Getting from Sheet Data to Chart Widget in Dashboard

Zdnow

Having a heck of a time deciphering what to use in order to get from sheet data to chart widgets. Unsure if I'm using reports, or sheet summaries, or formulas incorrectly. Any help would be appreciated.

Example: Needing to chart # of "Order or RFQ or Inquiry" by the selection chosen, by "Region" selected. End goal being a visual of say Eagle Ford - 3 orders - 15 RFQ - 35 Inquiry.

Naeem Ejaz

Step-by-Step Guide

Step 1: Confirm Your Sheet Structure

Assume your sheet has these relevant columns:

• Request Type (dropdown with values like: Order, RFQ, Inquiry)
• Region (dropdown: Eagle Ford, Permian, etc.)

Each row is one request (order, RFQ, or inquiry).

Step 2: Use a Summary Sheet or Helper Sheet for Aggregation

Since chart widgets can't pull directly from raw rows, you'll need a summary table that counts request types by region.

There are two main approaches:

Option 1: Use Sheet Summary Fields (best for one sheet)

1. Go to your main data sheet.
2. Click Sheet Summary (right panel).
3. Create summary fields like:

Field Name: EagleFord_Orders
Formula: =COUNTIFS([Region]:[Region], "Eagle Ford", [Request Type]:[Request Type], "Order")

Field Name: EagleFord_RFQ
Formula: =COUNTIFS([Region]:[Region], "Eagle Ford", [Request Type]:[Request Type], "RFQ")

Field Name: EagleFord_Inquiry
Formula: =COUNTIFS([Region]:[Region], "Eagle Ford", [Request Type]:[Request Type], "Inquiry")

Repeat for each region.