Report / Compile Data on Multiple Sheets and select different date ranges
Two separate sheets:
Employees: a sheet that contains a list of all employees
Data: a sheet that contains data for some employees by quarter and by fiscal year
The two sheets contain a common element: Contact name/employee email address
I would like to see all employees with or without data for each quarter for one or more fiscal years.
I added columns to the Employees sheet and use formulas to get the info from the Data sheet.
Works ok, but the Fiscal Year/Quarters are in column formulas without a method to easily select a different timeframe.
How might I set this up for someone to select different timeframes in a report or dashboard or???
TIA!
Answers
-
Hello!
It sounds like you may be able to use a report, but I'm not sure. It might be helpful for you to provide a screenshot with any sensitive information blocked out, so that we can see what you're working with.
Best,
Heather
-
@HeatherD - thank you for response.
I do have a report but I need to make it dynamic/user choice. It is not possible to provide the data.
-
Thought: I could add double the number of columns and show Prior and Current data. I added two fields to the summary for the Prior/Current years which the formulas can draw from. Someone will have to manually change those. Not as elegant as I would like but I guess it's an option. Is there a way to changes those dates using a dashboard or something in a report?
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.5K Get Help
- 367 Global Discussions
- 202 Industry Talk
- 432 Announcements
- 4.4K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 128 Community Job Board
- 447 Show & Tell
- 29 Member Spotlight
- 1 SmartStories
- 285 Events
- 36 Webinars
- 7.3K Forum Archives