Hi all,
I have a board with projects, which all have timelines and project values. I want to be able to calculate the monthly value of a project which would be the amount of months / value. We want a column for each month to calculate if the month is within the timeline and to populate the monthly value in it if so:
The problem is, I want to be able to report on this like the below example:
Can anyone help me to find a way to make this possible?
Hi Shauna,
Have you found a solution for this since? As far as I know you can’t do this with the built-in formulas or dashboard widgets.
I was able to create this report using an app I’ve been developing. It produces a table which I could fairly easily transform into a line chart. Is it important that the monthly values also show up in the board? I kept only Timeline and Value from your board; everything else is calculated in the report query.
Thanks @reinier the monthly values don’t have to be in the board if they’re in a chart. Is your app able to make this as a line graph / chart?
Hi Shauna, have you found a solution yet? Here’s my suggestion on how you can set up a project forecast chart by month directly in monday:
Step 1: Create helper columns
Use the Formula column to build two fields:
(MONTH({Timeline#End}) - MONTH({Timeline#Start}) + 1
+ 12 * (YEAR({Timeline#End}) - YEAR({Timeline#Start})))
{Value} / {Month Count}
Once these are in place, you only need to fill in the project timeline and total value.
Step 2: Set up subitems for each project (see image below)
Because the Value/Month is already calculated, just duplicate subitems according to the Month Count, then assign the monthly value and select the corresponding month in your Month dropdown column.
Step 3: Build a real-time chart in monday
Configure the chart widget as follows:
The rest is optional - you can save it as default.
Hope this helps! Feel free to reach out if you need more details or support with this setup.
Hey Shauna,
You can try Zoe’s subitem solution too, if you don’t mind manually maintaining subitems. My assumption was you wouldn’t want to 
Below you can see the results in a line chart. I’ve summed all items altogether, but it can have any grouping (per item, or another column like region/country).
If you’re interested you can book some time with me and we can talk about setting it up in your account. It’s free while I figure out where I take this app.
Thanks @reinier this is for a client of mine and they aren’t comfortable with using a third party app still in development. I appreciate your response though I hope all goes well with the app.
Thank you @zoe.sgt the only issue here is how manual it is creating each subitem.
Yeah, I understand that will be a big issue when a project spans multiple months. One way is to just make one subitem and duplicate it as many times as you need. Another way is to set up a template with 12 monthly subitems already in place, then just delete the extra ones you don’t need.
