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How to display baseline summary data on a dashboard
On a project rollup dashboard, Ideally I would like to display alongside each projects baseline data of Baseline Start/End dates, and variance. I would like to show the date/time and user who reset the baseline. Tried a few different ways but cant seem to capture this data into either the sheet summary area or a project…
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Formula to track issues logged for a specific year ONLY?
Hi! We currently have a log that captures issues for 2022 and 2023. I'm attempting to track our "Ops Issue" and Labeling Issue" categories for 2023 ONLY and am having a hard time with adding additional date criteria to the COUNTIF formula. The screenshot below reflects my latest attempt at capturing the 2023 data. Please…
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Using Dashboards as Policies and Procedures to share with team
Can anyone give me examples of how they have used dashboards to create and share Policies and Procedures with their teams? It is my responsibility to merge different policies, procedures, professional practice management plans, and engineering manuals into SmartSheets so that they can be shared with our teams. Currently,…
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creating a pie chart of yes/no responses
Hi there, I have a smartsheet where 1 column is a yes/no column. I am trying to create a Dashboard with a pie chart that breaks down the percentage of yes responses and the percentage of no responses. I need some serious help, as I am getting a lot of error messages and cannot figure out where to even start.
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Trying to get a dashboard to update with the most current entry.
I am building a weight loss dashboard for a client, that they can use for their clients. Everything is working how I want it to except for the current weight. I am trying to get that to update based off of the most current weigh-in weight that is added via the form. In the picture below it should be 180. I am trying a…
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Cannot select data source for Chart widget?
Pretty sure this is user error on my part but I new to SmartSheet and can't figure it out. I am trying to add a chart widget to my dashboard that summarizes the number of overdue, in progress, etc. tasks. I am trying to select a Summary report as the source for the chart. When I select the report, the report appears all…
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fixed durration vs. fixed start/end dates (deadlines) with gantt chart
I'm trying to develop a template for scheduling the 30 to 60 sub tasks in each of the many year long projects I'm managing. Im hoping to use a dashboard to tack all the projects at once. but for the template id like to set up an easily adjusted Gantt calendar. There are dates that are subject to fixed dates like quarterly…
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Expand Parent tasks in Dashboard/Report
Hello I would like to ask about formula that will allow me to expand the Parent tasks in Dashboard view. Thank you in advance.
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Dashboard Filtering
In excel I can build dashboards with a data drop down list that contains a list of areas, at the top of the dashboard and loads of graphs linked to it ... I have 2nd sheet (Data Summary) that has cell A2 =(Dashboard dropdown) to provide data, with formulas that data changes if it matches cell A2. (It all comes from a 3rd…
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Track Birthdays and Anniversaries coming up
I am trying to set up a dashboard to allow me to see upcoming Birthdays and Anniversaries, with them being sorted to earliest upcoming being at the top of the list. I tried, what I thought would have been to do a min collect, without luck. Then I thought maybe someone had a better idea as to how to make the happen.
