Add Pivot report/table to dashboard?

jmhoward
jmhoward ✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

Hi there,

I've created a report using Pivot that shows all the budget types and the amounts for them as well as the overall total amount spent. I don't want to show this data in table form, but I seem to be unable to select a Pivot report using the Report dashboard widget. How can I show the Pivot table/report itself in a dashboard?

Thanks!

Jackie

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Comments

  • Shawn Connelly
    Shawn Connelly ✭✭✭✭✭✭

    There is no pivot functionality within Smartsheet from what I have seen. You basically have two options:

    1) Create a report, and then embed that report into your dashboard using the report widget. Reports in Smartsheet are really not much more than just filtered lists of your underlying sheets. No pivot functionality, and not very pretty, but a simple solution.

    2) Use a sheet with cross-sheet reference formulas to build the metrics and custom layout that you're looking for, which could be designed to look similar to a pivot table--but without the actual pivot functionality. However, you might get creative by creating a dropdown that is incorporated into your formulas in order to mimic the pivot functionality that you're looking for. You can then create a link to this sheet on your dashboard using just about any of the available widgets and just modifying the interaction settings within the widget to open the sheet when clicked. With this approach, you could also still select certain metrics from your sheet to display in the dashboard, as well. However, be aware that sheet formulas do not automatically refresh on their own. For example: If you have any formulas that calculate a value based upon today's date (today() function), the formula result will not automatically update unless someone opens and saves the sheet where the formula resides.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 04/25/19

    Hi Shawn,

    Smartsheet has a Premium Add-On called Pivot that might be interesting.

    More info: https://help.smartsheet.com/learning-track/add-ons/pivot-app

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Mike L.
    Mike L. ✭✭✭

    Wait I'm confused.  Wasn't Jackie's original Pivot created using the Premium Pivot App?

     

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    You and me both! wink

    My reply was for Shawn.

    Best,

    Andrée

     

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • jmhoward
    jmhoward ✭✭✭✭✭

    Yes, I should have been clearer. I indeed used the Smartsheet Pivot app.

     

    Jackie

  • Mike L.
    Mike L. ✭✭✭

    Any updates?  I would be shocked if a paid for premium app cannot be displayed in a dashboard.

  • Any updates here? I need to be able to put Pivot tables on a dashboard too. I did create the Pivot tables with the Pivot add-on.