Conditional Formatting in a Report

09/10/18 Edited 12/09/19

Is it possible to include Conditional Formatting in a Report?

I see discussion on this topic from a few years back, wondering if there has been an update or an easy work-around to include Conditional Formatting in Reports.

Thanks!

Comments

  • baddamsbaddams ✭✭✭✭✭

    The report will reflect conditional formatting from the sheet. I don't think it is possible to include conditional formatting only in a report.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Melissa,

    Brooke is correct. One workaround would be to build a dashboard with the report and then you can choose if you want to show the formatting.

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you for the response, but my conditional formatting is not transferring to the Report. My hope is to have it both on the main sheet and the report. Any suggestions on where I've gone wrong?

  • Ok, I've played with it a bit more. It seems my conditional formatting is working on the report though a change needs to be saved to the main sheet before the conditional formatting will appear on the report. So when I check a Complete box or change the date on the Report, it will not show the conditional formatting until the main sheet saves and the report is refreshed.

    A little clunky but at least it works.

  • Has there been any update to this request: https://community.smartsheet.com/discussion/6769/possible-to-strip-cell-formatting-out-for-reports

    I have conditional formatting (ie color coding) in a master sheet. I do not need, nor want, that color coding to be visible in the report I am sharing with a supervisor.

    How do I remove the conditional formatting for just the report only?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Chris Rea

    Unfortunately, it's not possible to remove the formatting in a report except in a Dashboard at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå this is nearly 2 years old and hasn't been fixed. I'll add it to my que of "feedback requests", which is getting to be nearly a dozen items, but the more I search smartsheet the more it looks like those requests fall on deaf ears.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Chris Rea

    Yes, it can feel like it does go to deaf ears, but I don't think that is the case. I know that Smartsheet gets a high number of Enhancement Requests and that they have to prioritize according to multiple factors, where the popularity is a big one. 

    That said, please continue sending in the Enhancement Requests.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrew StillsAndrew Stills ✭✭✭✭

    I'm on the other side of this issue than @Chris Rea. I have formatting I would like to appear in a report but not appear in the day-to-day work on the main sheet... specifically, for management.

    Although, I could see it going the other way as well.

    Personally, I prefer very specific use of color on my sheets. My managers on the other hand like full on rainbow reports. I would be sick and dizzy if I had to look it all day long.

    Would love to see reports with separate conditional formatting options. Seems like that would solve the issue either way.

    Cheers!

    Andrew

    He who fails to plan is planning to fail. - Winston Churchill

  • I have a slightly different requirement.

    I would like to conditionally format the summary row if the demand (budget) is greater than the supply (capacity).

    Is this possible?

    Cheers!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Smtshtuser

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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