Setting up Dashboards in Sheets

Created by Advaith R, Modified on Thu, 16 Oct at 10:18 PM by Advaith R

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The "Overview" tab is a customizable dashboard designed to provide a high-level view of your sheet data. It allows you to transform complex information into an easy-to-understand format by displaying key metrics as numerical cards and generating various charts, such as bar charts and line charts, to visualize data distribution and trends. This feature helps you get at-a-glance insights from your information, making it an essential tool for data visualization.

  1. Navigate to the Overview Tab: In your sheet, click on the 'Overview' tab.

  2. Add a Widget: You will see options to 'Add custom card', 'Add custom chart', or 'Add pivot table.

  1. To Create a Custom Card: Cards are widgets designed to display a total or average of a column field, offering a quick and clear way to view important project metrics at a glance.

    • Select 'Add Card'.

    • Name Your Card: Give your card a concise and descriptive name.

    • Choose a field for card::Choose the primary source for the data you want to display on the card, This refers to the Column you want to display

    • Choose the Aggregation Type: Select type of the aggregation, ie Count, Sum or Average value.

    • Add a Unit (Optional): Specify a prefix or suffix (e.g., $, hours, %) to provide context for the numeric value.

    • Add Filters (Optional): Apply conditions to filter the data and display only the relevant information

    • Click 'Create' to add the card to your overview.

  1. To Create a Custom Chart:

    • Name Your Chart: Give your chart a clear, descriptive name.

    • Choose a Sheet Tab: Select the primary source for your chart's data. 

    • Select a Chart Style: Choose the visual style that best represents your data, such as Bar, Pie, Line, or Donut. (We only support bar chart at the moment)

    • Configure the X-Axis: Select the column you want to use for the horizontal (X) axis. Based on your selection, additional filter options may become available to refine your data.

    • Configure the Y-Axis: Select the column you want to use for the vertical (Y) axis. 

    • Add Filters (Optional): Apply additional conditions to filter the data and display only the information you need.

  1. To create a pivot table

    • Select a Data Source:Choose the tab from the sheet for the table. Your options include:

    • Select Values: Choose the field you want to display as the values in your pivot table

    • Select Columns: Choose the field you want to display as columns in your table.

    • Select Rows: Choose the field you want to display as rows in your table.

    • Once all columns are added, click create pivot.



Note: Picklists will be displayed along the X-axis (horizontal axis), while numerical values will correspond to the Y-axis (vertical axis).

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