Using both AND/OR in Report Builder
I am wondering if it is possible to use both the AND/OR option in the report builder, or if anyone has an easy work around. Essentially I am looking for date to show up when a box is checked AND when the Connectivity colum is "None" OR the CSA/CVA column is "None" as shown below.
Best Answers

In the source sheet, you could create a Checkbox type column that contains a formula that would check the box based on your criteria. Then you would build your report to look at this new checkbox column.
=IF(AND([Eric Approval]@row = 1, OR(Connectivity@row = "None", [CSA/ CVA]@row = "None")), 1)

It should work as long as the following is true.
If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.
Conditions That Trigger Formula Autofill
You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:
 Directly between two others that contain the same formula in adjacent cells.
 At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
 At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
 Above or below a single row that is between blank rows and has formulas.
More info:
Have a fantastic weekend!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå  Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com  E:andree@workbold.com  P: +46 (0)  72  510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers

Hi,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could use formulas in socalled helper columns and report on them.
Would that work?
I hope that helps!
Have a fantastic week!
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/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå  Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com  E:andree@workbold.com  P: +46 (0)  72  510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

I submitted an enhancement request, but am not sure how the formula would generate the info to the report. Right now I can select to show data if the box is checked AND one of the fields says not none, but it seems I would have to pick one field or the other to report off of (Connectivity is not None or CSA/CVA is not None)

In the source sheet, you could create a Checkbox type column that contains a formula that would check the box based on your criteria. Then you would build your report to look at this new checkbox column.
=IF(AND([Eric Approval]@row = 1, OR(Connectivity@row = "None", [CSA/ CVA]@row = "None")), 1)

That makes sense now, thank you!

Happy to help! 👍️

I saw that Paul answered already!
Let me know if I can help with anything else!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå  Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com  E:andree@workbold.com  P: +46 (0)  72  510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

One other question...If I use the formula above is there a way to automatically apply that formula to new rows that are created by someone submitting a form? I am just trying to make the process automated without having to remember to go in and copy the formula down.

It should work as long as the following is true.
If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.
Conditions That Trigger Formula Autofill
You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:
 Directly between two others that contain the same formula in adjacent cells.
 At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
 At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
 Above or below a single row that is between blank rows and has formulas.
More info:
Have a fantastic weekend!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå  Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com  E:andree@workbold.com  P: +46 (0)  72  510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Simplified version of Smartsheet's documentation:
As long as there are at least two rows containing the formula above and/or below the new row, the formula should autofill into the new row.
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