Data Over Time Report/Dashboard
Hello,
What steps should I take in creating a dashboard that includes a graph displaying data over time? I would love to be able to click on each data point and a pop up of that data point displays information during that time period.
Here is an example of something I would like to create in Smartsheets
Answers
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You would need to create a table where the dates you want to plot against are in one column and then your numbers you want to actually plot are in another column.
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Thank you for your response Paul. I guess I was thinking more along the lines of linking a report and the graph automatically showing the fluctuations within a time period, like within a month's time.
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You could create a report, but the data would still have to be the same structure. Do you have a screenshot you can share of the source data?
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Hi Paul,
Here is a screenshot of the data source
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You have to use a combination of helper columns and the MID function on a separate sheet. I named my separate sheet "CIM's Over Time".
I have my columns set up to capture the following info for Construction Impact Messages (CIM):
- [Column Name], description, formula
- [Today's Date], date of CIM submission, data from my form
- [Months], month of CIM submission (in number format), using =MONTH([Today's Date]1) and copied to all relevant rows
- [CIM Month], 3 digit month as "MMM", using =MID("JanFebMarAprMayJunJulAugSepOctNovDec", ([Months]1 * 3) - 2, 3)
I made my first column the month format I want to display on my chart and then made my second column a count of all the same months in my [CIM Month] column and matched it against my [Month Abbrv.] column using =COUNTIF([CIM Month]:[CIM Month], [Month Abbrv.]1).
This gave me a count of how many CIMs I had during a given month and gave me my parseable data chart.
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