Trying to create Chart widget based on report - but report not showing up as data source option

JenniferLF

Hi there!
I'm working on a dashboard on which I want to add a chart that displays a bar graph representing the data in a report (report is titled "Tasks in Next 8 Working Days, by Staff"). When I select the widget to create the report, I can select other reports in the workspace, but not this one.

I'm baffled because I literally just made this chart for another project, based off of an identically created report (at least, I think it's identical!). The report I cannot turn into a chart at the moment includes:

• 1 sheet: the correct sheet is selected as the data source
• 1 column: aside from the default list of tasks, or "primary" column, there is a drop-down column of staff names ("Lead")
• 3 filters: just as I did on the working chart, I am including only those tasks that are not treated as header rows, whose status is not blank, and whose urgency [this is how I drill down to the "next 8 working days"] is not blank.
• 1 group: "Lead," sorted ascending
• 1 summary: "Lead," summarized via "count"
• 1 sort: "Primary," sorted ascending
  

This is exactly the same setup as the other project's report that can be used to produce a chart. So I'm a bit flummoxed. Any ideas what I might be missing/doing wrong?

Thanks! :)
Jen

Paul Newcome

Did you check the report location to ensure you are looking in the right place for it? Have you refreshed the browser that the dashboard is open in? I have had it happen numerous times where I will be building a dashboard, realize I need a new report for a widget, create the report in another tab real quick then can't find the new report in the dashboard tab only to remember… I need to save my dashboard and refresh the tab for it to register the new report has been built.

Paul Newcome

Did you check the report location to ensure you are looking in the right place for it? Have you refreshed the browser that the dashboard is open in? I have had it happen numerous times where I will be building a dashboard, realize I need a new report for a widget, create the report in another tab real quick then can't find the new report in the dashboard tab only to remember… I need to save my dashboard and refresh the tab for it to register the new report has been built.

JenniferLF

Oh my goodness, @Paul Newcome! You were exactly right. I left the project in frustration for the weekend right after sending my message, changed nothing, and yet when I logged back in on Monday… there was the report in the dashboard widget setup menu, sitting and waiting to be selected. If it weren't for your message, I would have thought I was losing my marbles. Had no idea there is sometimes a lag - it was so instantaneous the other times I had tried.

Next time something like this happens, I'm gonna refresh my browser, get a snack and a glass of water (and a deep breath), refresh my browser yet again, and try one more time. 😂 Thank you!!! :)

Paul Newcome

Happy to help. 👍️