Dashboard Widget show only Current User information

latheobald89201
latheobald89201 ✭✭
edited 03/24/21 inFormulas and Functions

I am wondering if there is a way to set up a Metric or Chart in Dashboard that will show only the data that applies to the current user.


Example: Metric Widget is set up to show all lines on a sheet that are open vs lines that are closed for a team of 7.

Is there a way that the chart would just show Team member 1 the metric's that apply only to them etc?


This chart shows all team members.

Screen Shot 2021-03-23 at 8.43.37 PM.png


Thanks

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Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @latheobald89201

    Hope you are fine, this feature is avalible on the report & report widget in the dashboard only as i know please reade the following article it will help you to understand how you can do it.

    Control Widget Content When Source Is From a Report

    PMP Certified

    [email protected]

    www.mobilproject.it

    ☑️Are you satisfied with my answer to your question? Please help the Community by marking it as an( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@latheobald89201

    I hope you're well and safe!

    What is the reason that you want to show in that way? Security, Convenience, or something else?

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • latheobald89201
    latheobald89201 ✭✭

    @Andrée StaråThis would allow my staff to see how many open items they have on a work list. By having to do this through the report option on the Dashboard means showing the actual report on the dashboard. Its become very cluttered. Pick below. My idea would be to put on the dashboard you have X open items and Y closed items in this category so they know there are items to be processed.


    Below is a snapshot of the current state of my dashboard. This is a repository for lots of information and we are using it as a work production site. What is coming and going. The 4 boxes in the lower section of this image could be replaced with a metric of open or closed items and since you cant actually change the data right here on the dashboard you have to go to the report to make any changes clicking on the metric chart would open the corresponding report. Seems like a cleaner way to make up the dashboard less down scrolling. Which is why Im trying to get away from showing reports here.

    Screen Shot 2021-03-24 at 11.04.53 AM.png
    Screen Shot 2021-03-24 at 11.05.03 AM.png


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@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/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":106886,"type":"question","name":"Risk and Opportunity Matrix - IF\/AND Statements","excerpt":"Hello, I am trying to utilize a Risk & Opportunity Matrix to assign priority levels to risks and opportunities. I am using this formula to try to do this but I keep getting an #INCORRECT ARGUMENT. Does anyone know why? I even tried a test with only one IF\/AND statement to see if it works and I still get the same message.…","categoryID":322,"dateInserted":"2023-06-26T13:58:31+00:00","dateUpdated":"2023-06-26T14:10:30+00:00","dateLastComment":"2023-06-26T15:19:16+00:00","insertUserID":162759,"insertUser":{"userID":162759,"name":"sophiaashepard","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/sophiaashepard","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T15:30:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162759,"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":"2023-06-26T15:19:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3375581867,"url":"https:\/\/community.smartsheet.com\/discussion\/106886\/risk-and-opportunity-matrix-if-and-statements","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106886\/risk-and-opportunity-matrix-if-and-statements","format":"Rich","lastPost":{"discussionID":106886,"commentID":382299,"name":"Re: Risk and Opportunity Matrix - IF\/AND Statements","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382299#Comment_382299","dateInserted":"2023-06-26T15:19:16+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":"2023-06-26T15:19:24+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/AXPIZGR6E5VK\/matrix-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Matrix.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:30:19+00:00","dateAnswered":"2023-06-26T15:19:16+00:00","acceptedAnswers":[{"commentID":382299,"body":"

Looks like you are forgetting to close out your AND function(s).<\/p>

=IF(AND(.......), <\/strong>\"Critical\")<\/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":106881,"type":"question","name":"Calculate % complete with Date Range and Today's date","excerpt":"Hello community, I need a formula to return % Complete based on a start - end date range and today's date. So for example: Date Range: 06\/18\/23 - 06\/30\/23 Today's date: 06\/26\/23 As there are 12days in this date range, and today's date is day 8 out of 12, the percentage complete would be 66.6% Thanks in advance!","categoryID":322,"dateInserted":"2023-06-26T11:40:17+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T15:14:49+00:00","insertUserID":143463,"insertUser":{"userID":143463,"name":"Sam Swain","url":"https:\/\/community.smartsheet.com\/profile\/Sam%20Swain","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T15:15:08+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":"2023-06-26T15:19:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":44,"score":null,"hot":3375575706,"url":"https:\/\/community.smartsheet.com\/discussion\/106881\/calculate-complete-with-date-range-and-todays-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106881\/calculate-complete-with-date-range-and-todays-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106881,"commentID":382293,"name":"Re: Calculate % complete with Date Range and Today's date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382293#Comment_382293","dateInserted":"2023-06-26T15:14:49+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":"2023-06-26T15:19:24+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":"2023-06-26T13:50:37+00:00","dateAnswered":"2023-06-26T13:24:44+00:00","acceptedAnswers":[{"commentID":382268,"body":"

=MAX(MIN((TODAY() - Start@row) \/ (Finish@row - Start@row), 1), 0)<\/p>


<\/p>

This does the percentage:<\/p>

(TODAY() - Start@row) \/ (Finish@row - Start@row)<\/p>


<\/p>

This caps it at 100%:<\/p>

MIN(..............., 1)<\/p>


<\/p>

This keeps it from going negative for future tasks:<\/p>

MAX(..............., 0)<\/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"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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