How to Apply Weekly Updates to Dashboard

amroberts2

I have a smartsheet file that is updated weekly. I'd like to be able to capture that weekly data automatically on my dashboard. Is this possible? Thanks

Andrée Starå

Hi,

The easiest way would probably to show a report on the dashboard.

Would that work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

amroberts2

Ideally, I'm trying to show it with the Metrics widget, as we review it weekly in our leadership meeting. Thanks.

 

Andrée Starå

Happy to help!

I would recommend creating a so-called Master Metrics Sheet instead then and then use that data to show in the dashboard.

What do you think?

amroberts2

I'm not sure that would work. The weekly metrics collected roll into our monthly and annual tracking. 

Andrée Starå

Ok.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

amroberts2

Example Smartsheet2 is a weekly log of transport activity. I'd like to capture weekly data points (in rows) to auto-populate the Weekly Transport Activity in the Example-Smartsheet1, which is a widget. Not sure if this explanation helps. 

Thank you. 

Andrée Starå

Not sure I follow!

Are you collecting the information in the sheet manually today and you want it to be automatic?

Do you want to use the data in the sheet and show the current weeks transport activity in the dashboard?

amroberts2

The worksheet is manually updated each Monday morning. The information contained in that sheet is what I'm looking to have populated in the metrics widgit. I'm having trouble finding a way for the widget to pull the data that is added each Monday. Because the row changes each week, I would have to manually go in to edit the widget to point to the new weekly data. 

Andrée Starå

You could have a row that would collect the current week's data and use that for the metric widget either in the same sheet or in another so-called metric sheet.

Would that work?