Interactive Dashboard

Holly Maxwell

Hey all,

Currently our organization has 56 Primary Care clinics in the DFW area. We are trying to create a central location where all the information associated with the clinic can be stored and updated. Examples are who is the Regional manager, how many physicians are at the office etc. I made a spreadsheet in Grid view that people can update if needed. However we have leadership, if they want to do a clinic visit that was a summary of the clinic in a quick view. I know there are Cards we can sort them by, but I am wondering if Dashboards have the capability to have a drop down of all the clinics, and then display all the information associated with it below.

How would I go about creating that on a Dashboard? Is that even possible? The Card View is just a lot of squares, and I am looking at wanting to add more filters, so you could filter by the Regional manager etc. and it would display the clinics associated with that person etc.

Help!

Matt Johnson

Hi @Holly Maxwell

Dashboards are definitely the way to go for what you are describing. Smartsheet is hosting a free webinar this Thursday that will showcase many of the Dashboard features. I put the link below.

As far as drop downs on the Dashboard, that's not exactly possible but there are plenty of work arounds out there as well as Power Bi connectors if you want to get into the heavy duty stuff.

There are ways to clone dashboards so that each clinic would have its own dashboard and they could all be accessible through links on a top level dashboard. After the webinar on Thursday, if you have anymore questions, let's continue this trail. This community is a great place to get help on how each of the Dashboard widgets work and how metric sheets can help organize and summarize your data prior to going into the Dashboard.

I hope this information is helpful.

https://offers.smartsheet.com/2020-07-16-10am-NA-Work-Smart-Webinar-Introduction-to-dashboards-Registration.html?_ga=2.174739429.692103276.1594647737-2066526618.1592930130