Generating a Report based off Filter Criteria
Hi All,
I am attempting to generate a report off of a filter criteria in the main sheet. It is is a live document and we work off specific filter criteria's per person, but I want to generate a report based off the circled "Current Renewals" only, but when I go to to generate the report, the report takes all historical data from the sheet rather than the filtered criteria. Is there a way to bypass that so I can generate the report based only off my desired filter?
Best Answer
-
Hi @JDSpec13
I hope you're well and safe!
You would have to replicate the filter with a formula in a so-called helper column and use that as the criterion in the report.
Make sense?
Would that work/help?
I hope that helps!
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.
Answers
-
Hi @JDSpec13
I hope you're well and safe!
You would have to replicate the filter with a formula in a so-called helper column and use that as the criterion in the report.
Make sense?
Would that work/help?
I hope that helps!
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.
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