Need to filter the data in dashboard by month

Jenishiya

Hi,

I have a customer feedback data captured on the Smartsheet, and i have created the dashboard for the same but in dasboard i need to filter the data by month.

Is there any way to achieve this?.

Jason P

Hi @Jenishiya

Have you tried creating a report from the sheet then apply a sort on the date column? https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Jenishiya

Hi @Jason P,

I have tried the Report but in my case i need to count the number of responses based on the condition i.e how many excellent review given and how many bad review so on.

how can i filter here based on month as this count is calculated based upon the entire row values.

Mark.poole

@Jenishiya,

Try creating a helper column with the formula =Month(Created@row) on the sheet that contains the value. What this does is give a number 1 through 12. Then in your metric sheet you can use a =countifs() formula that has the month number as a criteria. IE.

=Countifs({Month Ref},1,{Review Ref},"Excellent")

This formula would return the number of Excellent for the month of Jan.

Alternatively you could do a report with groupings based off the month and Counts for each Column.