Connect Monday to Excel Power Query to Make Data-Driven Decisions

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What is Monday?

Monday is a powerful work operating system (OS) that helps enterprise companies streamline their project management and collaboration efforts. By providing a centralized platform for teams to plan, track, and execute tasks, Monday improves efficiency and enhances communication within organizations. With features like customizable workflows, time tracking, and resource management, enterprise companies can benefit from increased productivity and better decision-making.

What is Excel Power Query?

Excel Power Query is a robust data analysis tool that enables enterprise companies to quickly access, transform, and visualize data from various sources. By streamlining the process of data extraction, transformation, and loading (ETL), Excel Power Query simplifies complex data analysis tasks and empowers business users to generate insights without needing advanced technical skills. With its user-friendly interface and powerful data manipulation capabilities, Excel Power Query helps organizations make data-driven decisions faster and more effectively.

Connecting Monday to Excel Power Query

Connecting Monday to Excel Power Query can be achieved through the following steps:

  • Export data from Monday: Begin by exporting the desired data from Monday in CSV, JSON, or Excel format. This can be done by using Monday's built-in export features or its API.
  • Import data to Excel Power Query: Open Excel Power Query and import the data file exported from Monday. This can be done using the "Get Data" option, which allows users to connect to multiple data sources and choose the appropriate file type.
  • Transform data: Once the data is imported, use Excel Power Query's built-in data transformation tools to clean, reshape, and enrich the data as needed. This may include removing unnecessary columns, changing data types, or combining data from multiple sources.
  • Visualize data: After transforming the data, create visualizations using Excel Power Query's rich library of charts and graphs. Customize these visualizations to highlight key insights and trends within the Monday data.
  • Automate data refresh: Set up an automated data refresh schedule in Excel Power Query to ensure that your visualizations are always up-to-date with the latest data from Monday.
  • Consider using Improvado: To simplify the process of connecting Monday to Excel Power Query and overcome data integration challenges, consider using a dedicated data connector like Improvado instead of handling the process manually.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Monday to Excel Power Query with Improvado

Improvado is the ideal solution for connecting Monday to Excel Power Query, as it offers a seamless and efficient data integration process. By automating the entire data pipeline—from extraction to transformation and visualization—Improvado eliminates the need for manual data manipulation and ensures data accuracy. With its comprehensive list of metrics and dimensions available for extraction, Improvado enables users to access the exact data they need for their analysis.

Additionally, Improvado's platform is designed for scalability, making it well-suited for large enterprises with vast amounts of data. Its customization capabilities allow users to tailor their data workflows to meet their unique requirements, while its high-quality customer support ensures any issues are promptly resolved. By centralizing marketing and sales data, Improvado empowers organizations to make better-informed decisions and drive business growth.

Summary of connection Monday to Excel Power Query

In summary, connecting Monday and Excel Power Query can enhance an enterprise's data analysis capabilities and lead to more informed decision-making. While this connection can be established manually, using a solution like Improvado simplifies the process and offers numerous benefits. With its scalability, customization options, high-quality customer support, and ability to process large volumes of data, Improvado is an ideal choice for organizations looking to centralize their marketing and sales data and improve their analytics capabilities. To learn more about how Improvado can help you connect Monday to Excel Power Query, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
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Activision relies fully on Improvado for its marketing dashboard.

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