Reports as Metric Sheets

Amanda Jeske
Amanda Jeske ✭✭✭✭✭✭

Hi there,

Is there anyway to use a Report to make chart widgets on a dashboard? I would normally create a metric sheet and use formulas to count items I wanted to illustrate in chart form, but have not been able to do that with a report.


I have one report that contains over 90 sheets and really don't want to have to build that really long COUNTIF formula from all those sheets if I can avoid it.


Any help would be great.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Amanda Jeske

    I hope you're well and safe!

    You should be able to use a report when using the Chart Widget. What's not working? (support for grouping and summary is coming)

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Amanda Jeske
    Amanda Jeske ✭✭✭✭✭✭

    I was trying to pull from a summary report and I am unable to select certain rows without selecting all the data. I want the Parent and Child rows but not the grandchild rows. Is that part of what is coming soon?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Amanda Jeske

    Ah, I see. Yes, that doesn't work at the moment because, in a report, you can't make any selection.

    Regarding what's coming, I can't say, but hopefully soon.

    Remember! 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.