Selecting columns for visualizing on dashboards

Options
maltaee
maltaee ✭✭✭✭✭

Hello Everyone,

I'm stuck in figuring out a way to visualize the below. I know it could be a simple workaround.

The current chart visualize the task name and the #. In the new chart, I would like to add a status. It's OK if I don't include the # but SS won't let me visualize them.

Thanks,

Tags:

Best Answer

  • Ipshita
    Ipshita ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @maltaee Charting is a bit tricky in Smartsheet. The best solution I can suggest is, create summary fields in your sheet with the desired values. For example, you want to chart task name and status so create a summary field by name Status-Not Started that uses the formula - COUNTIFS([Status]:[Status], "Not Started") and you'll get your values in there. If you want a sum instead, use SUMIFS and so on.

    You can now chart it out on your dashboard using the summary fields.

    Hope this helps.

    Cheers!

    Ipshita Mukherjee

Answers

  • Ipshita
    Ipshita ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @maltaee Charting is a bit tricky in Smartsheet. The best solution I can suggest is, create summary fields in your sheet with the desired values. For example, you want to chart task name and status so create a summary field by name Status-Not Started that uses the formula - COUNTIFS([Status]:[Status], "Not Started") and you'll get your values in there. If you want a sum instead, use SUMIFS and so on.

    You can now chart it out on your dashboard using the summary fields.

    Hope this helps.

    Cheers!

    Ipshita Mukherjee

  • maltaee
    maltaee ✭✭✭✭✭
    Options

    Thanks for the tip.

    I created a matrix and it is working now. I agree, it is a bit tricky.


  • Ipshita
    Ipshita ✭✭✭✭✭✭
    Options

    @maltaee - I am glad it worked for you. Don't forget to hit the Awesome button to my answer :)

    Cheers!!

    Ipshita Mukherjee