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What is the simplest way to have data from a form be pulled monthly into reports/dashboard
I have created a smartsheet form to log information on service intakes. I have then created sheet summaries and reports with a bunch of information (age, demographic, reason for call, type of service requested etc.). From this I created a dashboard showing key metrics and graphs of my data. My challenge is now I would like…
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Make it so that a dashboard and all its components (widgets) belong to the owner of the dashboard.
Currently, a dashboard's components do not belong to the dashboard's owner. If another user adds or edits a widget on a dashboard, that widget does not belong to the dashboard's owner. Instead, it belongs to the person who added the widget. This means that if a dashboard changes ownership, the dashboard will break when the…
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Displaying Upcoming Tasks in a Dashboard
Hello, I'm currently exploring the most effective approach for showcasing upcoming tasks scheduled for the next month. The data is organized into three columns on a report (but I have sheet access to the data too): the first column indicates the month of publication (with a subheading or nested section specifying the task…
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Attaching Excel file to dashboard
Is there anyway to attach an excel file to a dashboard where when you click the link or image it will download a copy instead of opening a web version. I want people to be able to click on the link and have a copy download and open so they can input data and the save this excel file and then attach it to a row using forms.…
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Current Plan: Free
Hello! My trial expired and my current plan is free now. I have clarifications: If I attach files on a sheet that is not owned by me, can I do it or is there a limitation. Can I create a dashboard? Can I create a report from a sheet that is not owned by me and it is just shared to me. Do we have a summary of the things I…
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When you embed web content onto a dashboard, is there a way to remove the bottom most line?
The line appears to be something that Smartsheet adds but I don't find any way to remove it.
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Update Requests - Displaying (via Reports or Dashboard)
Does anyone know if there's a way to Display Pending Update Requests? We're using a lot of automation to send out Update Requests to team members, and I'm concerned that they're going to get lost in emails. It would be great if I could build a report, dashboard, etc. that showed all the Pending Update Requests. Mike
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Dashboard Design Templates
I'd like the ability to create a dashboard template w/ generic information & settings so that when I make a new one from a template, I'm able to replace rich text without losing formatting. Currently, I "save as new" from an existing dashboard and update the rich text (typically having to reformat it) & then delete…
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Chart Data
Hi Smartsheet Team I have tried to add my metrics sheet to make a chart but it keeps saying "Selected data cannot be charted." Please see below. I want to pull out the Services Events and Programming sessions to make 2 charts. Your great help on this is highly appreciated. My data sheet is like this.
