Dynamic Dashboard for Multiple Sheets

Tony Fronza

Our PM team is creating a dashboard for one of our clients based on multiple sheets/reports; however, the sheets will be created periodically (i.e., they won't exist when building the dashboard). Is there a workflow available to avoid the need to manually add a new sheet to the reports to roll up to the dashboard?

Matt Johnson

Hi @Tony Fronza

Depending on how you are set up, if all the Projects reside in the same Workspace or Workspaces, you could aim the report at the entire Workspace(s) and then anything newly added there would automatically be added to the reports. Obviously the column headers / types and stuff would have to align.

The other route is the Dynamic Report Scope feature in Control Center. You can learn more about that here in this article:

https://help.smartsheet.com/articles/2482112-dynamic-report-scope

I hope that helps.

Matt

Matt Johnson

Hi @Tony Fronza

Depending on how you are set up, if all the Projects reside in the same Workspace or Workspaces, you could aim the report at the entire Workspace(s) and then anything newly added there would automatically be added to the reports. Obviously the column headers / types and stuff would have to align.

The other route is the Dynamic Report Scope feature in Control Center. You can learn more about that here in this article:

https://help.smartsheet.com/articles/2482112-dynamic-report-scope

I hope that helps.

Matt

Tony Fronza

Thank you, @Matt Johnson! That's exactly what we're looking for. We don't have Control Center, but we'll look at mapping the dashboard to the Workspace's content.