Use Work Insights to visualize your data

Applies to

Smartsheet
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Anyone with Admin, Owner, Editor-can share, or Editor-cannot share permission on the sheet can view and edit Work Insights.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Work Insights automatically analyzes and visualizes the current and historical data in your sheet. Work Insights can help answer questions like “How many items are In progress? How many new tickets have been opened week over week? How long does it take on average for tickets to go from open to resolved?”

Use Work Insights to display: 

  • Column snapshots: View rows on a specified day, broken out by a set of column values. For example, how many work items does each team member have? 

  • Total new rows added each day/week/month:  For example, how many new requests did you get this week? 

  • The number of rows across two column values. For example, how many high-priority issues did the sales department submit? 

Use the links at the top of each Work Insight to change the column, value, or time displayed.

To access Work Insights: 

  • On the right feature bar, select Work Insights .

Using filters 

You can use filters to further refine your Work Insight. 

  1. In the top right corner of each Work Insight block, select the filter icon.
  2. Enter your criteria and then select Apply. 
  • To delete a filter, select the filter icon and then, select delete. 

Add a new Work Insight

To add a new Work Insight:

  1. At the top right of the Work Insights pan, select + New Insight.
  2. Select Column Snapshot, Time Series, or Cross Tabs.
  3. The insight will be added at the bottom of the panel.  Adjust the settings as needed to display the data you want to see. 

 

 

Work Insights FAQs

Can I add Work Insights to a Dashboard?

Consider building a chart widget instead. 

I added a row, why didn’t the count change in Work Insights?

Smartsheet refreshes your Work Insights data every 24 hours. New or modified data will appear in the next refresh cycle. The date and time of last refresh appear at the very top of the Work Insights panel.