Report against Pivot (App) sheet

Mike L.
Mike L. ✭✭✭
edited 12/09/19 in Smartsheet Basics

Ok still trying to decide if the pivot app would be helpful.  If i were able to create a pivot table using the pivot app would I then be able to pull rows from in into a report.  

Or do you just create a pivot with exactly what you want to see and then insert that into a dashboard. 

Thanks for your feedback.  It's hard to describe/test without any access to the pivot app. 

Comments

  • Anthony M.
    Anthony M. Employee Admin

    Hello Mike,

    Thank you for reaching out on Community. When using Pivot, you are only able to target a sheet. So, you would then need to build a specific report for that sheet, in order to pull in the data you want to see there. You can then also use that report for your dashboard.

    Please feel free to take a look at our Help Center article for the Pivot app, for additional information on using it. https://help.smartsheet.com/articles/2476736-get-started-pivot

    If you are looking into purchasing the Pivot application, I suggest reaching out to our Sales team(https://www.smartsheet.com/contact-us-sales) to discuss it in more detail. They may be able to answer some additional questions and discuss the process with you. As always, you can also open a support ticket(https://help.smartsheet.com/contact) with us and we would be happy to answer any other questions you may have.

    Kind Regards,

    Anthony

    Smartsheet Support

  • Mike L.
    Mike L. ✭✭✭

    I guess what I'm asking is if you make a pivot table, then target the pivot table from another smartsheet report.  I'll forward this question to sales/support.