Can you filter a Dashboard?

Lindsay Megenhardt · 03/11/24

Hello,

I currently have a sheet linked to a form where several employees input projects under their name and we have a calculation sheet for all the activities that feeds into dashboard that shows all the activities for the entire team.

I would like to see if there is an easy way to filter this information into the dashboard by individual employee, so a dashboard could be easily accessed with only the projects under their name throughout the year.

Thanks in advance for any suggestions!

AravindGP · 03/12/24

Hi @Lindsay Megenhardt

Filtering function doesn't exist in dashboards now. While you can't filter the metric widgets you have in your dashboard, you can do it in a report. If you've a field containing the individual employee's name tagged to rows, you can create a filter in the report by Current User and when you add it to the dashboard, make sure to select "Their own perspective" in the Viewer Mode. This will show the same report with different data sets based on the logged in user.

Richard Rymill SBP · 03/14/24

Live multi level Filtering in Smartsheet is something lots of our clients have been asking us for, so using the Smartsheet API we have created just that solution. A 14 day free trial is available and the cost starts at $125 a month. Sorry we have to charge for this, but it took months to build it so it is self configurable by the user.

More info here https://smarterbusinessprocesses.com/smarter-dashboards-3/

Hope that helps?

Richard Rymill

CEO SBP

Can you filter a Dashboard?

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