How to place a Sheet Link in a Report

Rod Sanderson

HI Team,

Could someone guide me as to the best way to add a sheet link to a report so that I can access the specific Smartsheet with one click on a report. So for example I have a sheet where the project is running behind and the RYG ball is red - I want to be able to click on the link in the report and go straight to that specific project running late.

Thoughts?

Matt Johnson

Hi @Rod Sanderson

One of the choices in the columns should be "sheet name", that will provide a link to the sheet that is feeding the report for each row. Let us know if that's not an option on your report.

Matt

Paul Newcome

There should be the option to add the "Sheet Name" column to your report.

Rod Sanderson

I see that but here is the challenge - if I use that plan then I land up with multiple rows from the sheet - how would I just pull the first row of the sheet with "Status", "Name" "Health" for each Smartsheet. Basically I am wanting to list all the Sheets I have in a folder just pulling the top row of each sheet ... I hope I am making sense ...

Paul Newcome

How are the sheets being populated? Are they all the same?

Rod Sanderson

Yes. Imagine you are building weldments so in you mind see 10 sheets - all have Same structure:

The second screen shoot is all the folders uniquely named,

In each folder are these files:

The Sheet is stored here with the same unique name as the folder

So I wanted to pull the information from all the folders/sheets in them to a summery report.

In this report I would like to have the links to get to the sheets on one click -

sorry this might be very confusing - hope it is clear.

Thoughts ...

Paul Newcome

Does the first row on each sheet have any thing it that can be used as a filter? Something that isn't on any other row?

Rod Sanderson

I am looking to see what could be unique about the first row - I was hoping that through some formula or coding I could ask the report to pull information on a particular row - like look for data on ROW 1/COLUMN 3,4,7 and 8 etc ...

Rod Sanderson

Or another way is forcing the report to only pull a unique sheet name - that way it should only grab the first RYG criteria that meets the requirements - so for example I am looking for the first RED dot on a sheet and once it finds it move onto the next sheet? Just another thought ...

Paul Newcome

If you are looking to pull the first Red symbol from each sheet, you will need to include a column (or columns) and formula(s) to flag the first red on each sheet then filter your report based on this flag.

Rod Sanderson

I would love a formula to snag the first red flag on each form - how old you suggest I build that?

Thanks again for your responses.

Blessings

Paul Newcome

You would need three columns. An auto-number column (called "Auto" in this example). A text/number column (called "Row" in this example) with the following column formula:

=MATCH(Auto@row, Auto:Auto, 0)

And an indicator column with which you can automatically mark the first red flag in the sheet (which is used to create the report).

=IF(Row@row = MIN(COLLECT(Row:Row, [Flag Column Name]:[Flag Column Name], @cell = 1)), 1)

Rod Sanderson

Paul thank you AGAIN for you responses! Man these Smartsheet folks need to get you on the full time team :)

Will try.

Blessings

Paul Newcome

Happy to help. 👍️