I have three different boards containing various data from different years for each member company. I want to extract some key data and visualize it in a dashboard for every year such as 2024, 2025.
Should I create an additional board to sync those key data first and then export it to Excel to create the chart? Or some powerful plugins could help to visualize those data for each company (across the 3 boards) within monday.com?
Company Board:
Company A
Name:
Member since: YYYY
Employee numbers:
Type A’s key persons’ name
Type B’s key persons’ name
Survey completed (year: YYYY) and a link to survey result
Keep each board as the source of truth and use Connect Boards + Mirror columns to pull key data into a reporting board or directly into a dashboard. Then use dashboard filters by year to view 2024 vs 2025 across all companies.
If your data is stored as text like “event attended at 2025,” add a dedicated Year column. This makes filtering and charts much easier.
No plugins needed if column types match.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
Would you mind to share more details? Assuming I just work on the Board A first (as below), and I need the dashboard that can show one companies’ 7 key data from 20 companies, how do I create the dashboard (show the text, number, labels and a hyperlink) and use the filter?
Board A - Dashboard for Year 2024 and 2025
Company Name: XYZ
Member since: YYYY
Employee numbers: [numbers]
key persons’ name [text] and [Label A]
key persons’ name [text] [Label B]
Survey completed (year: YYYY)
A hyperlink to survey result
If I know how to create the above, below dashboards should be fine:
Board B Dashboard 2023 - 2025 for 20 companies
event attended at 2025 [event name] and total participants [numbers]
event attended at 2024 [event name] and total participants [numbers]
event attended at 2023 [event name] and total participants [numbers]
Board C Dashboard 2023 - 2025 for 20 companies
training attended at 2024 [event name] and total participants [numbers]
training attended at 2023 [event name] and total participants [numbers]
training attended at 2025 [event name] and total participants [numbers]
Activity Type – Status (Event / Training / Survey)
Activity Name – Text
Activity Year – Numbers (2023 / 2024 / 2025)
Participants – Numbers
Survey Result – Link (clickable in dashboards)
Use a Numbers column for Year (not text) — this makes filtering easy.
Dashboards (no extra boards needed)
Events Dashboard
Filter: Activity Type = Event
Filter by Activity Year (2023 / 2024 / 2025)
Table widget: Company, Event Name, Participants, Survey Link
Chart widget: Sum of Participants by Year / Company
Training Dashboard
Same setup, just filter Activity Type = Training
No plugins required if column types match. This setup scales easily across 20+ companies.
If helpful, we can also schedule a short working session with your team to set this up together or review the structure. you can schedule a session here Calendly
Sorry Tanvi, I have one last question for now. How do I create a table like the one attached? The column types have been created following your advice. I already checked with the support team, but neither the Kanban nor the Card Widget can fit the design as the AI summary.
You’re right, @kelvin_cmhahk Kanban and Card widgets aren’t a good fit for this use case. monday.com doesn’t currently have a native widget that displays a single item as a Field | Value summary table like an AI overview.
The closest workaround is to create a separate “Summary” board with two columns (Label and Value) and use mirror or formula columns to pull data from the main board. Each item represents one field, which gives you a clean table-style layout.
Alternatively, you can use the Item View and visually group fields to simulate a two-column summary, but this is only a layout workaround.
Regarding the first solution, I understand the mirror item sync. However, how can I convert the data from a master board, where the columns’ data is stored horizontally, into a vertical two-column format?
For the second solution, are you referring to expanding the item and adding the item card? I can’t change the layout there, and I also can’t find any “item view” apps.
If you think that a call would be easier for the explanation, feel free to let me know!
Hello @kelvin_cmhahk) Vertical two-column layout
Mirror columns can’t be re-oriented — they’ll always follow the main board’s structure. That’s why the workaround is a separate “Summary” board with Label + Value columns, pulling fields in via Connect + Mirror to create a vertical, card-style view.
2) Item View workaround
Yes — expand the Item View and use Item Cards to visually group fields and mimic a two-column layout. This is layout-only and doesn’t change the data structure.
For a scalable CRM-style overview, the summary board is still the cleanest option.
If you want, you will need do a paid working session where we offer a 60-minute Monday strategy session where we review your setup, recommend improvements, and map out next steps.
Thanks for your explanation! I will try again, and also gather more questions / requirements from the team, will let you know if if a paid working session is needed, thanks!
Use a Numbers column for Year (not text) — this makes filtering easy.
