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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.
Share Settings
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These settings allow you to share your data source with users or teams who have permission to use Tableau Connector.
If a user doesn’t have access to any of the boards/workspaces included in the shared data source they will receive blank tables.
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All data sources are shared with users with administrator permissions by default. |
Users - This setting allows you to share your data source with other users. You can select as many individual users as you need to. The user can be searched by their names.
Teams -This setting allows you to share your data source with teams. You can select as many teams as you want to.
You can also share already-existing data sources via the Share button.
Filter Items Section
Without Filter (by default) - This filter returns all data, select it if you want to export all existing tickets.
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. |
Include Archived/Deleted Data Section
Tableau Connector for monday.com allows you to include archived or deleted data to export.
To view archived or deleted data:
Select three dots, and then select View archive/trash.
Deleted items (columns, lines, etc.) in active boards/workspaces are NOT available for export.
Deleted items (columns, lines, etc.) in deleted boards/workspaces are NOT available for export.
Deleted boards and workspaces are available for export for 30 days after deletion.
Archived boards and workspaces are always available for export until their deletion.
Archived items (columns, lines, values) are NOT available for export.
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. |
Tables Export Concept
All of the tabs - Items, Activity logs, Users, etc. - represent data in format of tables that can be selected for export. Each table contains specific fields associated with the represented data.
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For example, the table Activity logs contains the following fields: Log ID, Event, and more. |
Each table is exported separately with its fields, and only the selected fields are included to the export.
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For example, if you select the Boards, Item, and Users tables for export, you will get 3 different tables with their fields. |
The exception is the Subitems table. See how to export subitems.
Some fields, marked with an icon indicating a separate export, are also exported as a separate table.
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For example, you decided to export the Items table, and also included the Owner field that is marked with the icon. |
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During the export, the Owner field will be exported as a separate table named people. |
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.
Search and View Options
Search Data Source
If you have a lot of data sources and it’s challenging to find one you need, use the Search box. The search is carried out by the data source name.
Search Field
The Search fields box - This feature allows you to quickly find, and then add to your export issue filters you need.
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The amount of found fields will be shown for each table. |
View Option
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) Preview ERD - This button allows you to view the Entity Relationship Diagram for adata source.
(3) Share - This button allows you to share the data source with other users. Administrators have access to all data sources by default.
(4) Edit - This button allows you to make changes to the data source.
(5) Clear cache - This button allows you to remove temporary files from storage area.
(6) Delete - This button allows you to remove the data source.
Cache Management
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Now you can clear the data source cache by selecting the Clear cache button.
📘 What does it mean?
A cache is a special storage area that holds frequently used data to make access faster.
📘 Why do I need to clear the cache?
Over time, cached data can become outdated or corrupted, leading to export performance issues. Clearing the cache helps improve export speed and ensures that only updated content is used. If you experience slow data export, try clearing the cache of the corresponding data source.
📘 Does clearing the cache delete my data?
No, clearing cache doesn’t delete any of your data. It only removes temporary files that are stored to speed up export process.
📘 If I don’t clear the cache, what happens?
The cache is stored for 20 minutes, and then updates automatically with a new export. So, if you have updated the data source, and want to see the resent updates immediately, you need to clear the cache.
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 Tableau Power BI Connector for monday.com:. Data types marked with ↗️ are exported as a separate table.
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