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Auto refresh reports
Hello! I am using a report that consolidates data from 40 other sheets for Power BI reporting. The report doesn't refresh the data unless you click the refresh button. Other than using selenium, is there a native Smartsheet feature to refresh on scheduled intervals?
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Merged: Reports Picking up Parent and Children tasks from master schedule sheet
This discussion has been merged.
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Index/Match Formula - No Match to show Blank
I've been skimming the community here to try and find the IFERROR formula to add to my formula below so that if there is no match, a blank cell populates instead of #NO MATCH. The end goal is to populate a blank row so that users can put the right details into this cell from their reports. NO MATCH doesn't allow this.…
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How to sort grouped data by year
Hello, I am trying to create a report sheet that would group data by their project end date. How do I set up the grouping so the Parent header is by year 2023,2022... etc. When I group currently by project end date, it creates individual headers for each date. thank you for input
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Filtering a report by Calendar Month and sending report
Hello, I have a report that I would like filtering by calendar month showcasing data just for that month. I can only seem to filter the report by 'last 'x' amount of days'. Seeing as though months vary in days, the report it could show additional data not required. I had then created some helper columns on the underlying…
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Stacked Column Perhaps?
On Hover (dashboard) I want to be able to see all the types of projects that each one has been assigned to through different colors. Kindly assist on how to go about this
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Milestones not showing correctly in Report
I'm told "this worked before" I assume before means before the June 5, 2019 release of date formats. Situation: Project sheet has 0 duration task dependent on a 1 day task that ends at the end of the day (4:59pm according to the settings) Project sheet Gantt view shows task ending at 07/08/19 4:59 PM (Monday evening) as a…
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How do I count for something that has not already been used in a cell from a multi cell dropdown?
Hi all, I need help! From this list of machines, I would like to know which machines are available on a particular day.. I have a date column on my sheet. How would I solve this? Much appreciated!! Thank you!
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My Tasks Report - source formatting not coming through, and privacy
Hi all, I'm rolling out my masterpiece to a group with high expectations today! I'm worrying about 2 things that maybe someone knows the answer to: 1 - The My Tasks report isn't showing the source formatting. I don't see other questions in here re that. 2 - What are the right sharing settings to allow them to fill out…
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Summarizing a Report
I have recently started working with Reports and like the summary functions but whenever I add a summary, I get a TOTAL line at the top of the report and there are times I DO NOT want a total. For example, I am creating a Financial Statement Report that has approximately 100 lines which I can summarize into "Sales",…