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Setting up a Monthly 'Check In' Safety Audit
I've tried this a few different ways and keep hitting a bit of a wall. Has anyone created a Monthly Check In for Safety for multiple Sites of a business? The idea would be every month someone at one of the sites can submit this 'audit' and we'd track that it has been done each month. The 'checks' at each site would be the…
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Reports and Dashboards Backup
I would like to be able to set up recurring backups for reports and dashboards just like we are able to do so for Sheets in a workspace.
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Reorganizing the order things appear in Workspaces
It would be really helpful if we could reorganize the sheets, reports, and dashboards in Workspace. Currently it is set up alphabetically, which is really messy for my purposes, and I would love to be able to move my guide dashboard to the top, even though its name is not alphabetically first.
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
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Line breaks for widget titles
As far as I can see, there's no way to add a line break for title widgets, or other widgets (like reports or charts). When there is a particularly long title, my team has to manually adjust the size of the widget box. It would be nice for formatting purposes to hit Alt + Enter to create a line break for titles :) It has…
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Merged: Ability to Add Line Breaks to Titles & Widgets
This discussion has been merged.
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Calculating sum of Receipt Totals from another sheet based on criteria of 3 columns
Hello, I am trying to build a metrics sheet to put into my new dashboard. This workspace includes receipts/ invoices that have been submitted by employees. On the Metrics sheet, I have the following columns- Branch, Field Cost Center, Charge Account, Auto Code, Total (YTD). I am trying to pull the receipt totals from…
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Is there a way to create a central dashboard that collects the separate forms for multiple teams?
I am building a new Intake System and I need multiple teams requests forms all to funnel to a central location without using one giant form. I need any help, suggestions, ideas? Our business will have about 10 forms for our department. HELP!
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Microsoft Loop Integration for Dashboards
Hello! I have been building out the back and front ends of our business unit's portfolio. One of the requirement was an easy space for our Directors to leverage in order to run their meetings. We leverage Loop in our business to take meeting notes and to share out follow up tasks. I would love to have the team's loop live…
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Dashboard
I have a dashboard roll-up sheet that is using a COUNTIF =COUNTIFS({sheetname}, [Column2]10) formula to count the number of cases an employee has. I know the employee has cases on the sheet, but the field shows zero, instead of the number of cases that are assigned to them.