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Reference Entire Sheet AND Filter Rows Where Column Value ="Search Value"
I am simply trying to do the following: - Refer to another sheet (ALL ROWS and COLUMNS) with the following conditions: - Where in Column [STATUS] is = "Done" The RESULT should be: - This new sheet shows all rows and columns from another sheet where Status is Done.
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Limit access to underlying sheets using Dynamic View
In my organisation, I have designed our Smartsheet solution so that all stakeholders use Reports to fulfil their daily tasks, the only department needing to access the underlying data sheets is Project Management. Is there a way using Dynamic View I can restrict access to the underlying sheets to everyone other than my…
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Looking to see what reports use a sheet
I sheet of data which is used across a number of reports, is there a way from the sheet i can see where its being used ?
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Is there a way to Add Filters to Pivot Tables?
Hi - I'm in the process of creating a "Request Tracker" sheet with associated reports & pivots to serve up to a dashboard. I want to create a pie chart that breaks down "Request Type" but only for open requests (meaning, the Status is not one of "Completed" or "Cancelled"). So my question is, is there a way for me to…
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Including Parents in Report
I'm creating a report and filtering by the value in a particular column. However, I would like to see the parent rows as well. In the original sheet, I can create a filter and check the box that says "include parent rows". However, in the report, I don't have that option when selecting a filter. How can including the…
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Get Month and Year and Group/Sort
I've got a sheet in which sales reps input their daily activity. This sheet has a date column that is required. I'm trying to make a dashboard to track month to month levels of activity. Perhaps I'm missing something but there doesn't seem an obvious way to do this. I've tried making a report to group by month and sorts…
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Request A Weekly Update Forces 50 Rows of Update. Only Need to Update First Row
HUGE issue. I have a workflow to request an update every Thursday. When workflow is triggered, instead of having only ONE row update, it asks for 50!!!!! This is bad. I tried to lock these rows but still is launching 50 pages worth of request update. ONLY ONE ROW should ever be requested. Period...
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Account by month
I have a list of accounts that we are migrating to a new platform over the next two years. Here is a portion of my list. I need to replicate a view to something like this slide. Any idea? I have read everything posted online and watched 2 hours of videos on this today and cannot even come close. I would appreciate any help…
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Can I use a cell value in the sheet as a filter for a report that I'm using to populate a dashboard?
Scenario: I have a dashboard that updates every two weeks (sprints) that uses several reports to show work completed, in progress, and blocked (all three different reports). Each of those reports represents data from the master backlog file, based upon the current sprint as a filter for those reports. Complication: The…
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How to group child rows when creating a report?
I have a sheet where the a person is in one column and the projects that he's assigned to are in the next column called "Projects". I am trying to create a report to measure the allocation% percentage a person has for each project by month. To do this I placed all of the projects that each person is assigned to in Children…
