Monday.Com Power Bi Integration 2022

This article is focused on answering Monday.Com Power Bi Integration …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

 

you men i’m just gon na show um discuss the fundamentals actually rapidly however i’m sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between clients or jobs and it truly just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before dealing with an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to produce a type but essentially this type can be found in here and after that the group lead of the imaginative design team or any other group can appoint a particular designer to deal with it so let me show you people how to develop and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people inspect the view section due to the fact that it’s simply another method to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i said it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly just create any column with anything that you men need when an innovative demand comes in make it a kind share the form preview the show you people how a kind appears like um the name of the demand you want you want to add a particular brief with a specific i know each company has a particular structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever is in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is necessary to understand and after that it can be called demands or ideas coming in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too now i’ll just offer like a quick overview this is the individual column as you guys understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it priority however it’s basically a ranking column um we have a. Monday.Com Power Bi Integration

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file column and we have a tags column what i love about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you guys get rid of due date mode essentially what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Power Bi Integration