New Data Not Automatically Added to Charts

Shawn R
Shawn R ✭
edited 12/09/19 inSmartsheet Basics

How do I (if possible) get my charts to automatically update with new information that's been added to the sheet?

I currently have a sheet that has a scoring system based on a 0-100 percentage. When I created the chart I selected all the columns I wanted and included all 5 line entries. It charts just the way I want it to, however when someone uses the web form to enter new data, that new data is excluded from the chart and I have to manually edit the chart and select the new data.

Is there an option for the charts to automatically include new lines of data and update? Or does this have to be done manually everytime?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Shawn,

    You'll have to include the whole column(s) with the data that you want in the chart.

    I hope this helps you!

    Best,

    她名叫Stara -工作流顾问/完成

    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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  • Shawn R
    Shawn R ✭
    edited 05/10/18

    I believe I am doing that. Here you can see I have the columns selected.

    However when new lines of data are entered the chart does not change. When I go to edit data, it only includes the lines that were already present when the chart was created.

    Is there a special way I need to select the columns?

    EDIT: Screenshots uploaded. Apparently I cannot add them into the post itself

    Capture.PNG

    Capture2.PNG

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  • Shawn R
    Shawn R ✭

    Not really sure why my responses on here are disappearing, perhaps its because I am trying to attach images. I'll do my best to explain whats happening.

    我有a sheet that summarizes scores of different audits. What we are looking to do is create charts that give us an idea of how we are trending on the performance of the audits, so multiple line entries are needed in order to compare past to present data.

    When I go to the sights page and click add widget, I add a chart. It then prompts me to select a sheet. So I select my summary sheet. Then it forces to to highlight a block of data to report on. I cannot just merely select columns. So I select all of the data.

    Then when I edit the charts I click the select columns option and select the two columns I want to report on. At this point, everything is the way I want. However, when new entries are submitted to the sheet the chart excludes those entries and has the highlighted data that I originally selected.

    What I am hoping to accomplish is to just select the columns I want to report on so when new data is submitted the chart can update.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Shawn,

    If I'm not mistaken I think that you need to use a report to be able to select the columns. Another way to do it is to use cell linking or cross sheet formulas.

    Best,

    Andrée

    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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  • Shawn R
    Shawn R ✭

    Yup, that works. Thanks for the help!

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Best,

    Andrée

    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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You will need to make sure your [Date as DateType] column is formatted as Date. This also assumes your [Date as Text Type] column is always in the same format. (Starts with full 10 digit date)<\/p>

=IF([Date as Text Type]@row <> \"//www.santa-greenland.com/community/discussion/comment/\", DATE(VALUE(LEFT([Date as Text Type]@row, 4)), VALUE(MID([Date as Text Type]@row, 6, 2)), VALUE(MID([Date as Text Type]@row, 9, 2))), \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":107081,"type":"question","name":"Users having issues with accessing published sheets","excerpt":"HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing has changed with these published. Yesterday for one user, I deleted their account and re-added. Once he accepted the invitation, he was able to…","snippet":"HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing…","categoryID":321,"dateInserted":"2023-06-29T14:13:17+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T14:47:23+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-29T14:43:46+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3376099840,"url":"https:\/\/community.smartsheet.com\/discussion\/107081\/users-having-issues-with-accessing-published-sheets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107081\/users-having-issues-with-accessing-published-sheets","format":"Rich","tagIDs":[219,223],"lastPost":{"discussionID":107081,"commentID":383099,"name":"Re: Users having issues with accessing published sheets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383099#Comment_383099","dateInserted":"2023-06-29T14:47:23+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/BO5O2K273I0W\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T14:45:56+00:00","dateAnswered":"2023-06-29T14:43:11+00:00","acceptedAnswers":[{"commentID":383094,"body":"

Does your company use Single Sing-On? There were some updates that took affect yesterday. I wonder if maybe that is affecting things since it seems to be an issue with being part of the company's account.<\/p>


<\/p>

\n \n https:\/\/community.smartsheet.com\/discussion\/106673\/important-be-aware-of-upcoming-changes-to-microsoft-sso-one-time-permissions-consent-required\n <\/a>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":223,"urlcode":"Publish","name":"Publish"}]},{"discussionID":107057,"type":"question","name":"Forms URL query String, IS there a limit to how many queries can be used?","excerpt":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five fields to populate, but no more than that. =\"https:\/\/app.smartsheet.com\/b\/form\/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=\" + [Part Number]@row +…","snippet":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five…","categoryID":321,"dateInserted":"2023-06-28T20:33:16+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T19:18:57+00:00","insertUserID":162197,"insertUser":{"userID":162197,"name":"cjg","title":"Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/cjg","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T19:22:36+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":18,"countViews":61,"score":1,"hot":3376061833,"url":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":107057,"commentID":383201,"name":"Re: Forms URL query String, IS there a limit to how many queries can be used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383201#Comment_383201","dateInserted":"2023-06-29T19:18:57+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/0T7JFZO9ETN7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T15:53:55+00:00","dateAnswered":"2023-06-29T15:20:18+00:00","acceptedAnswers":[{"commentID":383113,"body":"

@cjg<\/a> <\/p>

Excellent!<\/p>

You're more than welcome!<\/p>

Here's an excellent helpful article detailing the special characters that might need to be used to make the form work.<\/p>

✅Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":1},{"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":204,"urlcode":"Forms","name":"Forms"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5430,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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