-
A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
-
Consolidate Columns in a Trendline Report
Context: I have created a trendline report that counts the number of projects started each month. I've done so by building out three separate columns that determine the month and year so that I can then plot it on a trendline graph with a 2024/2025 series. The Chart: How the data is organized: Month Formula:…
-
Is there a way to create a dashboard that will update weekly?
Right now I am sending out a weekly report, but am using excel and pivot tables. Some of the info on the report is YTD which is easy to set up, but other tables are only from the past week. Is there a way to set up graphs/tables that would update M-F weekly on their own? I don't want to pull from the last 7 days as that…
-
Milestone Trend Analysis (MTA) Chart creation on dashboard
Hello, I'm adapt/add a Milestone Trend Analysis (MTA Chart) on Smartsheet. Is there a way to reflect his on a dashboard. Here is a copy of what I would like reflected on our dashboards. Not my data but I saw this for usage with MSProject. I'm looking to have sheets with data and project/display this data on the dashboard…
-
How to create a Trendline in the Dashboard
Hello Smartsheet Community! So I am trying to create a trend line that shows the # of projects in flight each month since the beginning of 2024 (YTD) and since this same month last year (YOY). The problem I'm running into is that I'm creating a report of the data listing only the project names & the dates, but the…
-
Feature request: Hashtags to create automatic reports
Hello! So, the story is: Our team is using a Smartsheet workspace to coordinate the production and deployment of assets of an entire Content and Marketing department. We have created sheets for each type of process/asset (Social Media, Video, Print, Web, Email Marketing, etc), automated formatting in all sheets according…
-
Formula to make a metrics sheet to build a pipleline dashboard
I have a sales tracker sheet and need to continuously pull data as new quotes are formed to show wins/ losses compared to our target in a dashboard. Sheet has 3 columns that need to create the formula: Account type, Weighted Forecast, and Expected Quarter Close. In real words, I want to say Weighted forescast is $1M for…
-
Dashboard + Google Doc fix
I've currently embedded a google doc into a dashboard, and I am an admin of the dashboard and editor of the google doc. This then effects where my cursor lands when I'm open the dashboard. Here's how support explained it: "For Editors, Admins, and Owners: When a user has Editor, Admin, or Owner permissions on the…
-
Reorganizing the order things appear in Workspaces
It would be really helpful if we could reorganize the sheets, reports, and dashboards in Workspace. Currently it is set up alphabetically, which is really messy for my purposes, and I would love to be able to move my guide dashboard to the top, even though its name is not alphabetically first.
-
Merged: Custom Color Scheme
This discussion has been merged.