How to build Charts from Reports

I am curious if anyone is aware of any documentation on building charts from reports. I am actively learning as I go, but I notice that sometimes a report format works for building a chart and other times I get an error that the data cannot be charted.


Is there documentation or best practices on the report format you need in order to create a chart in a dashboard (# of columns, grouped data, etc)?


Thank you!

Answers

  • I've made couple of charts, and as far as I know, you can only make charts from sheets. When I try to make charts from reports, the entire screen is grayed out and I can't select anything.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Kelly Pratt

    I hope you're well and safe!

    Have a look at these resources.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Smartsheet User 99

    I hope you're well and safe!

    Charts also work with Reports, and I think the reason why it's blank is that the data you want to chart isn't supported.

    More info.

    Column Types

    The chart widget supports charting only for the following column types:

    • Text/Number: Values must be numbers only
    • Dropdown List:  Numbers only, excluding text strings that look like numbers
    • Auto-Number/System-generated column: Numbers with no Prefix or Suffix (no text)
    • Symbols:  Numbers only (symbols can't be charted)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.