Column Filter

Hi all

I am not sure if I am missing something with the way filters work in Smartsheet but is it right that I cannot add a filter to each column which automatically updates the list of inputs from the data in the cells below it?

Basically I want what Excel does when you highlight the titles of a column and hit the filter button, it seems I have to create filters individually.

For example we have a master project sheet which has a columns (amongst others)

Project manager

Project Type

Project Status

Supplier

We are adding PMs and Project types all the time, each time I need to edit the filter, is that right?

For example id like to select

PM - Chris

Type - Build

Supplier - builder 3

But I don't want to build 50 different filters to give me this option..!

Thanks for your help in advance.

Rob

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Comments

ricki

Basically that is correct. You dont have to build fifty filters. You can just create a filter and not name it and then edit that unanmed filter as your needs for that filter change

robxk

Ricki

I get that, but its such a poor solution to the problem as you need to edit the blank filter each time, also you have to set it up with options ticked.

It should be like Excel filtering which is simple, Smartsheets just over complicates what has always been a simple option to add a filter. from a simple single column filter there is absolutely no benefit to way the way Smartsheets deals with it vs Excel.

ricki

I have never thought of Smartsheet as an excel replacement. I have always viewed it as a different tool which is meant for different purposes and has different strengths. I use both Smartsheet and Excel every day depending on what i am trying to accomplish. I guess thats why this difference hasnt really bothered me all that much.

Cristina_s

Hello everyone,

I have the same issue as the original reporter, robxk. I am wondering if there have been any updates to the filter functionality because I too am looking for something similar to Excel, without using Excel. If I have all my project info here why would I have to use Excel because Smartsheet is missing such basic functionality?

Thank you!

electrichead

I am looking for this feature as well.

Rachael H

Well, at least now I know and won't keep searching. Is there something other than filtering each time?

Adrian Mandile CHESS

Hi @Rachael H,

I am assuming that you don't use Smartsheet Reports much. They are the best way to 'filter' information on a Sheet and allow you to:
• Source your data from one or more Sheets
• Select which Columns to display
• Configure complex AND/OR Filter rules
• Select key columns to Group data by (up to 3 levels)
• Summarise (COUNT, SUM) selected column data
• Sort data (within the groups) by whatever columns youinclude in the report (can be hidden columns)

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