Dashboard - Show progress using project phases not %s

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I'm trying to create a visual in my dashboard that allows me to show where the project is at based on our standard project phases.

Vertical axis - list of project names

Horizontal axis - Project phases (01-Kickoff, 02-Discovery, 03-Build,...etc.)

Right now I can only show % complete but I'm trying to show the additional context of the stage.

Here is a simplified picture of what I'm going for.


Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Hi @Weinrich.Jason

    The Chart Widget will need numerical values to identify where the bar should stop along the X-Axis. What I would do in this instance is set up a helper column in your source sheet that automatically assigns a numerical value to each of your stages, like you have already.

    For example, you could use a formula like this:

    =IF(Stage@row = "01-Kickoff", 1, IF(Stage@row = "02-Discovery", 2, IF(Stage@row = "03-Build", 3, IF(Stage@row = "04-Test", 4, IF(Stage@row = "05-Launch", 5)))))

    Then once you have a number associated with each Phase, you can map this in a Chart. I would add a separate Text widget to create your custom legend, explaining what each number represents:

    See: Create a Chart for a Dashboard

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
    Options

    Hi @Weinrich.Jason

    The Chart Widget will need numerical values to identify where the bar should stop along the X-Axis. What I would do in this instance is set up a helper column in your source sheet that automatically assigns a numerical value to each of your stages, like you have already.

    For example, you could use a formula like this:

    =IF(Stage@row = "01-Kickoff", 1, IF(Stage@row = "02-Discovery", 2, IF(Stage@row = "03-Build", 3, IF(Stage@row = "04-Test", 4, IF(Stage@row = "05-Launch", 5)))))

    Then once you have a number associated with each Phase, you can map this in a Chart. I would add a separate Text widget to create your custom legend, explaining what each number represents:

    See: Create a Chart for a Dashboard

    Cheers,

    Genevieve

  • Weinrich.Jason
    Options

    Thank you @Genevieve P.! I appreciate the walk-through!

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