New Report features on a Dashboard
Hello everyone, happy Friday,
So a colleague of mine reached out for some support on creating dashboards. Our organization recently switched from the Google sheets platform to Smartsheets, so there is a solid skill gap amongst us all.
So my issue is as I am being tagged into this project, I don't have a history with how they set up the data, but they want to create a pie chart on a dashboard. Using the new functionality they implemented into reports, I was able get the groupings listed in the way we would need for a pie chart, but it returns saying that, "the source data has been changed".
Likewise when I tried to use the report widget, it gave me the raw data of the report, and not the groupings. (Which is understandable since it is fairly new, but I wanted to check before I assumed that).
Below is what is returned in both cases.
This is the desired result if I cannot display a graph.
If anyone has any experience with this, let me know what worked for you.
Answers
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Here's an excellent resource to see the structure.
I hope that helps!
Be safe and have a fantastic weekend!
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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To add.
The new report structure (grouping/sum and more) isn't supported in Dashboards yet.
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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