Use report count value in dashboards

Ashwinub
Ashwinub
edited 07/29/21 in Formulas and Functions

Hello,

I am new to Smartsheets. I have tried searching in the forums, but couldn't get a resolution.

Below is the scenario.


In Folder - Project Type 1

Project 1

Project 2

Project 3


Using Summarise function of a report, I can get the count of number of projects in each folder. Can I use this count value in a Grid or Dashboard? For instance, I am trying to display we have 3 out of 10 projects so far, on the dashboard. If not using this count value from report, how can I get the number of projects in a grid. From the grid, I can use it in a dashboard.


Thank You

Ash

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Ashwin

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea! (It's coming)

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Copy the row from each project to another sheet and use that for the metric.

    Make sense?

    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.

  • Ashwinub
    Ashwinub
    edited 07/30/21

    Hello Andree

    Thank you for your response. Yes all good here. I hope you are safe too.

    I will submit a request.

    I had a quick look at how VLOOKUP or INDEX/MATCH work. It looks like it refers to a particular cell/row/column in a sheet. In my case, I want a count on how many projects are there in a particular folder. Is this the only option - use VLOOKUP for each project in a new sheet (Projects List Sheet) and then use the metric. Whenever there is a new project, update Projects List?

    I will provide a use case. There are 2 folders - Open Projects and Completed Projects. I would like to keep a count of total won projects against the annual target. 


    Thanks,

    Ash

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Ashwinub

    Happy to help!

    I'd recommend setting up workflows that trigger from something that indicates that the project is completed/started or similar, and then copies a row to a so-called helper sheet. Then you can count them in the same sheet or connect it to a so-called Master Metrics sheet.

    Make sense?

    Would 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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