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How to create a basic pricing estimate/quote with dashboard
Hi Everyone How can I create a basic pricing estimate with a dashboard for 4 major service offerings that I am sending to the government for assessment? It only needs to be simple, nothing spectacular. I need something that looks good at the very least with a few metrics involved because its still early days for anything…
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Smartsheet Dashboard sharing with a group - fail
Hey, Smartsheet community! I am hoping you can help me figure out why my attempt to share a dashboard with a user group is not working. I have two different user groups I need to share a dashboard with. The dashboard is simply a list of shortcut links to Smartsheet forms. Let's say person A is in group 1. I have given each…
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Rolling up counts from several sheets to a dashboard
I have 6 projects. Each has a risk register on a separate sheet Each risk has one of 5 possible statuses each of which has a color, (Blue, red, green…). Each risk also has a Probability/Impact score, grouped by 5s, 1-25 I have created 10 sheet summary fields on each sheet to count these. I have created a sheet summary…
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Publishing a dashboard without access to source sheets
Hello, I have a question regarding publishing reports on a dashboard to external users. I want to create a web portal for various customers so they can view updated report information. I have created a report that only pulls the customers relevant information (filtered by the specific customer and only includes certain…
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Pie Chart from Two Sheets
Hello I have two sheets that are in effect the same - same column headers etc, but different source data feeding in. I have a sheet summary on each. For example, if column 1 has a yes/no option, I do the following on each sheet: =COUNTIF([1. Internal Process]:[1. Internal Process], "yes") I now need to be able to combine…
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How to count total number of requests submitted?
Hi, I am trying to find a formula to count the total number of requests submitted in my grid. I want the formula to count the number of request ID's displayed. I want to use this number so I can display a metric on the dashboard. I also want to use a formula to count the number of "In Progress" requests and use this to…
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Dashboard breaks after removing an Admin (original owner/builder of Dashboard but not current)
We have a Dashboard (several Dashboards that this same behavior happens on) that was built by one person. The Ownership for the Dashboard and ALL associated items (Metrics Sheets, Reports, Source Sheets, etc.) were transferred to another person. The person who built the Dashboard originally (who is no longer the Owner of…
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Enable Autosave for Published Sheet (edit by anyone)
I have several sheets whose sole purpose in Smartsheet is to live on a dashboard as published web content and provide a dropdown with names. When the name is selected, it brings up a link to a form URL with the name information URL queried into it. After the link is clicked, a new name is picked from the dropdown to…
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Linking Formulas to Reports
I am currently working on pulling engagements/deliverables and other important information from all my projects into one consolidated program level dashboard. An example of what I came across, I can create a report where I pull all the tasks at risk across my project schedules and it is very easy to add a schedule to the…