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Where is the table button?
Open the sheet containing your data. Select the range of cells containing your data. Click on the “Table” button in the top menu bar. The button looks like a grid of cells with a thick border around it. Choose “Create Table” from the drop-down menu. In the “Create Table” dialog box, select the “My table has headers”…
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Background auto-refresh a sheet as frequently as every minute.
This might be my first real contribution to this community, but I think I have had a breakthrough with respect to background auto refreshing a sheet. I've seen the common solution of utilizing a workflow to trigger a daily update of a date column, but the challenge has always been that you are obviously limited in how…
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Source reports inaccessible from view only dashboard (sheet deleted error)
We have had an embedded dashboard with report widgets operational all year but am now receiving an error when attempting to open the source reports, but only from the view only dashboard. The error says "The sheet you were trying to open has been deleted". The reports still exist, are also published, and can be accessed…
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Add metric from multiple sheets
Hello We have many sheets located in a workspace and I want to show a metric on the dashboard where it sums up all columns with the Task Status showing "Completed". What is the best practice? I dont want to add a sheet summary to the dashboard. I want to point out a particular metric. Thanks very much
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Building a sheet to best populate dashboards
Do you have any training material you can share on “best practices” for building a project plan/timeline to populate Dashboards correctly (e.g. metrics and tables). Examples of things I want to do: Present the overall project health as red, yellow, green; sum of late tasks; sum of tasks in progress and on-track; sum of…
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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…
