Smartsheet Basics

Smartsheet Basics

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Master drop down list changing to most recent selections via multiple reports.

I have a sheet that I am using to connect to multiple reports. This sheet has a drop down menu that I would like to be cumulatively selected by the connected reports, but currently only the most recent report update information shows up.

It does not matter if multiple reports select the same drop down and it only appears once, however if different reports choose different selections I need to be able to view them on the master sheet and that is currently not happening. I am not sure where to go from here.

Answers

  • Community Champion

    Sheets are the source of reports, so if you see something on a report that means it has to be on the sheet somewhere. Can you provide a screenshot of what you might be referring to?

    Jason Tarpinian - Sevan Technology

    Smartsheet Aligned Partner

  • @Jason Tarpinian Thanks for the reply Jason. I know that the sheets are the source of reports, but they also seem to work in reverse.? As in when I change the content on a report it does reflect that change on the original sheet. However, when I have multiple reports connected to the source sheet, each report change supersedes the previous one.

    Overall, what I am trying to do is align my organizations training curriculum with our HR behavioral competencies. To do this I plan to have managers choose behavioral competencies on respective reports which will then be reflected on my source sheet. Then take a culmination of the competencies (repeating doesn't matter, each competency will only be counted once per row) to create a summary page and ultimately some data that I can work with. I am happy to rebuild the entire thing if you have a more streamlined suggestion.

    Below are the sheets and reports I am working with.

  • Community Champion

    Reports are bidirectional, so correct, when you change something on a report, that change will reflect on the sheet. The important thing to remember about sheets vs report in this aspect is that reports are a snapshot of time. So if I open a report and let it sit open in a browser window all day while people are making changes, I won't see those changes until I click the refresh button. Just make sure that your team is refreshing the reports before they start working in them to make sure they have the latest data.

    Jason Tarpinian - Sevan Technology

    Smartsheet Aligned Partner

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