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Create data visualizations and use high-performance statistical functions to analyze Monday.com data in Microsoft R Open.
Access Monday.com data with pure R script and standard SQL. You can use the CData ODBC Driver for Monday.com and the RODBC package to work with remote Monday.com data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Monday.com data and visualize Monday.com data in R.
Install R
You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).
Connect to Monday.com as an ODBC Data Source
Information for connecting to Monday.com follows, along with different instructions for configuring a DSN in Windows and Linux environments.
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
- Log in to your Monday.com account and click on your avatar in the bottom left corner.
- Select Admin.
- Select "API" on the left side of the Admin page.
- Click the "Copy" button to copy the user's API token.
- API tokens for non-admin users
- Click on your profile picture in the bottom left of your screen.
- Select "Developers"
- Click "Developer" and then "My Access Tokens" at the top.
- 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).
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Windows
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Linux
If you are installing the CData ODBC Driver for Monday.com in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.
/etc/odbc.ini
[CData Monday Source]
Driver = CData ODBC Driver for Monday.com
Description = My Description
APIToken = eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Load the RODBC Package
To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.
After installing the RODBC package, the following line loads the package:
library(RODBC)
Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.
library(checkpoint)
checkpoint("2016-01-01")
Connect to Monday.com Data as an ODBC Data Source
You can connect to a DSN in R with the following line:
conn <- odbcConnect("CData Monday Source")
Schema Discovery
The driver models Monday.com APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:
sqlTables(conn)
Execute SQL Queries
Use the sqlQuery function to execute any SQL query supported by the Monday.com API.
invoices <- sqlQuery(conn, "SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'", believeNRows=FALSE, rows_at_time=1)
You can view the results in a data viewer window with the following command:
View(invoices)
Plot Monday.com Data
You can now analyze Monday.com data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:
par(las=2,ps=10,mar=c(5,15,4,2))
barplot(invoices$DueDate, main="Monday.com Invoices", names.arg = invoices$Id, horiz=TRUE)
