Reports - "What" condition
Hello everyone
Do you have already made a report in which the "What" part of the report builder is composed of OR and AND conditions ? I have the feeling that you can only choose to have OR conditions, or AND conditions but you can't blend both, is that correct ?
Do you have any workaround for this issue ?
Thank you !
Corentin
Best Answer
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Unfortunately, you're correct, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could add a so-called helper column to the sheet(s) with a formula that checks the same criteria or a part of it, and you'd then configure the rest in the report builder.
Would that work?
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 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
-
Unfortunately, you're correct, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could add a so-called helper column to the sheet(s) with a formula that checks the same criteria or a part of it, and you'd then configure the rest in the report builder.
Would that work?
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 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.
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Hello Andrée,
Thanks for the answer, as you said what I usally do is to have a checkbox column in which I write my formula with my conditions, and then in the report I only verify is the checkbox is check or not.
Thank you,
Corentin
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Happy to help!
That is often the most straightforward method, but sometimes it's possible to use the contact or date section or a combination to get to the result needed.
It all depends on what the data is and what we want to show.
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.
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