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Dashboard Data Filtering
Hello,
I have created a dashboard that collects results from a scorecard that is designed to be filled out by periods (12months), quarters (1, 2, 3,4) and year to date. Is it possible to create a filter on the dashboard where you can select to view information being displayed by either the period or quarter? If yes how does one go about doing this? Any assistance would be much appreciated.
Thank you.
MONICA BUENDIA
Re: Syncing Smartsheet calender with Outlook
Hello John - While in the calendar view, click on the Publish Calendar to iCal (on the toolbar to the left). At the bottom of the Publish Options menu, click the button for iCal (Calendar) to enable. From here, you can select “Add to my calendar” which will add the calendar to your computers default calendar application (such as Outlook) or you can copy the .ics link into Outlook or any other calendar application that supports .ics links.
Here’s more information on publishing calendars: http://help.smartsheet.com/customer/portal/articles/775707-publishing-a-smartsheet-calendar-to-ical
Travis
Re: Count & Sum Distinct Values based on Criteria | COUNT(DISTINCT(COLLECT(...) | Returning 1 ???
The problem is the mix of data types in the serial number column. You will need to add a helper column (can be hidden after setting up) that converts every row within that column into text and then reference this in your formula.
=[Serial #]@row + ""
=[Column Name]@row plus quote quote
Paul Newcome
Re: Repeated reminders for no response to update request
Yes! You could set up an automation that's triggered by a date (ex. every day)...
Then use Condition Blocks in your workflow to filter what to send.
Then every day the workflow will check to see if the Due Date column either has a Due Date that's Today or in the Past, but the Status is not Complete. This way your users will either need to push the date forward or change the Status to Complete.
Let me know if this makes sense and will work for you!
Cheers,
Genevieve
Genevieve P.
Re: Is there a way that we can get kids signed in?
Hey @fennerb
What I would do in this situation is actually use a completely separate sheet.
- Have one column with all the names listed (copy/pasted from your original sheet with all the data).
- Have another column that houses the checkbox
Then you can use a formula from your source sheet to look into this checkbox sheet and return either a value (e.g. "Checked in") or another checked box in this sheet, too.
=IF(COUNTIFS({Name Column}, Name@row, {Checkbox Column}, 1) >0, "Checked In")
Cheers,
Genevieve
Genevieve P.
Re: Date within Next 5 Business Days
@KRH_SFO You need to incorporate a WORKDAY function.
=IF(AND([Due date]@row <= WORKDAY(TODAY(), 5), [Due date]@row >=TODAY()), 1)
Paul Newcome
Re: How to combine two rows of non-numerical Data?
Have you tried adding in a space when adding the two names together?
=First@row + " " + Last@row
Paul Newcome
Re: how to sort filtered data?
Creating a report for each time you want to filter a sheet is pretty inefficient. Filtering and then sorting is available in Excel (even the online version) and MS Project (also the less robust online version) so seems like something most users are accustomed to doing. Hopefully this is coming soon!
Re: COUNTA alternative in Smartsheet
You are dead on with the concept... you only missed it with parentheses.
=IF(SUM([AR]@row:[AT]@row) > 0, IF(OR(ISBLANK([AU]@row), ISBLANK([AV]@row)), "Please enter review reason and detailed explanation", IF( COUNTIFS([AR]@row:[AT]@row, NOT(ISBLANK(@cell))) > 1, "Please enter one type of increase recommendation only", IF(NOT(ISBLANK([AW]@row)), [AW]@row / [V]@row))), 0)
Carson Penticuff
Re: COUNTA alternative in Smartsheet
You are correct in that COUNTA is not present in Smartsheet. You can use COUNTIF, as you mentioned, though I prefer to use COUNTIFS instead. There is also no IFS, so to cover multiple cases, we must nest several IF statements. Will you be setting these up as column formulas? If so, here is the equivalent of the first formula. Since Smartsheet references column names instead of alphabetic references, you will have to replace the column references with your actual column names.
=IF(SUM([AR]@row:[AT]@row) > 0, IF(OR(ISBLANK([AU]@row), ISBLANK([AV]@row)), "Please enter review reason and detailed explanation", IF(COUNTIFS([AR]@row:[AT]@row, NOT(ISBLANK(@cell))) > 1, "Please enter one type of increase recommendation only", IF(NOT(ISBLANK([AR]@row)), ROUND([AR]@row * [V]@row, 0), IF(NOT(ISBLANK([AS]@row)), ROUND([AS]@row * [U]@row, 0), IF(NOT(ISBLANK([AT]@row)), ROUND(([AT]@row - [AL]@row) * [U]@row, 0)))))), 0)
Carson Penticuff