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Portfolio Metrics and Dashboards
Hey all! I just presented the new dashboard solution to the leadership team when I noticed the dashboards aren't picking up anything from the meta data sheet (which in combination with our intake sheet) creates my weekly status report template. Any reason you guys can think of that would make all of my formulas freak out…
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Chart Widget on dashboard
Hello, I have created a report in order to create a chart widget in a dashboard, which I did, but because the variables are 2 large categories, this looks very big and it doesn't look good on the dashboard. What I would like to display on the chart widget is how many types of transactions are by location since the…
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dynamic dashboards
hi, I am trying to make my dashboards dynamic ; I am using a form where a choice is made via a drop down menu, then the user submits the forms and via a formula in the background (in a sheet), the dashboards data are updated. This works well but requires about 20 seconds to update. Is there any other way to accomplish this…
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Dashboard Report view not showing correct Primary Column values
Have many reports pulling from a master sheet which are functioning correctly. But when this report is viewable on a Dashboard, the preview window is not showing the Primary Column values...? In fact, the dashboard report preview is showing a duplicate of a different column values in place of the correct Primary Column…
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Conditional Charts in the Dashboard
I would like to display a KPI if a condition is true ([boolean field] = true). Scenario: I have a helper sheet checking data entries for errors and a second helper sheet counting the errors. I would like to display a KPI on the dashboard showing the count of errors only if errors exist. The KPI then points to a report that…
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Dashboard Bar Chart from One Row of Data
I am working on a dashboard (newbie) where I have a table of data in my metric sheet but I need to graph each row independently in a bar chart. My challenge is that, after the first row, I get multiple rows of data displayed in my bar chart when I window the headings and the row(s). How do you choose the row from the range…
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Need formula & function for the question below
If I apply for PTO, I want to make sure it's getting subtracted from the "WR Balance Before Application" and it would be straight subtraction selecting cells & it's sorted. The main formula I am looking for is, If I apply again, my "WR Balance Before Application" should be the latest "WR Balance Left After Application"…
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PDF link in dashboard
It would be nice that a PDF can be dragged and posted to the dashboard. thanks!
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How to create a dashboard to show increases
I need to track the cost impact of changes per community. We track changes using a CRF # - so for example if I have CRF # 2024-015 that effects two communities, I would like to be able to say "hey, CRF 2024-015 creates a cost change at San Tan 40's Electrical Contract by $589.50 or 13% AND it also creates a cost change at…
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Can multiple users use the same sheet without causing changes for other users?
Sorry if my question is unclear. Here's what I'm getting at: I have an onboarding training checklist I made for all new hires. Each new hire has their own individual dashboard. Basically, I want to add the general onboarding checklist (which is a sheet) to each employee's dashboard. However, I want to know if there is a…