New Graph functionality

Hi,

We have been pining after graph functionality for a while in smartsheet and thought the latest release may have addressed this.

Could anyone suggest a way to address the following (please see attached picture)

We would like to add a target line to a bar graph to visually see where employees are over allocated.

The picture attached was made in excel but demonstrates what we would like to do in smartsheet.

Any suggestions?

Steve

Chart Example.png

Comments

  • Chris McKay
    Chris McKay ✭✭✭✭✭✭
    edited 04/16/18

    Hi Stevie,

    Unfortunately, I cannot think of a way to accomplish exactly what you're looking to do in Smartsheet Graphs. But the following might be a potential workaround.

    As per the images below, you'll need 3 additional columns in your resource data set apart from your Resource Allocation (which I've namedActual):

    1. AnAllocation %column with this formula:

      =IF(Actual1 < 1, Actual1, 1)
    2. ARemaining %column with this formula:

      =IF([Allocation %]1 < 1, 1 - [Allocation %]1, 0)
    3. AnOver allocation %column with this formula:

      =IF(Actual1 > 1, ABS(1 - Actual1), 0)

    This will look at yourActualallocation value (i.e. the real amount allocated) and if it is less than 100%, it will use that value inAllocation %and populate theRemaining %column with the deficit to total up to 100%. IfActualis more than 100%, it will mark theAllocation %column as 100% and move the remainder (i.e. the over allocation) to theOver allocation %列。

    Now you just need to create a Stacked Bar graph and change the colours to what you feel is appropriate t create something that looks like the attached example graph.

    I know it's not perfect, but I'm hoping it will be enough.

    Kind regards,

    Chris McKay

    Screen Shot 2018-04-16 at 10.00.56 pm.png

    Screen Shot 2018-04-16 at 10.00.38 pm.png

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Nice Chris.

    Craig

  • Thanks Chris,

    I think that is probably my best bet at the moment.

    It looks good and I wonder if traffic light colours could work well for added impact.

    Thanks for the suggestion

    Steve

  • Chris McKay
    Chris McKay ✭✭✭✭✭✭

    My pleasure Stevie. Glad it provided something to use as a baseline.

    I don't mind developing these sorts of workarounds, as I use them in my day to day too. Your requirement was certainly something that I could potentially require myself.

    Kind regards,

    Chris McKay

Hi Dear Andrée Starå<\/strong><\/a><\/p>

Thank you so much for your solution!<\/p>

It can work, but more like a compromise way. Editing on a report is less convenient.<\/p>

It would be better for me to set access right to each column.<\/p>

But that can also work for now, thanks a lot.<\/p>

By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"

@流风回雪<\/a> <\/p>

Excellent!<\/p>

Happy to help!<\/p>

I agree. Great idea! That would be a great addition to Smartsheet features.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Haha!, No, I'm not a bot! 🤣<\/span><\/p>

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":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":107057,"type":"question","name":"Forms URL query String, IS there a limit to how many queries can be used?","excerpt":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five fields to populate, but no more than that. =\"https:\/\/app.smartsheet.com\/b\/form\/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=\" + [Part Number]@row +…","snippet":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five…","categoryID":321,"dateInserted":"2023-06-28T20:33:16+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:14:35+00:00","insertUserID":162197,"insertUser":{"userID":162197,"name":"cjg","title":"Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/cjg","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T12:18:18+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":"2023-06-30T12:55:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":22,"countViews":93,"score":1,"hot":3376125171,"url":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":107057,"commentID":383306,"name":"Re: Forms URL query String, IS there a limit to how many queries can be used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383306#Comment_383306","dateInserted":"2023-06-30T12:14:35+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":"2023-06-30T12:55:57+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\/0T7JFZO9ETN7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T15:53:55+00:00","dateAnswered":"2023-06-29T15:20:18+00:00","acceptedAnswers":[{"commentID":383113,"body":"

@cjg<\/a> <\/p>

Excellent!<\/p>

You're more than welcome!<\/p>

Here's an excellent helpful article detailing the special characters that might need to be used to make the form work.<\/p>

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":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":1},{"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":204,"urlcode":"Forms","name":"Forms"}]},{"discussionID":107086,"type":"question","name":"Converting a date in a text type to Date type","excerpt":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\" column is a text\/number field. I want to convert this to DATE and put in the \"Date as DateType\" column. is there a way to do it?","snippet":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\"…","categoryID":321,"dateInserted":"2023-06-29T15:24:02+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":64466,"lastUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3376108452,"url":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","format":"Rich","lastPost":{"discussionID":107086,"commentID":383133,"name":"Re: Converting a date in a text type to Date type","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383133#Comment_383133","dateInserted":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T21:02:20+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/P0PQ2RQRRSC5\/date-conversion-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Date conversion.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T16:09:01+00:00","dateAnswered":"2023-06-29T15:45:28+00:00","acceptedAnswers":[{"commentID":383125,"body":"

You will need to make sure your [Date as DateType] column is formatted as Date. This also assumes your [Date as Text Type] column is always in the same format. (Starts with full 10 digit date)<\/p>

=IF([Date as Text Type]@row <> \"//www.santa-greenland.com/community/discussion/comment/\", DATE(VALUE(LEFT([Date as Text Type]@row, 4)), VALUE(MID([Date as Text Type]@row, 6, 2)), VALUE(MID([Date as Text Type]@row, 9, 2))), \"//www.santa-greenland.com/community/discussion/comment/\")<\/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":5432,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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