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Sorting by Grouped Status with a custom order
I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and…
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What is wrong with this formula?
I am trying to summarize the quantities of each different sized container that is also checked as being shipped off-site to use in a dashboard pie chart. I tried the following formula, but I get '#unparseable'. What do I need to fix? Or coincidentally is there a better way, using reports, dashboards, however, to visualize…
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Mass Uploads and multi-sheet interaction
Hey all. This is likely a stupid question that has been answered before. None of the searches I have done have had quite the answer I was looking for. I am working my way through the core app learning path, but I haven't found what I am looking for. There are what feel like hints of it, but nothing that has clicked for me.…
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RAG Status
Hello! Newbie here :) I was wondering if someone could help with a formula I'm attempting to put together to calculate a RAG symbol status for individual tasks as well as the overall project plan. Individual Tasks: If status is complete = blue If status is in progress OR not started AND end date is today = yellow If status…
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Allow Primary Column to be moved in Reports while using Grouping
When grouping data on a report, the primary column becomes locked in the first column position. This becomes a problem when trying to utilize the "Use first column as series labels" option on the Chart Widget in Dashboards. I want to group data by week in my report, and have the week appear as the labels on the x-axis of…
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Report Automations Remove Link to Sheets
Hi, I have an issue and I hope there is a workaround. I have several reports created for different groups of people to view items specific to their needs. Obviously the report is derived from a master sheet. When I send a notification, I send attachments and only attachments. It confuses people when they see the link to…
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Portfolio Metrics and Dashboards
Hey all! I just presented the new dashboard solution to the leadership team when I noticed the dashboards aren't picking up anything from the meta data sheet (which in combination with our intake sheet) creates my weekly status report template. Any reason you guys can think of that would make all of my formulas freak out…
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Report grouping by date not working
I'm trying to group by end date on a project plan but the grouping is splitting out the same end date into multiple groups.
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Looking to Format the report
I am trying to display only one cell with a KPI number from the report, but I am unable to change its format. Any idea how to change format of Report?