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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.

tableau_data_source_page_overview_title_section.gif

Share Settings NEW

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.

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.

tableau_share_settings.gif

You can also share already-existing data sources via the Share button.

tableau_share_button.gif

Filter Items Section

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

tableau_data_source_page_overview_without_filter.gif

  • 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.

tableau_data_source_page_overview_with_filter.gif

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

tableau_data_source_page_overview_with_filter_by_workspace.gif

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

tableau_data_source_page_overview_with_filter_by_board.gif

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

tableau_data_source_page_overview_with_filter_by_boards.gif

Include Archived/Deleted Data Section

  • Tableau Connector for monday.com allows you to include archived or deleted data to export.

tableau_data_source_page_overview_include_archived_or_deleted_data.gif

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.

View archive-trash-Tableau.gif

Select Tables Section

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

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

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

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.

For example, the table Activity logs contains the following fields: Log ID, Event, and more.

Tableau tables and fields.gif

Each table is exported separately with its fields, and only the selected fields are included to the export.

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.

Tableau Export.gif

Some fields, marked with an icon indicating a separate export, are also exported as a separate table.

Fields as separate tables.gif

For example, you decided to export the Items table, and also included the Owner field that is marked with the icon.

Tableau - Items and Owner.gif

During the export, the Owner field will be exported as a separate table named people.

Owner as People.gif

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.

tableau_data_source_page_overview_search.giftableau_data_source_page_overview_search_result.gif

Search Field

  • The Search fields box - This feature allows you to quickly find, and then add to your export issue filters you need.

The amount of found fields will be shown for each table.

Tableau-Search field.gif

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.

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

tableau_data_source_page_overview_view_options.gif

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 a data 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.

tableau-actions-panle.gif

Cache Management NEW

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.

the-clear-cache-button-tableau.gif

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 Connector for monday.com:

  • Status

  • Priority

  • Label

  • People

  • Numbers

  • Date

  • Text

  • Long Text

  • Email

  • Connect boards

  • Mirror

  • Checkbox

  • Link

  • World Clock

  • Phone

  • Location

  • Files

  • Tags

  • Time Tracking

  • Timeline

  • Dropdown

  • Rating NEW

  • No labels