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How to create your Sheetgo dashboard
How to create your Sheetgo dashboard

Get started with the dashboard feature

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over a week ago

Sheetgo dashboards allow you to gather in one place the graphs that exist within all spreadsheets in a workflow. Presenting this data in an alternative setting enables you to concentrate on the provided information, making it easy to share and analyze.

Check this blog article if you want to learn more about the benefits of using a dashboard to show your data.

You can use the Sheetgo dashboard feature to create a visual summary of the information in your workflow, you can also easily share and download the dashboards giving you control over how this data is distributed.

File compatibility

Dashboards are available for workflows that use Google Sheets with at least one chart in them. The chart can either be located on the source or destination file.

Creating the dashboard

To create your dashboard, first open the Sheetgo app. Select which workflow you want to use as the base for your dashboard and open it. On the sidebar find the "+" icon and click on the New dashboard option.

Selecting the chart

When you click Create dashboard a new dialog box will appear. In the left corner, you will find all the spreadsheets that are connected to the workflow. If you select one of the spreadsheets, you will find a card for each chart that exists in the spreadsheet.

To create your dashboard you just need to select which charts you will use by clicking on the checkbox at the top right corner of each card. In your dashboard, you can select charts and graphs from different spreadsheets inside the same workflow. This enables you to see an overview of the information that may be dispersed across your spreadsheets.

You can check how many charts you have selected and how many spreadsheets are at the bottom left corner of the dialog box.

When you are ready, click on Create dashboard, at the bottom right corner.

If the spreadsheet doesn't have a chart in it you will be invited to create one. The link that appears on this box will take you to your spreadsheet where you will be able to add a chart to the document.

After that, your dashboard will be created showing all the charts you've selected. This lets you focus only on relevant information.

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