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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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Pulling a list of users who are taking a course
I need assistance with creating an automated report for each course in my spreadsheet. The spreadsheet contains information about courses and learners. Instead of manually creating reports for over 100 courses, I want to establish a link from each course entry that leads to a report or filtered spreadsheet listing the…
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Add rows to a sheet through a report
Is it possible to add rows to a sheet through a report? Is a certain permission level required for this? Thanks!
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Work around for duplicates to only show the most updated row
Hi, I have a list of names that were entered to the sheet more than once (but a different value in other columns). I have a helper column to identify which are the duplicates, but is there a way to show only one of the updated one in a report? Source Sheet Test 1 & Test 2 are duplicates, but I only need the newer enter to…
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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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Auto Attach Report .pdf to new source sheet row
Is it possible to take data from a Report and have it auto export as pdf/excel file and attach that new file to another sheets row? Case: We have a User Access process built and once a month, the primary owners of each software need to review the user access as a pdf file. We were using the "Send as Attachment" feature in…
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Attachment Previews on Reports in Desktop App
Good Morning, I've had a few users in my ecosystem complaining that they can no longer preview attachments while working in a report. My user base only attaches PDF's. After some testing on my end I found some odd behaviors. This has become a quality of life issue, our production team utilizes a master report that pulls…
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COUNTIFS and DISTINCT formula error
Hello! I am trying to count the number of unique customers from one column, that have been flagged with the year 2022 which is recorded in a separate column. Formula I have is - =COUNTIFS(DISTINCT({Customer Name}, {Financial Year}, "2022")) I am receiving the error, Incorrect Argument Set. Can someone help please?!
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Report Not Displaying All Information in Dashboard
Hi all - I have a report which isn't showing information in one column (YTD Actual) but shows in the others (YTD Budget and YTD Budget - Actuals). When accessing the sheet, numbers are filled in the column so I'm not sure why they numbers aren't showing up on the dashboard. Column preferences are the same. Also, there is…
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Absolute End Date Not to Change / Critical Paths on Grid View
I am trying to figure out how to sent an absolute end date to my project & then if any predecessors take longer than the original duration, & now the overall project timeline can't meet that date, it doesn't change the absolute end date....if makes you less duration of remaining tasks. Also, how do I see critical path…