Formulas in reports don't work
Hello,
I have formulas working properly in the sheets, but not in the report. For example, when a task is "Complete" in a sheet, the done checkbox is ticked and the dot gets grey; when I do the same in the report, only the status is updated.
Similarly, in the sheets a formula makes the dot yellow 15 days before the end date and red 10 days before. However, I need to open a sheet from the report for the report to be updated.
Is there a way to make these updates automatic in the report?
Thanks in advance,
Mariachiara
Answers
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Hi @Mariachiara
Try updating the report after you've made any changes.
Did that work/help?
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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Hi Andrée,
actually updating the report worked. Thanks!
Any idea about how to fix the other issue? Yesterday when I checked my report I found yellow dots where there should have been red (colors depend on the remaining days). I opened the project sheet and actually tasks there were red. After doing that I went back to the report and everything was updated.
Thank you!
Best,
Mariachiara
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Excellent!
You're more than welcome!
Are you using the TODAY function in the formulas in the sheet?
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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In the At Risk Column, where dots are, I have this formula
=IF(Status@row = "Complete", "Gray", IF(ISBLANK([Assigned To]@row), "", IF(ISNUMBER([Remaining Days]@row), IF([Remaining Days]@row >= 15, "Green", IF([Remaining Days]@row <= 10, "Red", "Yellow")))))
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