How can I pull all projects associated with one team member into separate rows?
I need a report that shows all projects each employee is associated with under the Team Member column from a multi-select list. Because of the multi-select, I can't run a report and group by Team Member.
My work-around was to create a separate sheet that would just pull every project name associated with the employee on a separate row and I would run the report from there. I found =Join(Collect but it groups the information by commas. Smartsheet doesn't have a text to columns option and with the comma list being 10+ projects long, I couldn't figure out any of the LEFT or FIND formulas to separate the values to separate rows.
I'm tagging you both as everything I've come across has your names on it with a solution.
Thanks for your help!
Morgan
Answers
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Hi @mtk5200 ,
Would it work to create a report that filters to each individual user, and then place all of those reports on a dashboard? I don't know how many assignees you might have to work with, but this is the "easiest" thing that came to mind.
Holly Conrad Smith
Director of Technology & Innovation 💡 at Streamline
CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony
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Hi @mtk5200
I hope you're well and safe!
To add to Holly's excellent advice/answer.
- Another option could be to add so-called helper columns that break out the names from the multi-select columns and use that instead to group in a report.
- A third option could be to use the JOIN COLLECT and break the data into individual rows.
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Hi @mtk5200
I agree with the suggestions above! I also answered your comment on another post (here) with a potential solution if you know the max number of projects per-person.
Cheers,
Genevieve
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