new summary fields not able to be added
I added a new summary field to a sheet so I could include it on a dashboard, but when I go to add a metric widget to the existing dashboard the new summary field does not appear. I have tried pointing to a different sheet, logging off smartsheet, and even verifying that I added the summary field. Is there a refresh that I am missing. When I go to add the metric it does show 'loading' when I select the sheet.
Best Answer
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Make sure that you select that it's a summary metric in the widget.
Was that the issue?
I hope that helps!
Have a fantastic day & Happy New Year!
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.
Answers
-
Make sure that you select that it's a summary metric in the widget.
Was that the issue?
I hope that helps!
Have a fantastic day & Happy New Year!
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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Thanks again Andree. Upon further review it was my error. I was looking at the bottom of the list of summary fields and the one I was looking for was at the top of the list. I promise I will get better at this.
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You can set this option when your'e selecting the metric widget. You'll see a data type here. Switch it to Sheet Summary Data.
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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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