An app for monday.com

Spreadsheets on your live monday.com data

Formulas, pivot tables and charts read your boards live, with each person's own monday permissions, so a sheet never shows more than its viewer may see. AI assistants such as Claude can work in your sheets through MCP.

Request access See the reports
  • Inside monday.com
  • AI assistants via MCP
  • Edit items, send changes back
What it is

Sheets for monday.com

Spreadsheets on your live monday.com data.

Sheets is a spreadsheet app inside monday.com. Formulas, pivot tables and charts read your boards live, with each person's own monday permissions, so a sheet never shows more than its viewer may see.

  • Spreadsheet grid: formulas, formatting, conditional formats, multiple sheets.
  • Live board data: =data.board.sum(…), pivots and charts that stay current.
  • Linked tables: edit items in the sheet and send the changes back to the board.
  • Folders and sharing with monday users, teams or everyone in the account.
  • Export to .xlsx or PDF, and scheduled e-mail reports sent from your own mailbox.
  • Optional AI assistant access, per user and revocable.

Install Sheets from the monday.com apps marketplace, then open it from any workspace.

Reports

Reports people build first

One formula each. Put it in a cell, fill it down a column, or turn the table into a pivot and a chart.

=data.projects.sum(budget, status, "Working on it")
Totals from any board. Add a board (here one called Projects, with Status, Owner, Budget and Due date columns) as a data source and sum any numbers column, with criteria such as ">=100" or "<>Done".
=data.projects.count(name, status, A2)
Status breakdown. Put each status in column A (=list.projects(status) spills them) and count the items beside it.
=data.projects.sum(budget, owner, A2)
Per person. Items or budget per owner, from the people column.
=data.all_projects.sum(budget, board, A2)
Several boards as one table. A consolidation reads boards with the same columns as one table with a Board column.
=data.projects.count(name, due_date, "<"&TODAY(), status, "<>Done")
Overdue items. Items whose date passed and are not done.

All 5 reports

How it works

From connection to a live report

  1. ConnectInstall Sheets in your monday.com account and open it from any workspace.
  2. Add dataAdd the boards a sheet needs as data sources, each under a short name.
  3. Write formulasUse =data.<name>.sum(…) next to any spreadsheet function, or build pivots and charts.
  4. Share and scheduleShare the sheet with colleagues, export to .xlsx or PDF, or e-mail it on a schedule.
FAQ

Questions

Do viewers see boards they have no access to?

No. Every formula reads boards with the viewer's own monday.com permissions, so a sheet never shows more than that person may see.

Can I change board items from a sheet?

Yes, with linked tables: edit items in the sheet, then Send changes writes them to the board, with a check that nobody changed them in the meantime.

Can an AI assistant work in my sheets?

Yes. Under Work with AI, connect Claude or another MCP client. Choose read only, read and edit, or also board write-back; you can change or revoke it at any time.

Can one sheet combine several boards?

Yes. A consolidation reads boards with the same columns as one table, with a Board column to tell them apart.

Where does Sheets run?

On monday.com's own app infrastructure (monday code, EU region).

Spreadsheets on your live monday.com data

Formulas, pivot tables and charts read your boards live, with each person's own monday permissions, so a sheet never shows more than its viewer may see. AI assistants such as Claude can work in your sheets through MCP.

Request access