This section describes how to display the information of the currently logged-in user on a dashboard that requires login, such as an internal portal.
The point is the filter of the report, "Current User "Is to use.
Reasons to pick up showing logged-in users
In Japanese groupware etc., the user who is currently logged in may be displayed on the in-house portal or department portal.I'm not sure how practical this is, but the dashboard maker wants to see if, for example, My Tasks is displayed on the portal and the display is tailored to the logged-in user. It may be convenient for you.
On the other hand, there are the following important points as a function of Smartsheet, so I will introduce them as tips.
Smartsheet features needed to explain
- Employee information sheet that is the basis of the report
- Report filter
- Especially how to use "Current User"
- How to paste a report to the dashboard
Employee information sheet that is the basis of the report
The report, and even the dashboard beyond it, first needs the underlying sheet.
Apart from pasting images, text, or web content in dashboards, Smartsheet requires all the underlying information to be placed on the sheet.You also need to put logic such as automation on the sheet.
Here, prepare an employee list like the image below.
The point is that the column attribute provides a contact column.After that, add the name, affiliation, job title, etc. as appropriate.
Report filter
You can use filters to select the information to display in the report.
As a reminder, in the report, we will control the information displayed as follows.
- Select the sheet to display
- Select columns to display
- Filter selection of rows to display
Here, select the sheet of the above employee list as the sheet to be displayed, select the name, job title, affiliation, etc. as the columns to be displayed, and finally, the row to be displayed is the email of the currently logged-in user. Select based on the address.
If you create a sheet for the employee list for each department, you will have to select multiple sheets.In that case, if the column names and attributes of each sheet are the same, the same columns can be displayed.
How to use "Current User"
View login user information on the dashboard
The point of this explanation is "Current UserHowever, if you follow the link and look at the help page, you can understand it, but if you use it as a filter even in a Japanese environment,Current UserI have to select, but since the translation is "current user", many people may not know how to use it. (I'll make a request to Smartsheet to improve this point.)
https://help.smartsheet.com/ja/articles/504659-using-filters-to-show-or-hide-sheet-data
"For example, if you create the Current Users filter as a share, you can quickly see the tasks assigned to each collaborator on your sheet. To create the Current Users filter as a share. See "Viewing Assigned Tasks". "
If you select the contact column as the filter as above and select the "one of the following" type filters, you will see "Current UserCan be selected to display the rows where the currently logged in user and contact values match.
View My Tasks (tasks assigned to logged-in users)
This time I showed you how to use Current User to display information about the currently logged in user in the dashboard portal, but more typically, as you can see in the help above, "[Current User. ] To create a filter as a share, you can "View assigned tasks".My taskIt is used to display.
How to paste a report to the dashboard
This is how to paste the report to the dashboardHelp articleI think it's enough, so I'll just attach the image.
Viewer mode settings
More important is the "viewer mode" setting for dashboard reports.
Make sure to select "User-specific perspective" as in the example above.
As a result, "the content that can be displayed to the user is based on the content shared by each user", and the content filtered by Current User will be displayed.
By the way, the link in the top dashboard image is a public dashboard, so even if an unshared user opens it, the logged-in user's report will not be displayed.
Summary
This time, I summarized it from the perspective of "displaying information on the currently logged-in user on a dashboard that requires login, such as an in-house portal".Using Current User to filter reports"Is likely to have various uses, such as the display of My Task mentioned above, so I would like to cover it in another article.