Creating multiple graphs in a dashboard from one report or source sheet

I feel like I'm missing something - using only core applications, is there a way to create multiple charts in a dashboard for ongoing data (meaning every time a row is added I want the graph to be fluid to update accordingly from one report?)

My understanding is if I'm selecting from the source sheet, its stagnant data and won't update with new additions since I can only select the cells. I don't want to create a separate report for each metric within the sheet. Is there a work around?

For reference - my sheet is a sales request sheet. So, it contains, requestor, budget, status (win, loss, on hold), etc.. I'd like to graph on my dashboard the number of requests per user, the number of open requests, the percentage of wins and losses and number of assignments to each sourcing team member.

All of this data is on my source sheet so how can I simplify and graphs multiple fields within the dashboard?

Any help is appreciated! Again, we only have the core applications so no premium add-ons to work with.

Find more posts tagged with

Reports

Dashboards

graphs

Accepted answers

All comments

Michelle Choate 2

I would create a metrics sheet that all your charts/graphs are drawn from. Then you can have formulas that reference the entire column, therefore anytime something is added, it will automatically update your references, which will then automatically update your charts.

Paul Newcome

Depending on how each metric is generated, you should be able to use the same report to populate multiple graphs by selecting and de-selecting specific columns. If it is the same breakdown such as by user, you can group by user and then include the columns you want to display as graphs by user. Make sure to use the "Summarize" feature within the report to get the totals for each "group" (user).

If you have a different grouping though, you will need a separate report.

Other metrics such as percentages of wins vs losses would require a metrics sheet using formulas with cross sheet references since reports can't use multiple group levels to populate a chart or do comparisons like that.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.