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  1. Being signed in to your monday account, select your Power BI Connector widget, and then select + Create your first Data Source now.

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  1. In the Name* field, enter the data source name.

  2. In the Description field, enter the data source description.

pbi_create_data_source_name_and_description.png

  1. In the Users field, select the user(s) you want to share the data source with.

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  2. In the Teams field, select the team(s) you want to share the data source with.

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Info

To read more about share settings.

pbi_share_with_users_and_teams.png

  1. Select filters if needed.

Info

The detailed description of all fields, filters, and buttons, please read in this article.

pbi_select_filters.png

  1. Select all tables and fields you want to be in your data source.

pbi_select_tables_and_fields.png

  1. Select + Save.

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