Sheet Update Display on Dashboard
Hi Smartsheet Community!
I've reviewed and tried a couple different formulas for my question, but none have seemed to work. I am trying to display on a dashboard the last time a form was submitted and entered into a grid/sheet. I can manually enter the update into the dashboard, but I would like to automate it to pick up the last entry submitted. I only need the date, not the time (which is automated as well on the sheet). Here's what I'm looking to capture:
The formulas I have tried are:
=MAX (resulted in "0")
=MAX({RP3 UAT Issues Intake Grid - Test Master Range 3})
and =INDEX + MAX(COLLECT...) (Resulted in "unparseable"), where Range 5 = Date/Time Received column selection and Range 6 = Row 7 selection (last row displayed).
=INDEX({RP3 UAT Issues Intake Grid - Test Master Range 5}:{RP3 UAT Issues Intake Grid - Test Master Range 5}, MAX(COLLECT({RP3 UAT Issues Intake Grid - Test Master Range 6}:{RP3 UAT Issues Intake Grid - Test Master Range 6}, {RP3 UAT Issues Intake Grid - Test Master Range 5}:{RP3 UAT Issues Intake Grid - Test Master Range 5}, <>""))
Clearly, I'm not doing something right. ;) Appreciate any assistance!
April
Best Answer
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Try something like this.
=MAX([Date/Time Received]:[Date/Time Received]) + ""
Did that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi @April Tucker ,
Try creating a grid summary field with the formula =MAX(created:created). Make sure the field properties are set to date otherwise you'll get an invalid column type error. Add the summary field as a dashboard metric.
Work?
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
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Hi Mark,
I guess I should start with, how do I create a sheet summary? I know how to set/edit columns with similar information, but I haven't used a sheet summary before. I'm using a metrics sheet to retain all the items I'm pulling into the dashboard. Should I be using a cell/prompt on the grid sheet to do this?
Thanks!
April
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For more on sheet summary see:
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To add to Mark's excellent advice/answer.
If you'd want to show the time as well, you can add +"" at the end of the formula, and then it doesn't have to be a Date Type Column, but it will work either way.
=MAX(created:created)+""
Did that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi all,
Sorry, I'm not getting this at all. I created the sheet summary as directed, but where do I enter that on the grid and/or metrics page to get it to populate what I want on the dashboard? I'm missing the connection. Steps so far:
1) Master grid sheet - added new sheet summary
2) Metrics page where I tried making the connection earlier. Where/how do I input or connect to the sheet summary?
Thank you!
April
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3) Added as a metric to the dashboard directly:
Used formula = max(created:created) and =max([created:created]) but neither work.
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
No, here are the results of adding the formulas to the date area:
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I'd be happy to take a quick look.
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Thank you for the offer, but my company has very strict rules about sharing information. Do I need to select the column in which I want to have the information coming from? I have two date areas - one for test date and one for when the form was received and automatically fed into the worksheet grid. Maybe that's the issue?
Thank you!
April
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I'm always happy to help!
Can you share a screenshot of the column names? I think that is the issue.
Also, make sure that you don't have any error messages in the date column.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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No error messages in the columns. The test date is from the form manual input and the Date/Time Received is an auto-populated date/time stamp of when the form was received.
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Try something like this.
=MAX([Date/Time Received]:[Date/Time Received]) + ""
Did that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Yes, that solved it - thank you!! :) I knew there was some type of connection that wasn't being made.
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Excellent!
You're more than welcome!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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