| Table of Contents | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
| ||
 monday.com Custom Charts Craft custom charts and tables from monday.com data filters, with grouping and aggregations. |
Overview
You can visualize all of your team’s work tracking on monday.com in a customizable Jira dashboard using filters.
...
View type:
...
table
View the results of your filter as a table, where you can select which columns are displayed.
...
Group results
Group results by selected columns
If you are familiar with the GROUP BY statement in SQL, you’ll quickly find interesting uses to group the results of your filter. If you select to group the results by the previously selected columns, the result rows will be split into groups based on their values. Thus, only Only one row will be displayed for each group, so be careful because this implies constraints on the columns.
...
The grouping of columns is typically combined with aggregations, which moves us to the next section.
Aggregations
Aggregations are also common in the SQL domain. These functions get the values of grouped rows as the input of that function to return a calculated value. This gadget currently supports five functions:
Count. It returns : Returns the number of rows in that group.
Sum. It returns : Returns the addition of the sequence of the numbers of the group.
Min. It returns : Returns the smallest value of the range of values of the group.
Max. It returns : Returns the largest value of the range of values of the group.
Mean. The arithmetic mean sums : Adds the values of the grouped rows and divides the result by the number of rows being averaged.
Show values (only in Tile tile charts). It displays : Displays the raw values of the returned range.
...
| Note |
|---|
Keep in mind that filtered data (items and columns) can still be accessed through the shared views by technically savvy users, although it is hidden. For more information, see this comparison table. |
View type: 1D
...
pivot table
The 1D Pivot Table pivot table view shows a perspective on your data in a single dimension (1D) of your dataset. In other words, one level of grouping, expressed when you select the value for the Rows field.
Users can select a specific attribute or field to act as the basis for organizing and aggregating data. The resulting table presents a clear representation of the chosen dimension, summarizing key metrics and allowing for efficient analysis.
...
The elements of the 1D pivot table are as follows:
Rows (dimensions):The selected row represents the monday.com field used for grouping.
Aggregation:Aggregations get the values of grouped rows as the input of that function to return a calculated value. Check the See aggregations section.
Field:The displayed field values depend on the chosen aggregation type.
View type: 2D
...
pivot table
The 2D Pivot Table pivot table view introduces a second dimension (2D) to expand on the capabilities of the 1D Pivot Table. Select 2 two different fields (rows and columns) to cross-tabulate data to analyze data across both dimensions simultaneously.
...
The elements of the 2D pivot table are as follows:
Rows (dimensions):The selected row represents the Jira field that is used for grouping.
Columns (dimensions):The selected column represents the Jira field that is used for grouping.
Aggregation:Aggregations get the values of grouped rows as the input of that function to return a calculated value. Check the See aggregations section.
Field:The displayed field values depend on the chosen aggregation type.
View type:
...
chart
| Tip |
|---|
Remember that: Chart by. : Indicates the dimension or the x-axis values (horizontal axis), also referred to as the series, or in layman’s terms, the concepts we see in the legend of the chart. Group by. : The second dimension for grouped, stacked, or multi charts. Aggregation + field. : The aggregation you want to apply to the field: count, sum, max, min, mean fields(see the aggregations section) , to plot the values in the chart (y-axis or vertical axis). |
...
This visual representation presents the information in a set of tiles. You can display the result of your filter and apply aggregations. For example, you can display the number of requests of each request type of your monday.com instance, or display the sum of all the original estimates of the assigned items, by assignee.
...
A bar chart represents the results of your filter as a series of rectangular bars with the height proportional to the represented values. It’s useful to compare results of different types or categories.
For example, Chart by type count, and field status would display a chart where each status would display the number of assigned items:
...
Grouped bar chart
We can perform more complex comparisons of the information returned by our filter by grouping by specific fields. In the previous example, we could add a Group by status, and we’d see the number of items by assignee grouped by the item status:
...
Similar to the grouped bar chart, but in this case, the combined results of the groups are on top of each other. Thus, the The height is the combined result, making it not appropriate for cases with negative values.
...
A pie chart is a visualization of your data in a circular graph, where each slice indicates the quantity of the result of your filter. When a pie chart has several sections or slices, it’s difficult to compare one with another. To overcome this inconvenience, the pie chart comes with a table indicating the values of each slice and the % it represents. 
...
Multi pie chart
This chart adds one more dimension to the pie chart, so users can compare sets of information within a single chart. Just add a new field to the “Group By” Group By to display the values in the second ring.
...
An area chart is a visualization that represents the results of your filter as a series of data points connected by a straight line and filled with a colored area color beneath it, which can help emphasize the magnitude of the values being represented. An area chart is often used to show trends over time or categories, as well as to compare multiple series of data.
...
Normalized charts adjust data for fair comparisons, ensuring that segments are proportionate relative to 100%, facilitating accurate insights across varying scales or sizes.
...
Cumulative charts
Cumulative charts show progress over time, revealing trends and cumulative totals effortlessly, illustrating the cumulative impact of actions or metrics over a period.
...
...
Please keep in mind that filtered data (items and columns) can still be accessed through the shared views by technically savvy users, although it is hidden. For more information, please see this comparison table.
Configuration
Name your gadget meaningfully so everyone knows at a glance what it is about and when to use it. Fill out the rest of the fields as applicable, namely:
The data Data source, where the source monday.com instance is installed.
The filter Filter to narrow the list of items. The gadget will automatically reload upon selecting a filter. Remember that the gadget returns the query results, which are not fixed and could change over time.
The View Type parameter to indicate the visual representation of the JQL query filter results in a table, line chart, tile chart, pie chart, bar chart, or area chart.
The Chart by parameter (just for charts) to select the x-axis value, in other words, what you see in the horizontal axis. These values or concepts are indicated in the chart legend.
The Aggregation parameter (just for charts) to indicate what type of aggregation you want to apply to the field parameter : Count(count, sum, max, min, mean). Show values is only available for Tile tile charts. Check the aggregations section.
The Fields (x-axis / y-axis) parameter (just for charts) to select the y-axis values (vertical axis), think of what you want to count (or any other aggregation), and plot in the chart.
The columns Columns (just for the table view) that will appear in the list to display the search results. At least one column has to be present. Drag and drop to reorder the columns.
Group results by selected columns (just for the table view) in case you want to group the results of the query by the previously selected columns. The resulting rows the result rows will be split intogroups, based on their values. Check the group results section.
The aggregations (just for the table view) in case you need to perform calculations -Count(count, sum, max, min, mean- ) over the results. Check the aggregations section.
Indicate if you want to use the current settings for all the compatible gadgets in the dashboard. This option saves you from configuring each gadget individually.
Integrations
...
.
Dashboards
This gadget is not included in any pre-defined dashboard, check other orphan gadgets:
...