Hello, I am trying to create a chart to show “Done” Items and Subitems that were completed this week. I added a date column with automation to set the date to today when the status changes to Done to allow for a date stamp when the item or subitem is completed.
I cannot get both item and subitem on one chart, and I am also not getting the chart to pull all days in the week.
Any suggestions to get what I am looking for, or a different way to accomplish it?
Hi Andy,
I think that your approach is quite common. However, you’ll need to use a workaround in order to produce this as a chart.
Add formula column called “Done Check” or something similar to both parent and subitem with the following formula:
IF(
{Status}="Done",
1,
0
)
This will give you a 1 or 0 result depending on whether or not the item or subitem has the status “Done”.
Then you’ll want to configure your chart as follows:
That should produce the result you’re looking for!
Let me briefly mention why I wouldn’t usually recommend working in this way. This is also related to the reason that you need a workaround for this chart.
Items and subitems should generally be different entities with different purposes. If there are tasks to complete, it would generally be better to have them all as items or all as subitems. This defines a consistent data element (the status column) across all tasks. It will then make it much easier to produce things like charts and automations to work with your solution.
Monday.com is a database and it uses boards to define data structures (essentially what combination of columns are present in that board). The reason that items and subitems don’t automatically have the same columns is because they are different data structures. If something is like, you’ll generally want it to have the same data structure.
So I’d advise thinking about why you use items and subitems. Perhaps you don’t need to use subitems at all. Perhaps you can define all tasks as subitems and use items as a holder rather than a task itself (maybe you can always include a single subitem, even if there’s only one task for that item). Perhaps you can use the group feature to group different items together if that’s what you’re looking for.
In taking a different approach, you might find that things like charts and automations tend to play a lot more nicely as well!
All of this might seem idiosyncratic now, but as your journey with monday.com continues, you’ll find that it allows you to use monday.com in more powerful ways.
Hopefully that helps and feel free to reach out to me or to monday.com if you want some professional assistance structuring your solution.