Sheet Summary Report - Want to Use "Current User" Functionality

Hello,
I created a Sheet Summary Report, and have found that the "Current User" functionality is not shown for selecting?
Am I missing something in order to be able to do this?
Or should I submit an enhancement request for this functionality? If it's not current functionality, is there reasoning behind why a Row Report will allow it but a Sheet Summary report will not?
I want to use a Sheet Summary Report with Current User functionality to report out on a team dashboard however keeping everyone seeing/focused on only their assigned projects.
Thank You in Advance for Your Time!
Jeremy Parker
Vallen - Business Analyst - Implementations
Best Answers
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Thank you for this! We've found the issue!
Summary Reports look at the Summary Panel of a sheet, on the right hand side.
I'm going to assume there's a formula in your source sheet that grabs the cell from the "Project Manager #1" column/cell and brings it into a Summary Field, but the Field is set up as Text/Number, not Contact.
Here's where to check in your source sheet:
Click on the 3 dots next to the field name to check what format it's set as:
Here's more information:
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I'm glad I could help!
It's so good to see your screen capture with "Current User" finally showing! 😊
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
Answers
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Use "Has Any Of" to see Current User
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Thank you……however the "Has Any Of" option doesn't appear to be available for selecting either?
Jeremy Parker
Vallen - Business Analyst - Implementations
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What is column type of Project Manager? Is it a Contact List?
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Yes, correct - column type is contact list
Jeremy Parker
Vallen - Business Analyst - Implementations
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Hi @Jeremy Parker and @dojones
Since your Report is looking across 2,084 sheets, my guess here is that some of the fields that might have the same title (creating a column in your report) are not configured in the exact same way.
Here's an example where my two Contact fields are both configured to Contact List type of fields:
However if I change one of my fields to be a Text field, then both options appear as Columns/Fields to select, and both appear (with the same name) in the filter:
Notice that the grey box, when you hover over the name, notes what type of field this is.
Is it possible that some of your 2,084 sheets have the same field name, but different value types? And if that's the case, can you check your Filter options to ensure you're choosing the contact list version?
Let me know if this helped!
GenevieveNeed more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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Thank You Genevieve - is the example provided a row report or sheet summary report?
Does it have an impact that I am working from a sheet summary report?
Even reducing the sheets to just 1 sheet with Project Manager column formatted as contact list, having difficulties getting the "has any" & "current user" option to appearJeremy Parker
Vallen - Business Analyst - Implementations
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The images in my post above are from a Summary type of Report 🙂
Keep just the 1 sheet in the Report, then try selecting is one of to see the "Current User" option in the dropdown.
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こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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Hello Genevieve - Thank You……..here are the results still unable to see the "current user"…… even using the "Is one of" option.
Jeremy Parker
Vallen - Business Analyst - Implementations
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I'm unable to replicate what you're seeing; as long as the "Project Manager" field is set up as Contact List, then one of the options should be "Current User", even if what's entered into that field is text:
Can you show a screen capture of your column tab in the Report, hovering over the "Project Manager" field like so?
I want to ensure your Report is recognizing it as a Contact field.
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こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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absolutely - here it is……
The report says "text/number"……The source data says "contact list"
Jeremy Parker
Vallen - Business Analyst - Implementations
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Thank you for this! We've found the issue!
Summary Reports look at the Summary Panel of a sheet, on the right hand side.
I'm going to assume there's a formula in your source sheet that grabs the cell from the "Project Manager #1" column/cell and brings it into a Summary Field, but the Field is set up as Text/Number, not Contact.
Here's where to check in your source sheet:
Click on the 3 dots next to the field name to check what format it's set as:
Here's more information:
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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Ohhh WOW - Thank You Thank You Genevieve!! You are the best !!
Now working to change several summary panels to "Contact List" :) :)
Thank You again Genevieve!!!Jeremy Parker
Vallen - Business Analyst - Implementations
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I'm glad I could help!
It's so good to see your screen capture with "Current User" finally showing! 😊
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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