Monday.com Reporting in OBIEE with the Monday.com JDBC Driver

The CData JDBC Driver for Monday.com is a standard database driver that can integrate real-time access to Monday.com data into your Java-based reporting server. This article shows how to deploy the driver to Oracle Business Intelligence Enterprise Edition (OBIEE) and create reports on Monday.com data that reflect any changes.

Deploy the JDBC Driver

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath: This is required for earlier versions. Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix). This script is located in the bin subfolder of the folder for that domain. For example: ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Create a JDBC Data Source for Monday.com

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
2. Click JDBC Connection -> Add Data Source.
3. Enter the following information:
   • Data Source Name: Enter the name that users will create connections to in their reports.
   • Driver Type: Select Other.
   • Database DriverClass: Enter the driver class, cdata.jdbc.monday.MondayDriver.
   • Connection String: Enter the JDBC URL.

     You can connect to Monday.com using either API Token authentication or OAuth authentication.

     Connecting with an API Token

     Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

     • API tokens for admin users
       1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
       2. Select Admin.
       3. Select "API" on the left side of the Admin page.
       4. Click the "Copy" button to copy the user's API token.
     • API tokens for non-admin users
       1. Click on your profile picture in the bottom left of your screen.
       2. Select "Developers"
       3. Click "Developer" and then "My Access Tokens" at the top.
       4. Select "Show" next to the API token, where you'll be able to copy it.

     Connecting with OAuth Authentication

     Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Monday.com JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.monday.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     A typical JDBC URL is below:

     jdbc:monday:APIToken=eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV;
   • Username: Enter the username.
   • Password: Enter the password.
4. In the Security section, select the allowed user roles.

Create Real-Time Monday.com Reports

You can now create reports and analyses based on real-time Monday.com data. Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Monday.com data.

1. On the global header, click New -> Data Model.
2. On the Diagram tab, select SQL query in the menu.
3. Enter a name for the query and in the Data Source menu select the Monday.com JDBC data source you created.
4. Select standard SQL and enter a query like the following: SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'
5. Click View Data to generate the sample data to be used as you build your report.
6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
7. Click Create Report -> Use Data Model.
8. Select Guide Me and on the Select Layout page select the report objects you want to include. In this example we select Chart and Table.
9. Drop a numeric column like DueDate onto the Drop Value Here box on the y-axis. Drop a dimension column like Id onto the Drop Label Here box on the x-axis.
10. Click Refresh to pick up any changes to the Monday.com data.