Dynamic Filter on Dashboards

AndyJW

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.

CoHiker78

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.

Pavel Robek

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?

Michelle Choate 2

https://community.smartsheet.com/discussion/comment/437439#Comment_437439

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!!!

Debbie Sawyer

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

https://community.smartsheet.com/discussion/123762/smarter-dashboards-2-0

Hope this is useful.

Kind regards

Debbie

Balaji Pannir

I too expect a slicers options in smartsheet

rachmavis

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!

BINXS74

I would love this also for all my programs.

Alex G Wright

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.

1. Add a column to your master data sheet that your report draws its data from, for me this column is a text/number column called something like, "included from filter". This will be the column added to your report set up to filter on.
2. Create 2 helper tables, one (I called Dynamic Filter) containing all the columns with their drop downs you want to choose to filter your master data with. I include an "All" selection in the drop down as well. Then create a form with all these fields and select a default, mine is the "All" option. Now add automation to move the previous row out whenever a new row is added, I move this to the second helper table called Dynamic Filter Old. The automation means that only one row should ever be in your Dynamic Filter sheet.
3. Add the new form from the Dynamic Filter sheet to your dashboard to allow for filtered selection.
4. In your master data sheet in your new field called "included from filter" you need to add a formula that looks up and compares the selection data in the column in that row to the selected data in the same field in the single row added to the Dynamic Filter table from the form on the dashboard. I allocate a "1" if it is to be included and "0" if it is not. I also have an "All" which is an autonomic "1" without the need for comparison. For a row to be included in the report all the selections need to be "1", a returned "0" would mean not to include it. I achieve this through a logic multiplication as 1 x1 is 1 and 1 x 0 is always a zero. This means in the report I just filter for 1 in this column. An example of my formula based on 5 selections including a value ("Spend") looks like this:

=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

mquadeer

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.

huntergammon

Our user community would like to see an option to filter dynamic views on a dashboard.