Filters in reports
Is it possible to filter in a row report for a field which is in the sheet summary report?
I mean I need to create a row report, but also need to have a visualization based on a single field which I only have in the sheet summary report. This way it would clearly be a way to get a filter on a list of sheets to put in my report but based on a field in the sheet summary report, and not only based on a selection of the sheets from the folders.
Answers
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Hi @ISLM
I hope you're well and safe!
Not sure I follow! Can you elaborate?
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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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Ciao @Andrée Starå
I'll try :)
I have a bunch of sheets and I need to do a row report of them.
Each of these sheets is property of a single user, but i don't have this user anywhere. (I can put the property user in the sheet summary report for example).
Now, what I need is to have all of the sheets in the report but to also be able to filter in a dynamic way by the user who is owner of the seet.
Is it more clear?
Thanks
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Happy to help!
You can add a so-called helper column where you reference the Sheet Summary field, convert it to a Column Formula, and then reference it in the Report.
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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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