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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…
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Summarizing a column based on another multi select column
Hello - I have a column named "Monthly Hours" that lists hours (integers). I have another column called "Site of request" that lists the site(s). That column is multi-select. I would like to summarize hours spent per site. So, if the "Monthly Hours" column has a 10, and the "Site of request" lists "Site A" and "Site B",…
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Formula to Capture Active Projects Assigned to an Individual ONLY
I'm currently having trouble figuring out how to capture the number of status specific projects assigned to an individual. I've attempted the "COUNTIFS" formula many times, but can't seem to configure it so that it counts the number of projects by assignee IF the project status is one of the following: Not Started In…
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Moving rows/updating cells
I manage a portfolio of projects which I have to report on. I'm a Pro user, so I don't have the functionality that could probably make this task very easy. My project managers are required to use a company solution (not smart sheet to create project plans and updates). I've created a smart sheet that lists all of the…
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Dashboard/Report to show status change in last 30 days
Hi, I'm looking to be able to show on a dashboard a chart and detail of projects that have had a status change (RYG) in a given period of time (last 30 days). It doesn't appear that reports allows to filter on that type of data. any suggestions? Thanks! UPDATE- solved via Automated work flow using an added date column, and…
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Visual grouping of data - input requested
Hi, looking for suggestions/tools on a way to show data visually grouped ideally without using parent/child relationships. e.g. if 5 initiatives were all tied to one larger objective, I'd like to only reflect the objective once (vs. in each row), with the 5 initiatives shown to the right. I know the calendar app offers…
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Smartsheet labs - maps in dashboards
Hi All, Is it possible to add smartsheet maps (bing from smartsheet labs) into dashboard/sight? And if not, is there a plan to make it? BR Marcin
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Is it possible to use a custom background on a smartsheet dashboard?
I am trying to add a custom background to my dashboard but I only have the option of grey or white?