Analyze Monday.com Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Monday.com data. In this article, we will guide you through the process of connecting to Monday.com via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to Monday.com from Infragistics Reveal

To work with live Monday.com data in Infragistics Reveal, we need to connect to Monday.com from Connect Cloud, provide user access to the connection, and create OData endpoints for the Monday.com data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Monday.com through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

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. Oa 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.

Connect to Monday.com from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

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 Monday.com OData Endpoints in Connect Cloud

After connecting to Monday.com, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Monday.com connection (e.g. Monday1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Monday.com data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Monday.com data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/service
4. Select Generic Credentials and
   • Set Username to a Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the PAT for the user
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Monday.com data. For more information on creating OData feeds from Monday.com (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Monday.com data in tools that consume OData APIs.