Create Chart Widget Using a Report (not a Sheet)
With the Dashboards, I am able to create charts from a sheet but not from a report (this requires using the report widget).
I collect weekly "submission date" data from 40+ people. I have created a report that shows when the submission is due, when it is submitted, and the number of days (plus or minus) between the two. I would like to create a line graph for each individual that charts the above and below zero data; however, I can't graph the data from my report.
If I add the tracking information to my sheet, will I a) be able to still pull a report from that sheet, and b) create a line graph showing each person's time differences? OR, is there a way to use the report I have already created from my sheet, and put that into a line graph?
Thank you!
Pam
Answers
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Sasan EmployeePam,
At this time the source data for a Chart needs to come from a sheet. A few alternative suggestions:
- Create a new sheet and use the new vlookup or cell link feature to reference your staff and their # of days respectively in two columns right next to each other (contiguous). Then select your range.
- If you have nonnumerical data between your staff names and the number of days, you can still select a contiguous range with the non-numerical data and the chart will be created only with your staff members and # of days. See example below.
Thanks
Sasan
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Pam Tadsen ✭✭✭✭✭
Hi Sasan,
Thanks for the suggestion. I'll give that a try!
Pam
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Sasan Employee
Pam,
We just released the new capability to select data from your Report. You can now select a Report you have access to and then in the chart preview panel you will find a new button called "Select Columns". You can then select specific columns in your Report you want to chart against. Hope this help.
Sasan
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Pam Tadsen ✭✭✭✭✭
Wonderful news, Sasan - thank you! I can't wait to take it for a test drive!
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Did you guys take out this option? I'm looking for the way to display just selected columns from my report.
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I don't see any options on how to select specific columns froma report either
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Genevieve P. Employee AdminWhen you're selecting the source data, the whole report will be selected.
The option to then only select specific columns is within the Chart Widget window, under the headingChart & Data.(See here for more information on Chart Widgets).
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Jo-Ann Turning ✭✭✭When I select a REPORT to use for a Chart Widget- it is selecting the entire report (it is not letting me select the columns of that report that I would like to chart)... I have probably 20 columns on the report and it looks like it will only allow me to chart these 3 shown below?? any ideas how I can actually see the entire list of columns. If I click edit - it takes me back to report that I selected for the chart but it is completely selected and "frozen" it will not move in any way to allow me to select or unselect columns. Thanks for your quick help and advice!
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Andrée Starå ✭✭✭✭✭✭I hope you're well and safe!
When you're using a Report as the source, unfortunately, you can't make any change to the range. The whole Report will always be selected.
Regarding that, you only see three columns.
Strange!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or somemore screenshots of the Report?(Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Genevieve P. Employee Admin
Are you using the Grouping and Summary functions on this chart, but only for those three columns? If you want to map the row data and not the Grouped/Summarized data, I would suggest creating a Duplicate chart that does not have Summary turned on. Then you should be able to select any of the columns visible in the Report.
Let me know if this makes sense or describes your issue!
Cheers,
Genevieve
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markh10 ✭
So each different Chart, I would need a separate Report?
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Genevieve P. Employee Admin
Hi@markh10
Can you clarify what type of charts you're looking to create, and how your source data if formatted?
You can create multiple charts off of one single Report, using different columns from that same source data in each chart if that helps.
Cheers,
Genevieve
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markh10 ✭
I don't know how to select columns to create a chart.
When I open up the report file (subset of the master sheet), all the columns/fields are selected to be charted.
It seems that if I want other columns to be charted then I would have to create another report file with just those columns.
Maybe a separate problem but with the report I created and tried to use the Chart Widget, Add Data, I get "Selected data cannot be charted. Please select a new range." This is from a report I created with only 3 columns, 184 rows.
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Genevieve P. Employee Admin
Hi@markh10
You're correct that the Report will be selected in its entirety when you identify your source item, however after you've selected this, in theChart Widget configurationyou can then identifywhichcolumns from that Report you want to display. This means that new rows added to the Report will automatically be included in your Chart for those columns!
一旦你建立你的第一个小部件,您可以笨人ly copy/paste the widget (without needing to re-select your same source Report) and adjust the columns that each Chart has included.
In regards to the error message you're seeing, it sounds like perhaps all the columns you selected may only have Text associated with them (and no numbers to show in a chart). Could that be the case? It would be helpful to see screen captures of your source data, but please hide sensitive information.
Cheers,
Genevieve
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markh10 ✭
这是错误的屏幕截图。
Categories
<\/p>
You can just include a blurb that says that they are acknowledging by submitting within the Approval automation.<\/p>
<\/p>
You can set up an update request automation as a reminder that they need to enter their initials if they submit but didn't the first time.<\/p>
<\/p>
The last option I can think of that would truly make it required is a bit complex but possible. The first step is to create an \"approval sheet\". This sheet will have the same fields in it that you need to send in the approval request and a form created to match.<\/p>
<\/p>
You would then take the base form URL and drop it into a formula on the original sheet that allows you to basically generate a custom form on each row that will have the row data prefilled when someone clicks on the URL in that row. Since you can make form fields required, this will give you the ability to require their acknowledgement prior to them submitting their approval.<\/p>
<\/p>
Send this custom form URL through an alert and instruct the users to click the link to open the approval form.<\/p>
<\/p>
The form entry would populate the \"approval sheet\", but you can use formulas with cross sheet references to pull the appropriate data back over to your original sheet.<\/p>
<\/p>
If that last option sounds like something you would be interested in, fell free to let me know, and I will try to pull together a few links to help you get started building the formula.<\/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":300,"urlcode":"Email Notifications","name":"Email Notifications"}]},{"discussionID":108166,"type":"question","name":"Synchronization of Smart sheet and Outlook Calendar","excerpt":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to get the time and the content of the appointments on the Smart sheet to reflect in Outlook Calendar?","snippet":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to…","categoryID":321,"dateInserted":"2023-07-27T07:37:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T00:35:35+00:00","insertUserID":144305,"insertUser":{"userID":144305,"name":"Kenji","url":"https:\/\/community.smartsheet.com\/profile\/Kenji","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A2lcx_I5Ojw!m8kqn54NZSs!obOvPtLS1JT","dateLastActive":"2023-07-28T01:52:05+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":"2023-07-28T00:53:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3380949796,"url":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","format":"Rich","lastPost":{"discussionID":108166,"commentID":387721,"name":"Re: Synchronization of Smart sheet and Outlook Calendar","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387721#Comment_387721","dateInserted":"2023-07-28T00:35:35+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":"2023-07-28T00:53:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"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\/9CM5AMI8BDNA\/02.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"02.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T21:02:03+00:00","dateAnswered":"2023-07-27T08:24:09+00:00","acceptedAnswers":[{"commentID":387453,"body":"
I hope you're well and safe!<\/p>
Unfortunately, it's not possible now, but it's an excellent idea!<\/p>
Here's a possible workaround or workarounds <\/strong><\/p>
- You can join multiple values together. I recently did this in a client solution so they could see the client name + the time it was booked for.<\/li>
- Doing something more advanced with 3rd-party integration, Zapier, or the Smartsheet API might be possible.<\/li><\/ul>
Would any of those options work\/help? <\/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>
I hope you're well and safe!<\/p>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>
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