Pivot App in Control Center?

Chris Hallo
Chris Hallo ✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

Good morning! Has anyone been successful in having pivots within control center that auto-update as part of the provisioning process? If they are based on dynamic scope reports?

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Chris Hallo

    Good morning! Yes, you can create a Pivot sheet using an SCC Dynamic Scope Report as the source. When a new project is provisioned, the Report will automatically bring in the data that you've specified based on the Report set-up and your blueprint configuration.

    Then after the Report has been updated, the Pivot will run (on your specified cadence) and it will include this new information. Keep in mind that when you're using a Report as a source for a Pivot sheet, the fastest frequency timing you can set is 1hour (there is no "update immediately" for a Report, that's only available with a source Sheet).

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Chris Hallo

    Good morning! Yes, you can create a Pivot sheet using an SCC Dynamic Scope Report as the source. When a new project is provisioned, the Report will automatically bring in the data that you've specified based on the Report set-up and your blueprint configuration.

    Then after the Report has been updated, the Pivot will run (on your specified cadence) and it will include this new information. Keep in mind that when you're using a Report as a source for a Pivot sheet, the fastest frequency timing you can set is 1hour (there is no "update immediately" for a Report, that's only available with a source Sheet).

    Cheers,

    Genevieve

  • Chris Hallo
    Chris Hallo ✭✭✭✭

    Thanks, @Genevieve P. I was getting conflicting information from someone on the Smartsheet consultant side.

  • Genevieve P.
    Genevieve P. Employee Admin

    No problem!

    It depends on how you're using Pivot with Control Center (SCC). SCC isn't able to automatically create Pivot workflows, they don't connect in that way. However Pivot can use any Smartsheet Report or Sheet as the source, so if your Report is being automatically updated via SCC then the Pivot will eventually update, too. 🙂