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Place Months in chronological order on a Dashboard Trendline Chart Widget?
Context: I am building a trendline report to track number of projects started each month. It has two series, a 2024 and 2025 series. Two keep the months in order, I have put a number in front of the month, e.g. "03. March" so that when I create the trendline the months are not out of order. (e.g. in a previous iteration…
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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…
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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:…
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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…
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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…
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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…
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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…
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When will timeline view be available on dashboards? Struggling with dashboard
Hello, I am struggling with representing our project timeline on our team dashboard in a summarized, visual way. If I include a report with a Gantt chart on the dashboard, the Gantt chart task labels appear very small, and overall it is not visually impactful. I noticed Smartsheet recently came out with a Timeline view,…
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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…
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Is there a way to show a particular image in a dashboard depending on which option is selected?
Hi Everyone, I am creating a dashboard that will show which locations are open so the senior managers can quickly check in the morning. It is simple enough and will show on the Dashboard that the location is open or closed through a Metric. I want it to look a bit better so have included a picture of the locations as in…