Report filter column color symbol count each color put on dashboard or the reprot

Bonnie Whitaker

Hello

I am a basic user. trying to add count of each color to dashboard or report. from my report I use in my dashboard. I attached a sample of what I want and what I have. Thank you in advance.

What I have

What I want

Melissa Yamada

Hello @Bonnie Whitaker

You can create a report that is grouped by your health column. Make sure to create a summary (count health column).

Then create a chart widget on your dashboard selecting only the sheet name and health column on the columns included.

Jason Tarpinian

There's a couple different ways to do this.

Use the sheet summary. Open the Sheet Summary and create a field, then build out your formula (something similar to below).

Then on the dashboard, select the Metric widget, find the sheet, then select "Sheet Summary data" as the source, and choose your option.

To create a graph, build a grouped report and summarize the Health column

Now go back to your dashboard and create a Chart widget with this report as your source. You'll have to adjust the settings on the right side to get exactly the look you want, but in the end it can be something like this:

For complicated builds you can build what I call my "Dashboard Metrics" sheets where you can do a lot more difficult formulas for fancier graphs, but as a beginner, this should make you dangerous enough!

Bonnie Whitaker

Thank you for your quick response.

No way to do it in the report? I would have to go into all my sheets to make this change?

Melissa Yamada

Hello @Bonnie Whitaker

You can create a report that is grouped by your health column. Make sure to create a summary (count health column).

Then create a chart widget on your dashboard selecting only the sheet name and health column on the columns included.

Bonnie Whitaker

Thank you for your help.

Happy New Year