Project Dashboards

Miles C

On a dashboard, when does the data refresh? Issue I am having is some data clears out on Tuesday night. Does anyone know what triggers the refresh on a dashboard or how to control it?

Andrée Starå

@Miles C

Excellent!

Happy to help!

This might also help.

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

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Andrée Starå

Hi @Miles C

I hope you're well and safe!

To change the frequency of or to turn off the Auto-Refresh feature

1. In the menu bar, select View.
2. In the View menu, select Auto-Refresh.
3. Select the change you’d like to apply:
   • Select your frequency. 
   • To turn off the Auto-Refresh feature, select Off.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Miles C

Andrée, thank you for the quick response. The information you provided helped as it was something that I had forgotten about. I should have been clearer. We are using the Smartsheet Control Center for managing client projects.

I have attached three samples. The blank dashboard happens Monday nights during the overnight hours. The populated dashboard exists once I will in the status summary, key activities, recent accomplishments. Say I’ll fill in the information on Tuesday and it will remain on the dashboard through next Monday night. Is there any way to prevent it from deleting the information? 

Here is my understanding of how it works. I or the PM fill in the weekly status sheet that populates the three status reports that then populate the dashboard. On the backend there are metadata files and metrics sheets (see third attachment) that house the profile information 

Thanks, Miles

blank dashboard.jpg

populated dashboard.jpg

metadata files.jpg

Miles C

I think i may have found and answer it is a community thread listed https://community.smartsheet.com/discussion/89082/dashboard-weekly-project-status-submissions#latest:~:text=Dashboard%2D%20weekly%20project%20status%20submissions

If you any other insight it would be appreciated

Thanks, Miles

Andrée Starå

@Miles C

Excellent!

Happy to help!

This might also help.

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!