Hi, is there a way to exclude all subitems from a pivot board?
I am aware there is a way to Deselect items one by one, but that’s not long-term solution. Is there a way to exclude them all by “one click”?
Thanks!
Hi Silvia,
Good question. At this time, I don’t believe we support bulk deselection of the subitems in a pivot board - I apologise for the setback… That said, I have followed up with our team internally incase there are plans to support this functionality in the future. I will update you when I get a response!
Update: Transparently, we do not have concrete plans to support this functionality, however I’ve now made the team aware of the request for future consideration. Thank you in advance for your understanding!
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Thank you Bianca!
That would be a great enhancement!
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Hi, I just wanted to say that I also support this change. At the moment, our Pivot Board reports are producing “nulls” because they include subitems, and I can’t easily exclude them. Any way to just check a box to “exclude subitems” or a new filter option to exclude them would be great.
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This is a great suggestion - while it is on mondays roadmap, you can check out our app sumUp for monday on the Marketplace.
As one of its features, it gives you a easy-to-use pivot table as a dashboard widget (Two-Dimensional Widget) which ignores subitems by default. I hope this helps you out.
Barbara
Is there any place to vote up this issue/feature request, because frankly this is a huge problem with pivot boards. Not only are we seeing “null” columns whenever any items in the board have subitems, but we’re also seeing subitems themselves listed as rows in the pivot table - which makes no sense and basically renders the pivot table useless for generating accurate metrics. I can’t think of any use case where I would want to mix top-level and subitems in the same pivot board, but I can think of plenty where I might want to list only top-level items or only subitems. Seems like a significant oversight by the dev team resulting from the introduction of the subitems feature (which was years ago now). Very surprised that you “do not have concrete plans” to address this.
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I actually found a solution to this problem (Very accidentally)! In order to remove subitems from the pivot board, you have to deselect “Subitems” from the Group “column” up top. That will take out all your sub-items for you so you can just work with the items themselves! This might be a bit late for you, but anyone else who happens on this same problem might find use for it! It’s made Pivot Boards infinitely more helpful to me.
Hmm…
I vote for this feature also! I only want to show my parent actions in the pivot board widget.
Attempting Peter’s suggestion. Use the Group at the top and deselect Sub Items. When i do that i get no results in my pivot board widget.
I am filtering my dashboard for a particular Group on my boards.
I see that you also have an active pivot board filter on the “Subitems”. Could you see if that is what’s causing your data to be missing? I noticed that if I “Deselect All” on “Subitems” (which seems to be a sensible thing to do when you want to get rid of subitems), I can replicate the behavior that you are seeing, where also removing the “Subitems” group within “Group” gives me no data. Additionally, I noticed that deselecting all in the “Subitems” column removed all my items and not my subitems. Try going into that “Subitems” label and clicking Select All to see if that fixes your problem.
Hello @LosonszkiS ,
If you’re open to the apps for addressing your case, there’s Smart Spreadsheet app that can help. It auto imports your board into a spreadsheet, with each group and subitems on different tabs. Then you can build a pivot table without subitems like so:
Hi Peter
thanks for the reply.
I’m not sure how you could tell that the Subitems field had a filter on it, but deselecting all does cause no data to appear. I believe you are correct that i had a filter on that field.
Today i have been able to build the pivot board such that the Group filters out the names of the sub tasks, but the count still sees them.
I’m not sure that i can filter the count any further. instead i have made chart widgets for each action. I find the graphic to be prettier than the pivot chart but having 6 widgets is not as elegant a solution as i would wish.
Does anyone have further thoughts on how to refine the pivot board, or is this it until the functionality suggests makes the Monday to do list?
thanks!
It’s EXTREMELY subtle (definitely would put this in for a feature). If you look at the text of “Group” and “Name” on your Pivot board, you can see that “Group” is italicized, but “Name” is not. Italicized fields have some filter applied to them. It is really hard to see, and I wish they were clearer.
Hmm, that is strange. When I do a similar thing, I just get the items and the subitems are not a part of the count
Here, my total is 69 items, which matches the total number of items in the group, even though there are 223 sub-items.
I have no additional filters on the table or pivot board. I am unsure why you would still be getting counts from the sub-items. To be sure that these are subitems, would you be able to send a screenshot of a column name that is only on the parent item? When that happens, there should be a “null” column that you can’t get rid of that has the count of all of your sub-items.
The italicization you describe is an interesting ‘feature’. thanks for the explanation.
I tried the numbers widget as you show and you are correct it is counting only my parent items.
thanks so much for the help on this!
To whomever is reading this from Monday it would still be an awesome feature to be able to filter out the sub items on the pivot board without the work around Peter describes.
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