仪表板上的下拉菜单,有可能吗?
我有一张表,其中有我的几个员工的指标,我希望有一种方法可以将每个员工的下拉菜单功能转移到一个突出显示每个人指标的仪表板上。
*下拉列表显示了他们每个月,甚至每个季度的总销售额,以及他们每个月完成的项目数量。
评论
-
她名叫Stara ✭✭✭✭✭✭
嗨,尼克,
我可以想到一些方法来建立它。
你能详细地告诉我你想做什么吗?
祝你一周愉快!
最好的
她名叫Stara
工作流程顾问@完成咨询
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
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。
-
NicoN ✭
从本质上讲,我想要一个仪表板从表收集的数据,我已经在线程中显示。问题是,名单上还有其他员工(大约4人)在比利的下面。
我真的希望“月”列中的下拉菜单能够主动影响其他单元格中的数据,一旦链接到仪表板。我真的很喜欢下拉,这将是在仪表板工作,并在尊重单元格的影响数据。
-
黛比·索亚历险记 ✭✭✭✭✭✭
我最近为一个客户写了一个这样的解决方案,但我使用了网格表,而不是仪表板。
如果你想在仪表板上实现这个功能,我相信PowerBI可以实现,但我不相信Smartsheet在仪表板上有这个功能!你能访问PowerBI吗?它确实与Smartsheet相连。
如果你愿意,我很乐意进一步讨论。
亲切的问候
黛比·索亚历险记顾问兼培训经理
更聪明的流程意味着成功企业中的快乐员工
-
她名叫Stara ✭✭✭✭✭✭
好的。
是的,它是可以设置的,但它是相对高级的,我需要更好地了解你是如何构建你的表格和仪表板的,为了让它工作,我们可能需要用另一种方式来构建它。
你准备好了吗?
最好的
她名叫
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
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。
-
NicoN ✭
黛比!
谢谢你,我们实际上一直在研究这个软件,你的评论可能会证明我们使用它的一个论点!我打算在周末花点时间多研究一下商业智能!
至于网格视图和仪表板,目前它是网格格式的,只是我想在仪表板中。我猜是效用?我的老板是一个非常注重视觉的人,他喜欢把所有的信息放在一个地方,用图表等。
-
NicoN ✭
她名叫、
我很乐意,但是我不知道该怎么做。在做了所有其他事情之后,我首先创建了这个表单,这是朝着我已经在朝的方向迈出的又一步。
-
黛比·索亚历险记 ✭✭✭✭✭✭
再一次,我为一个不同的客户设计了一个解决方案(有点笨拙,但它有效),在“仪表板”中提供了一个“下拉”!
我们在仪表板上放置了一个标准度量,通过交互将您带到只有一个可见单元格的底层网格。当用户在列表中选择一个不同的指标并保存它时,当他们导航回仪表板时,它已经用该指标的所有内容更新了仪表板。
它“出现”,好像下拉列表是在仪表板上,但你只需要弹出到底层工作表一秒钟更新数据!
就像我说的,有点笨拙,但最终它得到了客户想要的,而不必使用Power BI。
祝你好运
亲切的问候
黛比
-
她名叫Stara ✭✭✭✭✭✭
尼克,
你把什么东西修好了吗?
最好的
她名叫
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
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。
-
米歇尔·艾灵顿 ✭
谢谢她名叫!这是一个很好的建议,这正是我想要的。
米歇尔
-
她名叫Stara ✭✭✭✭✭✭
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
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。
-
@Andree Stara你能解释一下设置仪表板过滤器的高级解决方案吗?
在我的特殊情况下,我只需要过滤第2季度的图表(来自我制作表格的后端工作表)和报告。目前显示的是全年的信息。在主表中,我有一个列,其中有一个下拉列表,用于选择潜在交易的预期季度。
谢谢!
-
@Andree Stara我也会从先进的解决方案中受益!我有装满数据的智能表,以及根据它们创建的报告,但我本质上希望在仪表板上有一个下拉菜单,我可以点击每个人的名字,查看与该名字相关的项目。您能分享一下先进的解决方案吗?谢谢!
-
Gaurav K ✭
@Andree Stara能否分享一下先进的解决方案?我正在寻找一个解决方案,在仪表板中添加一个下拉菜单。谢谢!
-
马塞尔 ✭
@Andree Stara能否分享一下先进的解决方案?为了更专业的仪表板外观,我想添加一个下拉解决方案。提前感谢。
-
如何创建一个下拉列表,当选中时将超链接到仪表板中的其他智能表。我创建了一个超链接列表,但希望它在一个下拉列表,以巩固这一切。
像这样:
类别
<\/p>
You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.<\/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":[]},{"discussionID":106482,"type":"question","name":"Smartsheet Bridge","excerpt":"Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says \"Unable to log in with Smartsheet credentials at this time, try using Bridge…","categoryID":321,"dateInserted":"2023-06-15T08:35:55+00:00","dateUpdated":"2023-06-15T08:38:14+00:00","dateLastComment":"2023-06-16T08:51:39+00:00","insertUserID":149908,"insertUser":{"userID":149908,"name":"orad","url":"https:\/\/community.smartsheet.com\/profile\/orad","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDFQaXDtqPs!u9_Rl3ztpP0!b22gvzMblTD","dateLastActive":"2023-06-18T01:37:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":149908,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-18T12:03:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":43,"score":null,"hot":3373725454,"url":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","format":"Rich","tagIDs":[369,448],"lastPost":{"discussionID":106482,"commentID":380976,"name":"Re: Smartsheet Bridge","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380976#Comment_380976","dateInserted":"2023-06-16T08:51:39+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-18T12:03:16+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":"2023-06-16T04:53:08+00:00","dateAnswered":"2023-06-15T09:36:11+00:00","acceptedAnswers":[{"commentID":380710,"body":"
Hi @orad<\/a> <\/p> I hope you're well and safe!<\/p> Bridge is a Premium Add-on\/app that needs to be acquired separately. It's not included with the Enterprise license.<\/p> Here's a possible workaround or workarounds <\/strong><\/p> I recently developed an SMS solution for a client using 3rd-party services, Zapier and Twilio.<\/p> Is that an option?<\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅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>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":106462,"type":"question","name":"Why do i need \"admin approval\" to use the smartsheet app in teams?","excerpt":"I'm trying to add a Smartsheet to a teams channel as a tab and I get the error: Admin approval needed. Smarsheet needs admin approval to enable channel level sharing for this app. You may continue without this feature, or, if you're an admin you may use the button below to grant approval. But hitting the \"grant…","categoryID":321,"dateInserted":"2023-06-14T20:14:51+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T20:43:43+00:00","insertUserID":161989,"insertUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161989,"lastUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":45,"score":null,"hot":3373550314,"url":"https:\/\/community.smartsheet.com\/discussion\/106462\/why-do-i-need-admin-approval-to-use-the-smartsheet-app-in-teams","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106462\/why-do-i-need-admin-approval-to-use-the-smartsheet-app-in-teams","format":"Rich","lastPost":{"discussionID":106462,"commentID":380649,"name":"Re: Why do i need \"admin approval\" to use the smartsheet app in teams?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380649#Comment_380649","dateInserted":"2023-06-14T20:43:43+00:00","insertUserID":161989,"insertUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+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":"2023-06-14T20:42:10+00:00","dateAnswered":"2023-06-14T20:41:29+00:00","acceptedAnswers":[{"commentID":380647,"body":" You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/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":5380,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">