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Create Data Visualizations Based On Monday.com Data in Mode



Use CData Connect Cloud to connect to Monday.com from Mode and build visualizations using live Monday.com data.

Mode is a collaborative data platform that combines SQL, R, Python, and visual analytics in one place. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Monday.com data for use in data visualizations. This article shows how to connect to Monday.com in Connect Cloud, connect to Monday.com data in Mode, and create a simple visualization using that data.

CData Connect Cloud provides a pure cloud-to-cloud interface for Monday.com, allowing you to build data visualizations from live Monday.com data in Mode — without replicating the data to a natively supported database. In order to create visualizations, users write SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Monday.com, leveraging server-side processing to quickly return the requested Monday.com data.

Configure Monday.com Connectivity for Mode

Connectivity to Monday.com from Mode is made possible through CData Connect Cloud. To work with Monday.com data from Mode, we start by creating and configuring a Monday.com connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Monday.com" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Monday.com.

    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).

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Monday.com data from Mode.

Connect to Monday.com in Mode

The steps below outline connecting to CData Connect Cloud from Mode to create a new Monday.com data source.

  1. Log-in to Mode
  2. In the top-left corner of the screen, click the down-arrow next to your name and select Connect a Database...
  3. On the next screen, select Microsoft SQL Server.
  4. Enter the Microsoft SQL Server credentials:
    • Display Name: the name for the connection.
    • Host/Port: enter tds.cdata.com in the Host field and 14333 in the Port field.
    • Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Monday1).
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, test@cdata.com
    • Password: enter the PAT you generated on the Settings page
    Leave the rest of the connection settings at their default values unless you need to modify them.
  5. At the bottom of the page, click Connect to ensure that you can connect to CData Connect Cloud.
  6. Upon success, the following screen appears.

Your connection is now available for use in Mode. To connect to additional data sources from your CData Connect Cloud account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Mode Visualization

To create a visualization in Mode, follow these steps:

  1. On the current screen, click New Report. The SQL query text editor appears. Enter the following query: SELECT * FROM [Monday].[Invoices]; Click Run. The app now shows the query result:
  2. Running the query activates the New Chart tab. Click this tab and select Pie Chart.
  3. Now, drop a dimension in the Color section and a measure in the Angle section.

    We have now created a visualization of Monday.com data in Mode using CData Connect Cloud!

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