Sheet Summary to Metrics

Kirk Preston · 08/21/19

If I have metrics in the sheet summary of a project, how do I display those in a dashboard?

Thanks.

Andrée Starå · 08/21/19

Hi,

The simplest method would be to use a Sheet Summary Report and add it to the Dashboard.

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Kirk Preston · 08/21/19

Thanks. I added a Sheet Summary Report and made sure that metric is displaying there. But when I go to "Add Data" in the dashboard metric widget, I can't select the sheet summary report to get the number.

Paul Newcome · 08/21/19

You would want to use a Report widget to select the Sheet Summary Report.

Andrée Starå · 08/21/19

Happy to help!

I saw that Paul answered already!

More info: https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#report

Let me know if I can help with anything else!

Best,

Andrée

Kirk Preston · 08/21/19

I guess that work (using a report) but you don't really get the nice formatting options that comes with the metric control.

Metric vs. Report (see screenshots below)

Thanks for your suggestions,

Kirk

Andrée Starå · 08/22/19

Is it only one project or multiple projects?

At the moment you can't link the Sheet Summary outside of the sheet to another sheet or the dashboard.

Depending on your structure, I'd probably recommend creating a so-called Master Metric Sheet where you can collect all the metrics and then add them to the dashboard as needed.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome · 08/22/19

You could create a grid one each sheet (that can be hidden once built) that basically links all of the data from the Summary to fields that can be accessed via cross sheet references and by the Metrics widget.

Maxim Lobko · 09/18/19

struggling with the same issue.

it would be great if Metrics Widget would be able to access Sheet Summary fields. Did anyone submit already a request for this to Smartsheet?

Thanks,

Maxim

Andrée Starå · 09/18/19

Hi Maxim,

There are undoubtedly others that have submitted an enhancement request to be able to use metrics, but every request counts.

Smartsheet has officially said that Metric Widget support is coming in the near future.

Please submit an Enhancement Request when you have a moment.

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Maxim Lobko · 09/18/19

just noticed that it seems that it is not possible to link summary rows into other sheets. if this is the case, it seems to be another nice feature to be added...

Thanks,

Maxim

Andrée Starå · 09/18/19

Yes, at the moment it doesn't work to link from Sheet Summary to another sheet. My suggestion would be the same as Pauls. Collect the information elsewhere in the sheet and use that to link to the other sheets as needed.

Would that work?

Hope that helps!

Maxim Lobko · 10/01/19

It looks like it is already live!!! See screenshot I've just taken

Andrée Starå · 10/01/19

Yes, it was released a couple of hours ago with a few other features. I don't want to spoil the Engage Keynote though. In approximately six hours, all will be revealed.

Exciting!

Paul Newcome · 10/01/19

Is Engage streaming live? If so, where can I find a link? All I can find is videos from 2018 and the itinerary for this year's. I don't think it's even 5am over there as of the time of this post, but I'd love to be able to follow some of it at least in the background while I work...

Andrée Starå · 10/01/19

It is! Here's the link: https://www.youtube.com/watch?v=NtYLA0_BEPE

Sheet Summary to Metrics

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