Learning Track
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
Licensed users with Admin, Owner, Editor-can share, or Editor-cannot share permission on the sheet can view and edit Work Insights.
Work Insights automatically analyzes and visualizes your sheet's current and historical data. Work Insights can help answer questions like these:
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.
There are two types of filters:
Filters can have multiple values.
To apply a filter:
If you want to delete a filter you created, select Filters >
.
You can move blocks around in the Work Insights pane or in full-screen view.
Consider building a chart widget instead.
Smartsheet refreshes your Work Insights data every 24 hours. New or modified data appears in the next refresh cycle. The date and time of last refresh appear at the very top of the Work Insights pane.
Work Insights supports only these column types: