Dashboard automation of past dates

What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard.

There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward.

Example: I have a diagram of amount of open task per month.
Jan-25, Feb-25, March-25, Apr-25, May-25, June-25, July-25, Aug-25, Sep-25 and so on.

Today is 30th June, so the data Jan - May would be excluded.
If I next time go into my dashboard in Aug, the data Jan-July would be excluded.

I hope more people could benefit of this automation!

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Idea Submitted

dashboard

automation

Comments

Paul Newcome

@Evelina Dahl Depending on how you have your widget(s) built, this is already possible. If you are using a grouped report, you can add a filter to the report. If you are using a metrics sheet, you can use a report to reference the metrics sheet and again create the filter in the report.

Evelina Dahl

Hi @Paul Newcome
thank you for reaching out. I would need perhaps 1:1 meeting with you to understand how to manage this.
The reason I put up this as an idea is because I was in contact with Smartsheet Support and they confirmed that the feuture I'm looking for does not exist.

Now you inform me it does. So I'm currently confused.

Kind Regards,

Evelina Dahl

Paul Newcome

If you would like a one-on-one, please feel free to click the first link in my signature.

Otherwise… How are you currently populating your charts?

Evelina Dahl

@Paul Newcome that is very kind of you. Can we pick this up later in august, as I will go on annual summer vacation. I will be reaching out to you.

Kind Regards,

Evelina Dahl

Paul Newcome

That works for me. Whenever you are ready, feel free to either go through that "Certified Smartsheet Platinum Partner" link for personalized one-on-one help, or just "@mention" me here, and I will respond as time allows.

Regardless of what you decide, enjoy your vacation!

Evelina Dahl

@Paul Newcome I hope you have had a great summer period. I'm back now in office from vacation and would like to connect with you on this topic. You are welcome to schedule a meeting with me evelina.dahl@sobi.com
I'm located in Sweden. Looking forward to catch up!

Paul Newcome

@Evelina Dahl I actually leave tomorrow for a vacation and won't be back until the 25th of this month, but please feel free to reach out to set something up for when I return.

https://10xviz.com/schedule/

Evelina Dahl

Dear Paul,

I hope you had a great vacation. Could you please share your email address and proposal of date/time for me to schedule a meeting.

Kind Regards,

Evelina Dahl

Paul Newcome

@Evelina Dahl You can use the link I provided in my last comment to set something up.

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