Export meta data from Reports (count functions etc)

Hi Friends,

I am trying to create some analysis tools at work, assume the following scenario:


I have a smartsheet filled by an online form employees fill out. Each form filled and sent creates a new row in my sheet. columns like

Name   Location   Date of entry   dropdown value a   dropdown value b

How can I count entries and have a dashboard showing me

"thats how many entries we have with the tag [red]"

"thats how many entries we have from Date xxx"

etc.? Especially since the form is constantly growing.


Currently I am trying to play around with reports but I cannot set a count function in there to just count entries and return a integer value that I can use for a cake diagram or so. Any tipps?

I have not worked myself into dashboards yet, maybe thats a solution space worth checkin out?


thanks a lot!

Willy

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    A lot of this is going to depend on exactly how you want to display these metrics. Sometimes a report will work with grouping and summaries, but then other times you will need a separate sheet with formulas containing cross sheet references.


    Either option can be used to generate a chart on a dashboard.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com