Dashboard - Show progress using project phases not %s
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
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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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Thank you @Genevieve P.! I appreciate the walk-through!
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