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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…
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Am I unable to create stacked bar charts from reports?
Hi, I'm currently trying to build a personal dashboard so that each person in our team (~75 users) is able to see their own individual metrics. One of the things I'm trying to build is a view where we can see their time spent on individual tasks as a percentage for each month over the last 12. Naturally with this being a…
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How to create a basic pricing estimate/quote with dashboard
Hi Everyone How can I create a basic pricing estimate with a dashboard for 4 major service offerings that I am sending to the government for assessment? It only needs to be simple, nothing spectacular. I need something that looks good at the very least with a few metrics involved because its still early days for anything…
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Smartsheet Dashboard sharing with a group - fail
Hey, Smartsheet community! I am hoping you can help me figure out why my attempt to share a dashboard with a user group is not working. I have two different user groups I need to share a dashboard with. The dashboard is simply a list of shortcut links to Smartsheet forms. Let's say person A is in group 1. I have given each…
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Rolling up counts from several sheets to a dashboard
I have 6 projects. Each has a risk register on a separate sheet Each risk has one of 5 possible statuses each of which has a color, (Blue, red, green…). Each risk also has a Probability/Impact score, grouped by 5s, 1-25 I have created 10 sheet summary fields on each sheet to count these. I have created a sheet summary…
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Publishing a dashboard without access to source sheets
Hello, I have a question regarding publishing reports on a dashboard to external users. I want to create a web portal for various customers so they can view updated report information. I have created a report that only pulls the customers relevant information (filtered by the specific customer and only includes certain…
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Pie Chart from Two Sheets
Hello I have two sheets that are in effect the same - same column headers etc, but different source data feeding in. I have a sheet summary on each. For example, if column 1 has a yes/no option, I do the following on each sheet: =COUNTIF([1. Internal Process]:[1. Internal Process], "yes") I now need to be able to combine…
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How to count total number of requests submitted?
Hi, I am trying to find a formula to count the total number of requests submitted in my grid. I want the formula to count the number of request ID's displayed. I want to use this number so I can display a metric on the dashboard. I also want to use a formula to count the number of "In Progress" requests and use this to…
