Add Column to Row Report that was not in original sheet

01/23/20
Answered - Pending Review

Hi!

I have created a Row Report containing information from just one sheet, with one "What?" criteria.

I have the desire to add another column to this report, that does not come from the original sheet, just for notes purposes. This column would have sensitive information in it that I do not want the other owners of the original report to see or have access to.

Is there a way to add a new column to this report that does not come from the original sheet? Or are there any work around for this that people have found?

Thanks!

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Casey,

    Yes, you can add other sheets to the report, but they will not show on the same row as the first sheet. Make sense?

    There isn’t a way to secure the information if they have access to the sheet.

    Can you tell me more about the process because there might be a workaround?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it 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.

  • Casey SabatiniCasey Sabatini ✭✭✭✭✭

    Andree,


    I don't want to add other sheets, just a single column to this new report that did not come from the previous sheet for the purpose of my personal notes.


    Below is a screenshot of part of my report. I would like to add a column next to Confirmed Keynote Speaker to jot down notes. When I try to add a column, it gives me the option to choose from all of the columns that were on the original sheet that I created this Row Report from. I do not want to use one of those columns, I want to create a new column. Is that possible???


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    To use it in the way that you need, you'd have to add the column to the same sheet as the other columns and then add it to the report.

    Make sense?

    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.

  • Casey SabatiniCasey Sabatini ✭✭✭✭✭

    Yes, I know I can do that, but I didn't want the other owners of the sheet to see this column. There will potentially be sensitive information in this column that is for restricted eyes only.


    I figured it wasn't possible, but just wanted to double check.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Of course!

    A solution that would be perfect for this use-case is the premium add-on, Dynamic View. Is that an option?

    More info: 

    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.

  • The dynamic view solution is overly complicated, It would be nice to be able to add columns to reports for sorting and presentation purposes.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @galveznt

    I hope you're well and safe!

    Great idea! That would be a great addition to Smartsheet features.

    Please submit an Enhancement Request when you have a moment.

    I hope that helps!

    Have a fantastic weekend & Happy New Year!

    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.

  • Curious if a solution has been implemented. I too would find the ability to add columns to a report very beneficial.


    Thanks,


    Richard

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