select two boards, you will get a combined result of the exported data from those two boards. |
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If necessary, you can also include to export archived or deleted data. |
To view archived or deleted data:
Select three dots, and then select View archive/trash.
Select Tables Section
This section allows you to select or cancel selecting tables and fields.
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When you click once on the title of the relevant table, only the main fields of the tables are selected. |
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When you double-click on the title of the relevant table, all possible fields are selected. |
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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.
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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:
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