Filtering

Mark Pennisi

Is there a way to filter a sheet by "past due", "at risk", and "not started"?

Mark Pennisi

A better way to put it may be, is there a way to filter from the conditional formatting on a sheet?

Travis

Hi Mark,

 

Yes you can filter by status. To set a filter, right click on the status column and select Filter Column. Here, you can select from a list of values (that exist in the column) or you can filter by a custom criteria.

 

Here's information on filters: http://help.smartsheet.com/customer/en/portal/articles/504659-filtering-columns

 

You cannot filter based on conditional formatting but its likely you can filter by the same criteria that your conditional formatting rules use to trigger the formatting.

J. Craig Williams

Mark,

 

If I use the same filters a lot, I tend to create a report for the entire sheet with that filter.

Since reports are editable, this works for most editing (there are some sheet features lost when doing things by reports, but I take that on a case-by-case basis.

 

Hope this helps.

 

Craig