Reporting

Discussion List

  • Summarize Report Function with Dropdown Menu Selections
    In Formulas and Functions
    Hello, I am looking to determine the instances of a particular dropdown value entered into my sheet by using the report function with the summarize feature in order to determine, based on the weighted value, how large a portion of total a…
    Accepted
    16 3
    Answered ✓ 16 views 3 comments Most recent by Genevieve P. Formulas and Functions
  • Conditional Formatting
    In Formulas and Functions
    Hi I have a sheet where the user would like to have rows highlighted in Red, Amber, Green based on when the last review date was completed: Review in the last 10 months - Green Review in last 11 months - Amber Review in last 12 months (or …
    Accepted
    23 5
    Answered ✓ 23 views 5 comments Most recent by Paul Newcome Formulas and Functions
  • Can you change the number of decimal places in a report's "Total" field for averages?
    In Using Smartsheet
    This is a report that is populated by a few sheets and is used to average the columns. Look below and notice how the Avg for the manager has only 2 decimal places. However, the "Total" has 6. Can we make Total have 2 decimal pla…
    Answered - Pending Review
    251 5
    Answered - Pending Review 251 views 5 comments Most recent by Jumana Bowes Using Smartsheet
  • Reports Showing Blank Results for Current User Filter
    In Using Smartsheet
    I'm sure this is user error but I've been trying to figure it out on my own and coming up blank. I have a couple of reports I've created and want to show returns based on the current user who is viewing the report. I've asked different st…
    Answered - Pending Review
    58 3
    Answered - Pending Review 58 views 3 comments Most recent by dan.smith Using Smartsheet
  • Filtering in Reports help needed. Days past and future
    In Using Smartsheet
    Hi, I want to filter a report to show in the next 30 days and in the last 5 days. I have it set Expire Dates is in the next days 30 and Expire dates is in the last 5 days, but it's only showing the past 5 days. I have it set as and so shou…
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Mike TV Using Smartsheet
  • Sheet Summary Report with Dropdown
    In Using Smartsheet
    I'm creating a sheet summary report to use for a dashboard and have my source data broken out by phases. I'd like to be able to group the report data by phase, so I tried adding a single selection dropdown to the sheet summary. However, it…
    Answered - Pending Review
    26 1
    Answered - Pending Review 26 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Excel Row Limitation with Sheet Access Reports
    In Using Smartsheet
    When running an all user sheet access report, does anyone run into an Excel row limitation error? If so, how have you worked around this? We have 1M+ rows on our report and it fails. We have too many users to run individual reports and c…
    Answered - Pending Review
    26 2
    Answered - Pending Review 26 views 2 comments Most recent by Justin Peters Using Smartsheet
  • Dashboard- weekly project status submissions
    In Using Smartsheet
    Hi, I would like to create a monthly dashboard that displays which project managers have submitted their status each week. I have a master Project Management Sheet where project managers submit their status. I plan to have an automation t…
    Answered - Pending Review
    53 3
    Answered - Pending Review 53 views 3 comments Most recent by jasminao624 Using Smartsheet
  • Countifs with Row Reference
    In Formulas and Functions
    Hello I have about 100 lines of Primary data in a column that will reference another sheet that I am summarizing. I am trying to create a COUNTIFS formula that will use the Row Reference for the Primary Column to count column data from the…
    Answered - Pending Review
    21 1
    Answered - Pending Review 21 views 1 comment Most recent by Katy H Formulas and Functions
  • Smartsheet report cell linking not working
    In Using Smartsheet
    Hello, I am trying to edit a Smartsheet report to update a dashboard and cannot get the content to populate. I linked the correct cells into a summary sheet called Portfolio and the data is populating correctly. But when I go to pull in a …
    Answered - Pending Review
    24 1
    Answered - Pending Review 24 views 1 comment Most recent by Paul Newcome Using Smartsheet