Filtering/Slicing in Dashbaords

Hello SmartSheets Team,

I am a little new to SmartSheets, but I have successfully built a dashboard with all the data I would like. However, I can't seem to find any functionality that allows me to filter/slice the data in the dashboard view, say to specific users or anything like that (for example, I can see total sales for a district, but can't filter down to individual salespeople from that sales district in the dashboard. Am I missing something or is that functionality not yet available?

Please let me know!

Thanks!!

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Comments

Andrée Starå

Hi Matt,

There are some filter possibilities like selecting/deselecting a user in a chart or similar.

Can you describe your process/need 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)

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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