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The monday.com Enterprise Reporting Advantage: Pivot Tables and Advanced Analytics
- Ishani Dhar Chowdhury
- 4 days ago
- 6 min read
In every industry, enterprise leaders face immense pressure to extract actionable insights from complex data ecosystems. Harvard Business Review highlights that about 73% of all enterprise data goes unused for analytics.
This represents a massive opportunity loss. Thankfully, the monday.com Pivot Tables bridge this gap. You can use the advanced analytics in monday to transform raw workflow data into insights from strategic business performance.
Ideally, monday.com Enterprise plans unlock sophisticated reporting features, including combining 50 boards vs the Pro Plan's 20-board limit. This enables leaders to visualise cross-departmental trends to make data-driven decisions.
In this blog post, we'll discuss the Pivot Board to gain strategic work performance insights.
Understanding the Functionalities of monday.com Pivot Tables
Did you know that the Pivot Board view can transform how your enterprise analyses data by slicing and dicing data? This is an exclusive feature and advanced analytics in monday, enabling deeper reporting from multiple perspectives.
The monday.com Pivot Tables deliver a dynamic analysis through the usual drag-and-drop column configuration. Here are the key functionalities to enhance work performance insights:
Grouping Data: You can group information by any board column for instant categorisation.
Adding Pivot Views: Enterprise users add advanced analytics in monday, such as the Pivot View, directly into individual boards.
Creating Pivot Widgets: Utilise Pivot Widgets on your workspace dashboard with multiple board connections.
Summarising Data: You can now summarise data through average, count calculations, sum, and median.
For more information about advanced analytics for work performance insights, reach out to Fruition. We can help you set up Pivot Boards to connect them across your workspace and more.
The Capabilities of monday.com Pivot Tables: Everything You Must Know
To put it simply, Pivot Boards enable better analysis of different data verticals within your boards and dashboards, allowing you to slice or dice the information. The following capabilities make this feature a favourite among monday Enterprise users.
Dashboard and Widget Views
The monday.com pivot tables can operate with both the dashboard widgets and board views capabilities. For example, the board view approach offers focused data analysis on a single board. However, dashboard widgets enable cross-board pivot analysis across (up to) 50 boards simultaneously.
Row and Column Grouping
Users can generate multidimensional work performance insights from grouping rows and columns in monday.com pivot tables. For example, teams add numerous layers to identify work trends across your enterprise's departments. The date formatting option also lets you group data by week, year, month, or day.
Split Mode
In split mode, you can view the full capabilities of the advanced analytics in monday. It displays both connected board data and the Pivot Table simultaneously.
Due to this dual view, you can maintain a specific context when you're analysing the aggregated metrics. For example, users can hide controls to present a clean monday.com pivot table for presentations.
Visualisation Options
Data visualisation in monday.com is one of its USPs. With advanced analytics monday capabilities, these visualisation options can extend beyond traditional tables. Users can display data in various formats, including charts, grid layouts, and heatmaps.
Advanced Analytics monday Features for Enterprise Intelligence
Did you know that advanced analytics monday capabilities extend beyond basic Pivot Table functionality? Technically, enterprise accounts can access performance tracking, comprehensive visualisation tools, and formula columns.
These features can transform the monday.com Pivot Tables into strategic, intelligent platforms, bringing work performance insights. Moreover, your Enterprise plan comes with formula columns for ROI tracking and KPI calculation. Workload views in monday WorkOS also aggregate capacity across the workspace.
Beyond that, the enterprise analytics components include the following:
Cumulative Data
Usually, benchmark lines on charts can establish performance targets. As a result, cumulative data options show progress in the accumulation of work performance insights over time. The feature can also support strategic planning or goal tracking across every quarter.
Word Cloud Widget
It can transform our textual board data into visualised representations. For example, larger text indicates a higher frequency of terms. Word Cloud helps identify recurring themes in customer updates and project feedback.
Chart Widgets
Your Pivot Board can integrate with the advanced analytics monday tools, combining widgets on dashboards for comprehensive executive overviews. Chart widgets can display trends across multiple time periods. It'll visualise pivot data as bar, line, or pie charts.
Work Performance Insights
This feature emerges through cross-functional data synthesis. You can track work performance insights for status duration and bottlenecks.
monday.com Pivot Tables usually enable this. For example, mirror columns link related items across multiple boards and status changes propagate instantly. You can also use the filter options to preserve specific views for consistency and standardisation across enterprise team members.
Enterprise vs Pro: Limits and Reporting Scale
The main distinction between monday.com plans centres on dashboards and connection limits. It will fundamentally impact organisation-wide work performance insights.
Here are a few Enterprise plan advantages compared to the Pro plan:
50 board connections for every dashboard, compared to the 20-board limit.
Exclusive access to monday.com Pivot Tables functionality.
100,000 items per board, compared to a 10,000-item limit.
250,000 monthly automation actions, as opposed to 25,000 actions.
The Pivot Table limitation can prevent sophisticated cross-board work performance insights for enterprise teams. Moreover, the dashboard capability will impact the quality and depth of advanced analytics in monday, enabling it to manage across multiple enterprise-level boards.
The 50-board capacity supports complex organisational structures. Resource management in enterprise accounts helps manage capacity and rebalance work. You can track work performance insights across workflows using the monday.com Pivot Tables.
Additionally, security and compliance reporting also differ based on tier. Enterprise includes comprehensive audit logs that track board access and modifications.
To determine whether your company should go for the monday.com Enterprise or Pro plan, reach out to a consultant at Fruition. We'll analyse your needs with a business process audit to determine the scope of system integration.
monday.com Enterprise Plan: Automation Actions and Integration Capacity
Enterprise reporting excellence depends on robust automations that support analysis workflows and data collection. As mentioned earlier, monday.com Enterprise plans provide 250,000 automation actions and 250,000 integrations per month.
Moreover, monday.com Pivot Tables require continuous data updates across multiple boards. This enables sophisticated reporting ecosystems, like:
Integration Actions: Enterprise plans can support complex integrations and automations. These connect monday.com Pivot Tables with external data sources.
monday Workflows: The advanced analytics in monday will leverage monday.com Workflows, a visual builder. It incorporates automations and integrations on one canvas, allowing teams to design a comprehensive reporting process that spans multiple boards.
Automation Templates: Enterprise capacity accommodates a high volume of automated reporting. These include actions and triggers that consume monthly action allocations. Complex automations (column mapping and multiple notifications) will use up several actions per execution.
Action Monitoring: Enterprise users get proactive management to ensure work performance insights deliver uninterrupted reporting cycles. With this, you can prevent unexpected workflow interruptions.
Beyond these, there's the perpetual automation support that offers continuous monday.com Pivot Tables updates. These are time-based triggers that refresh dashboard widgets on a weekly, monthly, or daily basis.
Why Partner with Fruition for monday.com Enterprise Excellence?
The successful implementation of monday.com Pivot Tables requires strategic expertise that goes beyond platform familiarity. With monday consultants at Fruition, you can maximise the analytical value of the configuration and implementation of the enterprise account.
We can optimise board architecture for sophisticated and advanced analytics in monday. Our comprehensive support includes:
Formula column development for specialised work performance insights calculations.
Pivot Table configuration to maximise cross-board data synthesis.
Custom dashboard creation that features advanced analytics monday capabilities.
Integration setup to connect monday.com with existing BI systems.
Board structure design that enables scalable monday.com Pivot Tables.
Organisations can face challenges when implementing DIY monday.com solutions. For example, you can create fragmented structures that limit monday.com Pivot Tables from reporting. Thankfully, Fruition will design a cohesive information system from project inception.
The experts will map organisational workflows before technical implementation. We also offer ongoing optimisation to maintain platform value even if your enterprise business evolves.
Our team of monday.com consultants will provide reviews to identify underutilised features and improve board structures, automations, etc. With change management expertise, we can accelerate adoption across resistant teams and bring forward work performance insights.
FAQs
Can monday.com Pivot Columns summarise thousands of rows like Excel?
Native Pivot Boards offer advanced analytics in monday to create columns per unique value. For Excel-style count aggregation on thousands of items, you can use formula columns or third-party apps like sumUp.
How do saved filters work in the monday.com Pivot Tables view?
Click the 'Save Filter' option to preserve column selections and groupings. When team members access these saved views, the filters will apply automatically. This ensures consistent reporting formats across users, providing work performance insights.
What visualisation formats does monday.com Pivot Tables support?
monday.com Pivot Boards display data as heatmaps, tables, or split-mode views. You can customise colour schemes and thresholds. Moreover, chart widgets complement pivots with bar charts and line graphs.
