How to Build a Dashboard in Smartsheet | Metrics + Graphs in Smartsheet

How to Build a Dashboard in Smartsheet | Metrics + Graphs in Smartsheet | Project Dashboard Basics

Рет қаралды 48,489

Echolocity

Күн бұрын

Пікірлер: 21

@angmarbar11 Жыл бұрын

Thank you, I found this very helpful!

@echolocity Жыл бұрын

So glad to hear that! Thanks for the comment! We really appreciate it! All the best with your dashboard!

@asherahmed3679 9 ай бұрын

Very helpful👍🏻

@echolocity 9 ай бұрын

Awesome! Glad it was helpful!

@tolevelup 8 ай бұрын

This was VERY helpful !!! Can I purchase the reports/sheets/dashboards in this video?

@echolocity 8 ай бұрын

So glad it was helpful! At the moment we do not have reports, sheets, or dashboard templates available for purchase - but we do have a lot of free downloadable resources on our website! You can find those here: www.echoprojectmanagement.com/templates-worksheets

@glendanavarro658 Жыл бұрын

Thanks! very helpful. I noticed that you created other smartsheets with filtered data to show the right info like by "assigned to" to link them with the widgets, my question is: how do you keep those files updated if the original data is on the original/general Smartsheet? the idea is to keep the created dashboards automatically updated, isn't it? (hope you understand my question).

@echolocity Жыл бұрын

Hi @glendanavarro658 - dashboard widgets are made up of reports and metrics sheets, which pull from the data on the sheet(s) you're reporting from. Every time a change is made to a sheet, the reports automatically update, and therefore the dashboard is always current. Hope that helps - thanks for watching!

@ruteshrudra6320 Ай бұрын

Are we able convert from sheet to report directly

@echolocity Ай бұрын

You can pull a metric from a sheet, or you can do a chart from a report. Often times we will pull a metric from a sheet, but when you click on the metric widget on the dashboard have it open a report. Hopefully that answers your question, but if not, please provide a bit more context and hopefully we can help!

@anakalargyros7295 9 ай бұрын

Could you share formula used for Tasks/Activities due this week, next week, etc..

@echolocity 6 ай бұрын

We have several different approaches, including formulas, metadata sheets, etc. We will add this to our video request list, because it requires a bit more explanation. Thanks for the comment!

@mikes361 2 жыл бұрын

Good video but the guy with the green flannel shirt looks like he is ready to go off, Feeling ok today? lol

@echolocity 2 жыл бұрын

Thanks Mike! - Out of curiosity - do you think it is better to have the participants shown or do the stricter webinar and not show them and not have them able to speak up. We've gone back and forth. We like interaction with the audience - but we don't want it to be distracting!

@uzochukwuanakwenze4208 Жыл бұрын

@@echolocity Nice presentation. New to Smartsheet and this software is also new to my role as a Project Planner (we use P6, MS Project, ASTA). I think it's better to have everyone put off their cameras during the presentation and have them on when one has a question. Keep up the good works.