Dynamic Filter on Dashboards

Stacy Meadows

@sebastiani

The formulas pull from the raw data sheet a, however each row is slightly different as they are pulling from different columns in the raw data sheet....

so the achieved column

Row with task CR =SUMIFS({CRCcomplete}, {Month yy}, Task$1, {BDM range}, BDM$2)

They are all =SUMIFS ({REF SHEET A/ " choose relevant" COLUMN}, {REF SHEET A MMM YY COLUMN}, this sheet cell were your mmm yy is, {REF SHEET A NAME COLUMN}, this sheet cell were your name is.

I have basically done same on the target column however if the target is a set target then you could just put the set target in there rather than a formula which I have on some :)

I used an if statement if symbol boxes then i can get my conditional formatting running from these :)

Also the task weight % is if they are in everyday, where as the target % considers the amount of days they were actually working that month.

sebastiani

ThanksStacy!

I was able to make a version that works based on your suggestions.

DO you have any ideas on how to make the updating of the dashboard any faster? It takes a couple min to get the filter data to pull into the reports and the dashboard.,

Thanks!

Stacy Meadows

@sebastiani

Have you tried the below?

Also I made a note on dashboard:

😀

Dan Cliff

https://community.smartsheet.com/discussion/comment/374567#Comment_374567

I recall seeing the same thing and have been searching high and low for the answer. I don't know if the Officeworks Administrator is in this community, but we'd all love to find out how you were able to achieve this.

Stacy Meadows

https://community.smartsheet.com/discussion/comment/378934#Comment_378934

I would be very interested in the answer to this too :)

Gavin Seaton

This would be a great feature

Petr Zich

https://community.smartsheet.com/discussion/comment/363822#Comment_363822

I'm in support of this enhancement request. The filters at dashboard level should help minimize the number of dashboard clones with varying filter criteria.

Following options to be considered:

1) dashboard filter dropdowns - selecting a filter criteria from one or more drop down filters. The widgets on the dashboard should be configurable whether to reflect the filter criteria or not.

2) filtering by selected value (s) from the displayed data set - selecting an item ( or more) from data set ( e.g. Country = UK) will focus the widgets on the resulting subset of data meeting the filter condition. If the widget behavior is set to open the source report , then this report should be opened with filtered data set.

This would probably require a newly designed filter definition and grouping logic being part of the dashboard definition.

leandro.illescas

I propose the implementation of a new feature that allows us to filter data directly from the dashboards, eliminating the need to switch back and forth between dashboards and reports for filtering purposes. With this enhancement, we can streamline our data analysis process and save valuable time while gaining deeper insights into our projects.

andrew.taylor37161

In addition to the filtering comments by Dan and Amanda, also being able to filter by widget name would be an asset. That way leaders could look at department level results by category. This would be helpful as a focussing tool. My suggestion is to be able to add widgets to a filter category at the dashboard control level. This could the filter by team, subject or other criteria. The dashboards can become very large when you are trying to wrap up lots of different categories of information, so being able to adjust the dashboard size (by focussing by filters) would be much more user friendly. All the other comments have real value as well, especially the tailoring of the dashboard branding. This then also leads to the inability of any tailoring for Dynamic Views. Currently, font style, colour and fill options are not available. Any items used on the dashboard should be able to be uniformly presented. We also use dashboards to present to non employees via Dynamic Views.

System

This discussion was created from comments split from: Dashboard Improvement.

L_123

Hi,

I'd like to suggest a product improvement. My users at my new company are mostly used to excel/powerbi/standard queries, and they keep asking me to duplicate dynamic dashboard functionality inside of smartsheet. This is mildly achievable with the legend, but real breakdowns I generally have to build many subsets of dashboards to achieve.

My request/recommendation is to add a report filter link as a dashboard widget for dropdown fields. This would allow for far more dynamic sorting and reviewing of data, and much less development work to build breakdowns that may only ever be used a couple of times, and make smartsheet more competitive on building dynamic dashboards.

mattyjacksy

Dashboards need integrated filtering to quickly condense the displayed info. I.e please make the report tables and graphs displayed on the dashboard active within the dashboard, so we dont have to navigate to the original report. The lack of function to do some simple data exploration in the dashboard feels as though it depletes the point of a dashboard.

For example, we display journals publications that can be shown via reports and graphs on the dashboard. But it would be much more intuitive to then be able to filter these reports/graphs on the dashboard to show, for example, top publishers to a particular audience and/or in a particular field.

Creating separate reports and dashboard for all combos of categories is not plausible, as it creates hundreds of reports, and creates a messy dashboard.

Jubial

This feature...would be amazing. Currently we attach Tableau dashboards to Smartsheet ones because it has dynamic filters...would be cool if Smartsheet ones did. :<

Arlene Peterson

Agreed -this feature would be amazing! My team needs to filter by product for supporting each product. We don't have any additional tools at my company so using Tableau is not an option.

Simon Cowx

Hello, I want to create a dashboard to provide project information. But have the ability to select the project from a drop-down list, rather than having to move to different project dashboards. This will allow easier navigation for portfolio stakeholders.

Can this be developed pleaase