Can a Report be Dynamic?
Is there a way to dynamically change a report using a drop-down field in the report? For example if one needs to report on "projects completed in quarter x", can there be one report, with a field the viewer can toggle to choose between values like "2021Q1", "2021Q2", etc?
Or do I need to create a new report for each quarter?
Answers
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You could create a new report for each quarter, or you could have a hidden helper column on the source sheet that outputs the quarter. Then users could adjust the report criteria based on that column.
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Hi @Bill Heiser
I hope you're well and safe!
To add to Paul's excellent advice/answer.
You could combine his suggestion add the report to a Dashboard and have a form to select the quarter, and update the Dashboard to see the new values.
Is that an option?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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 Starå could you please elaborate a bit on your suggestion here? I like the idea of it but cant recreate what you are suggesting.
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