Monday to Tableau

Automatically Export & Sync Monday Data to Tableau

Monday
a black arrow pointing to the right
Tableau
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

ActivityLogs-AllTime by Board
Filterable
ActivityLogs-Last X days by Board
Date Rangable
Filterable
Items+Subitems by Board
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Updates by Board
Filterable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Monday.

If you only need to export your data one time, check the website of Monday to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Monday.
Monday.com is a Work Operating System (Work OS) that powers teams to run projects and workflows with confidence.
Simplified Layout

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.

Scopes

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.

Tableau reads flat files directly from Google Sheets, Google Cloud Storage or Google Drive.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Monday from the Data Source dropdown and Tableau from the Data Destination dropdown.

Step 2

Authorize Monday with your credentials using the OAuth flow.

Step 3

Authorize Tableau with your credentials using the Basic, OAuth or Service Account Authentication flow.

Step 4

Select your Data Set from the 4 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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