Automatically Export & Sync Monday Data to Microsoft Power BI
Monday.com's GraphQL API outputs data in such a way that a specialized service like Flatly, capable of formatting for a tabular layout, is recommended. Flatly's transformation of Monday.com's Items and Subitems for business intelligence applications is one of the best in the industry. It makes pagination and labeling completely automatic. This data set can be synced in a left-joined layout, with each Subitem occupying its own row alongside repeated parent Items, or in a standard layout with Subitems simply appended as many numbered columns for each parent Item which occupies a unique row.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.
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