Will layout stay in table format inside the dashboard?

Karthick Krishnan

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.

Isis Taylor

@Karthick Krishnan You should be able to accomplish this by using a Current User filter on your report. Then use the Report widget to maintain the table format on your dashboard.