Project Status Report > Horizontal View

ecc611

In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in layout. Below is an image of our desired output.

I have searched other questions for a recent solve, but not seeing anything exactly like we are looking for. Any recommendations for how we can easily solve for this? We unfortunately need to find a quick solve, so hoping there are existing templates or formulas we could easily implement.

KPH

Hi @ecc611

I am not that familiar with the smartsheet templates, but whenever we have a situation where someone needs a report to match the format they are used to and not the smartsheet way, I make that report using formula in a sheet. Unfortunately, it isn't a quick fix.

Andrée Starå

Project Status Report > Horizontal View

ecc611

Apr 19, 2024

In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in layout. Below is an image of our desired output.

I have searched other questions for a recent solve, but not seeing anything exactly like we are looking for. Any recommendations for how we can easily solve for this? We unfortunately need to find a quick solve, so hoping there are existing templates or formulas we could easily implement.

https://us.v-cdn.net/6031209/uploads/9VFYFKH1NFOF/screenshot-2024-04-19-at-1-54-49-pm.png

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Hi,

I hope you're well and safe!

This doesn't look too difficult to convert to Smartsheet.

Try something like this. (Callouts are columns to add)

Make sense?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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