Can we show dynamic data (table format) in dashboard?

Karthick Krishnan

For example, I need to show the data of two persons in a restaurant. Person A eats x number of burgers, y number of pizza. Person B eats n number of burgers, k number of pizza. For the overall year he might have eaten. The table need to show count of burgers and pizza separately for each person. I need to segregate based on pizza and burger and show percentage. The below image needs to achieved in dashboard. If the count(data) of any one food item changes, then it need to be dynamically populated.

Darren Mullen

@Karthick Krishnan Sure, more than one way. Link that data to a metric widget or for easier maintenance, put the date in a report and embed the report on the dashboard.

Karthick Krishnan

@Darren Mullen Can data be displayed in table format in dashboard?

The Person A, B, C…. will also be dynamically populated if new person adds on.

Darren Mullen

@Karthick Krishnan

If you transpose the data, with pizza and burger being columns, then the person names in each row then it will dynamically update if you are using an embedded report.

Karthick Krishnan

@Darren Mullen Will the percentage be calculated based on the total count of pizza and total count of burgers?

Darren Mullen

@Karthick Krishnan You'd need to calculate it in a sheet, then put the sheet in a report, then embed the report.

Karthick Krishnan

@Darren Mullen

I want to build a table in a Smartsheet dashboard that changes dynamically based on who is viewing it.

For example:

• If Person Alogs in, the table should show only data for employees reporting to him.
• If Person B logs in, he should see only his team’s data.
• The data and percentages should change based on each manager’s team.

Here’s the table format I want to show in the dashboard:

By Management Level & Manager
	Non-Manager	Manager	Director	VP	SVP+
Category A	xx / xx%	xx / xx%	xx / xx%	xx / xx%	xx / xx%
Category B	xx / xx%	xx / xx%	xx / xx%	xx / xx%	xx / xx%
Category C	xx / xx%	xx / xx%	xx / xx%	xx / xx%	xx / xx%
Category D	xx / xx%	xx / xx%	xx / xx%	xx / xx%	xx / xx%
TOTAL	xx / 100%	xx / 100%	xx / 100%	xx / 100%	xx / 100%

 

This entire table should be visible in the dashboard as a table view, and the content should update dynamically depending on which manager is logged in.

Here’s a sample of my raw data structure:

EMPLOYEE_ID	PREFERRED_NAME	MANAGEMENT_LEVEL_GROUP	MANAGER	PERFORMANCE_CATEGORY
10001	Alex	Non-Manager	Person A	Category B
10002	Jamie	Manager	Person A	Category C
10003	Chris	Director	Person B	Category B
10004	Sam	VP	Person B	Category A
10005	Taylor	SVP+	Person A	Category D

 

What I need:

• A solution where the dashboard table filters automatically based on who is logged in.
• The category counts and percentages are calculated and displayed.
• The layout stays in table format inside the dashboard.

CLH

Let's say that Persons B, C, and D report to Manager X. What do you expect to see on Manager X's dashboard? Do you want Manager X to just see the statistics for B, C, and D? Or does Manager X see aggregated totals for everyone in B's, C's, and D's teams?

Karthick Krishnan

@CLH Thanks for your reply.

Both the approaches are fine. Can you please advise on this?

CLH

Sorry, but I'm just a beginner watching this topic to learn something new. And I asked the question to understand how difficult your question was.