Report not showing latest updates from source data

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Alan Rappa
Alan Rappa ✭✭✭✭
edited 05/13/24 in Smartsheet Basics

Hi gang,

This one has got me stumped, so thanks in advance to all the experts here.

Here is my scenario:

My source sheet is our roadmap, which contains the typical fields along with Project State (Not started, in progress, completed) as well as target dates, etc.

When an initiative's state changes to 'in progress' the row gets copied to a 'tracking' sheet which performs Vlookups against the source sheet to track any changes to target dates. The tracking sheet has vlookups and formulas to compare dates against the source sheet.

Lastly, I have a report using the tracking sheet to structure and display the data on a dashboard.

here is an example of what I am seeing:

Initiative 1 on the roadmap has its state changed from 'in progress' to 'completed'

This change shows on my tracking sheet (using the vlookup to read the state from the source sheet)

However, the change is not reflected in my report.

Some observations:

  1. on the tracking sheet, cell history shows an item was changed to completed on 4/17
  2. On the report, For any of the rows I am having issues with, the cell history shows 3/5 as the latest update
  3. I have tried refreshing the report, to no avail.

Hopefully, this makes sense - I can certainly provide any additional details.

Best Answer

  • Alan Rappa
    Alan Rappa ✭✭✭✭
    Answer ✓
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    And I just figured it out… I'm sure you can all guess what it was…

    There are two different columns - current state and project state (project being read from my source, and current being read by a vlookup table)

    I had the wrong one on the report… sigh…

    thanks for indulging me here.

Answers

  • Alan Rappa
    Alan Rappa ✭✭✭✭
    Answer ✓
    Options

    And I just figured it out… I'm sure you can all guess what it was…

    There are two different columns - current state and project state (project being read from my source, and current being read by a vlookup table)

    I had the wrong one on the report… sigh…

    thanks for indulging me here.

  • Jason P
    Jason P ✭✭✭✭
    Options

    Good work Alan - caffeine will do wonders….

    Cheers.

    Forever forwards Backwards never.