Best Of
Re: Is there a way to create 2 Reports from one Sheet with different formatting?
Hi @BTO84
You're right that in Smartsheet, Calendar View coloring is set at the sheet level, not at the report level. Because of that, if you need two different color schemes (Division for managers vs Approval Status for payroll), here's a clean method:
First, it's important to know:
- Calendar View colors are based on the Primary Column.
- A sheet can only have one Primary Column, which means you can't change the Calendar display title between two different reports if they are both built from the same sheet.
- Also, Copy Row automation only moves the row once — it doesn't keep the two sheets synced if the original changes later.
Because of this, the best solution is to create a second sheet and link the data between them using cross-sheet formulas, not just copying rows.
Here’s the step-by-step:
In your Original Sheet:
- Add a System Column (Auto-Number type) called "Row ID".
- This automatically gives every row a unique ID automatically.
Create a second sheet for Payroll:
- Copy the sheet structure (Save as New) to keep the same columns.
- In the second sheet, use cross-sheet formulas to pull live data from the original sheet into the necessary columns, matching by the Row ID.
- Set the Primary Column differently if needed (for example, use "Name - PTO Used" as the title in the second sheet).
Now you can apply separate Calendar View setups:
- In the Original Sheet, apply conditional formatting based on the Division for the Manager Calendar.
- In the Payroll Sheet, apply conditional formatting based on the Approval Status for the Payroll Calendar.
Finally, build two reports:
Manager PTO Calendar Report (based on the Original Sheet): Title is "Name - Division", colored by Division.
Payroll PTO Calendar Report (based on the Payroll Sheet): Title is "Name - PTO Used", colored by Approval Status.
This way, each Calendar View is independent, the formatting fits the audience, and any updates to the original data automatically flow through to the second sheet using cross-sheet formulas — without having to manually recopy rows or set up complicated automations.
Formulas
[Name - Divistion] =IFERROR(INDEX({sample_time_off_requests_original Name-Divison}, [Row ID]@row), "")
[Start Date] =IFERROR(INDEX({sample_time_off_requests_original : Start Date}, [Row ID]@row), "")
[End Date] =IFERROR(INDEX({sample_time_off_requests_original : End Date}, [Row ID]@row), "")
[PTO Used (# of hours)] =IFERROR(INDEX({sample_time_off_requests_original : PTO Used}, [Row ID]@row), "")
[Approved?] =IFERROR(INDEX({sample_time_off_requests_original : Approved?}, [Row ID]@row), "")
Re: Rename labels when using custom colours
You can use a separate sheet with formulas containing cross sheet references.
Put the desired labels in one column and in the next column a COUNTIFS to count how many are for that color.
Paul Newcome
Re: April Question of the Month - Join the conversation and receive a badge
Since Everyone is sharing their fav. items at their desks, Here is my crazy setup - Left to Right (Construction Office)
Julie Becker
Re: Table view initial release is now generally available for all customers!
Hi @Trang Turtletraxx - If you opt-in a sheet for larger sheet capacity, and it exceeds 20,000 rows or 500,000 cells in table view, it cannot be switched back to grid view. Please read our help article, Large-scale sheets in table view, for more details.
Hi @MPath - Currently, you need to switch to grid view to add images to a cell. While this functionality isn't currently supported in table view, it is on our roadmap.
Hi @Heather White - Yes, please go to our Introduction to table view help article to see a video highlighting new table features and setup. I also recommend this other help article for more in-depth details on setup.
Lekshmi Unnithan
Re: Table view initial release is now generally available for all customers!
Yes - we do all the time. And we run DataShuttle from Table view.
Darla Brown
Re: Table view initial release is now generally available for all customers!
@Darla Brown - You won't lose any automations or other features by switching to Table view. It's just like switching to any other view (like Board or Timeline). In fact, you can even access and manage automations directly from Table view. The situation where automations are not supported is if you explicitly opt-in (via request) for larger scale sheets and add more than 20,000 rows to your sheet. Automations are not supported beyond that scale, but that support is coming in the future. Cheers!
Re: Grid View - Default Values
You would need to use a Change Cell automation if new rows are being added directly in the sheet. If new rows are being added via form, you can set the default values there and then hide the fields within the form.
Paul Newcome
Re: What view are you? Share your story and claim your badge
As a Marketing Operations Specialist, I am mainly working in Table View. Since this does provide a real-time collaboration, it just makes sense for me. It's more efficient for me because there are a lot of moving parts and deadlines.
Thumphrey
Upcoming Smartsheet User Group Sessions
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