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Master File sending selected columns to new consolidated sheet
Hello all, I'm quite new to smartsheet and I'm trying to find advice on consolidating data. I have a sales report that comes out of my ERP that has info on orders for multiple customers, sales data, delivery dates and plus loads of extra data. I wanted to upload this master file once a week to smartsheet and then have…
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Direct access to a sheet via a report
How is it possible, in a report, to access the referenced sheet directly from a report? Thanks for your help.
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Creating Project Timeline Visualizations-Not Gantt View
I am wondering if anyone has experience with creating a high-level project timeline view to put on a dashboard--and I am not talking about a Gantt view. What I am trying to do is avoid my customer from having to continue producing PowerPoint slides manually of the data they are managing in Smartsheet. Ideally, they would…
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Sort by Sheet Summary fields in Row Report
Hello, I am curious whether there is a means by which I can use a Sheet Summary field to group and/or sort rows in a Row Report. For example, I want to give a group of sheets a "Priority" field (1, 2, 3, etc.) and then in a Row Report, be able to sort rows by the priority number associated with the sheet where the rows are…
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I am trying to book an Orchestra using Smartsheet Forms and Sheets, any ideas?
The form needs to go out to the pool of musicians and poll their availability. Then the availability needs to be able to be quarriable to book musicians by part. For example, I need the following parts covered each day: Flue, Trumpet, Trombone, Tuba I need a form that can go out to all the flute platers and they select the…
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Creating report to show all Parent Rows based on Child Row
I'm trying to create a report to display all tasks assigned to current logged user. In the report, I want to see all the parent rows displayed for the assigned tasks for the logged user. e.g. If I create a report of current logged user (let's say Jane) for them to look at the assigned tasks (primary column), then how to…
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Inspection Records
Hello I want to produce a record for equipment inspections. There will be over 100 items of equipment to list and inspection frequencies vary. I will need to show evidence that the inspection has been carried out, by whom and on what date. Ideally, it would be good to be able to show basic points checked (guards, cables,…
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Linkage Between Form and Report
Good afternoon, I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to…
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Populate multiple metric sheets with cross-sheet formula(s)
I'm looking to improve how I've set up several metric sheets to make sure data is staying up-to-date. The components of the workflow are here: Sheet 1 = This is the reference sheet that is used in reporting. Our billing department uses it to track claims. It's a basic sheet with a simple automation that moves rows to an…