Line Chart - Sheet Structure for multiple values

Daniel Barrett
Daniel Barrett ✭
inFormulas and Functions

Hi All

I've searched for a solution but again, being so used to just being able to select columns and rows in spreadsheet apps I'm really struggling with creating a line chart which has several columns of data I need to turn into a single visual for my dashboard

I want to show the number of tasks raised by MONTH for each Account (see example below and apologies for the mansplaining of the dimensions/metrics, just trying to avoid confusion)

Month = X Axis

Count of Task = Y Axis

Account = Line (by account)

SS Example.PNG

The Task column isn't all that relevant as I just want a count of tasks by account by month so I can show the trend for each but I genuinely have no idea how to structure the data in Smartsheet to achieve this

I've tried to create another sheet to COUNTIFS the instances but I'd rather it come directly from this sheet so when new instances are added the chart updates automatically

Annnd, I've not yet fully learned how to use summaries to create Dashboard items and don't really know where to begin with that

Again any videos, support and/or guidance would be greatly appreciated

Thanks

Dan

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Double check your cross sheet references. Make sure they are all single columns by clicking on the appropriate column header.<\/p>


<\/p>

When doing this, give the sheet a little time to load before selecting the column. Sometimes moving too fast allows you to select a column header before the sheet fully loads in the creator window. Then when the sheet does finally completely load in, the selection automatically reverts to the home cell (top right corner). This happens to me quite a bit when I am in a hurry.<\/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"}]},{"discussionID":106940,"type":"question","name":"IF cell CONTAINS one\/two\/three different values, return corresponding values","excerpt":"Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria \"Consolidation\", \"Reduction\", \"Termination\", \"New\" Currently the formula works for single values with the following formula =IF([Type of Project]@row = \"Consolidation\", \"🝢\",…","snippet":"Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria \"Consolidation\", \"Reduction\",…","categoryID":322,"dateInserted":"2023-06-27T09:24:42+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:11:45+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":"2023-06-27T20:08:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":53,"score":null,"hot":3375727587,"url":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106940,"commentID":382505,"name":"Re: IF cell CONTAINS one\/two\/three different values, return corresponding values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382505#Comment_382505","dateInserted":"2023-06-27T12:11:45+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+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\/Q6RJIERQGF1Y\/screenshot-2023-06-27-at-10-22-29.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-27 at 10.22.29.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T10:17:00+00:00","dateAnswered":"2023-06-27T10:12:21+00:00","acceptedAnswers":[{"commentID":382490,"body":"

Hi @Sam Swain<\/a>,<\/p>

You should be able to use this formula to accomplish this:<\/p>

=IF(HAS([Type of Project]@row, \"Consolidation\"), \"🝢\", \"//m.santa-greenland.com/community/discussion/80805/\") + IF(HAS([Type of Project]@row, \"Reduction\"), \"︾\", \"//m.santa-greenland.com/community/discussion/80805/\") + IF(HAS([Type of Project]@row, \"New\"), \"○\", \"//m.santa-greenland.com/community/discussion/80805/\") + IF(HAS([Type of Project]@row, \"Termination\"), \"⨷\", \"//m.santa-greenland.com/community/discussion/80805/\")<\/p>

Example output:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - if there are any issues etc. then just post! ☺️<\/span><\/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"}]},{"discussionID":106930,"type":"question","name":"Help with date formate","excerpt":"I have my months extracted from a date column using =Left(EISD@row,2) I need a formula to evaluate my month column, if it's 01-06 it returns an S, if its 07-12 (or <=7) then it returns an F.","snippet":"I have my months extracted from a date column using =Left(EISD@row,2) I need a formula to evaluate my month column, if it's 01-06 it returns an S, if its 07-12 (or <=7) then it…","categoryID":322,"dateInserted":"2023-06-26T22:42:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:53:54+00:00","insertUserID":157924,"insertUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":157924,"lastUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":27,"score":null,"hot":3375690965,"url":"https:\/\/community.smartsheet.com\/discussion\/106930\/help-with-date-formate","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106930\/help-with-date-formate","format":"Rich","lastPost":{"discussionID":106930,"commentID":382517,"name":"Re: Help with date formate","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382517#Comment_382517","dateInserted":"2023-06-27T12:53:54+00:00","insertUserID":157924,"insertUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+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":"2023-06-27T12:53:24+00:00","dateAnswered":"2023-06-26T23:07:25+00:00","acceptedAnswers":[{"commentID":382460,"body":"

Assuming your result will only ever be 01-12, this should do the trick. The VALUE() function may not necessarily be needed, but I'm not sure what type of date you are pulling the month information from and it isn't going to hurt anything.<\/p>

=IF([Month Column]@row <> \"//m.santa-greenland.com/community/discussion/80805/\", IF(VALUE([Month Column]@row) < 7, \"S\", \"F\"))<\/p>

Replace [Month Column] with your 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":[]}],"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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