图表-更改数据范围(修改范围)
嗨，我有一个仪表板大约12个图表从一张表。它研究了5年的数据。6个月后，我想改变这个5年周期。我是否可以使用任何方法使其自动发生，或者我是否需要为新时间段重新选择每个图表上的数据?
我将把新的一年添加到现有的专栏中。最早年份的数据将保留，但需要将其从图表中删除，并选择最近年份的数据(运行5年)。
谢谢。
评论
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克里斯·麦凯 ✭✭✭✭✭✭嗨ker9,
该方法将取决于您想要的粒度。你可以1)让Smartsheet在它超过5年阈值的第二天丢弃数据，或者2)你可以让它在月份结束时丢弃数据(例如，从2013年3月开始的任何数据都会在我们到达2018年4月时丢弃)。
无论哪种方式，您都需要创建一个额外的复选框列。我们称它为新列有效的：
- 要计算数据是否应该包括超过5年的日期，请将此公式插入有效的专栏:
=IF(DATE(YEAR(Date1) + 5, MONTH(Date1)， DAY(Date1)) < TODAY()， 0,1) - 要计算一旦日期过了5年，以及月份发生变化，是否应该同时包含该数据，请将此公式插入有效的专栏:
=IF(AND(DATE(YEAR(Date1) + 5, MONTH(Date1)， DAY(Date1)) < TODAY()， MONTH(TODAY()) > MONTH(Date1))， 1,0)
现在只需创建一个引用数据表的报告，并确保放置有效被检查的准则怎么啦？面积报告生成器然后用它来填充你的图形。
希望这就是你想要的。
- 要计算数据是否应该包括超过5年的日期，请将此公式插入有效的专栏:
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ker9 ✭✭✭✭✭✭克里斯，谢谢你的帮助。我对图表(在仪表板中)的理解是，它们不能从报告中创建，只能从单个表中创建(此时)。
我的数据是按年列的，所以图表有5列(2013-2017)。我需要将其更改为2014-2018年的滚动5年图表。
我想我可以复制并移动2013年的数据到一个新的列，然后覆盖2014-2017年的数据，但这听起来很容易弄乱公式。(我肯定会先保存一份工作表的副本。)
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克里斯·麦凯 ✭✭✭✭✭✭
谢谢ker9,
是的，关于图表不支持报告，你是正确的。希望Smartsheet能尽快解决这个问题。
如果你的表格像这样被分成日期栏，那么它很可能是一个手动过程。
希望你能设法让它工作!
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Sasan 员工如果这有帮助的话，在接下来的几周内，大约在4月中旬或更早的时候，我们就可以获得针对报告的图表数据。您可以准备好您的公式和报表，一旦针对报表的图表可用，您就可以创建您需要的图表。
谢谢
Sasan
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ker9 ✭✭✭✭✭✭
你好，Sasan，所以我可以为每个图表(12)创建一个报告，然后更改报告中选择的列以更改5年期间。(这比改变图表要容易得多。)
基于表格是如何设置的，与栏跨越多年，我不认为我可以使用一个公式来自动化什么是在报告-有人请纠正我，如果我错了，希望是错误的
谢谢你！
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Sasan 员工
Ker9,
是的，你说得对。Chris有一个潜在的解决方案，他需要在单个列“Year”中列出年份，这样您的Report总是根据Valid is检查的标准查看该“Year”列的年份。这将要求您将工作表结构从每年作为列标题更改为单个列“year”中的年份，并在每个相应的基础单元格中填充年份。
谢谢
Sasan
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ker9 ✭✭✭✭✭✭
我大概有100列如果我旋转它这不是答案。这将有助于以报告为基础制作图表。
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Sasan 员工
是的，完全理解。
Sasan
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ker9 ✭✭✭✭✭✭
我为每个数据图表创建了报告，并更新了仪表板以使用图表的报告-工作得很好!
问题:我确实将整个文件夹(包含数据表、仪表板和报告)另存为新文件夹，但仪表板图表保留了原始报告中的链接/数据，而不是新副本中的数据，尽管我选择了使用新创建的表格。使得难以使用模板创建新的仪表板。
当我在仪表板中为数据图表选择新的报表时，它需要我完全重建图表。不是有益的。
我让每个人都推迟建立更多的客户数据，直到我们有能力使用报告，但现在我们有了它，我们想继续前进。你知道什么时候可以修复这个bug吗?
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Sasan 员工
Ker9,
是否在新文件夹中创建新报表，然后选择新报表作为现有图表的新数据源?
Sasan
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ker9 ✭✭✭✭✭✭
这个bug有什么进展吗?当在文件夹上使用另存为新时，仪表板上的图表将保留您保存的文件夹中原始报表中的数据，而不是提取新报表(它们保持与原始报表的链接)。
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Sasan 员工
Ker9,
是的，我们已经修复了，正在测试中。我们计划在5月中旬发布修复。谢谢你的耐心。
Sasan
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Sasan 员工
所有人,
上面提到的图表另存为新bug，在最近的版本中已经修复了。谢谢你的耐心。
Sasan
类别
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/IEPF8MV8BTLQ\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n
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@Julie Fortney<\/a> <\/p> Happy to help!<\/p> This is the one I was thinking about. It's been some time since I played around with it, so let me know what you think after you've tested it.<\/p> ✅Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. 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I have followed the Smartsheet provided instructions at https:\/\/help.smartsheet.com\/articles\/2482029-salesforce-integration-overview-bridge to setup the Salesforce Connected App. I get the redirect uri mismatch error which says the redirect uri must…","categoryID":343,"dateInserted":"2023-06-21T15:05:04+00:00","dateUpdated":"2023-06-21T16:04:12+00:00","dateLastComment":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":134877,"lastUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3374768619,"url":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","format":"Rich","tagIDs":[277,369],"lastPost":{"discussionID":106699,"commentID":381677,"name":"Re: Bridge Smartsheet Salesforce integration - redirect uri mismatch","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381677#Comment_381677","dateInserted":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/B2DGWP3IILUP\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T04:28:43+00:00","dateAnswered":"2023-06-22T04:28:35+00:00","acceptedAnswers":[{"commentID":381677,"body":" I solved the problem. A few key points:<\/p> Details of the solution<\/strong><\/p> How I found the solution<\/em><\/p> I determined the correct Callback URL by analyzing the Salesforce error that popped up when I clicked Connect on the Bridge.<\/p> What I clicked to generate the error<\/em><\/p> Resulting error message<\/em><\/p> I pulled the redirect URI from the message and added it to the Callback URL field in the Salesforce Connected App and that worked. See the second highlighted string.<\/p><\/img><\/a>\n <\/div>\n<\/div>\n
