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Dashboard with Filters - Best Practice
Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this: ID | Date | Stage | Comments I am creating forms for them to fill up on a daily…
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Creating Archive Files In Smartsheet
While rewriting my 2016 Smartsheet application that tracks all sorts of weekly and monthly data on projects and employee billable hours charges, I needed to be able to store those results in archive files for use by various sheets and reports that use that data. Automated workflows allow that data to be copied to another…
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Changing the default Timeline Display for Gantt Charts?
Hi there, Is it possible to change the default Timeline Display options for Gantt Charts (whether in Sheets or Reports, or ideally differently for each) such that when a new user views them for the first time they see the settings that the author intended? Right now, if I set these options for my own view of Gantt Charts…
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COUNTIFS+CONTAINS
I get the message UNPARASABLE, what am I doing wrong? I want to count the non blank fields in rage 1, when in range 4 I have a certain value AND is the range 7 = OPEN value. =COUNTIFS({Final RISK/ NON CONFORMITIES GROEP AERTSSE Range 1};<>"";[{Final RISK/ NON CONFORMITIES GROEP AERTSSE Range 4};…
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Tool to Automate Capture of Smartsheet Dashboards as Screenshots
Hi, I'm wondering if anyone uses any particular Google Chrome plugin to take (full page/full scroll) screenshots of Smartsheet Dashboards and, if there is any known way to automate screenshot of these dashboards and, if such a tool could save screenshots as a PDF somewhere Thanks, Cory
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Pie Charts bug? Every series is an [unnamed series]?
Why is this pie chart broken? What is [unnamed series]? It should be "Executive Team" and "Vertical Construction" as the series. This bug has existed since 2018 and it there doesn't seem to be any solutions. Graphing from a grouped report- 'Unnamed series" in legend What's with the "unnamed series" in the pie chart? How do…
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Pulling Column Info Based on Column Containing Data in Separate Sheet
I am trying to figure out how to pull in the Name, County and Status from a master list onto a new sheet based on the master's Status column containing data. I am wanting to do this so that we are not overlooking anyone. I have been trying to figure it out and have seen that I probably need to use the INDEX and COLLECT…
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Take Action on Dashboard
Is there a way to take action on a report (checking on a check-box column) from a dashboard/portal?
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Trying to return a value once, but not when cell value changes
Sorry I don't really know how to phrase this. Basically in the projects we have, we get a quote from a vendor, and they automatically enter it into our project sheets. Because this can change to a lower price or cancelled altogether we set up automation so our price column changes to the lower cost, or to zero if…
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Multi dropdown on report
Hi, I'm trying to do a report which shows things from a multi drop down list; in this case, quarters. The projects can run over multiple quarters and I want them to be showing in each of the quarter. I have created grouping with the quarters too but it won't show the data when in multi dropdown, only when it is a single…
