It would be great if we could link column totals (I am thinking of the numbers column) to a task in another board.
So, let’s say you have 4 project boards and each of them has a budget column that displays a total at the bottom of the column.
Then you have a high level project overview board of all the projects taking place.
On that high level board, all 4 projects are lumped into one that captures that project.
It would be great to have the totals of all 4 projects captured against that project in the high level board. That way, you could essentially track actual spend in real-time.
I hope I have explained this clearly. Happy to clarify if need be.
Thanks for writing in here and welcome to the community!
I love this suggestion and will pass it to our product team for consideration. Are you saying that you’d like the option to automatically populate a cell in a column of your high level board, based on a total from another board’s numbers column?
Would dashboards with numbers widgets to show the actual spend work in this instance instead of your suggestion?
But the use case is having a high level project board that reflects budget spent across multiple “lower level” boards. This is a way a number of business units have their boards set up and at the moment, it’s a manual, repetitive and time consuming process to update the high level board with costs from all projects.
I would like to get an update on this as well. For proper budgeting I need to the total of a group or column to be displayed in another item on another board. Right now I have to feed the totals manually in an overall budget board, which is a bit frustrating.
It’s a function regularly used in Excel — you have multiple “tabs” in one Excel sheet that show the total budget of lower-level departments; and then you have one simple master sheet that shows only the total budget numbers from the other lower-level departments.
To mirror entire numbers columns from other boards becomes too visually chaotic. It would be beyond useful to be able to pull the total sums [only] into another board … each total sum would need to be its own item, so that all total sums from all lower-level boards can then add up to a grand total.
Additionally [semi-related], in a board with multiple groups containing a numbers/finance column, it would be great to be able to add up the total spend in ALL groups within that board. [Right now, I believe we must manually add the total of each group to find the total spent on a board with multiple groups.]
Hell everyone - I think the multi-board mirroring would be a good fit for this. With that you could easily connect an unlimited number of board up into a single “overview” board which displays all of your totals (along with other fields you wish to summarize).
Consider it like the footer on each board contained within a single item/pulse on an overview board. This is an example overview board I built in my test environment using the multi-mirrored boards:
@mark.anley thank you for your help on this. I read through these replies and the linked solution and did some testing. Multi-board connect still requires that we add all the items from each project into the HL board to find a total. Am I missing something? How do we just rollup the total from multiple project boards?
Yes definitely need this function. The use case for us is having a CRM with a list of students (each student recorded as an item). We record their attendance each week (each week is a column). We need to be able to populate a sheet in another board with the total attendance for each week (we track student numbers attending each week). We do this for hundreds of courses. Currently we transfer the data across manually.
I wonder if this case can be addressed with portfolio board?
Just in case you need a familiar and easy way to see each project expenses you can try our Smart Spreadsheet app for Monday. It auto-imports your board and subitems into a spreadsheet and allows you to perform calculations with board data using familiar spreadsheet syntax. All the formulas on Monday board are converted into spreadsheet formula syntax.
Hi @Julietteb wanted to see if the product team had any feedback? I noticed @Julia-monday.com appears to be offline. I’ve reached out to a number of partners and external apps also looking for a solution but not found anything. Grateful for any guidance would be a massive help allowing us to forecast numbers in the CRM and linking the two products. I have a simliar feature request here: CRM Module: Monthly Revenue Forecasting and Visualization
would be a massive help allowing us to forecast numbers in the CRM and linking the two products. I have a simliar feature request here: