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.
