Dynamically Filter and Drill Down Smartsheet Data with Huddle

Smartsheet Dashboards Are Powerful - Until You Need to Drill Down

Smartsheet dashboards deliver exactly what leaders need: clear visibility into portfolio health, system performance, and critical metrics. They excel at providing the high-level reporting view that keeps teams aligned and executives informed.

But what happens when your team needs to go deeper? That's where Huddle adds an invaluable layer to your Smartsheet experience.

Huddle creates pages that offer easily filtered, drillable, and searchable sheet content. Working alongside Smartsheet's powerful dashboards, Huddle gives your users direct access to the underlying data in a relational fashion. Now your team can seamlessly move from executive-ready visualizations to granular, actionable insights all without leaving the Smartsheet ecosystem you already trust.

Why Filters (and Drill-Downs) Matter

A dashboard is only as good as the questions it can help you answer. While Smartsheet provides robust dashboards, Huddle enhances this foundation by transforming filtering into a live, interactive experience—where every dropdown, search, and sort reveals deeper insight:

• Real-time filtering based on live sheet data
• Auto-generated filter values (no manual dropdown lists needed)
• Search + sort across columns with zero configuration
• Click-to-drill into detail pages powered by linked sheets
• Cross-sheet filtering that mimics relational databases
• Multitenant views tailored for different users or teams

How Smart Filters Work

Pain Points: "I want to filter dashboards by region, type, status—but it's a pain to maintain filters manually." "I can't drill into what's behind a number without opening the sheet directly." "There's no way to tie data across sheets in one view."

Smartsheet handles: Sheets, reports, dashboards, widgets, metrics, and automations—the powerful foundation of your data ecosystem.

Huddle adds: A visual filtering layer that complements Smartsheet's capabilities—plus drill-down pages that turn any row into a portal of related data.

Huddle's filtering can be enabled for any column in your Smartsheet. Once selected, Huddle automatically creates dropdown lists using your existing column data, giving users the power to dynamically filter through sheet rows. Best of all? Your team never has to manually update filter dropdown values—Huddle keeps everything in sync with your live Smartsheet data.

How it works:

1. Start with a Sheet – Leverage any Smartsheet you already use (projects, assets, deals) in Huddle.
2. Make it a Module – Huddle respects your Smartsheet structure while adding built-in filter + search UI.
3. Column-based Filters – When your Smartsheet contains text or dropdown columns, Huddle auto-generates dynamic filters using unique values.
4. Live Filtering – Your end users enjoy Smartsheet's data with on-the-fly filtering—no manual lists to maintain.
5. Drill-Down Pages – Clicking into a Smartsheet record opens a page with relational data: linked contacts, teams, tasks, work orders—whatever is tied to that item.
6. Cross-Sheet Lookups – These pages pull in live, filtered data from related sheets, extending Smartsheet's power into a simple relational system.

Examples in Action:

• Find a location - see all open work orders tied to it. Filtering also works in Map view
• Look up a deal - see associated contacts, company info, and notes
• Click on a project - instantly view team members, tasks, and timelines

No scripting. No database. Just your Smartsheet data, visualized with enhanced structure and drillability.

Smartsheet gives you the powerful foundation. Huddle gives you the search + filter power. Together, they bring your data to life—filterable, drillable, and cross-connected. No extra work required.