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Reporting Hierarchy
I have a sheet with several parent, child and grandchild rows. I'm creating a Report from this sheet but I am unable to filter and see child or grandchild wise. I have created a WBS System (1, 1.1, 1.1.1 -> Parent,Child,Grandchild) as well but unable to group/filter using this. Is there any work around for this?
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Renaming sheets with different versions and impact on reports/dashboards
Hello everyone. I am still transitioning our documentation over from our previous process to SmartSheet. In our current PM processes, our project artifacts (actions, risks, etc.) are all contained within a single Excel workbook as separate sheets. This workbook gets renamed each week so that we keep track (or in case…
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Notification Automation not working
I have set up a notification automation which would send someone a notification when the status of a deal changes. Attached Screenshots. However, I am unable to get any notification. Do i need to apply a different automation or is my current one missing something? Thanks!
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2-dimensional filter
I have hit a wall on ideas so thought I would reach out to the Smartsheet Community to see if anyone had any ideas, workarounds, or suggestions of how to accomplish a "2-dimensional" filter since there doesn't appear to be the capability (at least I'm not finding a way) to combine the "AND" and "OR" criteria to a filter.…
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If Statement
Hi Team, Can anyone help me how to write this condition In Smartsheet Thanks
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Can we have chart in sheet like we do in excel
Hi There, Can we have chart in sheet like we do in excel I dont want dashboard I want the chart % to be in sheet column Thanks
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Reports: Filter based on Current Month
Hello, One of our clients has a sheet which tracks data by month for a number of regions. They would like to display only the current month's data on an Executive level Dashboard, therefore displaying the data for all the regions together as a snapshot for the current month. My thought was to create a report and then…
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Creating a sub-set view of a master sheet for external stakeholders to view and edit
Hello! New to smartsheets, so apologies if this is a novice question. I have a master sheet which I am collaborating with my team on, and I want to be able to share with an external stakeholder an editable version with only select rows (based on a filter) and select columns visible but editable to provide updates. The…
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How to make the primary column something different?
Hi. Is there a way to choose a different column in a report as the primary column? I don't want the one Smartsheet chose. Thanks, SB
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Date Automation is not working
I've got an automation set up in a way that if a row is added, the date gets captured. However, when adding data to a new row, this does not seem to work. I've even waited for 30 + mins since some discussions have mentioned a 'delay' in the automation working (however, I understand that this has now been resolved anyway).…