What is the Monday.Com equivalent of Xlookup?
I am creating a maintenance, repair, and part tracking system for equipment and vehicles.
I want to create a “roll-up board” or “master board” that reflects the repairs completed and the parts ordered for each piece of equipment. I want to be able to see a summary of repairs, parts, and bits of info from routine maintenance on the board. I also want to be able click further to see more detail. I don’t want a ton of columns on this board.
I am referring to this board as the MASTER board which has the equipment name as the “name” in the first column on the row.
Board #2 is for repair requests. The name for the first column on the row is the description of the repair request. The second column on the row is a connection to the equipment name on the master board. This is because I need to share a form for employees to submit repair requests, but the first row can’t be selected from on a dropdown menu on a form. My work around for this is that people filling out the form can select which piece of equipment because I have the second column linking to the MASTER equipment name.
Board #3 is for parts. The name for the first column on the row is the part needed. The second column is a link to the MASTER equipment name.
Board #4 is for routine maintenance. The first column is the equipment name but I have the second column as the equipment name linked to the MASTER since you can’t link the first column to another board.
Can someone help me figure out the best way to essentially create my own database in Monday.Com? I am familiar with xlookup, vlookup, and pivot tables in Excel. I want something like Xlookup or a Pivot Table that I can lookup the equipment name in the MASTER and the equipment name on another board and return the latest repairs completed in a column. I know exactly how I could do this in Excel but am struggling in Monday.com because Monday.com Vlookup app does not recognize a linked column value as an option to lookup. I tried running an automation that converts the linked data to text. Then I ran into another problem, it wouldn’t overlay answers into a column. My other thought was to use the extension for a Pivot Table but for whatever reason, the application wouldn’t load onto my dashboard.
Please help! I’ve spent days researching and trying different things.