Creating a Dashboard with non numerical data
I have a sheet created from a form that is essentially a Security Activity Report Form. Officers enter their daily duties such as Patrols, suspicious activity, emergency responses, etc.
I want to create a dashboard that will show how many patrols each site is conducting, how many suspicious activity reports, vandalism, etc.
right now I am exporting to Excel, creating a Pivot chart, and so forth. Not difficult but time consuming.
Is there a way to build the dashboard in Smartsheet? I have tried but it will only do it for numerical data, where as Excel will allow a pivot table/chart based on the number of entries in the drop down.
So essentially, is there a way to create and or link my main sheet to another sheet that will calculate how many of each event, in realtime then build the dashboard off of the sheet with the numbers?
If so what formulas do I use?
Best Answer
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You can use a separate sheet with formulas, or you can create a row report that pulls in all entries, group the report, then use the Summarize feature within the report to get your counts. Then you can use this report to create a chart or graph on your dashboard.
Answers
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You can use a separate sheet with formulas, or you can create a row report that pulls in all entries, group the report, then use the Summarize feature within the report to get your counts. Then you can use this report to create a chart or graph on your dashboard.
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Paul, thank you for your response, you wouldn’t happen to know where I can find how to do that would you?
And would those row reports update live or would have to keep pulling them?
Sorry, I’m not new to Smartsheet just new to pulling data from here rather than exporting.
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Reports will update live as the source data updates. Here's a link for more info:
