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!
Comments
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@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.
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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
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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?
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@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
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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!
