New! Create a chart from reports with grouping and summary

Brendan Reed

Hi Community,

We just released an update to the chart widget in dashboards to enable charting from reports that have grouping and summary added. To create a chart from a report, create a chart widget or edit an existing widget, select “Add Data”, and choose the report you’d like to use as the source for your chart.

Note: You will only be able to create a chart from the summary data that is in the first level of grouping on your report, the top group in your “Groups” dropdown. This update does not support charting from the second level or third level groups in your report and does not support charting from the “Total” group.

If you'd like to learn more, check out our help content on charting in dashboards and grouping and summary in reports.

As always, let us know what you think through the Product Feedback form (available from the menu here in Community), and thank you to everyone who submits feedback and requests for dashboards — we appreciate everything you send us!

-Brendan

Kate Folwell

Thanks for this!

Bryan Moss

Excellent feature add. I will check it out.

Bassam Khalil

@Brendan Reed 

Great Update, but is there any idea when we can print the report with grouping and summary ?

Pamela Wagner

My view is still not letting me grab only the summarized data:

How can I get this functionality, @Brendan Reed ?

Pam

Conchata Hosley

I will definitely have to check this out.

Paul Newcome

@Pamela Wagner The note in the original post says that we still can't grab from the "Total" row. Hopefully that is coming soon.

Pamela Wagner

@Paul Newcome I was able to make it work per @Genevieve P. guidance! Here is the string: https://community.smartsheet.com/discussion/82173/how-to-summarize-a-report#latest

Mike Wilday

I would also like to pull individual metrics from a grouped report, is that possible yet? If not, is it on the roadmap???

Andrée Starå

Thanks, @Brendan Reed & the Smartsheet team.

This is a fantastic addition to Smartsheet.

I can't wait for what's next.

heyjay

The labels for my date are weird. How do I fix?

Jeff D

Where can I find information on the status of adding charting from the second level or third level groups? Is this planned? It would be helpful to create stacked charts.

Jen H

Any updates on when or if we can chart data from the second or beyond levels of grouping?

Paul Newcome

@Jen H Not yet. Have you browsed through the Product Ideas topic at the top of the screen? If the idea has been submitted then you can add your vote. If it hasn't then you can submit it and allow others to add theirs. Either way there should be a "Status" there that will let you know where on the roadmap it is.

Jen H

Thank you!

Hari Jaiswal

Would it be possible to display more than one level of groups in the chart dashboard?