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Passing values from a report

I'm trying to create a Sight that shows a high-level overview of a portfolio of projects. If the user clicks in the widget within the Sight I'd like them to go to a more detailed report on the project that they selected but only the project they selected - not all the projects in the sheet. Is this possible? Thinking of looking at using a filter on the report but not certain how to grab the value that was clicked on.

Comments

  • Pam Alakai
    Pam Alakai Employee

    Hello,

    You will want to use themetric widgetto display the report values.

    TheMetricwidget allows you to display content from one or more cells in a sheet. After selecting this widget type, clickAdd datato choose the sheet and cells that contain the data you'd like to display and then clickOK.

    注意:如果你想显示我的数据n a grid format, you'll need to first create a report and use theReport widgettype.

    Once you've chosen the data to display, clickEdit Interaction (interaction is what happens when you click the widget ) and chooseOpen the source sheetoption. This will allow users to click on the widget and be brought to the detailed report. Please note that you will want to share the report and its source sheets for the user to be able to view the while sheet.

    Kind Regards,

    Pam

  • Hello,

    I found that if I add a hyperlink to a project/report/sheet in a report, and add that report to a sight, people can follow the link to the underlying project/report/sheet hyperlinked from the report.

    Hope it helps

    Randy

This discussion has been closed.
CHILDREN will only look at entries one level down. DESCENDANTS will look at all levels below current.<\/p>"},{"commentID":383208,"body":"

Thank you Carson, very helpful!<\/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":[]},{"discussionID":107090,"type":"question","name":"Calculate the # of months between 2 dates, with 1 date being static","excerpt":"Hi all, I am trying to insert a formula that will calculate the number of months (overlapping years) between two dates; 1) Requested Start Date, which is a data column on my sheet, and 2) 12\/1\/22 as a static date in every calculation. So far I have been able to create a basic formula that works, however, I had to create…","snippet":"Hi all, I am trying to insert a formula that will calculate the number of months (overlapping years) between two dates; 1) Requested Start Date, which is a data column on my…","categoryID":322,"dateInserted":"2023-06-29T15:55:21+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T18:11:28+00:00","insertUserID":158227,"insertUser":{"userID":158227,"name":"BristolCVN","url":"https:\/\/community.smartsheet.com\/profile\/BristolCVN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T18:17:59+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3376118209,"url":"https:\/\/community.smartsheet.com\/discussion\/107090\/calculate-the-of-months-between-2-dates-with-1-date-being-static","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107090\/calculate-the-of-months-between-2-dates-with-1-date-being-static","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107090,"commentID":383181,"name":"Re: Calculate the # of months between 2 dates, with 1 date being static","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383181#Comment_383181","dateInserted":"2023-06-29T18:11:28+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":"2023-06-29T19:12:29+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T17:24:10+00:00","dateAnswered":"2023-06-29T17:11:25+00:00","acceptedAnswers":[{"commentID":383158,"body":"

Try a DATE function:<\/p>

=(NETDAYS([Requested Start Date]@row, DATE(2022, 12, 1)<\/strong>) \/ 365) * 12<\/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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107082,"type":"question","name":"Automatic Update of Dropdown List?","excerpt":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet? I can create a helper sheet if that would help. Any ideas? I don't believe I have the premium Smartsheets plan. Thank you! Lori","snippet":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet?…","categoryID":322,"dateInserted":"2023-06-29T14:16:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T18:02:59+00:00","insertUserID":162337,"insertUser":{"userID":162337,"name":"maineL","title":"Admin. & Course Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/maineL","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!plNXqQdBs_o!2kvQ_7y42f4!PTHvB33mICN","dateLastActive":"2023-06-29T18:08:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"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":"2023-06-29T19:42:36+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":50,"score":null,"hot":3376116552,"url":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","format":"Rich","lastPost":{"discussionID":107082,"commentID":383175,"name":"Re: Automatic Update of Dropdown List?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383175#Comment_383175","dateInserted":"2023-06-29T18:02:59+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":"2023-06-29T19:42:36+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T14:52:00+00:00","dateAnswered":"2023-06-29T14:50:26+00:00","acceptedAnswers":[{"commentID":383100,"body":"

@maineL<\/a>,<\/p>

I haven't seen this possible without the use of a 3rd party integration. I don't believe it is supported natively in Smartsheet. The question comes up all the time though. <\/p>

BRgds,<\/p>

-Ray<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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