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Metrics: Using the metrics template and metadata
I have the following setup: An Individual Project (Individual) A Dashboard Rolling Up Projects Assigned to an Individual (Program) A Dashboard Rolling Up All Projects (Portfolio) Each of the Individual, Program, and Portfolio has a metadata report and a metrics report Problem: I have to manually link the portfolio,…
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Filter only children row when certain criteria is met.
Hello Community, What I am trying to do here is to display the milestones achieved by each client. The milestones are contained in children rows. The way to identify those milestones would be displaying the row with the highest date within its own family group and box check checked. Once I am able to filter the rows that…
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How do you fix a missing reference?
Using the PMO template, I keep running into errors where my references are broke or incorrect. For example, on my Portfolio Metrics sheet, my references should be listed like below. Instead I only have Project ID. My formula is the same. How do I get back the missing references of Portfolio Summary Data and Portfolio…
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Using Contact List data in IF statement in Sheet Summary
I'm working on a system of sheets to track requisitions within our Talent Acquisition team. I've built out a helper sheet designed to help us track the average requisition priority ranking that each recruiter has. Since this is a helper sheet, its only purpose is to gather this metric, so I don't care what the sheet looks…
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Dashboard report not showing in Desktop
I have a report in gantt view that is not showing in a dashboard online. I'm using Chrome to access. The source sheet, report, and dashboard all are published with read only full permissions. When I pull up the website in view only using the public link, I get the the following... Is there a workaround so that the report…
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How do I create a search function in a sheet?
Hi all, I was wondering if there's a way to create a search function in a sheet or on a dashboard where it will draw specific columns for that material from another sheet. I don't want to share the master sheet with the audience. Thanks =)
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Can Projects added in Resource Management be automatically on a Smartsheet report?
Hi there, We have a custom solution build where we provision projects through a SCC blueprint, providing us a project toolkit and automated link to Resource Management with capacity integration. I am wondering, is it possible to have this also work the opposite way where we create the project in Resource management and…
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Is there a way to Add Filters to Pivot Tables?
Hi - I'm in the process of creating a "Request Tracker" sheet with associated reports & pivots to serve up to a dashboard. I want to create a pie chart that breaks down "Request Type" but only for open requests (meaning, the Status is not one of "Completed" or "Cancelled"). So my question is, is there a way for me to…
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Get Month and Year and Group/Sort
I've got a sheet in which sales reps input their daily activity. This sheet has a date column that is required. I'm trying to make a dashboard to track month to month levels of activity. Perhaps I'm missing something but there doesn't seem an obvious way to do this. I've tried making a report to group by month and sorts…
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Help with creating a smartsheet dashboard!
Hi, I created this report showing all of the delayed tasks and tasks for the current week and upcoming week. I want to have a 3 summary charts (most likely a pie chart) with a breakdown by status, a breakdown by workstream, and a breakdown by assigned to. As the report is right now, I can't create a chart because there are…
