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Adding a report to a dashboard with a "Calendar" view vs "Grid" view
Hi - I'm trying to add a "Team Vacation Planner" to a Dashboard with a "Calendar" view vs a "Grid" view. No matter what I do, I still get the report in the "Grid" view. Any ideas?? Thanks in advance.
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How to Alter the "Sheet - IT Ticket Metrics"
I want to alter this sheet, found in the IT ticket Template, to just show the metrics for a specific customer. the original formula looks like this: =COUNTIF({Created Date Range}, IFERROR(YEAR(@cell), 0) = YEAR(TODAY()) - 1) and my attempt to specify to a single customer looks like this =COUNTIFS({Created Date Range},…
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Column isn't an option to filter by
fairly new to smartsheets, why aren't all columns available on the list when making a filter? I did not build this smartsheet but am the owner now so I am not sure if it's something on the backend I may not know yet. I need to create a filter with 4 conditions but only 3 of the 4 columns are options.
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Month Function Sorting in Report
Hello! I have a sheet that captures items and their start/end dates in a date format. I am trying to create a report that will group the items by the Month that the item is taking place in chronological order (Ex: All items with the target end date in January would be grouped under "January", followed by all items with the…
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Can I lock the view of a report in Calendar view?
I have a report that is saved in calendar view and a link is placed on a dashboard. When I open the report either directly or via the dashboard link it opens in calendar view. However when shared collaborators open the report it opens in grid view.
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Automate sending out a PDF based on meeting criteria
I'd like to automate the generation of a PDF of a sheet or report based on criteria defined in an Automate Workflow. This doesn't appear possible. For example, send out a PDF when a cell containing a date changes, or a completion percentage is modified, a comment is made, an attachment attached, etc.. I'm well-versed in…
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Calendar View on a Report won't allow us to make comments
Hi, we have a Delivery Report which takes info in from approx. 50 Project Delivery sheets. If looking at the Report in Grid View we are able to add comments to all rows/sheets but when we are looking at it in Calendar View we aren't able to add comments to the vast majority of rows/sheets. There seems to be one sheet which…
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Column Formula to count (and sum) 'Waiting Days'
Hello, Can anyone suggest a way to manage this? I'd like to be able to count up time spent awaiting feedback from our client across various projects held in the same sheet. Essentially I need to be able to count the days between when a Version is sent and when Feedback is received. If Feedback is received on the same day…
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Can I group by contact in a report if the contact is not always in the same column?
Hello, I am trying to run a report from a sheet that contains many projects and different columns for each role within those projects. I have some staff members who serve in different roles in different projects. (For example, Abby is "research lead" on project A, but "Research Advisor" on project B.) I want to be able to…
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How to show a simple List of items in a dashboard?
Hi, is it possible to create a list for all rows where "column 5" equals "management report"? This list should contain the value of "column 3" (report name) and the row-attachment. So that the list looks something like this: Sales report 05/2022 ......... File1.pdf, File2.jpg Tech report 05/2022 .......... FileXYZ.pdf Some…
