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Rolling Months on Pivots and KPIs
I have a question on how to update my KPI's where the data populates by month and will automatically start copying from the new month while dropping out an old month that is 13 months back? This will always show me the latest 12 months. I have multiple sites that I am running the reports from and would like to automate…
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Is there a way to open the a gantt chart to today in a dashboard view?
The dashboard widget is pulling from a report, which I have updated the project settings to open on today's date. But the view within the dashboard isn't opening on today's date. Any way to update this?
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What kind of template can I use for tracking new hires as they learn different jobs?
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
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Formula or method(s) for identifying project tasks that can be started
I have a project sheet with dependencies enabled. I am trying to build a report that shows tasks that can be started because all predecessor tasks have been completed (e.g., marked as 100% complete). I have some ideas on how this can be accomplished, but wanted input from the community here, in case this problem has…
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Inserting Columns in Reports
Previously we were able to insert a column wherever we wanted to within a report. Now when you add, it automatically goes to the end of the report, meaning I have to scroll and drag constantly. I would love to see that old functionality come back!
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Report question - filtering by date
I have a sheet that tracks daily production stats. The sheet is set up with tasks measurements in the first column; the following column headers are calendar dates. I would like to create a report that pulls the cell data for a few key tasks daily. Do you know if this is possible? Thank you
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Summary Sheet Symbols and Projection Question
Hi, I am trying to do a few things. First, I would like to pull symbols into the Sheet Summary based on the following criteria: Most Recent Entry for Site A. Pull symbol from the "▲ ▼" column. Second, pull the... Most Recent entry for Site A. Pull symbol from the "Status of Goal" column to sheet summary. Lastly, I would…
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Reports from Multiple Sheets with a common element
Is there a way to use a report to "combine" information from 2 sheets based on a common identifier (i.e. unique project number)? I have my main data table that has a lot of columns already. One group would like me to add additional fields that could add 100+ columns to the sheet. That would significantly reduce the number…
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How to display "closest matching" rows based on an "input" row?
Hello all! I've been building out what is essentially a database to track information related to customer orders of a specific product. The product is essentially custom tailored firmware - specifically, automotive engine tuning files. Most of the information is provided by a customer through a form, some is manually input…
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Sending Scheduled Reports
Hello, I have a project with many tasks, and created a report that pulls in any outstanding tasks based on who is assigned in the Assigned To field. I can download the report and send to them manually, but this project runs for the next 8 months and wanted to see about automating the report to send on a weekly basis. I did…
