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Microsoft Loop Integration for Dashboards
Hello! I have been building out the back and front ends of our business unit's portfolio. One of the requirement was an easy space for our Directors to leverage in order to run their meetings. We leverage Loop in our business to take meeting notes and to share out follow up tasks. I would love to have the team's loop live…
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Dashboard
I have a dashboard roll-up sheet that is using a COUNTIF =COUNTIFS({sheetname}, [Column2]10) formula to count the number of cases an employee has. I know the employee has cases on the sheet, but the field shows zero, instead of the number of cases that are assigned to them.
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Merged: Dashboard print to PDF cuts through rows
This discussion has been merged.
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Sharing Portal to Unlicensed Users
My company has a Smartsheet account that I am a licensed user under. I have created a portal that I would like to share with our non-licensed suppliers. The information is sensitive, so I selected the share option of "only available to users shared to this item". I added all the Supplier POCs to the shared list as viewers.…
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Missing Data on Metric Widget During a Dashboard Global Update
Hello, I recently ran a global update on a dashboard in a child blueprint and found all existing projects now show a "missing data" in a metric widget. New provisioned projects do not have this issue. The metric is pulled from a sheet cell that is part of the project blueprint. The source sheet has not been renamed or…
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How to get a formula to count only negatives or only positives
I have two formulas for a helper column to a metrics sheet. I made a column that counts the number of days until an order is due to arrive, and then there are two helper columns. the first needs to take those numbers and return a value based on the number. So if the order is set to arrive in 5 days, then the value would be…
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Formula to Count Ages of Orders
I'm trying to create a formula that counts the open orders based on the date the order was created. The thing complicating the formula is that it's for a metrics dashboard, so I need it to count the orders that are between 1-3 months old, 3-6 months old, 6-9 months old, 9-12 months old and over a year. I'm at a complete…
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Dashboard for Existing Project Portfolio Reports
Hello, We have approximately 300 projects built out at the project level with a summary report. We did not implement an intake sheet as this portfolio predates use of Smartsheets. I am trying to build a portfolio dashboard that does not require use of the intake sheet that some of the portfolio templates require. I've…
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Gantt View on Dashboard not starting at today's date
Hello! I have a report that summarizes deliverables from several sheets, with the information displayed in a Gantt view. On the Gantt Timescale Settings, the checkbox to open the view to today's date is checked. I created a dashboard and have the report on it with the Report Widget. When I load the dashboard, it properly…
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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
