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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 creating and customizing tables and charts from monday.com in a customizable Jira dashboard data, and enhance data analysis and reporting using filters.

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View type: table

View the results of your filter filtered items as a table from the selected board and workspace, where you can select which columns are displayed.

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The grouping of columns is typically combined with aggregations.

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  • Count: Returns the number of rows in that group.

  • Sum: Returns the addition of the sequence of the numbers of the group.

  • Min: Returns the smallest value of the range of values of the group.

  • Max: Returns the largest value of the range of values of the group.

  • Mean: Adds the values of the grouped rows and divides the result by the number of rows being averaged.Show values (only in tile charts): Displays the raw values of the returned range.

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Note

Keep in mind that in monday.com table views, filtered data (items and columns) can still be accessed through the shared views by technically savvy users, although it is hidden.

However, in monday.com Custom Charts filtered out data is not shared in public views! For more information, see this comparison table.

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Not all the results are needed when communicating information in a chart, sometimes because one of those values or segments distorts the results or deviates the attention.

Clicking on the 👁 (blue star) eye icon, the corresponding segment is hidden (or shown) in the chart:

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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:

  • Data source Datasource where the source monday.com instance is installed.

  • Filter Workspace, board and filters 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.

  • View Type parameter to indicate the visual representation of the filter results in a table, line chart, tile chart, pie chart, bar chart, or area chart, etc.

  • 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.

  • Aggregation parameter (just for charts) to indicate what type of aggregation you want to apply to the field parameter (count, sum, max, min, mean). Show values is only available for tile charts. Check the aggregations section.

  • 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.

  • 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, 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.

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