Filter Long-range "Phases" out of Calendars?
Hi all,
I will try and make this question as easy to understand as possible, but it's gotten a bit complicated.....
We have multiple individual sheets that go to a single group calendar. The individual sheets are set up for Gaant view and include long-range "Phases" anywhere from a few weeks to a few months, this works great on the Gaant chart for the individual sheets, but really overburdens the group calendar. Ideally the group calendar will only show the action items from each of the individual sheets, not the Phases
Is there someway for me to filter these long-range phases out of the group calendar?
My solution so far has been to add an additional checkbox column to the individual sheets that allows me to indicate what items are "Phases" and then I can filter out the checked boxes. The issue with this is that I will have to go back and add this additional column to every sheet. With this filter, items from the sheets without the "Phase" column all disappear.
Has anyone come across a more efficient solution for something like this?
Thanks much!
Answers
-
How are you pulling everything into the Group Calendar?
-
@Paul Newcome The group calendar just has the sheets added in.
-
Is this in the calendar app or are you using a report, or...?
-
That is a great question. (Sorry, I am new to smartsheets, trying to learn on the fly for work)
In the list of sheets it has an orange note-book looking symbol next to it. Is that a report?
Thank you so much for all your replies @Paul Newcome
-
That is going to be a report.
Do all of your phases on all of your sheets have some kind of specific verbiage that is not also in the other rows that you do want to display? Are all of your phases on all of your sheets on the same hierarchy level?
-
Currently everything is just in chronological, I don't have any sort of hierarchy levels on these sheets.
I believe most of them do say "Phase", maybe not all of them, but I could add it to the ones without it if that would help me.
-
If you have "Phase" anywhere within the cell on ONLY rows that are phases and not in any row that is not a phase. you can adjust your report criteria filters to exclude rows where that particular column contains the word "Phase".
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!