How to add a new chart to your Sheetgo dashboard
The Sheetgo dashboard feature lets you present the data from your workflows in a clean environment. After you've built your first dashboard you can always go back and add new information to make it more complete and precise. You can add new charts, data tables, and an indicator to highlight a specific number or result.
All the information that you show in your dashboard is being pulled straight out of your spreadsheets. This means that, when the spreadsheets are updated the information inside your dashboard will also be updated.
To add new information, you first need to open your dashboard, you can find the Dashboard on the left side menu, right below the Forms.
Once you've opened your dashboard, you can click on the + Add chart on the menu at the top right corner and start adding new information to your dashboard.
After clicking on the + Add Chart a dropdown menu will appear showing the three types of information you can add to your dashboard, a new chart from your sheets, a data table, and an indicator.
Add chart from sheets
If you need to add new charts to your dashboard you can click on the Add chart from sheets icon which will open the add chart box. From there you just need to select which new graph you want to add to the dashboard, select, and click on Add to dashboard. The new graph will appear at the top of the dashboard and from there you can move it to the position that you need it to be.
Add a data table
Aside from graphs, you can also show in your dashboard a table extracted directly from your spreadsheets. To do this click on Add a data table, and you will see the box below, you can give your table a title and then select the file where the information you want to highlight is located.
When you click on Select file, Sheetgo will show only the spreadsheets that are already connected to your workflow.
After selecting the spreadsheet you will need to specify if you want to show a Data range or a Named Range. If you choose a Data range you need to select the tab and write down the range of cells that you want to show.
If you select Named Range, you will need to have a named range already saved in your spreadsheet.
To save a named range in your spreadsheet, select the cell range that you want to save.
After selecting the cell range, go to Data and then Named ranges. Give your range a name and click Done.
With a range saved, go back to your Dashboard, click on the circular arrow, which will synch the newest information, and then your saved range will appear on the dropdown menu. Select it and click on Insert data table.
The new data table will appear at the top of your dashboard.
Add an indicator
You can also add specific data to be highlighted as an indicator in your dashboard. To do this, click on Add an indicator. Give your indicator a proper name and select from which spreadsheet the data will be pulled.
After selecting the spreadsheet, select the tab where the data is and specify which cell you want to highlight. When you are done click on Insert indicator.
The data from the cell you've selected will be shown at the top of your dashboard and from there you can edit and change its position.
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