The Modern Data Challenge in monday.com
For many teams, monday.com is the operational backbone — tracking tasks, projects, clients, and goals. But as organizations grow, they often need to combine multiple monday.com boards in Excel to get a unified view of their operations.
Operations teams track project timelines, finance monitors budgets, HR manages recruiting pipelines, and leadership measures KPIs — all on separate boards. While this keeps workflows structured, it creates a serious challenge: data fragmentation.
Because monday.com only allows viewing one board at a time, analyzing data across departments becomes time-consuming. Teams try to combine multiple monday.com boards in Excel manually, but that approach requires frequent exports, lacks real-time updates, and risks data inaccuracy.
That’s where PivotXL: Excel Sync with monday.com steps in — enabling you to automatically combine multiple monday.com boards in Excel for fast, real-time, and accurate cross-department analysis.
With PivotXL, teams can finally merge monday.com boards in Excel dynamically — transforming raw operational data into unified dashboards and smarter decisions.
The Pain: Limited Cross-Board Visibility
Even with dashboards, monday.com users frequently hit a visibility wall.
Most professionals face these common challenges:
- Having to export multiple boards manually and merge them in Excel
- Dealing with inconsistent data formatting between boards
- Struggling to track department-wide KPIs in real time
- Spending hours preparing consolidated reports for leadership
These manual methods don’t just slow down teams — they introduce data inconsistencies and reduce confidence in insights.
Organizations need a solution that combines multiple monday.com boards seamlessly, provides a single source of truth, and allows quick data analysis without repetitive work.
The Solution: Combine Multiple monday.com Boards in Excel Using PivotXL
PivotXL empowers monday.com users to go beyond traditional board limits.
With just a few clicks, users can merge data from several monday.com boards into one Excel sheet, analyze everything together, and send updates back to the linked boards automatically.
How it Works
- Connect multiple boards in PivotXL from your monday.com account.
- Export and sync data directly into a single Excel workbook.
- Use Excel’s formulas, filters, and pivot tables to analyze data across departments or projects.
- Once analysis is complete, sync results back to each original monday.com board — instantly and accurately.
This bi-directional sync transforms Excel into an intelligent reporting hub — combining monday.com’s collaboration power with Excel’s analytical flexibility.
Who Benefits When You Combine Multiple monday.com Boards in Excel with PivotXL
Operations Teams
Gain a unified view of all ongoing projects — including tasks, progress, deadlines, and team performance — across multiple departments or clients.
Leadership & Strategy Teams
Quickly consolidate metrics from different teams into one report. Monitor KPIs like revenue, cost, utilization, or delivery performance without switching between boards.
Finance & Analysts
Perform organization-wide financial modeling, forecasting, and variance analysis using Excel’s advanced tools while keeping data synced with monday.com in real time.
Project Managers
Track dependencies and resource allocation across multiple project boards from a single Excel file. Update statuses and timelines in bulk, then push changes back instantly.
By merging all data in one workspace, teams gain complete visibility, data consistency, and real-time collaboration.
Why PivotXL is a Game-Changer for monday.com Users
PivotXL bridges a major operational gap — combining the structured workflow of monday.com with Excel’s deep analytical capabilities.
1. Eliminate Manual Exports
No more CSV downloads, copy-pasting, or repetitive imports. All board data flows directly between monday.com and Excel.
2. Maintain Real-Time Sync
PivotXL ensures your data stays updated. Any changes made in Excel — such as new calculations, updated fields, or revised numbers — sync back to monday.com instantly.
3. Unified Analysis Across Teams
Easily compare performance between departments, clients, or regions. Generate pivot reports or dashboards in Excel using data from multiple boards.
4. Save Time and Reduce Errors
Bulk operations and automated synchronization save hours of manual effort every week, while eliminating errors from manual consolidation.
5. Better Decision-Making
When all departments’ data is visible in one place, leadership gains the insights they need to make informed, data-driven decisions — faster.
Real-World Use Case: Multi-Department KPI Tracking
Imagine a company managing marketing, sales, and product teams in separate monday.com boards.
Each team tracks its KPIs — leads, deals closed, feature progress, or campaign performance.
With PivotXL, all these boards can be merged into one Excel file, allowing leadership to monitor overall business health and department-level trends in real time.
Once insights are updated or targets revised, they can sync back into monday.com, ensuring everyone — from analysts to project owners — stays aligned.
Visualize Data Better: Combine Multiple monday.com Boards in Excel with Pivot Tables
By combining multiple boards into Excel, teams unlock powerful visualization tools:
- Pivot tables for performance comparison
- Charts and graphs to visualize trends
- Conditional formatting to highlight variances
- Formulas and automation for advanced forecasting
PivotXL essentially transforms monday.com data into an interactive, analytical dashboard — built on Excel’s familiar interface.
How to Get Started with PivotXL
- Visit PivotXL.com
- Install PivotXL: Excel Sync with Monday from the monday.com App Marketplace
- Connect your boards and start combining them in Excel within minutes.
Once connected, you can merge, analyze, and update all your monday.com boards without leaving Excel.Final Thoughts
Data should work for you — not the other way around.
With PivotXL: Excel Sync with Monday, teams finally have a seamless, real-time way to combine multiple monday.com boards in Excel, perform advanced analysis, and keep all boards synchronized.
Stop juggling exports, dashboards, and manual edits.
Start streamlining your data today with PivotXL — where monday.com meets Excel, perfectly in sync.
👉 Try PivotXL today on monday.com Marketplace
or visit PivotXL.com to explore how it can simplify your reporting and cross-department analysis.
Beyond monday.com — Automate Finance with PivotXL.com
While PivotXL: Sync with Excel helps you bulk update and manage monday.com boards instantly, the full PivotXL.com platform goes further — empowering finance and operations teams to automate reports, streamline workflows, and unify data across systems.
With PivotXL, you can:
- Connect all your data — integrate Excel, monday.com, and accounting software into one live, connected workspace.
- Automate financial reporting — build balance sheets, P&L statements, and cash flow reports directly from real-time data.
- Perform advanced forecasting — design rolling forecasts and complex models with seasonality, multi-variable drivers, and business-specific logic.
- Run automated reconciliations — match transactions, identify variances, and ensure data accuracy without manual review.
- Simplify intercompany eliminations — automatically detect and reconcile related-party transactions for accurate consolidation.
- Create interactive dashboards — visualize KPIs, toggle filters, and explore insights in real time.
- Collaborate with built-in commentary — discuss and annotate dashboards securely, keeping every decision data-driven.
PivotXL combines a powerful database, calculation engine, and workflow automation system, reducing complexity while keeping Excel at the heart of your workflow.
Streamline your finance operations. Automate your reporting. Empower your team.
👉 Explore PivotXL.com — your all-in-one finance automation platform.
