Smartsheet Basics

Smartsheet Basics

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Is there a way to create a dashboard that will update weekly?

edited 01/28/25 in Smartsheet Basics

Right now I am sending out a weekly report, but am using excel and pivot tables. Some of the info on the report is YTD which is easy to set up, but other tables are only from the past week. Is there a way to set up graphs/tables that would update M-F weekly on their own? I don't want to pull from the last 7 days as that could use parts of different weeks. It's probably not possible, but wondering if there is a way to set it up where on Monday it would only show Monday, Tuesday would show Monday and Tuesday, so on and then reset the next week. I know I'm asking a lot :)

Answers

  • Community Champion

    Hey! So dashboards are inherently live, which means if you set your formulas up to have Monday, Tuesday, Wednesday, etc.. buckets for data, it should auto update as the base sheet information is updated.

    The "reset" the next week thing you mentioned will have to do with your formula for the underlying metric and not the dashboard itself if this makes sense.

    Do you have any additional questions or any clarification required?

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