How to put birthday celebrant in the dashboard

Yanie

Ray Lindstrom

Hi @Yanie,

You can create a Report on a file that has columns for names and birthdates, and filter the birthdate column to "is today". That will display who all has birthdays today. There is no "is this month" filter, so if you wanted birthdays for the month you would have to filter the birthdate column to "is between" and enter the first and last day of the month. For this you would have to update the filter on a monthly basis to define the criteria.

You can't dynamically add pictures to a report or dashboard.

Hope this helps!

Yanie

Sir it's not working

Kayleen

I know this is an old question @Yanie but I wanted to add a solution that I have done -

Make a grid sheet, add a Name, DOB, Month, Month Name, Day, and Birthday column.

Add this formula to Month Name column:
=IF(DOB@row <> "", IF(MONTH(DOB@row) = 1, "January", IF(MONTH(DOB@row) = 2, "February", IF(MONTH(DOB@row) = 3, "March", IF(MONTH(DOB@row) = 4, "April", IF(MONTH(DOB@row) = 5, "May", IF(MONTH(DOB@row) = 6, "June", IF(MONTH(DOB@row) = 7, "July", IF(MONTH(DOB@row) = 8, "August", IF(MONTH(DOB@row) = 9, "September", IF(MONTH(DOB@row) = 10, " October", IF(MONTH(DOB@row) = 11, "November", IF(MONTH(DOB@row) = 12, "December")))))))))))))

Add this formula to the Month Column:
=MONTH(DOB@row)

Add this formula to the Birthday column
=[Month name]@row+ " " + Day@row

https://help.smartsheet.com/articles/2481944-set-formulas-for-all-rows-with-column-formulas%20

Change the column type for DOB to Date

Fill out your info in the Name and DOB Columns, it should auto-populate the other columns

Now make a report for this sheet:

1. Add the Name and Birthday columns
2. Make a filter that for Birthday>Contains>Month (you choose the month)

That should filter it like this:

Add a report widget to your dashboard and you are done!

https://help.smartsheet.com/articles/2482269-using-report-widgets