Mastering Excel Functions in monday.com: A Comprehensive Guide

Welcome to another tutorial from Intelligent Studios! In this guide, we will explore how to leverage Excel functions within monday.com to enhance data management and analysis.

1. Concatenation

Concatenation is a useful function that combines multiple text values into a single string. In monday.com, this can be achieved with the `CONCATENATE` function within a formula column.

For example, if you have columns named “Text One” and “Text Two,” you can merge their values using:

CONCATENATE({Text One}, ” “, {Text Two})

This formula ensures that the values are combined with a space in between.

2. Summarization

Summarization allows users to add numerical values from different columns. There are two primary ways to do this:

– Using the Plus Operator (+): Simply add `Number One + Number Two` in the formula column.
– Using the SUM Function:

SUM({Number One}, {Number Two})

Both methods will yield the same result, making it easy to sum up values efficiently.

3. Matching Text Values

To compare text values between two columns and determine if they match, you can use the `EXACT` function:

IF(EXACT({Text Column One}, {Text Column Two}), “Match”, “No Match”)

This function returns “Match” if both texts are identical and “No Match” otherwise.

4. Calculating Date and Hour Differences

– Days Difference: To find the difference between two dates, use:

DAYS({Date Two}, {Date One})

This function returns the number of days between the two dates.

– Hours Difference: To calculate the hour difference, use:

HOURS_DIFF({Hours Column Two}, {Hours Column One})

This provides the exact number of hours between two given timestamps.

5. Duplicity Check

Duplicity check ensures that there are no duplicate values in a given dataset. This is achieved by using connected columns in monday.com and match automations.

– Setting Up Match Automation:
– Navigate to automations and search for “match.”
– Use the rule: “If one column changes, then connect the item where the new value matches this column in another board.”
– Ensure that the automation is set to overwrite matched items.

– Deleting Duplicates Automatically:
– Configure another automation: “When duplicity check changes and is not empty, delete item.”
– This ensures that duplicate entries are removed automatically.

Conclusion

By integrating these Excel-like functions into monday.com, users can efficiently manipulate and analyze their data without leaving the platform. From simple concatenation to complex automation-based duplicity checks, these techniques can significantly enhance workflow efficiency.

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