Add single "Metric" option to widgets (Dashboards)
complete
C
Christina Preston
Enable users to use formulas and/or filters to display a specific value from a chart.
For example, lets say I have a database of people who RSVP'd to my party with either a "Yes" or "No" response (let's call this database "Party RSVPs". I want to be able to display both the "Yes" and "No" responses separately on my dashboard. To do this, I should be able to customize two separate Metric widgets, with the first displaying the total count of all all records from "Party RSVPs" that responded "Yes", and the second widget showing total count of "No".
It would be nice to also have the ability to use formulas to derive at a value that can be displayed with the option of pulling from multiple databases. For example, let's say I want to combine the total cost from two different databases, I would be able to do so simply by selecting from a multi-select list of all my databases, then subsequently selecting a value (or field of choice from both databases) to Sum or Count.
Salesforce dashboards has this feature so I am sharing a screenshot of how it can be incorporated with the other widgets. The image is not related to my personal example.
Jon Darbyshire
complete
We have added a new widget type of Summary Card that provides this capability.
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Federico Gonzalez
Jon Darbyshire When will it be available to users? I don't see that widget type available in the Dashboard
Jon Darbyshire
Federico Gonzalez Sorry about that, as I forgot this has not been released to all customers until he end of the month. I am happy to provide early access to you now. Please send me an email (jon@smartsuite.com) with your workspace name and we will enable this for you.
Jon Darbyshire
in progress
Jon Darbyshire
Great to hear your perspective, Christina Preston! I have a few more questions for you:
- Could you provide more details on how you envision the formula creation process for the Metric widget?
- Would you like the ability to save and reuse these formulas across different widgets or dashboards?
- Can you share more about how you would like to select and combine data from multiple databases?