How do I create a 'drilled-down' chart in dashboard

Hi,


I have created a graph on a dashboard but I would like the ability to click on a value on the chart and drills or access the source data in a sheet to provide the user further information.

How do I do this?

Best Answer

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓

    Hi Rory,

    Drill down capability into specific chart data doesn't exist yet. You can set the interaction to open the source report when you click the chart.

    To do this:

     Edit the interaction of the widget (interaction is what happens when you click the widget)

    Follow these steps:

     Edit the Chart Widget and click on Advanced Options. Under When this widget is clicked on, choose one of the following interaction options:

    • Do nothing (no action)
    • Open the source sheet
    • Go to a URL
    • Open a Smartsheet item

    Help?

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓

    Hi Rory,

    Drill down capability into specific chart data doesn't exist yet. You can set the interaction to open the source report when you click the chart.

    To do this:

     Edit the interaction of the widget (interaction is what happens when you click the widget)

    Follow these steps:

     Edit the Chart Widget and click on Advanced Options. Under When this widget is clicked on, choose one of the following interaction options:

    • Do nothing (no action)
    • Open the source sheet
    • Go to a URL
    • Open a Smartsheet item

    Help?

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Christos
    Christos ✭✭✭✭

    Is this type of Chart Drill-Down functionality available yet?

    Are there any plans to add it as a feature?

  • This is the #1 most requested feature from out stakeholders at my company.

    Jeffrey McMillan CAPM, PMP

    Project Manager, Financial Applications ERP

  • Is this feature available now?