新数据不会自动添加到图表中

肖恩R
肖恩R ✭
编辑12/09/19 在内容基本知识

我如何(如果可能的话)让我的图表自动更新已添加到工作表中的新信息?

我现在有一张纸，上面有一个基于0-100百分比的评分系统。当我创建图表时，我选择了我想要的所有列，并包括所有5行条目。它的图表只是我想要的方式，但是，当有人使用web表单输入新的数据，新的数据被排除在图表，我必须手动编辑图表，并选择新的数据。

图表是否有自动包含新数据行和更新的选项?还是每次都要手工完成?

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评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨,肖恩,

    您必须在图表中包含您想要的数据的整个列。

    我希望这对你有帮助!

    最好的

    安德烈·斯塔夫-工作流程顾问/完成

    智能表专家顾问兼合伙人

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  • 肖恩R
    肖恩R ✭
    编辑05/10/18

    我相信我正在这么做。在这里你可以看到我已经选择了列。

    但是，当输入新的数据行时，图表不会改变。当我编辑数据时，它只包括创建图表时已经存在的线条。

    我需要用特殊的方式来选择列吗?

    编辑:截图上传。显然，我不能把它们添加到帖子本身

    Capture.PNG

    Capture2.PNG

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  • 肖恩R
    肖恩R ✭

    不知道为什么我的回答在这里消失，也许是因为我试图附加图像。我会尽力解释发生了什么事。

    我有一张表，上面总结了许多不同的审计。我们希望做的是创建图表，让我们了解审计性能的趋势，因此需要多个行条目来比较过去和现在的数据。

    当我转到sights页面并单击add widget时，我添加了一个图表。然后提示我选择一个表。所以我选择了总结表。然后，它强制突出显示要报告的数据块。我不能仅仅选择列。我选择所有的数据。

    然后，当我编辑图表时，我单击select columns选项并选择我想要报告的两列。在这一点上，一切都是我想要的。但是，当向工作表提交新条目时，图表将排除这些条目，并突出显示我最初选择的数据。

    我希望完成的是选择我想要报告的列，所以当新数据提交时，图表可以更新。

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    肖恩,

    如果我没有弄错的话，我认为您需要使用报表来选择列。另一种方法是使用单元格链接或交叉表公式。

    最好的

    她名叫

    智能表专家顾问兼合伙人

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    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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  • 肖恩R
    肖恩R ✭

    是的，这很有效。谢谢你的帮助!

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    很乐意帮忙!

    最好的

    她名叫

    智能表专家顾问兼合伙人

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    她名叫Stara|工作流程顾问/ CEO @工作大胆

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    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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类别

You would need to use a Move Row or Copy Row automation.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":106742,"type":"question","name":"Conditional Formatting","excerpt":"Hi, I need to apply conditional formatting based on another row in the sheet. Higher it should be highlighted in red, equal to or below highlighted in green. It would be easy to just use the target figures in the conditional formatting rules but I need to be able to change it frequently without changing all the formatting…","categoryID":321,"dateInserted":"2023-06-21T22:41:30+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":160222,"lastUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":32,"score":null,"hot":3374836617,"url":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":106742,"commentID":381752,"name":"Re: Conditional Formatting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381752#Comment_381752","dateInserted":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ARIIND3W8G3C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T15:15:35+00:00","dateAnswered":"2023-06-22T03:52:17+00:00","acceptedAnswers":[{"commentID":381675,"body":"

@isabonita<\/a> is on the right track. This is kind of an involved answer, but once you figure out the logic, it isn't that bad.<\/p>

You cannot reference specific cells in the conditional format in a manner that would make this easy. You cannot, for instance, say IF this specific cell is greater than that cell, apply this format. You can do it for the same row, but not always referencing the same cell. We get around this by inserting a \"helper\" column for each condition we want to check. The checkbox format works great. In the conditional format rule, you can simply say IF THIS cell is checked, apply the format to THAT cell. <\/p>

To set the checkbox to checked\/unchecked, we use this column formula: =IF(PDP@row > PDP#, 1, 0)<\/p>

But what is PDP#? This is another issue we have to work around. You cannot reference the first cell of a column in a column formula, you can only reference cells in the same row. To work around this, we add fields into the sheet summary. [PDP]# references the PDP field in the sheet summary. In order to make updating these values easier, we set the value of this field equal to the first cell in the PDP column using =PDP1<\/p>

After creating all of the helper columns, setting up the column formulas for each to determine which ones are checked, creating all of the necessary fields in the sheet summary, and setting those equal to the first cells in each of the respective columns within the sheet, we can set up the conditional formatting.<\/p>

Check out the image below to get an idea of how to setup the formats. Unfortunately, we have one more workaround to setup at this stage. Since the formatting will apply to every row in the sheet, it will apply to the first row as well and all of those cells will be green. To get around this, add the first format pictured below as the first one in your list. For the background color, you must select \"white\" in order to avoid the highlight. If you set it to \"no background\", you will get an error because Smartsheet does not see \"no background\" as a format.<\/p>

After everything is setup and running, you should be able to update the cells in your target row and things will work themselves out automatically.<\/p>


<\/p>


<\/p>

\n
\n \n \"Condition.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

I hope this helps, and I really hope it makes sense.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":106711,"type":"question","name":"Is there a glitch in the alert automation when trying to add the double curly brackets?","excerpt":"When creating an alert based on a row being added or changed, I can set the alert to go out hourly, daily, weekly. However, when I add the fields with the double curly brackets, it will not allow me to use the hourly, daily, weekly feature. Is this a glitch in Smartsheet? Has anyone else noticed this?","categoryID":321,"dateInserted":"2023-06-21T17:08:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T16:21:48+00:00","insertUserID":158955,"insertUser":{"userID":158955,"name":"Andrea_Thompson","url":"https:\/\/community.smartsheet.com\/profile\/Andrea_Thompson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!AmEthyIFMno!3R8u_8p4Dvo!yYe8n_1IW84","dateLastActive":"2023-06-22T16:22:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-22T19:34:53+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":47,"score":null,"hot":3374821224,"url":"https:\/\/community.smartsheet.com\/discussion\/106711\/is-there-a-glitch-in-the-alert-automation-when-trying-to-add-the-double-curly-brackets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106711\/is-there-a-glitch-in-the-alert-automation-when-trying-to-add-the-double-curly-brackets","format":"Rich","lastPost":{"discussionID":106711,"commentID":381771,"name":"Re: Is there a glitch in the alert automation when trying to add the double curly brackets?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381771#Comment_381771","dateInserted":"2023-06-22T16:21:48+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-22T19:34:53+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T17:28:51+00:00","dateAnswered":"2023-06-21T19:34:19+00:00","acceptedAnswers":[{"commentID":381597,"body":"

Sorry. I misspoke. You are correct that it is not a time based trigger, but it is a time based sending of the alert. If you have 10 rows that changed within that 1 hour period, then it will send all 10 of those rows within the same alert. Since it is pulling 10 rows, it does not know which row to pull the {{Placeholder}} from.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5398,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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