Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

A Licensed user with sheet Owner or Admin permission can add or edit dashboard widgets.
 

Widgets for Smartsheet Dashboards

Dashboards begin as a blank canvas, but take shape as you add interactive widgets to them.

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

A Licensed user with sheet Owner or Admin permission can add or edit dashboard widgets.
 

For the basics on how to create and edit a dashboard, visit our Create and Make Changes to a Smartsheet Dashboard article.

    There are eight widget types to customize and arrange however you want to create the view that works best for your needs.

    Type

    Description

    Metric

    Display content from one or more cells in a sheet

    Chart

    Real time chart based on a table of data from your sheet.

    Shortcut

    Create a link or a list of links to specific URLs, files, or Smartsheet items.

    Rich Text

    Any text string that you want to use for titles, instructions, updates, or any other type of text.

    Report

    Display a report in your dashboard. Users shared to the dashboard don't always need access to the underlying sheets to see the content of the report.

    Image

    Add a company logo, employee photos, or other images to your dashboard.

    Title

    Name your dashboard and better organize your widgets.

    Web Content

    Add interactive content to your dashboard, such as Tableau charts, Smartsheet Forms, YouTube videos, and more.

    With the chart, metric, and report widgets you will be able to add live data from sheets and reports to a dashboard. Your ability to add data using these widgets depends on your sharing permissions to the sheet or report, as well as the dashboard. 

    Before you can add data to a dashboard with:

    • A metric widget or a chart widget, you must first have access to the sheet that you want to reference. 
    • A report widget, you must first have access to a report. 
    • A web content widget, you must first have access to the source application where the data exists.

    Here's a table to help show you what permissions are needed to add data to a dashboard.

    Widget that you want to add

    Permissions that you need on the source item

    Report

    Report: Owner or Admin

    Metric

    Sheet: Owner, Editor, or Admin

    Chart

    Sheet: Owner, Editor, or Admin

    Web content

    Varies based on the source application

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