Integrating monday.com with Power BI allows you to leverage powerful business intelligence capabilities to analyze and visualize your monday.com data. With this integration, teams can build advanced dashboards, track KPIs, and generate cross-platform insights.

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🎯 Why Integrate Power BI with monday.com?

• Enhanced Reporting: Build interactive, multi-source dashboards.
• Centralized Data: Combine monday.com data with CRM, finance, and marketing sources.
• Advanced Visualizations: Use Power BI’s visual tools to uncover deeper trends.
• Custom Metrics: Create calculated fields and advanced data models.

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🔌 Integration Methods

Method	Description
monday.com API + Power BI	Use the GraphQL API to connect via a Web connector (most flexible option)
Third-Party Connectors	Tools like Integromat (Make), Zapier, or CData to bridge data
Excel Export + Power BI	Export monday.com data to Excel and import into Power BI (manual refresh)

🛠️ Method 1: Connect via monday.com API

This method provides real-time or scheduled data access via Power BI’s Web connector.

Step 1: Generate an API Token

1. Go to your monday.com profile → Admin / Developers → API
2. Click “Generate” to create your personal API token

⚠️ Use a read-only admin token or create a service user for secure connections.

Step 2: Build Your Query

Use the monday.com API Playground to test and create a GraphQL query.
Example:

{
boards(ids: YOUR_BOARD_ID) {
name
items {
name
column_values {
title
text
}
}
}
}

Step 3: Open Power BI Desktop

1. Click “Get Data” → “Web”
2. Choose Advanced
3. Enter:
   • URL Parts: https://api.monday.com/v2
   • HTTP Method: POST
   • Headers:
     • Content-Type: application/json
     • Authorization: your_API_token
   • Body: Paste your GraphQL query as JSON

Example body:

{ “query”: “{ boards(ids: 123456) { name items { name column_values { title text } } } }” }

4. Click OK → Transform data → Apply

Step 4: Model and Visualize

• Format columns and data types
• Build charts, KPIs, and dashboards
• Schedule refreshes via Power BI Service (Pro license required)

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🔁 Method 2: Use a Third-Party Integration Tool

If you prefer a no-code approach, you can use tools like:

• Make (formerly Integromat): Build custom workflows that send monday.com data to a Google Sheet or database connected to Power BI.
• CData Connector: Offers a direct connector between monday.com and Power BI.
• Zapier: Limited for analytics but helpful for quick syncs.

🧠 Ideal for users who prefer automation over coding or manual queries.

📤 Method 3: Manual Export to Excel

1. In monday.com, go to any board
2. Click “Export” → Export to Excel
3. Import the file into Power BI:
   • Go to Power BI → Get Data → Excel
   • Select and load the file
4. Refresh data manually or automate with Power BI Gateway (for Enterprise users)

✅ Easy but not ideal for real-time data or recurring analytics.

🔐 Security and Permissions

• Always use API tokens with proper scope (read-only preferred for BI)
• Secure your queries and Power BI files when shared
• Enterprise users can apply data governance rules and row-level security

✅ Summary

Feature	Availability
Native Power BI connector	❌ Not yet available
API-based access	✅ Yes (GraphQL via Web connector)
Third-party tools	✅ Supported (Make, CData, etc.)
Excel export to Power BI	✅ Yes
Real-time dashboards	✅ With API or 3rd-party bridge