Is it possible to capture or reflect unknown category(ies) in a dashboard chart widget?

John Crabtree

In an effort to scale up a department Smartsheet Dashboard I developed using Summary Sheet Reports for my organization, I am faced with trying to include data from a category where the category information is unknown. Meaning the category data will be input by the different departments. Is there a way to collect this unknown data entered by each department using formulas in the Summary Sheet Report that will be captured within the dashboard?

As a potential example of the issue, if each department within an organization had their own accounting codes that management wanted to see in a dashboard as a percentage of usage AND each department was not privy to the accounting codes of any other department, how would that data be captured automatically to be input into one dashboard?

Thank you in advance for any insight and/or solutions to this question!

Andrée Starå

Hi @John Crabtree

Not sure I follow!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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