Hiding rows in a report -- am I using the wrong tool?
So, I'm an Excel junkie and my brain is stuck thinking in terms of Excel solutions which is always a bad start with smartsheets.
What I'm looking to do is something like a pivot table. There is a pivot table add-on but that is extra bucks and the current reporting might be able to do what I want.
Source data is a bunch of projects with names, percentage of time spent on them and project managers.
I'd like to basically do the equivalent of a pivot table in my report where it's grouped by project manager, summarizes the total time utilized so we can see who has the greatest availability for new projects. I'm mostly there except it's showing all the rows and takes up too much space.
I'm searching through the chat and not quite seeing what I need. I suspect I might be using the wrong tool and using the wrong terms to describe the solution I need.
Answers
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You can collapse the grouping by clicking on the small arrow to the left of each header row in the report.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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The problem with doing that is that there's no totals on those lines so, in my example, I can see the names of the account executives but not the totals!
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It should still be showing the summary totals. Are you able to provide screenshots?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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summaries don't go on the same line as the account exec.
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What columns are included in your summaries?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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