How to create pivot tables on Monday.com

intermediate 8 min read Updated 2026-03-18

Quick Answer

Pivot tables in Monday.com are created through the Dashboard feature by adding a Chart widget and selecting Table view. You'll need an existing board with data, then configure grouping and summarization options to analyze your information effectively.

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Prerequisites

Active Monday.com account
Existing board with data
Understanding of basic data organization
Familiarity with Monday.com board interface

Step-by-Step Instructions

Navigate to Dashboard

From your Monday.com workspace, click on Dashboards in the left sidebar. If you don't have an existing dashboard, click + Add Dashboard to create a new one. Name your dashboard and select the appropriate privacy settings.

Create dedicated dashboards for different projects or departments to keep your pivot tables organized.

Add Chart Widget

Once in your dashboard, click Add Widget in the top-right corner. From the widget menu, select Chart. This will open the chart configuration panel where you can set up your pivot table.

Select Data Source

In the chart widget configuration, click Choose boards & columns. Select the board(s) containing your data from the dropdown menu. Choose the specific columns you want to include in your pivot table analysis by checking the boxes next to each column name.

Select only the columns you need for analysis to keep your pivot table clean and focused.

Configure Chart Type as Table

In the chart settings panel, locate the Chart type dropdown and select Table. This will display your data in a tabular format similar to traditional pivot tables, allowing for grouping and summarization.

Set Up Grouping and Aggregation

Under Group by, select the column you want to use for grouping your data (e.g., Status, Person, Priority). In the Show values section, choose how you want to aggregate your data - options include Count, Sum, Average, or Min/Max depending on your column types.

Use status columns for grouping to see data distribution across different project phases.

Apply Filters and Sorting

Click on Filters to add any data filtering criteria. You can filter by date ranges, specific people, statuses, or custom field values. Use the Sort by option to arrange your pivot table data in ascending or descending order based on your chosen metrics.

Apply date filters to focus on specific time periods for more relevant insights.

Customize Display and Save

Adjust the Widget title to describe your pivot table clearly. Configure any additional display options such as showing/hiding totals or changing color schemes. Click Add to dashboard to save your pivot table widget.

Use descriptive titles that indicate the time period and metrics being analyzed.

Common Issues & Troubleshooting

Pivot table shows no data

Check that your selected board contains data and verify your filters aren't too restrictive. Ensure you have view permissions for the selected boards and columns.

Aggregation options are limited

Verify your column types - numerical columns offer more aggregation options like Sum and Average. Text and status columns may only show Count options.

Grouping doesn't work as expected

Ensure the column you're grouping by has consistent data formatting. Check for extra spaces or different spelling variations that might create separate groups unexpectedly.

Widget doesn't update with new board data

Refresh your dashboard by clicking the refresh icon or check if your widget filters are excluding new entries. Dashboard widgets typically update automatically but may have slight delays.

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