How to Create Dynamic Charts and Graphs in monday.com
Visualizing your data is key to making informed decisions. In monday.com, you can create dynamic charts and graphs that automatically update as your board data changes. These visuals can be added to dashboards, views, or widgets to monitor project performance, KPIs, sales, and more.
🎯 Why Use Charts and Graphs?
- Instantly track progress and trends
- Visualize complex data for easier reporting
- Create real-time dashboards for teams or executives
- Highlight bottlenecks, overcapacity, or performance gaps
📌 Where Can You Create Charts?
Location | Description |
---|---|
Board Views | Add chart views to individual boards |
Dashboards | Combine charts from multiple boards into one view |
Widgets | Use the Chart Widget for custom dashboards |
🛠️ How to Create a Chart View on a Board
Step 1: Open Your Board
Navigate to the board containing the data you want to visualize.
Step 2: Add a Chart View
- Click “+ Add View” at the top of the board.
- Choose “Chart”.
- Select your chart type (e.g., bar, pie, line).
Step 3: Configure the Chart
- X-Axis: Choose the column to group by (e.g., Status, Person, Date).
- Y-Axis: Choose how to measure (e.g., count, sum, average).
- Filters: Apply filters to narrow your data (e.g., only show “In Progress” items).
✅ Chart views are board-specific and update live with board data.
📈 Chart Types Available
Chart Type | Best For |
---|---|
Bar | Comparing values across groups |
Pie | Showing distribution (e.g., % complete) |
Line | Tracking changes over time |
Doughnut | Visualizing parts of a whole |
Stacked Bar | Displaying breakdowns within categories |
Area | Highlighting volume over time |
🧱 How to Add Charts to a Dashboard
Dashboards are ideal for creating multi-board visuals and cross-project analytics.
Step 1: Create a Dashboard
- Go to your Workspace.
- Click “+ Add” → New Dashboard.
Step 2: Add the Chart Widget
- Click “+ Add Widget” → Select “Chart”.
- Choose one or more boards to pull data from.
- Configure your chart using the widget settings:
- Group by: Status, Date, Person, etc.
- Measure by: Count, Sum, Average, etc.
- Choose chart type
Step 3: Customize Your Dashboard
- Resize or move widgets
- Use filters (e.g., only show data from this week)
- Set up owner-based views to show user-specific data
💡 You can include multiple chart widgets in a single dashboard.
🔄 Making Charts Dynamic
monday.com charts are dynamic by design. To enhance flexibility:
- Use filters (e.g., time ranges, owners)
- Use status columns to track task stages
- Add date columns for time-based insights
- Use formula columns for calculated metrics
Your charts will automatically refresh whenever the underlying board data changes.
⚙️ Advanced Tips
- Use Mirror Columns to chart data across connected boards
- Combine with Automations to flag anomalies (e.g., high priority tasks overdue)
- Integrate with tools like Excel, Power BI, or Looker Studio for external analytics (available via integrations or exporting)
🧠 FAQ
Q: Can I create charts using multiple boards?
A: Yes, through the Dashboard’s Chart Widget. Select multiple boards as data sources.
Q: Can I export a chart?
A: Yes, charts in dashboards can be exported as images or PDFs for reports or presentations.
Q: Can I add color coding to charts?
A: Charts inherit colors from status or labels on the board.
✅ Summary
Feature | Available In |
---|---|
Chart View on Board | All Plans |
Chart Widget in Dashboard | Pro & Enterprise |
Multi-board Data Support | Pro & Enterprise |
Real-Time Data Sync | ✅ Yes |
Export Charts | ✅ Yes |