How do I update the pie chart summary of a project in Lucid?

Hi ​@Amanda.Pierce.HS1 

Charts can be dynamically linked to Smart Containers, enabling automatic updates when card information changes.

• To get this going as you expect, cards must use consistent fields, such as status or tags, and the chart must be configured to pull data from these fields.
• Also, if cards are added without using the template's structure or if fields are not used consistently, the charts will not update automatically, requiring manual adjustments.

It's essential to add cards through the Smart Container's built-in options, maintain consistent use of tags and statuses across cards, and verify the chart's data settings to ensure it references the correct fields.

To learn more on the context - Dynamic Shapes w/ Smart Containers in Lucidchart | Community

A relevant post discusses the behavior of data-linked shapes within Smart Containers, a concept that parallels your goal of tracking progress through cards and charts. This post sheds light on how dynamic components within Smart Containers respond to data, a principle that applies across board.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Hi ​@Amanda.Pierce.HS1, thank you for posting in the community! To confirm, have you replaced the data set linked to the Smart Containers with one of your own?

In addition to the information Huma shared above, I recommend checking out the following Help Center articles for more information about these features: 

• Visualize data with Smart Containers
• Visualize data with dynamic shapes

Feel free to let us know if you have any questions - we are happy to help! 

I am not sure? I took that template I linked, then used the cards to fill in what I needed. I think I’m confused on where I need to replace the data set...

Hi ​@Amanda.Pierce.HS1, thank you for following up! You should be able to do this by clicking the smart containers’ frame, which will open up the right contextual panel. From there, click the ‘Replace Dataset’ button and select the dataset you’d like to use for your smart containers. I’ve attached an example screenshot below: 

Would you mind giving this a try and let me know if you have any trouble with replacing the data set? This Visualize data with Smart Containers article has more details on how to best use this feature. 

I hope this helps. Please feel free to let me know if you have any questions! 

Is the best way to manage this an excel sheet that I upload? I am currently manually creating the little white rectangle cards and filling them in. 

If an excel file is easier to manage it with and I just upload that every week, I can do that too. I was just trying to keep it all within the lucid document and not have another document to manage.

Hi ​@Amanda.Pierce.HS1, thank you for following up and sorry for the delayed reply! I recommend using a dataset with both the Smart Container and Dynamic Shapes which also includes data-linking. If you have enabled two-way sync with Microsoft 365 Excel, changes made in Excel will be automatically reflected in Lucid - this means you wouldn’t need to constantly re-upload the data. 

Would you mind sharing more details about your use-case? This will help us determine the best method for you. 

Feel free to let me know if you have any questions! 

Hi ​@Leianne C , I am not tracking in excel. I am only use the cards from that template. 

I was trying to avoid using excel to track, I wanted to keep it all in Lucid.

Is best practice to create a file and track that way? My goal was to do 1 main page of “My Projects” then various sheets for each project….

Ideally I’d like to get the current projects to summarize the other sheets but if not I want each of the sheets to summarize tasks on that sheet….

The one with my picture shows an example of the Approvals tab...I want to do something like that for each project but I don’t know how to get the white cards to pull into the summary.

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