Having difficulty with an intake form to get the values in a report to pull into my dashboard
I have a intake form for work that goes into the studio. There is a field with a multi select for the type. Based on the type conditional logic is then applied and shows a multi select drop down. For example if "print" is selected then a muti select dropdown will appear for the various "print assets" that are required.
3rd prize I am trying to see how many assets by type are requested. I am now using the summary sheet - but feel that there must be a better method.
2nd prize is to see how many assets by type and then the type of asset was requested.
1st prize is there a way to have the dashboard pulling data on a date range. So for example we only want to view data for a quarterly period - rather than everything from inception.
Happy to connect with someone to help me solve this, been at it and trying multiple things - but not winning.
Answers
-
Summary sheet is the best place to gather key metrics. You can also build a report, group and sum the total if you want to view it that way. Another way would be building a metrics sheet to capture the assets by type.
In a report you can get display the column assets by type and asset request. You can also group them to make it easier to spot.
In your sheet you can have a system column created date, it will auto populate date when a new request is added. Then create a helper column to pull the date, formula you want to use is =Month([Created Date]@row), to provide you the month. In a report you can apply filters to separate by months.
Leroy Noriega | Smartsheet SME | Independent Smartsheet Consultant
Core App, Project Management and System Administrator Certified🏅
E: leroy.noriega@yahoo.com | Linkedin Profile
-
Are you able to provide some screenshots for context? All of these things should be possible in some way, but the exact way is going to depend on a few variables in structure.
-
Hi @Paul Newcome see screenshots below. I am sure there is an easier way then using sheet summary.
-
@Paul Newcome - just checking in if you have a solution for me here? Really want to get some of the underlying data to surface in a report so we can measure the assets and volume of them that we are creating.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 466 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 64 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!