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,

    Andrée Starå - Workflow Consultant / Get Done

    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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Categories

Hi @Darla Brown<\/a> <\/p>

I hope you're well and safe!<\/p>

Has anything in the sheet changed? Any formulas in the cells? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅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":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":50,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":"

Hi Dear Andrée Starå<\/strong><\/a><\/p>

Thank you so much for your solution!<\/p>

It can work, but more like a compromise way. Editing on a report is less convenient.<\/p>

It would be better for me to set access right to each column.<\/p>

But that can also work for now, thanks a lot.<\/p>

By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"

@流风回雪<\/a> <\/p>

Excellent!<\/p>

Happy to help!<\/p>

I agree. Great idea! That would be a great addition to Smartsheet features.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Haha!, No, I'm not a bot! 🤣<\/span><\/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":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":107109,"type":"question","name":"Bridge Workflow - Runs with no Errors but doesn't copy data to column. Am I missing modules?","excerpt":"I have a Bridge Workflow that is set up to copy data from a row\/column to the same row\/different column. The workflow runs with all module steps \"SUCCEDED\". However, the end result is not copied in my Smartsheet's target column. Its blank. Am I missing a module or module steps to complete the copy routine? -- Here's a…","snippet":"I have a Bridge Workflow that is set up to copy data from a row\/column to the same row\/different column. The workflow runs with all module steps \"SUCCEDED\". However, the end…","categoryID":343,"dateInserted":"2023-06-29T21:27:54+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T15:01:40+00:00","insertUserID":148855,"insertUser":{"userID":148855,"name":"cabbsman","url":"https:\/\/community.smartsheet.com\/profile\/cabbsman","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!88cq90f5xTs!8sDpd7uL9Ps!kj4X4avpgGN","dateLastActive":"2023-06-30T15:02:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-30T16:35:39+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3376213174,"url":"https:\/\/community.smartsheet.com\/discussion\/107109\/bridge-workflow-runs-with-no-errors-but-doesnt-copy-data-to-column-am-i-missing-modules","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107109\/bridge-workflow-runs-with-no-errors-but-doesnt-copy-data-to-column-am-i-missing-modules","format":"Rich","tagIDs":[369],"lastPost":{"discussionID":107109,"commentID":383333,"name":"Re: Bridge Workflow - Runs with no Errors but doesn't copy data to column. Am I missing modules?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383333#Comment_383333","dateInserted":"2023-06-30T15:01:40+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-30T16:35:39+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/G9744765U09U\/screenshot-28106-29.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot (106).png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T14:52:58+00:00","dateAnswered":"2023-06-30T11:53:00+00:00","acceptedAnswers":[{"commentID":383292,"body":"

Hi @cabbsman<\/a> <\/p>

It looks like you're using the Update Column module, which would update column properties<\/em> (e.g. what elements appear in a dropdown list to select, or changing it to a Contact type of column). <\/p>

Instead, use <\/strong>Update Row<\/strong> (see here)<\/a><\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

You'll want to add the Data Reference from your Get Row call to input the Sheet<\/strong> and the same Row ID<\/strong>.<\/p>

Then under Cells<\/strong>, use the Key to identify the column and the Value can be pulled from the Run Log of your Get Row module. <\/p>


<\/p>

Let me know if that makes sense and works for you!<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]}],"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":5434,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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