Using a report to show a section of a smartsheet

Good afternoon,

I have a question for anyone who may have a better workaround than I do. We are creating dashboards for our clients that is essentially a one stop shop for all of the resources we provide them. We have a long sheet that keeps track of all of our task for them and I only want to bring in a section of that sheet on to the dashboard. My solution was to create a random text column and create a unique word (Life Organizer)

Life Organizer.PNG

in the cells corresponding to the rows I want to display. All so that I can create a report to show the rows that I want by creating a rule to show column's with only that word in it. Once the report is created I published that report so that I could link it into the dashboard.

Tracking.PNG

I know there is a dynamic view add on that is extra costs for a business account, but if you have any better work around please let me know! Attachments hopefully make it more clear.

Find more posts tagged with

Comments

Genevieve P.

Hi @Billy Rock

Based on your explanation it seems like you've actually figured out quite a good way to display what you want in the Dashboard.

Publishing a Report that pulls in the specific rows you want visible is exactly what I would do. Perhaps other Community members have suggestions, but I have to say that this looks pretty good from my standpoint!

Cheers,

Genevieve

Sign in to join the conversation!

Quick Links

Trending discussions

Smartsheet Being Slow
A few counterparts and I have been experiencing Smartsheet loading slow, spooling for excessive amounts of time, or taking a while to refresh. It doesn't matter what type of file we are working with (sheets, dashboards, reports, etc.) we get the same experience. We have tested this on various Wifi's with the same results.…
Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
SIMPLE Conditional Formatting is not Working
I have never had issues with conditional formatting, even when formulas were required. This one is simple, it is NO formulas, just based on the user's selection from a dropdown that appears in this sheet. The first screenshot shows the column example. Most are declined here, and those should be highlighted ORANGE based on…