Solved: Can Power BI connect to Monday.com

tksnota · ‎01-16-2025

Hi,

Our organization is moving its project finance and management to Monday (https://monday.com/).

Will Power BI be able to get data like invoice amount, project completion date, etc.? If so, how can it be done.

Thanks...tksnota...

v-heq-msft · ‎01-16-2025

Hi @tksnota ,
Based on your description, I found some documentation on how to connect to the Monday site. It mentions that first you need to install the Power BI connector for monday.com.Based on your description, I found some documentation on how to connect to the Monday site. It mentions that first you need to install the Power BI connector for monday.com.
Installation Guide - Power BI Connector for monday.com - Alpha Serve
Power BI Connector by Alpha Serve - monday.com Marketplace

Then create a data source and export it to power bi.

Of course you can also use power query to connect. Refer to the following documentation

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

v-heq-msft · ‎01-16-2025

Hi @tksnota ,
Based on your description, I found some documentation on how to connect to the Monday site. It mentions that first you need to install the Power BI connector for monday.com.Based on your description, I found some documentation on how to connect to the Monday site. It mentions that first you need to install the Power BI connector for monday.com.
Installation Guide - Power BI Connector for monday.com - Alpha Serve
Power BI Connector by Alpha Serve - monday.com Marketplace

Then create a data source and export it to power bi.

Of course you can also use power query to connect. Refer to the following documentation

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly