仪表板过滤

史黛西草地
史黛西草地 ✭✭✭
编辑03/23/23 公式和函数

在excel中,我可以用包含区域列表的数据下拉列表构建仪表板,在仪表板的顶部和链接到它的图形加载…

我有第二张表(数据摘要),有单元格A2 =(仪表板下拉)提供数据,公式,数据更改,如果它匹配单元格A2。(这一切都来自第三张表格/原始数据)

当我更改仪表板下拉列表时,它会在后台更改第二个工作表(数据摘要)上的单元格A2,这将更改所有摘要数据以匹配....

这反过来又会将仪表板上的所有图形更改为我在仪表板上选择的区域……

这使得整个公司的其他人可以在仪表板中选择与他们相关的区域,然后修改所有的图表……


(如果我能让其他人也改变月份就好了,不用每个月都查看所有的图表)


我已经在智能表中建立了很多,但是我想在智能表仪表板中构建这个,我不确定是否有可能提供任何帮助??

excel的例子:

image.png
image.png


标签:

答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Stacy草地

    正如你所描述的,Smartsheet目前没有仪表板的内置过滤功能;请随意在这篇产品创意文章中加入你的投票和声音,在这里:ob欧宝娱乐app手机下载仪表板上的动态过滤器

    与此同时,我个人所做的是在仪表板上按标题划分不同的部分,以显示相关的过滤图形。

    另一个选择是创建一个“主仪表板”,并将其链接到每个单独的“过滤”仪表板。你可以有一个后退按钮(一个图像小部件),它是一个箭头,链接到你的主仪表板,这样你的用户可以很容易地在仪表板之间导航。另存为新选项是一种简单的方法,可以快速创建一个过滤后的仪表板的副本,然后更新图表/图形以查看其他内容。

    欢呼,

    吉纳维芙

  • 我找到了一个临时的解决方案,但很多工作要建立取决于技能和资源....欧宝体育app官方888

    页甲-原始数据表

    表格B -个人资料表(我的仪表盘会把这里的一切都拉出来)。本页载有姓名栏(=选择表C名称下拉列表)和日期列(=选择表C日期下拉列表)在…工作表的其余部分有公式嵌套的if语句链接到它们,并从工作表A -原始数据.....中提取数据

    image.png


    报告A -个人报告-报表视图中基本上大部分来自表B的数据(少列)

    image.png


    页C -选择表-下拉列表(联系人姓名列和日期列)然而,面积等可以使用)还有一个笔记栏来指导人们。

    image.png


    指示板,(点击选择链接从选择表中选择,从下拉菜单中选择所需的名称等,保存和返回仪表板图表和报告大约需要2分钟刷新,即使它是每1分钟自动刷新一次)

    image.png


    我想这可能会有帮助

帮助文章参考资料欧宝体育app官方888

想要直接在智能表中练习使用公式吗?

请查看公式手册模板!
Add an IFERROR<\/p>

=IFERROR(DATE(YEAR([Date Completed]@row) + 3, MONTH([Date Completed]@row), DAY([Date Completed]@row)), \"//www.santa-greenland.com/community/discussion/103054/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":324,"urlcode":"community-platform","name":"Community Platform"},{"tagID":485,"urlcode":"community-champions","name":"Community Champions"}]},{"discussionID":106206,"type":"question","name":"Pie Chart breaks when values are zero","excerpt":"In a dashboard, pie charts are breaks the reference and shows as Unable to display chart when reference values are changed to zero as these vales calculated via formula. Only Bar charts are showing as No data to display. My end goal is to show as No data to display when values are zero. Kindly help me out here.","categoryID":322,"dateInserted":"2023-06-08T15:21:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-08T17:37:55+00:00","insertUserID":162199,"insertUser":{"userID":162199,"name":"Gajapathi R M","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Gajapathi%20R%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T17:37:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162199,"lastUser":{"userID":162199,"name":"Gajapathi R M","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Gajapathi%20R%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T17:37:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":23,"score":null,"hot":3372486560,"url":"https:\/\/community.smartsheet.com\/discussion\/106206\/pie-chart-breaks-when-values-are-zero","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106206\/pie-chart-breaks-when-values-are-zero","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":106206,"commentID":379675,"name":"Re: Pie Chart breaks when values are zero","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379675#Comment_379675","dateInserted":"2023-06-08T17:37:55+00:00","insertUserID":162199,"insertUser":{"userID":162199,"name":"Gajapathi R M","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Gajapathi%20R%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T17:37:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/7KSJLJBZG3GE\/only-bar-chart-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Only Bar Chart.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-08T17:37:29+00:00","dateAnswered":"2023-06-08T17:12:16+00:00","acceptedAnswers":[{"commentID":379665,"body":"

So is it a sheet that has the calculations on it or a row report? If it is a sheet then you can add 0.00001 to all calculations and decrease the shown decimals. This will maintain some data greater than zero but only display zero.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":106211,"type":"question","name":"SUMIFS and CONTAINS or MAX","excerpt":"Here's a fun one that's got me scratching my head. So I am trying to add the rows that contain the terms Agile Kanban and waterfall. SUM works, =SUMIF((Variable$2:Variable$9), HAS((Variable$2:Variable$9), (Variable@row)), (A$2:A$9)) returns a 0 and =SUMIF(Variable$2:Variable$9, CONTAINS(Variable@row,…","categoryID":322,"dateInserted":"2023-06-08T16:00:30+00:00","dateUpdated":"2023-06-08T16:04:20+00:00","dateLastComment":"2023-06-08T16:54:43+00:00","insertUserID":160886,"insertUser":{"userID":160886,"name":"Nicole V","title":"Financial Projects Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nicole%20V","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!eiPlp6_hG7I!7GDve_5PRfo!yeqJFAgg3ow","dateLastActive":"2023-06-08T16:37:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":15741,"lastUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T17:01:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":15,"score":null,"hot":3372485713,"url":"https:\/\/community.smartsheet.com\/discussion\/106211\/sumifs-and-contains-or-max","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106211\/sumifs-and-contains-or-max","format":"Rich","lastPost":{"discussionID":106211,"commentID":379659,"name":"Re: SUMIFS and CONTAINS or MAX","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379659#Comment_379659","dateInserted":"2023-06-08T16:54:43+00:00","insertUserID":15741,"insertUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T17:01:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/3BDTJOPMXHWQ\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-08T16:49:15+00:00","dateAnswered":"2023-06-08T16:36:32+00:00","acceptedAnswers":[{"commentID":379652,"body":"

Hi @Nicole V<\/a> <\/p>

Please try this - presuming you are inserting the formula on rows 13-15 in the Total column of your screenshot:<\/p>

=SUMIFS(Total$2:Total$9, Variable$2:Variable$9, CONTAINS(Variable@row, @cell))<\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

公式和函数趋势