-
Smartsheet Embeded code in Sharepoint
Hello everyone, I have published one dashboard and embedded that dashboard to show in Sharepoint, For my US team it is visible but for the UK team it is not visible. If anyone knows the reason please let me know. Thanks and Happy new year in advance!
-
Has anyone turned into the Employee Onboarding template into a rollup format?
Hi all, I'm working on a project for Employee Onboarding. After discussing with stakeholders, I think the Employee Onboarding template (Setup: New Employee Onboarding - Smartsheet.com) is a great start, however it doesn't meet some of the needs we are looking to cover. I'm reaching out to the community to see if anyone has…
-
Sharing Dashboards
Hi, I was previously advised that I can share a dashboard (eg. to an external client) without sharing the sheet itself. I have tested this and the dashboard does not contain any data if the sheet is not shared also (viewer). Is there additional config to make this work? Regards Gary
-
Pulling data dynamically from standard project folders
We found a template for multiple projects that uses a standard folder setup to keep Reports, Project Plan and Dashboards for each project within its own project folder... allowing us to have the separate lists of tasks and RFI's, rollups organized for each project rather than a forever-growing list of entries from old…
-
Collaboration with shared sheets
I need to share sheets with multiple users, some need to have editing ability, some just need to be able to view the sheets. But all users need the ability to collaborate with row and sheet comments. I am sharing multiple sheets, so I am trying to decide the best method for sharing. I have tried Dynamic View, Workapps, and…
-
Pie Chart Same Data / Legend even if Amount is Zero?
Does anyone know if you can keep the same data set on your pie chart regardless of a total or not? I am doing a sum and some times it is zero. But I need the same legend/data on each time. We have tried it coming from a pivot, regular sheet, report...
-
Transferring Ownership of Multiple Sheets/Reports/Dashboards at once
Hello, I've got a scenario where I helped a user (let's call him User 1) create a process, however, he (User 1) has switched positions and it is time to reassign ownership of things to another individual (User 2). Between me and the original user (User 1), we created all the sheets, reports, and dashboards in the…
-
Dashboard not updating after Sheet changes
For a number of years, our team has been reliant on a PDF Dashboard to issue to our clients. Recently, we have noticed that after new data is input into a Sheet, the Dashboard no longer reflects these changes automatically. Our system is programmed to work in the following manner. (A three-step process -…
-
Countifs Error for 3 references
I am trying to get a metrics report for a dashboard for a log with multiple test cycles and multiple data. My metrics are by Status (New, Open, Cancelled, Assigned to Vendor, etc) Each of the Status options has to be filtered by the testing cycle which is either SIT or Deferred to SIT (I know I will have to do the same…
-
Publishing - Best View
Good morning, My team is experimenting with publishing as our main source of sharing outside of our company. We want to do 2 main things with this option: Avoid having our clients downloading the app just to see one or two smartsheet resources we provide them Give them interaction with our smartsheets the most efficient…
