Use Lookup Field in Charts
Nate Montgomery @ SmartSuite
Merged in a post:
Adding look-up, roll-up and every field in Dashboard Widget
R
Rémy L
Hi there, I talked with Emma about one of my problem and I think it could be a great upgrade in Dashboard when we use Link Records.
The most important thing is Look-Up Field. I want to choose a look-up field based on a single list options to create a donut diagram.
Here's my case:
We manage investment funds and each fund is "hosted" by a a different big company.
But we create another special fund hosted in all companies.
When our sales team create an new reservation for this fund they link a contract (in other solution in our smartsuite). And in this contract we can see the company.
So I need to create a donut diagram to analyse how many reservation we have in each company of this specific fund.
Jon Darbyshire
Thank you for posting, Rémy L! I have a few more questions for you:
- Can you provide more details about the data fields available in the contract linked to the reservation?
- What other types of visualizations or data representations would be useful for you in the dashboard?
- Are there any other specific functionalities you would like to see in the dashboard related to the management of investment funds?
R
Rémy L
Hi there Jon Darbyshire,
Yes of course, the field that I want to use is another link record.
- I have my company table with all companies (and we can add others when we create a partnership)
- I choose one of the company in my contract table when I create a new contract
- And finally I link a fund reservation in the contract
So I would like to have in my dashboard, the ability to choose a look-up field in my reservation fund record linked to the contract and based on my companies table.
I don't know if this sound clear to you.
For instance, everything is good.
Thank you for all your questions ;)
Jon Darbyshire
Hello Sarah Humphries! I have a few more questions for you:
- Can you provide a specific example of a scenario where you would like to use lookup fields in charts?
- What kind of data are you trying to visualize using the lookup fields in charts?
- How do you envision the functionality of using lookup fields in charts improving your user experience?