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Is it possible to edit a report from a dashboard?
Hi. We are creating a Smartsheet dashboard for our incoming projects. Each project manager will need to make comments to their respective projects. Is is possible, if we add the project report to our dashboard, that a PM can edit the report from the dashboard and have it save the edits? Thanks, Shawn
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Trouble using countifs referencing another sheet and adding either "NOT" or an "OR"
I am trying to write something that will do multiple countifs and either include a range of ORs or allow me to exclude rows that have a particular response in a given column. =COUNTIFS({NEOP Tracking Range 2}, [Column5]12, {NEOP Tracking Range 4}, [Column5]@row) This works great. Now I need to only see employees that have…
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Data entry into a report
Hello, I would like to have users enter data into a report, and not the underlying sheet or sheets. I know you can edit data in a report, but you cannot enter new data from the report view. Is this possible? Or are there creative ways to do this? I was thinking of creating a dashboard with the report, and then an entry…
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Maintaining Sheet Parent-Child Relationships on Reports?
Is there a way to maintain the Parent-Child task relationships from a sheet on a report? I am trying to create a Gantt view to use as a timeline on a report so that users do not have to access the actual project plan to see this update, and to focus the users on specific information. Unfortunately, the Parent-Child…
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Report Filtering on a Cell
Hi all, Is it an option to Filter out items based on 1 cell in a sheet? We have a project plan and there is a cell that designates the entire project complete that is at the top. Is there a way to exclude data from sheets that have that cell as complete or do you have to filter based on an entire column? Thanks for any…
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Help with 30/60/90 day view of resources
Hi, I'm trying to build a report that will provide me a 30/60/90 day view of all resources. How many tasks are assigned to each resource in these time boxes. I'm finding if you have multiple resources assigned to a task the report doesn't count/assign it to both resources for example. Is there any way around this?
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Countifs formula to count a value within a date range?
Our company has ongoing surveys and the raw data is organized by different dates (dates the survey was complete). We want to only count the cells for a particular date range in our calculations sheet to give us the survey results for that time frame. For example: I only want smartsheet to look at the surveys completed…
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Self-updating report based on sheets in folder
Hi there, Is there a way that I can build a report so that when a new sheet is added to a smartsheet folder, the contents of the sheet then automatically gets compiled into a report? I saw that it was possible to select a folder when building a report, which I was really hoping would have that functionality. But it looks…
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Is there any way to filter a row report by a sheet summary field value?
As an example, I have hundreds of project sheets in a workspace. Each sheet has a sheet summary that defines the owner, type and status of the project, among other things. I need to get a row report of open tasks, but I only want to include sheets that have a sheet summary status of Follow Up. I don't want to have to…
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Dashboard - missing source report error when report shared as advanced dashboard viewer
My team are getting a error of "Missing Source Report" when viewing their Dashboard for any reports that are set with the advanced report widget option of Dashboard Viewer. They can see it if I change it to Widget Editor however, they only see my information as the report creator not their own as it should be for the…