Reporting Filter + Dependencies
Hi SmartSheet Community,
I am working on a project where SmartSheets is being used to manage the entire project schedule. We have multiple teams all feeding discrete actions / tasks into this master schedule sheet.
Question: Is it possible to set up a report view which shows tasks assigned to different teams AND displays any rows which have dependencies to/from the originally filtered items?
Grateful for your support on this one!
Answers
-
I hope you're well and safe!
Can you elaborate?
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Andree,
Thanks for jumping in - to be explicit we have 12no. teams each inputting their activities into the Smartsheet sheet. The total number of line items is in excess of 1000, and therefore we are generating 'report' views to filter only activities which they are either a) assigned as responsible for or b) have a dependency. For example if activity A is dependent on activity B, we wish for both to display in the reporting view, despite activity B not being assigned to that respective team. How might a report be configured to achieve this?
I hope this makes more sense.
Best, Alex
-
@Alex Tarr I think I understand what you are trying to accomplish. Thinking about this from a very high level, I think you could accomplish this, but you'd need to have some additional column(s) that would link the rows together and indicate that they should be shown on the report. Then you'd filter the report by the additional column(s). It sounds to me like you'd probably have 12 different sets of criteria as you'd be filtering on the assigned team and the task's dependencies. Without seeing how it is all organized it's hard for me to think about it in too much more detail than that.
I've done something similar for large project plans that indicate when a task is ready to start. I think the logic would be very similar. I've put a lot of time and effort into developing the template and making it robust, so it is a solution I sell, but I'll drop it in here to either give you ideas or if you're company would be interested in this or a variation of the solution.
Darren Mullen, join the Smartsheet Guru Elite
Get my 7 Smartsheet tips here
Author of: Smartsheet Architecture Solutions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives