Formulas within dashboards

Feature requests
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21

It’s done.

Thanks and see you tomorrow.

22

Would love this feature!

Definitely needed for our reporting.

1 Like
23

+1 for this feature.

We are trying to receive KPIs from our boards and we are missing the relation between 2 or more items . For example - sales conversion rate, I can see how many leads we contacted with I can say how many of them booked our product but I’m not able to present the sales rate. there are many more examples for this usage…

24
  • 1 - this feature is really needed. you cannot do the work around when you filter results by date in the in the widget. Also remove the requirement of whole numbers / no decimals please it throws off our tracking of sales and we cannot use the system to reconcile sales to make sure they were all entered.
1 Like
25

Hi @jweidman - You’ll be pleased to hear that Advanced Filters for Dashboards that let you do this are coming! The feature is in very early beta testing with select Partners, check it out - Screen Recording 2021-06-05...

No ETA yet on when it will be available in monday labs, but it is coming soon and will dramatically improve how you can explore your data in Dashboards.

1 Like
26

Massive +1 for this feature. Any idea when this will be available? It looks like it has been in the offing for a long time now.

1 Like
27

anything? +1
really necessary!

2 Likes
28

Bumped. I’m really struggling to do any reporting easily on the dashboards without the ability to take specific columns references and do a basic subtraction, etc.
For example, if I want to track where we are with a budget $X, and invoiced $Y and I want to have a number widget on the dashboard I can grab saying “This is invoiced, and this is underway”, having no ability to do X-Y is super annoying. Formulas in the board aren’t helpful, as they map to all tasks which confuses others who view the board.

29

The post had been 2 years. I bumped to the same situation.

Was using facebook campaigns integration. so that all data was pulled from facebook to Monday for automated reporting.

I could not make these function in my dashboard reporting
ROAS : [Total Sales from all column] / [ Total ads spent from all ads]
CR : [ Total closed Leads] / [ Total Leads Earned from Facebook]

It would be super helpful if we can do formula in Dashboard, or other work-arounds. Even if paid.

3 Likes
30

Also bumping this, it would still be useful. Especially for budgeting dashboards where we pull info from multiple data sources or boards, it would be very helpful to be able to be able to, in a dashboard widget, display:

  • A sum of the incurred costs
  • A sum of the projected costs
  • The total percent of the budget that has been utilized (this is the part we are missing right now)
2 Likes
31

This is severely needed!
Incredibly limiting to only rely on the predefined reporting mechanisms within dashboards. Need to be able to add basic arithmetic functionality to generate our own widgets is dashboards.

1 Like
32

Got stuck on this ages ago. Came back, still an issue.

Yes please!

33

Using formulas in the dashboard is a MUST HAVE.
I’m so surprised this is not availble on Monday.
We are using Monday for tracking vacation rentals. In the board, there is a booking, number of nights, and total amount paid for the booking. We want to show in the dashboard average price per night for all bookings.
And we don’t want to pay extra $50 for an app. This should be trivial on Monday.

2 Likes
34

This is an elementary need that should have been addressed long ago. Formulas within dashboards is a must for anyone building executive reports.

2 Likes
35

This functionality really needs to be available. We are looking to switch to Monday from Salesforce, but the lack of reporting capabilities is holding us back

36

+1 for formulas in dashboards. That would be immensely useful.

37

+1. Here’s my use case:

  • A single item on the board represents a single email, of which there are multiple variations (for testing). The versions are each represented as an independent sub-item.
  • The metrics for each version/sub-item (total delivered, unique opens, unique clicks) are input and then summarized onto the main item (SUM)
  • We can use a formula column on the item to give us the Open Rate, Click Rate, Click-to-Open Rate, etc, however on a Dashboard, averaging these rates is not the best practice and it will be off.
  • We need to be able to do the math from the dashboard level so that we can calculate the rates based on the filters on the dashboard at that time - rather than averaging an average.
38

+1

In general, not being able to extract sums (a sum in a group, a sum in a board) and use them in calculations/visualisations is a problem that I run into quite a lot. The ability to have the sum of some column in some kind of storage container that can be used throughout a workspace would be such an amazing feature to have

1 Like
39

Can we have an update on this topic … Ratio calculation is a basis for dashboard
All projetc kpi use it I’m stuck to calculate Cost performance as well as schedule performance index ;-(
Look like this feature is requested for more than 3 years now
Thanks for update

2 Likes
40

There would be so many applications for this! please tell me its coming soon out! I cant find a new feature roadmap online?

1 Like