Microsoft Power BI and Monday Integration

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Microsoft Power BI + Monday integration

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Microsoft Power BI

Monday

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Monday

Create a New Scenario to Connect Microsoft Power BI and Monday

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Monday will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Monday, and select the appropriate trigger to start the scenario.

Add the Microsoft Power BI Node

Select the Microsoft Power BI node from the app selection panel on the right.

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Configure the Microsoft Power BI

Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Microsoft Power BI

Sign In

Run node once

Add the Monday Node

Next, click the plus (+) icon on the Microsoft Power BI node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.

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Authenticate Monday

Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.

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Connect Monday

Sign In

Run node once

Configure the Microsoft Power BI and Monday Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Microsoft Power BI and Monday Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Power BI, Monday, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Power BI and Monday integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Monday (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Power BI and Monday

Monday + Microsoft Power BI + Microsoft Teams: When a specific column in Monday is updated, Power BI retrieves the updated data and generates a report. A message is then sent to a Microsoft Teams channel with a summary of the changes.

Monday + Microsoft Power BI + Slack: When a new item is created in Monday, Power BI fetches the relevant data to update a report. After the report is updated, a summary is sent to a designated Slack channel.

Microsoft Power BI and Monday integration alternatives

About Microsoft Power BI

Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.

About Monday

Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.

See how Latenode works

FAQ Microsoft Power BI and Monday

How can I connect my Microsoft Power BI account to Monday using Latenode?

To connect your Microsoft Power BI account to Monday on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Power BI and click on "Connect".
  • Authenticate your Microsoft Power BI and Monday accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Monday with new Power BI report data?

Yes, you can! Latenode’s visual editor makes it simple to trigger Monday updates based on Power BI data changes, improving team awareness of key performance indicators.

What types of tasks can I perform by integrating Microsoft Power BI with Monday?

Integrating Microsoft Power BI with Monday allows you to perform various tasks, including:

  • Automatically creating Monday items from new Power BI report rows.
  • Sending Monday notifications when Power BI thresholds are reached.
  • Updating Power BI datasets based on changes in Monday project status.
  • Generating Power BI reports from Monday project data.
  • Syncing Power BI dashboards with Monday task assignments.

HowsecureistheMicrosoftPowerBIintegrationwithMondayonLatenode?

Latenode uses secure authentication protocols and encryption to protect your data when connecting Microsoft Power BI and Monday.

Are there any limitations to the Microsoft Power BI and Monday integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Power BI reports might require JavaScript for advanced parsing.
  • Real-time data synchronization depends on the APIs rate limits.
  • Large data transfers could impact performance.

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