Need to filter the data in dashboard by month

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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?.

Answers

  • Jason P
    Jason P ✭✭✭✭
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    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

    Cheers.

    Forever forwards Backwards never.

  • Jenishiya
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    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
    Mark.poole ✭✭✭✭✭
    edited 05/07/24
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    @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.

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