How can I set Report widgets within a Dashboard to automatically update?
I am using multiple report widgets in a single Dashboard to show test result data. The only method for updating the widgets to show the latest data is to open the source sheet and save it. This would be labour intensive to have to manage each day.
I want this data to be live, or at least updated daily because I am reporting on dates/progress. Please advise on how I can keep my reports regularly updated without physically opening every one.
Thank you
Best Answer
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When using the TODAY function, it has to be triggered to update the sheet. My solution updates the sheet daily automatically, so you don't have to activate it.
Make sense?
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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I hope you're well and safe!
Please have a look at my post below with a method I developed to update the sheet(s) daily.
More info:
Would that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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 for your reply @Andrée Starå.
When the Today Helper Workflow adds a new date entry, does that somehow prompt the report widgets to update? Do I need to add the Today Helper column in my Report widget?
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How does the Today Helper Workflow differ from my 'Today's Date' column which I use to automatically update progress daily?
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When using the TODAY function, it has to be triggered to update the sheet. My solution updates the sheet daily automatically, so you don't have to activate it.
Make sense?
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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I've got you! Many thanks
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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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