I want to pull in data from Deals Board to Accounts board that in Number Widget Chart allows me to filter won deals that are of a specific product type and within the last 12 months and this number board is called ARR or Annual Return Revenue
Issue I have found is if I use mirror a column on Account board to retrieve from the Deal board that an Account item has multiple deal items linked, it will affect my formulas and come out with wildly inaccurate numbers and also I can’t filter by time frame of last 12 months.
An so far I don’t see a way to run filters in columns. What I’d like to do then is use my Number Widget in my Chart view I got working for ARR and mirror that value to a numbers or formula column if possible? Is that doable or is that a 3rd party integration type of app I need to look into? Possibly casting? Not clear what a good workflow would be for this special situation.
You’ve hit upon a common challenge when dealing with relational data in platforms like .com: aggregating data from multiple linked items while applying filters and time-based criteria. Let’s break down the problem and explore solutions.
Understanding the Core Issues
Multiple Linked Items:
When an Account item is linked to multiple Deal items, simply mirroring a column from the Deal board to the Account board will result in a comma-separated list of values. This isn’t suitable for numerical calculations or accurate aggregation.
Time-Based Filtering:
Directly filtering columns within a board based on a dynamic “last 12 months” timeframe is limited.
Aggregation and Calculation:
You need to aggregate the “won deal” values based on product type and time, then display the total ARR for each Account.
Possible Solutions and Workflows
Using the Numbers Widget with Chart View and Mirroring (with Limitations)
Current Approach: You’re already using the Numbers Widget in Chart view to calculate ARR. This is a good starting point.
Limitations:
Directly mirroring the resulting value from the widget to a column is generally not possible within monday.com’s core functionality. Widgets are for visualization and interactive analysis, not for data transfer to columns.
You can create a dashboard with the widget, but that information is not directly transferrable back to a board column.
Work Around
You could manually enter the total ARR for each account into a number column, after viewing the widget. This is not ideal because it is not automated, and requires manual work.
Automations and Formula Columns (Partial Solution)
Automations:
You can use automations to trigger calculations when a Deal’s status changes to “Won.”
Automations can then update a formula column on the Account board.
Formula Columns:
You can create a formula column on the Account board that attempts to aggregate the “won deal” values from the linked Deal items.
However, the formula column will still struggle with the time-based filtering.
Limitations:
Formulas in mondaycom have limited capabilities for complex aggregations and time-based filtering.
It will be difficult to filter within the formula for the last 12 months.
Third-Party Integrations (Recommended)
General Recommendation: Third-party apps are often the best solution for complex data aggregation and filtering in mondaycom.
Possible Apps:
General Caster: This app is very powerful for cross board calculations and data manipulation. It can be set up to perform the needed filters and calculations.
VLOOKUP Auto-Linker: This app can help with pulling data from other boards based on criteria, and might be able to be used in conjunction with other apps or formulas to achieve the desired result.
Other marketplace apps: Search the mondaycom app marketplace for apps that offer data aggregation, cross-board calculations, or advanced reporting.