Creating charts using monday.com formula column
Feb 19, 2025
You can now create Screenful charts and reports using Monday's Formula column. If you have added one or more formula columns to your board, they will be automatically imported and made available for Screenful charts.
Contents:
Adding a formula column to a monday.com board
Add a formula column to your board by clicking Add column (the plus icon after the rightmost column). A modal is opened, showing the most common column types. Click Formula to add a formula column:
We've added two number columns Budget and Spent to show the total budget and how much of that budget has been spent so far:
We've also added a formula column Remaining, that shows the difference between the two:
You can add any number of formula columns to a board, and they can have references to other formula columns.
Integrating Screenful with monday.com
The Analytics & Reports by Screenful is available on the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.
You need to authorize Screenful to access the Monday API to get started. Once done, you will be shown a list of boards. Select one or more boards from the list to be imported to Screenful.
Once you have selected the boards for importing, you will be asked to specify your workflow. After that, you can start creating charts based on the imported data.
Creating a chart using monday.com formula column
Monday's Formula columns can be used as units in the charts. When creating a chart, formula columns are selectable in the unit menu:
In this example, the unit menu contains two Number columns: Budget and Spent. There is also a formula column Remaining, that shows the difference between the budget and spent. When you select Remaining as the unit for the chart, you'll see the sum of Remaining:
When you click through the number, you'll see the individual items and how much is Remaining per each item:
Limitations when using formula columns
There are certain limitations when using formula columns in charts:
If a formula column references a mirror column, it won't be supported by the Monday API; therefore, values are unavailable for Screenful. You will see a warning on the custom field mapping page.
All formula columns may not be automatically available in the unit menu. In that case, you need to map the column to a unit.
If the value of the formula column is not a number, it cannot be used as the unit in the chart.
Let us know if you have questions or feedback by contacting hello@screenful.com. To stay on the loop, read our blog, or follow us on LinkedIn.
