How to create a dropdown on Dashboard reflecting different segments?

YingHong Welday · 05/20/21

Hi Team,

I have created 3 dashboard includes report, metrics, charts for our companies segments.

Now I wanted to create an integrated dashboard where I could:

Summarize all projects states ( as image)
View detailed data in specific segments by using dropdown. For replacement now, I have to use shortcut to link to the 3 segment dashboard. Which is inconvenient for presentation.

I know it could be an advanced function for now, though do you have any workaround that would be suitable for this situation? Thank you in advance!

Andrée Starå · 05/21/21

Hi @YingHong Welday

I hope you're well and safe!

I'd recommend creating multiple Dashboards, one for each segment (or similar), and then have shortcuts added to the main one.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

YingHong Welday · 05/21/21

https://community.smartsheet.com/discussion/comment/292345#Comment_292345

Hi Andree,

Thank you so much for your assistance. So far the solution you provided will work.

Besides, does your team has any plan to enhance the function for dashboard based on the integration function? Thanks

Alice

Andrée Starå · 05/22/21

@YingHong Welday

Excellent!

You're more than welcome!

I'm not a Smartsheet Employee, but a Smartsheet Consultant / Partner, so I don't have any information that I can share about coming features.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

How to create a dropdown on Dashboard reflecting different segments?

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