Restricting view of a Dynamic View based on report



I'm wondering if there is a way to restrict view of a dynamic view with filter where the dynamic view is based on a report?

I'm using smartsheet report to generate aggregate data from multiple sheets and then I wanted to restrict views similarly to what I can do using sheet filters (Settings/General). However, reports don't have capability to store saved filters such as sheets so there is no option in Dynamic View Settings to restrict view with filter.

Is there any good workaround for this problem? Perhaps somehow generating the aggregate data in a sheet rather than a report?

Thank you in advance for any help!



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @tkaczoro

    I hope you're well and safe!

    Wouldn't it work if you set the conditions in the report to mirror what the filter does?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • tkaczoro

    Hi @Andrée Starå,

    Thanks for your response, hope you are well too!

    Unfortunately, it wouldn't. This is because I want to create multiple dynamic views from the same aggregate report, each with different view restriction. As I'm thinking about scaling, it could potentially be many dynamic views in future.

    I will probably need to create those dynamic views based on individual sheets that make up the aggregate report. However, given that dynamic views don't allow to change source sheet (!), I will need to be re-creating several dynamic views per each new individual sheet I will be adding to the system in future.

    Best regards,