1 sheet multiple purposes?

DEWDEW ✭✭✭✭✭
12/31/20
Answered - Pending Review

This one has me stumped. My question: How can I use 1 sheet for input and "what if" scenarios?

Use case: My users go into the sheet (via a dashboard) and update a few columns (dates, resources, status, and notes). This is best done in the Grid view with some filters applied. Next, they want to be able to see the Gannt view of the same data, HOWEVER, they want to pick and choose the other project team values for review/overlap, dependencies, etc

I thought I could teach them about filters, however, this will be tough as they will change everyone else's filter, etc. Ideally, I would like to have 4-5 columns and a Gannt view...but can I have multiple "views" for the SAME sheet? It looks like the URL stays the same and this isn't possible.

Is there a better way

to do this?

NOTE: Reports won't work as it would need to be interactive when they select other roles/tasks for comparison.

Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Are they able to create their own unshared filter?

  • DEWDEW ✭✭✭✭✭

    Yes, but I want to make it easier than that…some check boxes would work too

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    The problem with anything built into the sheet itself is that the view will be the same for everyone. Unshared filters are only seen by the creator of the filter. So if we were both in the same sheet at the same time, and I applied an unshared filter, you wouldn't see it. You would be able to apply your own unshared filter.

  • DEWDEW ✭✭✭✭✭

    Can I link an unshared filter to a widget? I wonder if I could use some checkboxes to drive the right variant?

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I'm not sure I follow.


    I see you said that reports won't work because they need to include additional criteria, but if you created a report for each individual, they could manipulate the filters as needed and not have to worry about affecting anyone else's view.

  • DEWDEW ✭✭✭✭✭

    Hmmm...do you know where I can find such an example? It may work.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    You would just create a report that points at the sheet in question for John Doe. Then create the same exact report for Jane Smith. So on and so forth until each individual has their own report. Then the users can manipulate the filters in the report builder to determine exactly what they need to see.

  • DEWDEW ✭✭✭✭✭

    I have that already. Is it possible to have the variant selection criteria available for them on say a report or some other input and then use it to generate the report based on these entries?

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    That would be the same as creating a new report. It would be more efficient for them to just alter an already created report.

  • DEWDEW ✭✭✭✭✭

    Hmmm...okay. Thank you

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Happy to help. 👍️

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