Pivot App in a Dashboard

Lori Cross
Lori Cross ✭✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

I am looking for a way to embed a pivot app into a dashboard to show similar to a Report. Any one have success with this?

Tags:

Best Answer

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Lori Cross

    When you say the Pivot App, do you mean the output of a Pivot workflow? (The destination sheet).

    If so, you can Publish the sheet then use a Web Content Widget to embed this sheet into your Dashboard! See: Publish a Sheet, Report, or Dashboard and Using Web Content Widgets

    Cheers,

    Genevieve

  • Lori Cross
    Lori Cross ✭✭✭✭✭✭

    Yes - Pivot workflow - thanks

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 03/11/22

    Hi @Lori Cross

    Thank you for clarifying - there currently isn't a way to embed the Pivot Workflow page (https://pivot.smartsheetapps.com/) on to a Dashboard.

    As an alternative, you can add a Shortcut Widget to click out to this URL so that your users can quickly access the page in another tab.

    Cheers,

    Genevieve

  • Lori Cross
    Lori Cross ✭✭✭✭✭✭

    Hi @Genevieve P. After playing around, I discovered that if you create a report from the Pivot workflow, you can embed it using the report widget. I also added it to my wish list to Smartsheet! Thank you! Lori

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Lori Cross

    I may have misunderstood, I thought you were meaning the Pivot App page where you build and create the workflows, not the Sheet or Report that is created after the Pivot has run. I'm glad that you were able to add your output on to the Dashboard!

    Cheers,

    Genevieve