How to Export Data into Tableau

Read also how to optimize data export.

Being signed in to your monday account, open Tableau Connector widget, and then copy the link of the required data source.

Launch your Tableau Desktop, select More…, and then select OData.

In the Server field, paste the copied link of your data source.
In the Authentication field, select Username and Password.
In the Username field, enter any.

For the Password field, you’ll need the access token. Please proceed to step 6 to get it.

Go back to your monday account, and then open Tableau Connector widget.
Select Access Token, and then copy the token.

Go back to Tableau Desktop, and then paste the copied token into the Password field.
Select Sign In.

If there is a large amount of data to import, it may take some time.

After the data is loaded, you can build graphs and dashboards based on the imported monday.com data

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Over time, cached data can become outdated or corrupted, leading to export performance issues.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.

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.