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Stuck! Creating a Dashboard from a Sheet from a Report from Sheets. :/
Maybe I'm making this harder than it is but I can't figure out a way. I'm working towards ultimately building a Dashboard Chart (Pie Chart) based on Summary data from around 54 project schedules. I've created a Report that contains the information I need from the Summary information from each schedule (54 lines of summary…
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How do I link data in my Marketing Shared Services dashboard?
I'm new to the platform (love it!) and deploying it to my University marketing team. I quickly jumped into Template Sets - Marketing Shared Services. Now I'm stumped, even after many videos. :) How do I create a formula in the "Shared Services Metrics (do not edit)" to pull correct data from "Shared Services Request…
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Add today line to Gantt Report in Dashboards
The today line should be visible when a report is added to a dashboard in Gantt view. This is a very necessary reference point for a dashboard.
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Anyone use Smartsheet for tracking legislation?
I work for a state government agency, and this year we are developing a workspace to help the department track bills of interest/impact as they make their way through our state legislature when the next legislative session opens in January. Does anyone have any examples of what they use for something like this?
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Metric Widget Format Changes When Data Source Changes
Is there any way to have the format for a Metric Widget to not change when the Data Source changes? I have a dashboard "Template" created but when I change the data source it goes back to the default formatting.
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Searching for a solution to display large blocks of text responses
I have developed a post-implementation survey in Smartsheet. I know there are better tools, but I would like to be able to keep everything accessible for my organization, and not have them jump around to different places to find what they might be looking for. Many surveys have free form text fields to capture comments,…
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Best practice question for dashboards and performance
I am in the process of changing everything over to Smartsheet from another package, and am having a great experience so far. I did have a question for experienced users that has to do with best practices when displaying information on a dashboard though: Is it better to have a helper sheet, or use the Sheet Summary for…
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Dashboard Project Intake Form
Greetings, all, Has anyone used the widget generally assigned to the Project Intake Form for something else? Perhaps a custom fillable .pdf? Peter B
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Linking two sheets in a workflow
Hello, I work for a healthcare system on our capital project team. We have a smartsheet form that we use to initiate a PO request. We also have a form where if equipment is changed on a project, we have documentation as to why the equipment change is needed. I am wanting to link these two sheets together. Example: if we…
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Dashboard Enhancement: copy & hide elements to share externally
Hello Smartsheet Product Team! Is there anyway we can get a feature where folks can create one dashboard and then be able to make a copy and hide elements of the dashboard to share externally with customers without having to update and / or create copies of the underlying sheets and reports? That would save a TON of time…