Chart editor guide

Chart editor guide

You can create custom charts from monday.com using the chart editor. You can select items to track based on Status, Date, Timeline, or Time tracking columns.

See also these related guides:

In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.

You can create custom charts from monday.com using the chart editor. You can select items to track based on Status, Date, Timeline, or Time tracking columns.

See also these related guides:

In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.

You can create custom charts from monday.com using the chart editor. You can select items to track based on Status, Date, Timeline, or Time tracking columns.

See also these related guides:

In this guide, we'll guide you through the steps of creating custom charts using one or more monday.com boards as data sources.

Select the chart type

You can select the chart type using the Chart type menu:

Pick a chart type

You can learn more about the available charts on the Charts Tour.

Select the chart type

You can select the chart type using the Chart type menu:

Pick a chart type

You can learn more about the available charts on the Charts Tour.

Select the data sources (Monday boards)

In the Data sources menu, you can select one or more Monday boards to be used as data sources in the chart:

Select data sources

You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the boards that you have imported to Screenful.

You can import more boards by selecting Data sources from the main menu:

Import data sources


Select the data sources (Monday boards)

In the Data sources menu, you can select one or more Monday boards to be used as data sources in the chart:

Select data sources

You can select multiple items from this menu by first picking one, then picking another one, and so on. The list contains the boards that you have imported to Screenful.

You can import more boards by selecting Data sources from the main menu:

Import data sources


Select the unit for the chart

You can select the unit for the chart from the Unit menu. The default selection is Items, which shows the counts as the number of items:

Select unit for the chart

You can change the unit to something else depending on what columns your boards contain:

Unit dropdown types

The selected unit affects the chart as follows:

Select the unit for the chart

You can select the unit for the chart from the Unit menu. The default selection is Items, which shows the counts as the number of items:

Select unit for the chart

You can change the unit to something else depending on what columns your boards contain:

Unit dropdown types

The selected unit affects the chart as follows:

Select the metric for the chart

Once you have selected the unit for the chart, the next step is to choose the metric:

Select the metric

Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:

Current state metrics

When you select a metric that requires a date range, the date range menu appears automatically:

Date range metrics

The selected metric is reflected in the chart as below:

  • Total -> The total amount of the selected unit in the selected data sources

  • Not started & In progress -> The amount of selected unit not completed, according to the workflow settings

  • In progress -> The amount of selected unit in progress, according to the workflow settings

  • Created (within date range) -> How much of the selected unit was created within the date range

  • Completed (within date range) -> How much of the selected unit was completed within the date range

At the bottom of the menu you have your custom Date columns:

Custom date fields

When you select a Date column as the metrics, the date range menu appears. The selected date range will then be applied to the selected Date column. You can learn more about creating charts using date column.

Select the metric for the chart

Once you have selected the unit for the chart, the next step is to choose the metric:

Select the metric

Pay attention to this step, as picking the wrong metric can produce undesired results. Some of these metrics require a date range, while others don't. The first three metrics show the current state, and therefore, there is no date range involved:

Current state metrics

When you select a metric that requires a date range, the date range menu appears automatically:

Date range metrics

The selected metric is reflected in the chart as below:

  • Total -> The total amount of the selected unit in the selected data sources

  • Not started & In progress -> The amount of selected unit not completed, according to the workflow settings

  • In progress -> The amount of selected unit in progress, according to the workflow settings

  • Created (within date range) -> How much of the selected unit was created within the date range

  • Completed (within date range) -> How much of the selected unit was completed within the date range

At the bottom of the menu you have your custom Date columns:

Custom date fields

When you select a Date column as the metrics, the date range menu appears. The selected date range will then be applied to the selected Date column. You can learn more about creating charts using date column.

Select grouping

If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:

Standard group by fields

In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:

Time-based groupings

At the bottom of the menu, you'll find your custom columns:

Custom fields

These include all your drop-down columns and Status columns. You can group by any select or multiselect columns such as Tags, People, Country, or Location.

If you want to group & filter by Text fields, you can adjust the default field mapping.

Select grouping

If the selected chart type supports grouping, the Group by menu allows the selection of the grouping criteria. Topmost in the list are the standard fields, available for all Monday data sources:

Standard group by fields

In the mid-section, you'll have the time-based grouping options: day, week, month, and quarter:

Time-based groupings

At the bottom of the menu, you'll find your custom columns:

Custom fields

These include all your drop-down columns and Status columns. You can group by any select or multiselect columns such as Tags, People, Country, or Location.

If you want to group & filter by Text fields, you can adjust the default field mapping.