There should be a widget for a Dynamic View, allowing a dynamic view to be selected. This could then include options to set a filter for the dynamic view.
When creating dashboards for roles, this has then required separate dynamic views to be created for each of the roles. If the dynamic view had its own widget, one dynamic view could be used and the appropriate filter selected for the role.
I'd LOVE to easily be able to filter across all the selected and appropriate Widgets on a Dashboard. I hope that will be an option one day.
The work around I've created is bulky and required about a 60 second refresh to work. Its not ideal.
Hello, I would like to have Dynamic Filter on Dashboard as standard option in Smartsheet. Have you heard if is this feature in official Smartsheet product roadmap?
I am excited to see that this is on the roadmap finally! Smartsheet does have a template in the template gallery that does exactly what you are suggesting. I was glad to see that template after last year's Engage. But to have a much better way to slice and multi slice would be huge!!!
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate
Just following up on Richards Comments from 2023 and @Michelle Choate 2 's update from yesterday, there is already an App available for being able to slice and dice data held in Smartsheet.
This article on the community describes it
Hope this is useful.
Kind regards
Debbie
I too expect a slicers options in smartsheet
Yes! I have a sheet our faciliators use for receiving feedback on their trainings. On a global level, we have stacked bar charts for each question. Now, each trainer would like to see the results for each trianing. If I could create a visual graphic Dynamic View on a Dashboard …. would be awaesome!
I would love this also for all my programs.
Hi all, I thought I would add to this discussion to share how I solved this for myself. Like most of us I was battling to be able have one report and open it with filtered data selected via a dashboard instead of having loads of reports for each combination of selections. I have managed with some limitations (being that the filtering criteria is limited to single drop down lists) to achieve filtering from the dashboard.
I will provide a quick summary here, feel free to contact me for detail if you think this can help you.
=IF((COUNTIFS({Dynamic Filter Range 1}, "All") = 1), 1, COUNTIFS({Dynamic Filter Range 1}, [Brand]@row)) * IF((COUNTIFS({Dynamic Filter Range 2}, "All") = 1), 1, COUNTIFS({Dynamic Filter Range 2}, [Sector]@row)) * IF((COUNTIFS({Dynamic Filter Range 3}, "All") = 1), 1, COUNTIFS({Dynamic Filter Range 3}, [Project Type]@row)) * IF((COUNTIFS({Dynamic Filter Range 4}, "All") = 1), 1, COUNTIFS({Dynamic Filter Range 4}, [Sub Project Type]@row)) * IF((COUNTIFS({Dynamic Filter Range 5}, "All") = 1), 1, COUNTIFS({Dynamic Filter Range 5}, <[Spend]@row))
As there is only 1 row in the Dynamic Filter sheet the returned COUNTIFS value will always be 1 if true.
5. Create your report based on your master data sheet with the filter selecting all rows to be included, i.e. >0 or 1 in the new "included in filter" column.
Hope this brief summary is coherent and helps someone!
Thanks
Drill down capability - temporary workaround to drill down to attach a report from Widget behavior is not sufficient for Eco lab. When they select a specific data set, they want to drill down to the specific sets of data.
Our user community would like to see an option to filter dynamic views on a dashboard.