Current User Report on Dashboard - NOT SHARED
Joe Goetschel
Community Champion
Today if you are using a Current User Report on a Dashboard you have to be shared to the source sheet.
If I don't want people to see the data, there is no easy solution. Please allow the current user report to work by filtering in for view on the dashboard, not source data.
Dynamic View doesn't have all the features of a Report so this does not fix the issue. Also on the mobile app, it displays as a link.
Joe Goetschel | Associate Director, Smartsheet
CrossCountry Consulting - Smartsheet Platinum Partner
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
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I hope you're well and safe!
Here's a possible workaround or workarounds
- Premium App, WorkApps.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Nope unironically I originally used Dynamic View on a workapp but it's lacking features. I rather have it on a Dashboard in workapp BUT Dynamic View doesn't have the grouping, and auto counting/Sum like Reports do. Also on a dashboard on mobile Dynamic view only shows up as a link. I can't win.
With all options, I can get 90% there but not 100%
Joe Goetschel | Associate Director, Smartsheet
CrossCountry Consulting - Smartsheet Platinum Partner
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
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Running into this now. Would love to be able to have the option from a report to bypass the need for source sheet permissions.
I'm trying to build a proof-of-concept dashboard that shows where the current user is within a process, but they can't have permission to the source sheet with commingled data. Functionally works, but only with the source sheet permissions.... Bummer!
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I want to be able to create a chart on a dashboard that shows a user data that is specific to them without having to share the underlying report and sheets.
Jessica Selano | Selano Consulting
jessica@selanoconsulting.com
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