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.
When you apply Filter by Workspace and select two workspaces, you will get a combined result of the exported data from those two workspaces.
If you need to export data from the exact board, select it directly from the Filter by Boards option.
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
Power PI 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.
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.
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.
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 a data 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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