Hi All,
I’ve created a multi-level budget board, and now I’m trying to create a chart from the information in it. Frustratingly, when producing charts on this boards, the platform is counting the budget each time it apprers in a sub-item, and sub-sub-item and so on.
Is it possible to only to set up the chart so that each dollar is only shown on a chart once? (i.e. in most cases only count the budget at the main item level?)
Thanks in advance for your help.
Hi @MattChesterman, Welcome to the community!!
This happens because multi-level boards use the same column structure at every level, so when you create a chart, it ends up pulling in values from items, subitems, and sub-subitems which is why you’re seeing the budget counted multiple times.
To avoid this, you can filter the chart to only include main-level items. A simple way to do that is by adding a “Level Type” column (Main Item / Subitem / Sub-subitem) and then filtering the chart to show only Main Items.
Another option would be to make sure the budget value only exists at one hierarchy level, or use a roll-up so totals are calculated only at the top level.
Thanks Yogesh, I appreciate your help.
Do I have to add this column manually? Its not inherent in the Monday.com software is it?
You’re right - you’ll need to add this column manually.
Thankyou for your help!
Spent way too long trying to get charts to play nice with subitems before realizing the native chart widget just doesn’t drill down that way. I ended up using a connected high level board with mirrored columns to roll up the numbers, then built the chart from there. Not ideal, but it works until monday adds better native support for multi-level reporting.
I agree Sophia. There would be a range of great features possible if the platform recognised the various levels natively.
@MattChesterman @sophiasmith if an add-on is an option, I suggest taking a look at the Screenful app, which provides analytics and reporting of monday.com data. You can customize reports with advanced filters and schedule them to be sent via email or Slack.
Here’s a guide for creating a report for monday.com and a guide for getting started with a free trial.
