How to Set Up a Dashboard in Smartsheet
Click +Add Widget again, and select the Metric widget to display key values or metrics from the underlying sheet. Click the Add Data button in the upper left hand corner. Search for your desired sheet, or scroll through all the available sheets and reports and select which one to pull data from. Select the cell value or values you want to display in your dashboard, then click OK.
Another thing we asked ourselves was: how do I create a dashboard in Smartsheet?
Some think that click the Menu icon (upper-left corner of the Smartsheet window), then click the Solution Center (plus) icon. In the left panel, click Create, and select the Dashboard tile. Type a name for your dashboard and then click OK. A new, blank dashboard appears. Click Add Widget at the top of the pane to add data to your dashboard.
The next thing we wondered was, how to create a store opening dashboard in Smartsheet?
To get started in Smartsheet dashboards, navigate to the + icon in Smartsheet and click Create. Select Dashboard from the list. Name your dashboard. We’ll call ours Store Opening Dashboard.
One way to consider this is Open your dashboard in Smartsheet. Go to the pencil icon in the upper-right corner of your dashboard. Click on the “+” icon on the right sidebar. Choose “Title” from the list of widgets. Type in your dashboard’s title. Click anywhere outside the title to save it.
What are the benefits of a Smartsheet dashboard?
With a Smartsheet dashboard, you not only get real-time visibility into essential resources and critical data, but you also see the status of the business via important metrics. Such metrics include critical key performance indicators (KPIs) that enable users to make better business decisions, faster.
What’s new in the Smartsheet app?
The new navigation menu will give you continuous access to your most recent items, your favorites, the Home screen, and the Solution Center. The Solution Center is the place to kick off your new work: click on its icon when you want to download templates, create new Smartsheet items from scratch, or import data.
Where can I find more information about Smartsheet plans?
For more information about plan types and included capabilities, see the Smartsheet Plans page. Learn how to work at scale with content, projects, dashboards, and WorkApps. Licensed Owners and Admins can create or edit a dashboard, including adding widgets to it.
How do I create a new sheet in Smartsheet?
Look at the very bottom of your Excel workbook to see if you have multiple tabs . Import the workbook into Smartsheet once to create a new sheet, as described above. Go back to the Excel file and move a different tab into the left-most position by clicking on it and dragging it to the left.
Can you create tabs in smartsheet?
Smartsheet does not allow multiple tabs per sheet like Excel and Google Sheets do. Though they are a spreadsheet their system has a lot more stuff happening on the backend.
Do I need multiple tabs for Smartsheet?
Once the sheets are imported to your account, you can use cell linking to link cells between sheets. Yes, multiple tabs for Smartsheets are essential – even if it is limited to 5-10 tabs. It is the one most annoying feature about Smartsheet that always makes me want to use Excel.
Import the workbook into Smartsheet once to create a new sheet, as described above. Go back to the Excel file and move a different tab into the left-most position by clicking on it and dragging it to the left. Save the Excel file, and import it to Smartsheet again.
Click Add Shortcut… in the top left-hand corner. *Now you have the option to link a URL, attach a live link to a file, or connect to another Smartsheet workspace. In this example, we’ll link to two Smartsheet workspaces – a Contractor Performance dashboard as well as a Financial Performance dashboard.
How do I add a chart to my dashboard?
On the right rail, click the + button. Or select Chart from the Add Widget dropdown in the Edit menu. From the Add Widget box, select Chart. Before you can select your chart, you must first select your data.
How do I build a dashboard?
How to Build a Dashboard 1 Go to your Dashboard sheet and click Insert. 2 In the Charts section, click the bar chart icon and select the second option.