Installation Guide

Read a comprehensive step-by-step guide on how to use Power BI Connector for monday.com in our blog

https://www.alphaservesp.com/blog/power-bi-monday-com-integration-step-by-step-instruction-guide

How to Install Power BI Connector

 

Power BI 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 Power BI Connector before installing it.

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

 

How to Create Dashboard for Power BI Connector

 

  1. Being signed in to your monday account, select the needed workspace, select +, and then select New Dashboard.

 

  1. In the Dashboard name field, enter your dashboard name (e.g. Power BI Connector).

  2. Select the privacy option, and then select Create Dashboard.

Select this dashboard when installing Power BI Connector.

 

How to Add Power BI Connector to Your Account

 

  1. Being signed in to your monday account, select your profile picture, and then select App marketplace.

 

  1. In the Search the marketplace box, enter Power BI Connector, and then press Enter.

  2. From the search results, select Power BI Connector by Alpha Serve.

 

  1. Select Add to your account.

 

  1. Select All Workspaces, and then select Install.

 

  1. Select a workspace where to add Power BI Connector.

  2. Select a dashboard you’ve created here to add Power BI Connector.

  3. Select Add app.

  1. Select Connect boards to get started.

 

  1. Select boards, check or uncheck the Add newly selected boards to all existing widgets option, and then select Done.

 

  1. Select Authorize.

 

How to Uninstall Power BI Connector for monday.com

 

  1. Being signed in to your monday account, select your profile picture, and then select Administration.

 

  1. Select Apps.

 

  1. Select Uninstall.