Subitem Totals when Filtering by Subitem not Working

Feature requests
1

When filtering by a sub-item date for example, the sub-item total summary shown on parent item does not reflect the filtered subitems. Is this a known bug or limitation? I don’t see it on any of the documentation, but the filter seems to be purely visual and not filtering the actual data.

2

Hi @mstew1110

The app Rollup Subitmes does have its own filtermechanism. Another advantage is that the info written to the parent item is written in normal monday columns and can be used in formulas and automations.

3

Thanks basdebruin, you would hope basic functionality like this would be included in the software we are paying thousands of dollars for rather than having to piece together various plugins.

2 Likes
4

well said. quite disappointed with the lack of such a basic feature in the native software as well.

5

well said. quite disappointed with the lack of such a basic feature in the native software as well.

6

Feels like a way to prevent people from getting around paying extra for pivot tables in enterprise edition which in itself should be included in non-enterprise versions. Super annoying.

7

I’m shocked this thread isn’t getting more traction as seems like there would be tons of roadblocks in many use cases. We use monday.com for multiple company-wide things -one item is tracking travel expenses for employees.

We have a travel expenses board set up with different transaction categories. If I create a new view and filter to only show a specific subitem status - say transaction category = “food” - one would expect to then see ONLY the total amount of food in the parent item as the only math displaying in the view.

Instead - it shows the summary of ALL transaction category subitems ignoring the filter assigned to the view when it comes to the summary on parent item.

image
image1169×434 46.2 KB

1 Like
8

I support this requested change as well.
The total on the item should reflect the change based on the filter applied on the subitems.

9

This issue is driving me crazy. My entire company’s P&L stands on these calculations, and the math is not adding up. Total costs are just ignoring the subitem filters.

Why is there no response from the company?