网络研讨会录音:仪表板介绍和最佳实践
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仪表板简介
了解如何构建一个可视化的智能表仪表板，以提供一个强大的，实时的视图，从您的表和报告的数据。
仪表板设计最佳实践
学习专家仪表板设计技巧，创建一个清晰和一致的仪表板布局，结合个性化的小部件，并推动透明度。
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艾莉森Antisz ✭✭✭✭
如果你错过了以前的在线研讨会，你怎么能看到它们呢?
-
她名叫Stara ✭✭✭✭✭✭请看这里。
我希望这对你有帮助!
注意安全，祝你度过美好的一周!
最好的
她名叫Stara
工作流程顾问/ CEO @工作大胆
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类别
- The Callback URL in the instructions in Smartsheet Bridge - Salesforce Integration Overview<\/a> is wrong.<\/li>
- The correct Callback URL is: https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/li>
- I was able to analyze the error message to determine the correct redirect URI which is also the required Callback URL.<\/li><\/ol>
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>
\n\n \n![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/3ERTS4QF2F1J\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nResulting 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>
\n\n \n![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/Z4YTLT577UWC\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nScreenshot of correct settings for the Salesforce Connected App<\/em><\/p>
Callback URL that works is:<\/p>
https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/p>
\n\n \n![\"User:](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/XP1EHRW1IOHX\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nNeil<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":106725,"type":"question","name":"Start\/stop buttons for timekeeping?","excerpt":"Hello! I am curious to know if anyone has a solution for stop\/start buttons to record team members' time toward projects in Smartsheet outside of Resource Management. This is for a small team without access to any premium apps. When a new project is set up, it is added to a master Project List sheet, and manually added to…","categoryID":343,"dateInserted":"2023-06-21T19:22:38+00:00","dateUpdated":"2023-06-21T19:27:04+00:00","dateLastComment":"2023-06-21T21:39:49+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":91566,"lastUserID":126351,"lastUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":26,"score":null,"hot":3374762547,"url":"https:\/\/community.smartsheet.com\/discussion\/106725\/start-stop-buttons-for-timekeeping","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106725\/start-stop-buttons-for-timekeeping","format":"Rich","tagIDs":[468,553],"lastPost":{"discussionID":106725,"commentID":381643,"name":"Re: Start\/stop buttons for timekeeping?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381643#Comment_381643","dateInserted":"2023-06-21T21:39:49+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-21T21:40:12+00:00","dateAnswered":"2023-06-21T21:18:20+00:00","acceptedAnswers":[{"commentID":381638,"body":"
\n \n https:\/\/trackingtime.co\/time-tracking-for-smartsheet\n <\/a>\n<\/div>✅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>. 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":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":468,"urlcode":"resource-management","name":"Resource Management"},{"tagID":553,"urlcode":"timekeeping","name":"timekeeping"}]},{"discussionID":106723,"type":"question","name":"Is there a way to arrange data in a Metric Widget?","excerpt":"On my Dashboard, I have 3 metric widgets displaying metrics from 3 different departments via summary data from a sheet. 1 of the 3 widgets displays the information in an ABCD order while the other 2 display it in a DABC order. How can I reorder the data so that it is consistent and in the order I want? I would not think…","categoryID":321,"dateInserted":"2023-06-21T19:10:27+00:00","dateUpdated":null,"dateLastComment":"2023-06-21T20:04:13+00:00","insertUserID":159618,"insertUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":159618,"lastUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":21,"score":null,"hot":3374753680,"url":"https:\/\/community.smartsheet.com\/discussion\/106723\/is-there-a-way-to-arrange-data-in-a-metric-widget","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106723\/is-there-a-way-to-arrange-data-in-a-metric-widget","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":106723,"commentID":381620,"name":"Re: Is there a way to arrange data in a Metric Widget?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381620#Comment_381620","dateInserted":"2023-06-21T20:04:13+00:00","insertUserID":159618,"insertUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+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":"2023-06-21T20:03:34+00:00","dateAnswered":"2023-06-21T19:42:26+00:00","acceptedAnswers":[{"commentID":381604,"body":"
If you hover over the data point, you should be able to grab the button on the right and click and drag it up and down.<\/p>
\n\n \n![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/IEPF8MV8BTLQ\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n
<\/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":292,"urlcode":"Dashboards","name":"Dashboards"}]}],"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":5394,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">