Smartsheet Dashboard Tutorial - Learn As I Build One From Scratch!

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Күн бұрын

Join me in this Smartsheet Dashboard Tutorial where I show you exactly how to build a dashboard and some tips for creating and managing them in Smartsheet!
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Пікірлер: 92

@ProperProjectManagement 11 ай бұрын

🚀 Finally create impactful, insightful Smartsheet Dashboards with my (discounted) course 👉 properprojectmanagementtraining.teachable.com/p/smartsheet-dashboard-training-course

@Osadia02 2 жыл бұрын

This was exactly the help I was looking for and you moved at a great speed that allowed me to easily follow along. Thanks!

@ProperProjectManagement 2 жыл бұрын

Thanks so much for the kind words Cicely. So pleased to hear it was useful for you.

@garthh71 2 жыл бұрын

This was BEYOND helpful! So simplified and gave me a great jumping off point to further develop my skills with smartsheets!

@ProperProjectManagement 2 жыл бұрын

Hello Sue. So pleased to hear that and thanks for dropping a kind comment. All the best with Smartsheet!

@aishaboldon2276 2 жыл бұрын

I was so stuck and this helped alot! I had no idea we needed calc sheet to populate dashboard. Thanks so much!

@ProperProjectManagement 2 жыл бұрын

You're very welcome Aisha! Thanks a lot for dropping a comment :)

@eddietate4102 2 жыл бұрын

Without a doubt this was the best Smartsheet video I've ever watched!! I'm progressing through the learning process, and I need more of these tutorials to bring it to life. The brief videos they produce are great for introduction, but not much beyond that. I will search to see if you have more. Thanks!

@ProperProjectManagement 2 жыл бұрын

Thank you so much Eddie, great to hear it. If you are interested, I have also just released my full dashboard training course: properprojectmanagementtraining.teachable.com/p/smartsheet-dashboard-training-course

@mindymackenzie8464 Жыл бұрын

Just brilliant!! Thanks so much! Simple, straightforward and got me going in the right direction.

@ProperProjectManagement Жыл бұрын

Great to hear! Thanks so much Mindy.

@ryanfosler3819 2 жыл бұрын

Very helpful for putting together a basic dashboard. Will definitely use some of this information in the future to build my own!

@ProperProjectManagement 2 жыл бұрын

Thanks so much Ryan. Appreciate the kind words. Take care and all the best for your future dashboards :)

@jillesposito8826 2 жыл бұрын

This tutorial is so helpful! The pacing is perfect.

@ProperProjectManagement 2 жыл бұрын

I'm so glad! Thanks Jill!

@donovangumbo388 2 жыл бұрын

I just got started with SS, this is definitely going to make me look good at work.. Thank you, super helpful. Subscribed!

@ProperProjectManagement 2 жыл бұрын

Thank you for the kind words Donovan. Hopefully it helps in your role. All the best with Smartsheet!

@TimothyHaggerty-xd1il Жыл бұрын

very well done! I learned a lot in only 35 minutes..thank you!

@ProperProjectManagement Жыл бұрын

Pleased to here it. Thanks for the kind words. All the best

@KDubbsTnT Жыл бұрын

SUPER SUPER HELPFUL!!!! Thank you. This is EXACTLY what I needed and looking for. Call yourself my SS guru and trainer from now on.

@ProperProjectManagement Жыл бұрын

Fantastic! So pleased to hear it was so useful!

@matthewhagen4794 Жыл бұрын

This has been my to to video as I continue to develop a dashboard for my team. Thanks

@ProperProjectManagement Жыл бұрын

Great to hear it, thanks Matthew

@user-rp4hw6ux4y 9 ай бұрын

You dont have any idea how this video helped me on my work. THank you so much!

@ProperProjectManagement 8 ай бұрын

That's amazing to hear, thanks for letting me know :)

@ralphfigueroa759 Жыл бұрын

This was perfect. Easy to understand.

@ProperProjectManagement Жыл бұрын

Thanks Ralph; glad it was useful for you

@saravanansubramaniam4803 Жыл бұрын

Sharing knowledge is great in life. This training is awesome. Thanks you very much for your time and effort.

@ProperProjectManagement Жыл бұрын

My pleasure! Such a nice comment to read, thank you.

@dmcdmc6141 Жыл бұрын

Extremely helpful video! Thank you!!! 😊

@ProperProjectManagement Жыл бұрын

Thank you, pleased to hear it :)

@sameerbhattarai9702 11 ай бұрын

This was useful and you clearly showed proper way to create a dashboard

@ProperProjectManagement 11 ай бұрын

Great to heat it :)

2 ай бұрын

Excellent information and tutorial, thanks and congrats for making things so clear!

@ProperProjectManagement 2 ай бұрын

You're very welcome!

@foxybark Жыл бұрын

Thank you for showing the remedy when things don't go as planned. Great vid.

@ProperProjectManagement Жыл бұрын

Pleased this video helped you, thanks for dropping a comment and letting me know.

@charmainethomas984 2 жыл бұрын

This was awesome. Thank you so much.

@ProperProjectManagement 2 жыл бұрын

Thanks, Charmaine. Pleased to hear it was useful :)

@sounilheeramun5731 Жыл бұрын

Excellent video - thanks!

@ProperProjectManagement Жыл бұрын

Glad you liked it Sounil!

@user-io3zg5ly6q 5 ай бұрын

very helpful. thanks

@ProperProjectManagement 5 ай бұрын

You're welcome!

@user-ri4qn9me8g 10 ай бұрын

Very helpful!!

@ProperProjectManagement 10 ай бұрын

Glad you think so!

@secretname9346 2 жыл бұрын

Thank you so much! I followed along and created my first dashboard. I did not have any info to add a report though.

@ProperProjectManagement 2 жыл бұрын

Very pleased to hear this. Congrats and well done! Thanks for dropping a comment.

@markmshahbandy2802 8 ай бұрын

Thank you so very much for the wonderful presentation.

@ProperProjectManagement 8 ай бұрын

You're Welcome Mark. Thanks for leaving a comment, glad to hear it helped you :)

@markmshahbandy2802 8 ай бұрын

@@ProperProjectManagement You are very welcome. Have you done a presentation about approval workflows on Smartsheet forms such as when to form is completed, and starts a workflow?

@popp-de-pop2812 Жыл бұрын

Excellent tutorial

@ProperProjectManagement Жыл бұрын

Glad you think so!

@PeoPeterson Жыл бұрын

Thank you!

@ProperProjectManagement Жыл бұрын

You're very welcome

@rea90 2 жыл бұрын

Hello this was very helpful- my biggest issue was organizing the data to create the dashboard.

@ProperProjectManagement 2 жыл бұрын

Thanks Javerea. That's right; data organization is the most important thing.

@Sarahclimatechange Жыл бұрын

Thank you so much! this is great. I've been using 'reports' to summerise data from my original sheet for dashboards. Is there any advantage to setting up a seperate calculation sheet?

@ProperProjectManagement Жыл бұрын

Great to hear it Sarah! It just keeps it organized and in my opinion easier to update. Less messy, for sure.

@emka8584 2 жыл бұрын

Hi, great tutorial. Do you happen to know if we can connect our power bi dashboards and displays it in Smartsheet Workspace or WorkApps?

@ProperProjectManagement 2 жыл бұрын

Thanks Emka. Good question; not too sure on this one. I don't think my organization has but that doesn't mean its not possible. Perhaps send Smartsheet support an email - that will let you know for sure.

@Miss.Jen. 2 жыл бұрын

Hi there! Wondering if you might be able to help with a calculation on my dashboard! Love your videos!

@ProperProjectManagement 2 жыл бұрын

Hello Jen. Sure, I can try to help; send me an email explaining the issue and I'll see what I can do!

@gabelopez781 2 жыл бұрын

Oi I'm absolutely knackered

@ProperProjectManagement 2 жыл бұрын

Hopefully in a good way!

@suchitrahanumiahgari2589 Жыл бұрын

Your videos are so helpful. I have a question, I created a dashboard for the projects and want all my team members to update the project status weekly. How do I ask them to update the weekly status in dashboard without going to multiple sheets.

@ProperProjectManagement Жыл бұрын

Hello Suchitra; thanks for your kind words. It depends how you set it all up. But a report could work here that pulls the multiple sheets together. Or you could use a widget that allows them to update the dashboard manually and centrally.

@dinas4681 Жыл бұрын

Question - can you use a built timeline sheet to create a report or does it need to come from the template sets? It may be a permissions issues, but I can't seem to pull my project plan in. Thanks.

@ProperProjectManagement Жыл бұрын

Hello. It's hard to tell without knowing the specifics but it does sound like you should be able to. Is the dashboard in the same workspace as the timeline sheet/report?

@blattfan 2 жыл бұрын

You offered to help if someone needed it at the end of this video. I have a project that I'm having trouble working through building a dashboard. How do I get in touch with you?

@ProperProjectManagement 2 жыл бұрын

Hi Thomas. I replied to one of your previous comments - please email me at: theproperprojectmanagement@gmail.com

@juanjoge 10 ай бұрын

Excellent video! Doubt Is it possible to filter by dates what is presented in the dashboard?

@ProperProjectManagement 10 ай бұрын

If I understand correctly this could be done via a report which then feeds the dashboard. But in order to filter further you'd need to edit the underlying report.

@dziggy983 2 ай бұрын

Can you make this kind of video but for Excell ? Thank you in advance.

@XGSPaBeRZz 8 ай бұрын

Do you have a copy of the sample data you use in your Data sheet? Want to follow along with the tutorial but difficult to do without that data set!

@ProperProjectManagement 8 ай бұрын

I don't readily available, unfortunately, sorry. There are tools you can find via google for "dummy data" you may be able to leverage...

@manojus9962 10 ай бұрын

Hi, I want to create project timeline gantt chart for various projects, is there any way I can upload my sheet and it will update the dashboard, as we do in PowerBi update data through sharepoint.

@ProperProjectManagement 10 ай бұрын

If I understand correctly and assuming your data sheet has the necessary columns/data you should be able to view a can't chart his the grid/sheet view and could display that on the dashboard

@biancakaye2721 2 жыл бұрын

when you went into set up Dashboard Tutorial under sheets--there was Dashboard Tutorial folder that provided the sheets needed to begin creating a dashboard. I did not see that in the options for templates to download.

@ProperProjectManagement 2 жыл бұрын

Hi Bianca. I set these up ahead of recording. Where were you looking for these specifically?

@biancakaye2721 2 жыл бұрын

@@ProperProjectManagement I figured it out. I listened to the beginning of the tutorial and you had mentioned it. I must have missed it the first time around. Thanks for assisting!!

@patrickcano2491 Жыл бұрын

What if I have multiple items in one collum and i want to make the same calculation?

@ProperProjectManagement Жыл бұрын

Can you please elaborate Patrick

@erichter66 9 ай бұрын

How do you put a link to a data entry form on the dashboard?

@ProperProjectManagement 9 ай бұрын

Hello Eric. You would need to create the data entry form first and foremost, obtain the link and then add this to the dashboard (or search for the form).