Dynamic Filter on Dashboards

Paulo Ferrer

I really miss allowing the user to actively filter information from their dashboard view. I wish I could have a filter button that could be positioned on the dashboard. Then the user could choose to see the data of a period or a project, for example.

Unknown

This content has been removed.

manjunathyr

If the dropdown list is introduced to Smartsheet dashboard to select to desired projects to show in a dashboard will save the time for creating dashboard for multiple projects. So one dashboard can be used for Multiple projects by simply selecting desired projects using Dropdown list option.

Shaik. Baru

Hi Team,

It's Good to have Slicers or Quick filters in dashboards to better presentations.

Thanks

Shaik

Jeremy Hevener

It would be nice to be able to select different data sets in a dashboard. For example, create multiple data points in multiple sheets and be able to select which sheet to pull the data from within the dashboard using a drop down menu.

Dan Cliff

Another valuable dashboard option would be the ability to filter all dashboard widgets by a value selected in the dashboard (something like a dropdown menu to apply a filter). Currently we have individual dashboards for each project we run along with some roll up dashboards for overall reporting however what's missing is the ability to select one or more projects on a dashboard filter so we can more easily review project status without needing to create custom dashboards per Consultant or jump across multiple dashboards.

AmandaWebb

https://community.smartsheet.com/discussion/comment/363822#Comment_363822

This has been very frequently requested at my employer as well! We have multiple teams within a department, and often times leadership wants and needs the flexibility to quickly compare data among individual teams and compare that against the overall. The frustration of not being able to do this, not being able to timestamp on the sheet, along with several other seemingly basic features, might be leading us away because improvements have been slow to be realized.

BeCus

Yes! Having an active filter on a Dashboard report would remove the need to create multiple reports for different views for the business.

Stacy Meadows

https://community.smartsheet.com/discussion/96292/dynamic-filter-on-dashboards

This is where smartsheet lets me down as this is much needed ... I have voted :)

Stacy Meadows

I have found a temporary workaround but a lot of work to set up depending on skillset and resources....

Sheet A - Raw Data Sheet

Sheet B - Individual Data Sheet (My dashboard will pull everything from here). This sheet contains name column (=Selection Sheet C Name Dropdown) and date column (=Selection Sheet C Date Dropdown) at top... the rest of the sheet has formulas nested if statements linking to them and pulling data from sheet A - Raw Data.....

Report A - Individual Report - basically most the data from Sheet B in report view (less columns)

Sheet C - Selection Sheet - Dropdown lists (Contact Name Column and a Date Column, however area etc could be used) Also a notes column to direct people.

Dashboard - (the click to choose links to choose from selection sheet, choose desired names etc from dropdown, save and back dashboard graphs and report takes roughly 2 minutes to refresh even though it on auto refresh every 1 min)

Thought it may help 😊

svenu

Yes! We need the filter/slicer option on dashboards please :)

Phil Wightman

Hi @Paulo Ferrer

I attended a ANZ SS user group a while back and there was a presentation by Office Works. As part of this them presented a dashboard that I recall had a dynamic drop down to select different stores. The dashboard woudl then change to display the results for the selected store. Not sure how they did it but looked good. Hope this helps.

Koleen Steiner

Definitely want slicers or active ability to filter on a dashboard. Currently our PMO Metrics Taskforce team has resorted to Smartsheet for data and PBI links for our dashboards. Maybe we have to pick a "lane." Focus on data manipulation to support other reporting tools to provide the dynamic dashboards we want. But would love to have the ability to offer it here within our tool!

James Harris

Our Smarter Dashboards allow multiple live filters, as well as different views for different users / user groups, editing of Smartsheet data within the dashboard and the ability to drill down into your data with ease.

https://www.youtube.com/watch?v=ZL5OzWe1h60&t=17s

Drop me a line at j.harris@smarterbusinessprocesses.com if you'd like to know more.

Thanks, James

sebastiani

https://community.smartsheet.com/discussion/comment/369146#Comment_369146

Hi Stacy,

Can you provide some detail on the nested if statements you use to create Sheet B in this example. I am trying to recreate a version of this and the details would be helpful.

Thanks

Stacy Meadows

@sebastiani

Please can you clarify which column formulas you need help with ?

"Sheet B - Individual Data Sheet (My dashboard will pull everything from here). This sheet contains name column (=Selection Sheet C Name Dropdown) and date column (=Selection Sheet C Date Dropdown) at top... the rest of the sheet has formulas nested if statements linking to them and pulling data from sheet A - Raw Data.....

https://us.v-cdn.net/6031209/uploads/NR94C2YXB5PN/image.png"

AN EXTRA PICTURE

BDM column is a dropdown name column, in cell 1 " =JOIN(Reference name cell in sheet C selection sheet) in the rest of the BDM column I just have =BDM$1

Tasks column where mmm yy is , this is " =JOIN(Reference month/year cell in sheet C selection sheet, "")

Just let me know what you exactly need assistance with (columns /rows)?? :)