/
User Guide

User Guide

How to Export Data from monday.com to Tableau

 

Tableau Connector for monday.com is designed as a dashboard widget, so it’s essential to have at least one dashboard to add the app.

For your convenience, we recommend creating a separate dashboard for Tableau Connector before installing it.

Since this is just a recommendation, you can select any dashboard for your Tableau Connector.

How to Create Dashboard for Tableau Connector

 

1. Create Data Source

 

You have to create a data source for data you want to export from your monday.com to your Tableau. You can do it by accessing the Tableau Connector widget, and then selecting + Create your first Data Source now.

You have to name your data source, and then select filters and tables you’d like to be in your data source.

If you need a detailed description of all fields and features of the Data Source page, please refer to this page.

 

2. Export Data into Tableau

 

After creating a data source, you can easily export your data into Tableau. Being on the Tableau Connector widget, select Copy link. Launch your Tableau, authorize, connect, and start working with your data.

 

 

 

Related content

How to Export Data into Tableau
How to Export Data into Tableau
Read with this
Schedule a refresh on Tableau Server or Tableau Cloud
Schedule a refresh on Tableau Server or Tableau Cloud
Read with this
Schedule Refresh on Tableau Cloud
Schedule Refresh on Tableau Cloud
Read with this
How to Export Data into Tableau Desktop
How to Export Data into Tableau Desktop
Read with this