Creating Dashboards

Creating Dashboards

I am new to creating dashboards in SS.  I have gone through the SS online tutorials and not finding the details I need.  I need to create reports using formulas and what I have tried I have not been successful. Does anyone have suggestions on other materials to review?

Comments

  • Mike WildayMike Wilday ✭✭✭✭✭

    One tip I have is to use cross-sheet references to create a new sheet to gather the data for your dashboard. Start by using COUNTIFS, SUMIFS, etc, and reference data from your primary Smartsheet to create the data you need for your dashboard. 

    I created a simple chart for our university to show how many users were assigned to course construction that wasn't completed yet. To pull the data, I created a new sheet that I called "Dashboard Data." Then I listed out each possible user and created a Countifs formula that checked our main sheet. To create a cross-reference formula you can start your formula. =CoUNTIFS... and then click on the link that appears in the dropdown, Reference data from another sheet. 

    Basically once I had the data counting from that sheet I created a dashboard using that data. 

    You could also create a roll-up section at the top of your sheet which does the same kind of analysis. But I found that it was cleaner and less likely to be messed with if I created it in a separate sheet. 

    https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets

    Hope that helps 

  • To add to the previous point, you just need to make sure your underlying sheet, formulas and report are all setup and functioning properly. Once you have confirmed that, landing your report on the dashboard is simple - just add the report widget and point it to the report you want to display.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. 

    Please see the attached link(s)/screenshot(s) for more information.

    https://help.smartsheet.com/learning-track/smartsheet-advanced/dashboards-and-portals

    https://help.smartsheet.com/learning-track/best-practice-webinars/best-practices-building-effective-dashboards

    I hope this helps you!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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