Link correct data to dashboard when using template

System

This discussion was created from comments split from: How do I link data in my Marketing Shared Services dashboard?.

Jillian H.

I am having the same issue. I've downloaded the marketing shared services template. I've modified the form and tracker. The shared services metrics sheet is untouched. The dashboard is still pulling dummy data although I've cleared that data from the tracker. Not sure what I have yet to adjust or create to have the tracker pull in my new data.

Georgie

Hi @Jillian H.,

Having reviewed this template, I confirmed that the “Shared Services Metrics (DO NOT EDIT)” sheet contains cross-sheet formulas which reference the “Request Tracker” sheet. As you’ve updated the request tracker sheet, the formulas in the metrics sheet should now be displaying updated values - have you confirmed that’s the case?

If the metrics sheet is displaying updated values, these should then be pushed to the dashboard as long as the charts and metric widgets are still using the metrics sheet as the source. You can check on this by taking the following steps:

1. Click the pencil edit icon on the dashboard (or click Edit > Edit Dashboard).
2. Hover over the widget you want to check the source for, and click the three-dot menu to open the widget editor.
3. Within the widget editor panel, you’ll see “Data Source” - this should be the “Shared Services Metrics (DO NOT EDIT)” sheet. 
   1. If it is, click Edit so that you can see which cell(s) is/are selected and confirm if you see the updated values in the “Add Chart Data” window. 
   2. If the wrong sheet or cell(s) is/are selected, select the correct one(s), then click OK to update the dashboard.

If you have done this and are still having trouble, I’d recommend booking a Pro Desk session (if you’re eligible for these) for additional help using the template. 

Alternatively, please share some screenshots here of your request tracker sheet, your metrics sheet, and your dashboard, so that we can see exactly what’s not working correctly.

Hope that helps!

Georgie

Jillian H.

Thank you @Georgie . I have tried to edit the source as suggested and that did not work. I have scheduled a help meeting but it's not until Thurs. Now that I am looking at this, I edited the form and removed those "Departments" and changed them to something. I assume this is part of the issue.

Georgie

Hi @Jillian H.

Thanks for sharing the screenshots.

It’s strange that the charts are not updating to display the new metrics, but since you’ve changed the department values in the request tracker sheet, I’d recommend changing them in the Metrics sheet to your new ones too. Changing the values in the Description column should then cause the formulas to display updated values, since the formulas are looking for the values in the description column on each row.

Once you then save the metrics sheet, try opening the dashboard in the same tab and see if the chart updates with your new data.

If that doesn’t resolve the issue, this will need further investigation which can either be via a Support ticket or can be discussed in your Pro Desk call.

I hope that helps, but if you come across a different resolution, we’d love for you to post it here to help other members reviewing this thread!

Thanks,

Georgie