How to display results from original smartsheet in another smartsheet to create a dashboard

Amy Powell

Hello!

I am creating an executive summary dashboard for people external to our company. I have a data source smartsheet (primary) that has a lot more detail that I do not want to give them access to.

I would like to create a smartsheet that references specific information from the primary smartsheet, but shows the details, not just counts. I figured out how to do counts using the COUNTIF function, but I want it to display the actual text.

As a use case example:

Primary sheet:

Column 1 - Name of customers

Column 2 - Onboarding Status (In progress, complete, escalated, etc)

Secondary Sheet:

I would like the first column to display the names of anyone in the primary sheet that has an onboarding status of "escalated". I don't want a count, I want their actual names to display.

Thank you for any help you can provide by way of a formula!

AP

Amy Powell

@Paul Newcome?

@J. Craig Williams?

David Joyeuse

Hi @Amy Powell

A report wouldn't do it, displaying rows and specific columns of names and status, with a trigger of "escalated"?

Reporting is specificly designed for such kind of things, so that seems the easiest way.

Do you want to display any other information that you wouldn't be able to do from a report?

Amy Powell

@David Joyeuse Can I build the dashboard off of the report? Apologies if this is a seemingly sophomoric question, I am new to all smartsheets has to offer!

David Joyeuse

@Amy Powell

Yes, you can display reports on the Dashboard. It's part of the Widget options. Just select widgets, then pick your report and it'll be displayed on the dashboard.

And there's no stupid questions, we all started one day :P

Hope it helped!

Paul Newcome

I would suggest a Web Content widget with the published report for the dashboard. A regular report widget may or may not show data depending on who is viewing the dashboard.

Amy Powell

@David Joyeuse @Paul Newcome Thank you so much for your advice, I appreciate your expertise.

I used the report option and it worked great!

I am going to use the web content for another dashboard though, so all of this great insight won't go to waste. :-)