How to create a Trendline in the Dashboard

RL5500

Hello Smartsheet Community!

So I am trying to create a trend line that shows the # of projects in flight each month since the beginning of 2024 (YTD) and since this same month last year (YOY).

The problem I'm running into is that I'm creating a report of the data listing only the project names & the dates, but the Dashboard Chart Widget will not accept them as data points.

Is there anyway to get what I need without having to add any additional columns to the existing data? I imagine a COUNTIF function would be best but we would like this trendline to be updated in real-time so we hesitate to add any additional columns that will eventually turn irrelevant if not updated periodically.

Any advice is appreciated, thanks!

Ward.Hively

Hi RL5500,

Could you leverage a Smartsheet to PowerBI integration? This is easily the best way to level up dashboards second only to adding fully functional maps.

As a workaround, create a report, group it by date, count by project name, and filter it by date range.

If you can add columns, add a column formula that checks the date column and generates the month using =month() and another column by year =year(). Then hide the columns and use those in the report grouping by month and filtering as necessary.

Hope this helps.