Dashboard - Show progress using project phases not %s

Weinrich.Jason

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.

Genevieve P.

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

Genevieve P.

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

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