Create Chart Widget Using a Report (not a Sheet)

Pam TadsenPam Tadsen ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
02/26/18 Edited 12/09/19

With the Dashboards, I am able to create charts from a sheet but not from a report (this requires using the report widget).

I collect weekly "submission date" data from 40+ people. I have created a report that shows when the submission is due, when it is submitted, and the number of days (plus or minus) between the two. I would like to create a line graph for each individual that charts the above and below zero data; however, I can't graph the data from my report.

If I add the tracking information to my sheet, will I a) be able to still pull a report from that sheet, and b) create a line graph showing each person's time differences? OR, is there a way to use the report I have already created from my sheet, and put that into a line graph?

Thank you!

Pam

Comments

  • SasanSasan Employee
    edited 02/26/18

    Pam,

    At this time the source data for a Chart needs to come from a sheet.  A few alternative suggestions:

    1. Create a new sheet and use the new vlookup or cell link feature to reference your staff and their # of days respectively in two columns right next to each other (contiguous).  Then select your range.
    2. If you have nonnumerical data between your staff names and the number of days, you can still select a contiguous range with the non-numerical data and the chart will be created only with your staff members and # of days.  See example below.

     

    Thanks

     

    Sasan

    Screen Shot 2018-02-26 at 1.20.23 PM.png

  • Pam TadsenPam Tadsen ✭✭✭✭✭

    Hi Sasan,

    Thanks for the suggestion. I'll give that a try!

    Pam

  • SasanSasan Employee

    Pam,

    We just released the new capability to select data from your Report.  You can now select a Report you have access to and then in the chart preview panel you will find a new button called "Select Columns".  You can then select specific columns in your Report you want to chart against. Hope this help. 

    Sasan

  • Pam TadsenPam Tadsen ✭✭✭✭✭

    Wonderful news, Sasan - thank you! I can't wait to take it for a test drive!

  • Did you guys take out this option? I'm looking for the way to display just selected columns from my report. 

  • I don't see any options on how to select specific columns froma report either

  • Hi @Mike Doros

    When you're selecting the source data, the whole report will be selected.

    The option to then only select specific columns is within the Chart Widget window, under the heading Chart & Data. (See here for more information on Chart Widgets).

  • When I select a REPORT to use for a Chart Widget- it is selecting the entire report (it is not letting me select the columns of that report that I would like to chart)... I have probably 20 columns on the report and it looks like it will only allow me to chart these 3 shown below?? any ideas how I can actually see the entire list of columns. If I click edit - it takes me back to report that I selected for the chart but it is completely selected and "frozen" it will not move in any way to allow me to select or unselect columns. Thanks for your quick help and advice!


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jo-Ann Turning

    I hope you're well and safe!

    When you're using a Report as the source, unfortunately, you can't make any change to the range. The whole Report will always be selected.

    Regarding that, you only see three columns.

    Strange!

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some more screenshots of the Report? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi @Jo-Ann Turning

    Are you using the Grouping and Summary functions on this chart, but only for those three columns? If you want to map the row data and not the Grouped/Summarized data, I would suggest creating a Duplicate chart that does not have Summary turned on. Then you should be able to select any of the columns visible in the Report.

    Let me know if this makes sense or describes your issue!

    Cheers,

    Genevieve

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