Issue with allocating data in Chart Widget

HAA

I created a chart using the chart widget on our team dashboard and finding it difficult to have the data displayed correctly. I created a sheet and added the following columns "Office" and "Status". The permissions for the "status" option includes a dropdown with the options "In progress" and "Completed".

The chart successfully pulls the data onto the team dashboard but combines both the "In Progress" and "Completed" line items rather than dividing them into separate data. Is there a workaround?

Paul Newcome

Are you able to provide some screenshots for reference/context?

HAA

I created a report in which I would like to collect separate data for projects "completed" and "in progress". Ideally, I'd like the graph to display separate captures for "Status" rather than combining the counts.

Genevieve P.

Hi @HAA

Charts can only use the first Grouping/Summary from a Report, as you've found. Here's the announcement post when this feature was released with more details:

New! Create a chart from reports with grouping and summary

Brendan Reed

Aug 9, 2021

Hi Community,

We just released an update to the chart widget in dashboards to enable charting from reports that have grouping and summary added. To create a chart from a report, create a chart widget or edit an existing widget, select “Add Data”, and choose the report you’d like to use as the source for your chart.

Note: You will only be able to create a chart from the summary data that is in the first level of grouping on your report, the top group in your “Groups” dropdown. This update does not support charting from the second level or third level groups in your report and does not support charting from the “Total” group.

https://us.v-cdn.net/6031209/uploads/VC2E6KZP2YQO/chart-grouping-and-summary.png

If you'd like to learn more, check out our help content on charting in dashboards and grouping and summary in reports.

As always, let us know what you think through the Product Feedback form (available from the menu here in Community), and thank you to everyone who submits feedback and requests for dashboards — we appreciate everything you send us!

-Brendan

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One option would be to create separate reports per-office, then create 6 Chart Widgets looking at each individual Report.

Another option would be to create a Metric Sheet where you can use formulas to generate your numbers. For example, you could list the Office/Region down one column and have one column per Status.

Then you can use a COUNTIFS Function to find out how many rows match your criteria, like so:

=COUNTIFS({Column with Offices}, [Office/Region]@row, {Column with Status}, "Complete")

Cheers!

Genevieve

Paul Newcome

@Genevieve P. Thank you! I completely missed the notification that there had been a response.

@HAA What Genevieve said.