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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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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.
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Merged: Dashboard print to PDF cuts through rows
This discussion has been merged.
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Sharing Portal to Unlicensed Users
My company has a Smartsheet account that I am a licensed user under. I have created a portal that I would like to share with our non-licensed suppliers. The information is sensitive, so I selected the share option of "only available to users shared to this item". I added all the Supplier POCs to the shared list as viewers.…
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How to get a formula to count only negatives or only positives
I have two formulas for a helper column to a metrics sheet. I made a column that counts the number of days until an order is due to arrive, and then there are two helper columns. the first needs to take those numbers and return a value based on the number. So if the order is set to arrive in 5 days, then the value would be…
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Formula to Count Ages of Orders
I'm trying to create a formula that counts the open orders based on the date the order was created. The thing complicating the formula is that it's for a metrics dashboard, so I need it to count the orders that are between 1-3 months old, 3-6 months old, 6-9 months old, 9-12 months old and over a year. I'm at a complete…
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Dashboard for Existing Project Portfolio Reports
Hello, We have approximately 300 projects built out at the project level with a summary report. We did not implement an intake sheet as this portfolio predates use of Smartsheets. I am trying to build a portfolio dashboard that does not require use of the intake sheet that some of the portfolio templates require. I've…
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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
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Am I unable to create stacked bar charts from reports?
Hi, I'm currently trying to build a personal dashboard so that each person in our team (~75 users) is able to see their own individual metrics. One of the things I'm trying to build is a view where we can see their time spent on individual tasks as a percentage for each month over the last 12. Naturally with this being a…
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How to create a basic pricing estimate/quote with dashboard
Hi Everyone How can I create a basic pricing estimate with a dashboard for 4 major service offerings that I am sending to the government for assessment? It only needs to be simple, nothing spectacular. I need something that looks good at the very least with a few metrics involved because its still early days for anything…