Applies to
- 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.
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 |
|---|---|
|
Display content from one or more cells in a sheet |
|
|
Real time chart based on a table of data from your sheet. |
|
|
Create a link or a list of links to specific URLs, files, or Smartsheet items. |
|
|
Any text string that you want to use for titles, instructions, updates, or any other type of text. |
|
|
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. |
|
|
Add a company logo, employee photos, or other images to your dashboard. |
|
|
Name your dashboard and better organize your widgets. |
|
|
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 |