Three levels of detail on single calendar view

tfry

All - 

We have data that is organized into a Target->Category->Item hierarchy, for example:

Target: Big Event in Las Vegas

Category: Digital Blogs

Item: Blog about XYZ

There is a "Target Date" for the top level Target, and an item "Due Date" for individual items.

I am trying to fashion the data in a calendar view so that execs will only see the Targets, managers the targets and categories (latest due date for an item within the category is the category date) and individual contributors can see all their items.

I have a single data source sheet that essentially is at the detail level, the data in the columns for Category and Target are replicated for however many items are common to them. I get this data as an extract from a project management tool and then import it into SmartSheet.

I have figured out a way to filter just those rows that are relevant to each manager level by incorporating new columns that contain an 'X' in the rows that should be visible for each user type. 

I can't figure out a way to create these three views this using one source sheet of actual data. Each type of view (a sheet view or report) MUST show the primary column. Therefore it seems to me I would have to have 3 sheets of essentially the same data, with different primary columns that show the data relevant to their viewers in order for the calendar views to work appropriately.

Is my only other choice to fabricate rows at the Target and Category levels and just have the data I want to show in the Target and Category views in the primary column? I think this will become a maintenance nightmare.

Help appreciated!

Tad

L_123

I'm not sure if I am understanding the problem correctly, but I often simply hide the primary column and don't use it if I don't need to. You can't delete it, but that doesn't mean you have to show it. Right click at the top of the column and select hide.

I don't know what your data is, so again, i'm not sure if this would work, but you might look into making a gantt view, filtering it with a report, and posting that to a sight. That way you don't have to deal with all of the sheet level filters, and you have a much better looking and easier to understand interface that you can somewhat customize by adding your logo, and other information. It would also be easy to edit through the report builder.

L_123

Intro to creation of Gantt Charts

https://www.smartsheet.com/videos/project-management-gantt-template-tutorial

Intro to creation of Reports

https://www.smartsheet.com/videos/reporting-in-smartsheet

Intro to Creation of Sights

https://www.smartsheet.com/videos/get-started-sights